国泰海通：太空光伏有望驱动行业长期需求设备公司率先受益

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智通财经APP获悉，国泰海通发布研报称，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。细分材料端，中短期看，硅基P型HJT已有量产交付经验，凭借低温对称工艺与超薄硅片带来轻量化潜力，并在抗辐照方案上持续推进，有望渗透低轨短周期任务；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...

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国泰海通：太空光伏有望驱动行业长期需求 设备公司率先受益

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国泰海通：太空光伏有望驱动行业长期需求设备公司率先受益