国泰海通指出，马斯克提出计划每年部署100GW的太阳能AI卫星，低轨卫星、太空算力驱动太空光伏 需求。长期看，钙钛矿叠层具备高效率、柔性薄膜优势，且有辐照与环境适应的潜力，若在封装寿命与 大面积一致性上实现工程化突破，有望成为主流技术路线。钧达股份与尚翼光电正式签署战略合作协 议，双方将深度整合产业与场景资源，围绕钙钛矿电池技术在太空能源的应用展开合作，在技术研发、 在轨验证、产业化落地及应用场景拓展等方面建立协同机制。 1月5日，钧达股份在投资者交流互动平台上表示，公司小面积钙钛矿-TOPCon叠层电池转换效率已突破 33.53%，技术指标处于行业领先水平。合作方尚翼光电依托中科院上海光机所技术背景，是国内稀缺 的卫星电池生产商，其核心团队深耕钙钛矿航天应用多年，建有独有的太空仿真研发平台，目前已完成 太空环境下钙钛矿材料的第一性原理验证，为后续在轨验证奠定了坚实基础，公司正与尚翼光电紧密协 同推进在轨验证及后续产业化落地相关工作。 钧达股份（02865）午前股价上涨5.69%，现报21.90港元，成交额6111.13万港元。 来源：新浪港股 ...

Group 1 - The core viewpoint of the news highlights the positive performance of the photovoltaic sector, particularly the leading ETF tracking the photovoltaic industry index, which has seen significant gains in its constituent stocks [1][4]. - The photovoltaic leading ETF (159609) has experienced a net subscription of 1 million shares, indicating strong investor interest [1][2]. - The recent "10th N-type Photovoltaic Technology and Industry Development Forum" discussed advancements in N-type battery technology and the future trends of high-efficiency batteries, showcasing the industry's focus on innovation [2][3]. Group 2 - Major breakthroughs in photovoltaic materials technology have been reported, including a new flexible photovoltaic material with a conversion efficiency of 10.1%, demonstrating the potential for industrialization [2]. - The BC new technology is making significant progress, with expectations for increased market penetration and scale of shipments starting from 2025 [3]. - The China Securities Photovoltaic Industry Index selects representative companies across the entire photovoltaic supply chain, including leading firms such as Sungrow Power Supply, LONGi Green Energy, and Tongwei Co., Ltd. [3].

Core Viewpoint - The third Perovskite Materials and Devices Industry Development Forum will focus on flexible perovskite photovoltaics, perovskite tandem cells, and applications in smart IoT and wearable devices under indoor low-light conditions, highlighting the industry's technological advancements and market opportunities [1][10]. Group 1: Forum Overview - The forum will be held on May 23-24 in Suzhou, organized by the Chinese Academy of Sciences Ningbo Institute of Materials Technology and Engineering, Huazhong University of Science and Technology, and DT New Materials, with support from several universities and companies [1][7]. - Notable experts and companies in the flexible perovskite field will participate, including representatives from GCL, Tongwei, and TÜV Rheinland, who will present cutting-edge technologies and industry trends [1][10]. Group 2: Industry Challenges and Innovations - The transition from laboratory-scale to large-area perovskite photovoltaics faces challenges in film quality, defect suppression, and process stability, particularly in solvent control and crystallization rate adjustment [2][10]. - Professor Zhong Yufei will present on the topic of "Phase Passivation and Large-Area Preparation of Perovskite Photovoltaics," focusing on controlling crystallization mechanisms to achieve high-quality perovskite films [2][4]. Group 3: Future Applications and Market Potential - The most promising application areas for perovskite technology in the next 3-5 years include tandem photovoltaics, flexible photovoltaic applications for BIPV, and advanced consumer electronics [11]. - The forum will address technical challenges such as large-area production efficiency, interface engineering for tandem cells, and the development of high-performance flexible transparent electrodes [11].