Core Viewpoint - The photovoltaic industry is exploring opportunities in space photovoltaic technology, which is seen as a potential solution for future energy needs on Earth and in space, with major companies signaling their intentions to invest in this area [1][4]. Group 1: Industry Trends - Major players in the photovoltaic sector, such as JinkoSolar and Trina Solar, are emphasizing the importance of space photovoltaic technology for future energy solutions, particularly for deep space exploration and AI power shortages on Earth [1]. - The space photovoltaic market is projected to reach a trillion-dollar scale, becoming a core investment theme in the power equipment and renewable energy sectors by 2026 [1][4]. - The demand for space photovoltaic technology is driven by the growth of commercial space ventures and the need for efficient energy solutions in low Earth orbit satellite networks [4][5]. Group 2: Technological Developments - Current space photovoltaic systems predominantly use gallium arsenide solar cells, which are lightweight and efficient but expensive; however, P-type crystalline silicon and perovskite tandem cell technologies are emerging as potential alternatives [2][7]. - The transition from N-type to P-type silicon cells in space applications is influenced by their ability to withstand high-energy particle radiation and maintain performance over time [8][11]. - The development of perovskite tandem cells is expected to enhance efficiency and reduce weight, making them suitable for various space energy applications, including low Earth orbit communication satellites and solar power stations [10]. Group 3: Market Potential - The low Earth orbit satellite sector alone is anticipated to generate a trillion-dollar market, with significant growth expected in the space computing center market as well [5]. - The global space photovoltaic market is projected to reach a trillion-dollar scale by 2030, driven by the increasing demand for reliable and efficient energy solutions in commercial space applications [4][5]. - The competitive landscape in the commercial satellite sector is intensifying, with major companies like SpaceX and Google planning extensive satellite networks, further highlighting the need for advanced photovoltaic solutions [4].

太空光伏专题汇报：巡天驭光，搭建天基算力核心 20260108 摘要 商业航天发展和低轨道卫星需求激增正显著推动太空光伏市场，金龟电 池因成本优势和适用性，逐渐替代砷化镓电池，太空光伏具备明确的通 胀属性和市场驱动力。 通信卫星领域对太空光伏需求巨大，假设每年发射 4,000 颗卫星，每颗 卫星太阳翼面积 100 平方米，按 20 万元/平方米计算，市场规模可达 800 亿元。太空算力规划落地将带来超预期市场空间，若未来 4-5 年内 实现 100GW 太空算力数据中心建设，市场规模可能达到数千亿甚至上 万亿元。 多结砷化镓是目前主流技术路线，但成本高昂。中短期内，P 型异质结 可能领跑，因其抗辐射性更高且适用于薄片化。下一代技术方向是钙钛 矿与晶硅叠层，兼顾稳定性和发电量，有望成为核心能源方案。 多家企业布局太空光伏领域，钧达股份战略投资上亿光电，东方日升已 实现 P 型超薄异质结电池的小批量交付，天河光能依托国家实验室在多 结砷化镓、异质结及钙钛矿晶硅叠层方面均有布局。 Q&A 太空光伏的投资逻辑是什么？ 太空光伏的投资逻辑主要基于商业航天的发展趋势和低成本发射方式的需求。 随着低轨道卫星数量的增加，对电 ...