2026-01-19 02:29Summary of Conference Call on Perovskite Solar Cells and Space Industry Industry Overview - The focus is on the perovskite solar cell industry, particularly its application in space technology and its potential to replace traditional gallium arsenide solar cells in low Earth orbit satellites [1][3][5]. Key Insights and Arguments - Expansion of Perovskite Applications: It is anticipated that from 2026 to 2027, perovskite technology will transition from ground applications to space applications, becoming a major investment theme [1][3]. - Cost Reduction: The cost of perovskite solar cells for space applications is significantly lower, with prices expected to drop from at least 200,000 yuan per square meter for gallium arsenide to between 10,000 to 20,000 yuan per square meter for perovskite [1][5]. - Market Demand: The demand for low-cost solar cells in the low Earth orbit satellite market is increasing, driven by the need for cost control in commercial space ventures [1][5]. - Domestic Competitiveness: Shanghai Port Bay has successfully launched pure single-junction space components into low Earth orbit, demonstrating the competitiveness of domestic components in the space application field [2][5]. Future Projections - Ground Perovskite Development: The bidding volume for ground perovskite solar cells is expected to exceed 3 to 4 GW in 2026, indicating a significant improvement from 2025 [1][3]. - Technological Advancements: The industry is moving from the initial development phase (0 to 1) to a more advanced stage (0.8), with improvements in large-area, high-efficiency, and stability issues being gradually resolved [3][4]. Equipment and Supplier Recommendations - Key Equipment Suppliers: The report recommends focusing on companies such as Maiwei Co., Ltd., and also highlights Otovi, Jiejia Weichuang, and High Measurement Co., Ltd. as companies to watch [1][4]. - Potential Market Opportunities: If SpaceX adopts P-type heterojunction technology, there will be increased demand for heterojunction equipment, crystalline silicon thin-film equipment, and related components, benefiting domestic suppliers [4][5]. Additional Important Points - Catalytic Effects: T Company's ground photovoltaic projects may also provide potential catalytic effects in the market [4]. - Long-term Recommendations: The report suggests a long-term investment in Shanghai Port Bay and Maiwei Co., Ltd., while also advising attention to other mentioned companies [4].