来源：科创板日报 在马斯克最新的太空AI设想中，其计划每年部署100GW的太阳能AI卫星，规模堪比美国全国电力的四 分之一。 他强调，随着计算集群的增长，对电力供应和冷却的综合需求会升级到地面基础设施难以跟上的地步。 为达到每年200GW至300GW的持续算力容量，就需要建造规模庞大且造价昂贵的发电厂，因为一座典 型的核电站的持续发电量约为1GW。 "在太空中，你可以利用持续的太阳能，实际上你不需要电池，因为太空永远阳光充足，而且太阳能电 池板实际上会更便宜，因为你不需要玻璃或框架，冷却也只是辐射冷却。"他解释称。 中信证券指出，由于太空环境中无法接入任何地面电网，而传统化石能源的补给成本极高，因此光伏几 乎成为太空算力卫星使用的唯一高效长期的能源供给形式。此外，太阳能帆板可折叠发射后在轨展开， 易于根据算力需求扩展面积。 就在马斯克为太阳能持续站台之际，特斯拉旗下光伏业务正重整旗鼓。今年10月，特斯拉宣布已开始在 位于纽约州布法罗市的超级工厂生产其自主研发的新型太阳能电池板。首批产品预计将于2026年第一季 度交付。而在去年，公司光伏安装量跌至谷底，一度停止对外公布相关数据。 马斯克指出，太阳本身已是天空中 ...

Group 1 - The 2025 European International Solar Energy Exhibition showcased the strong advantages of Chinese companies in innovative products and system integration, attracting over 2,700 exhibitors from more than 50 countries, with around 850 from China [1] - Chinese exhibitors presented a comprehensive range of products, including high-efficiency photovoltaic modules, energy storage devices, and charging infrastructure, highlighting the integrated strength of China's renewable energy industry [1] - The European Solar Industry Association emphasized China's significant contributions to the European photovoltaic market, including high-quality product supply and local production line establishment, fostering deep collaboration between China and Europe [1] Group 2 - The report released during the exhibition projected that China's growth in the solar industry is a key achievement in global decarbonization, driving rapid technological advancements [2] - Longi Green Energy showcased a new solar panel that won the annual photovoltaic technology award, featuring structural innovations that maintain high photoelectric conversion efficiency even in low-light conditions [2] - TCL presented a model residential system that integrates solar panels with energy storage and smart distribution, catering to the growing consumer demand for green living solutions in Europe [2] Group 3 - The storage sector was a highlight of the exhibition, with companies like CATL, Huawei, and Trina Solar displaying the latest storage technologies and solutions [3] - CATL introduced a modular energy storage device capable of charging approximately 150 electric vehicles or meeting the electricity needs of a German household for about six years [3] - The CEO of the German Solar Promotion Company noted that Chinese companies play an irreplaceable role in Europe's energy transition by providing cost-effective solutions and promoting sustainable technology evolution [3]