东吴证券：马斯克规划100GW光伏产能设备商有望充分受益于海外地面+太空光伏双重机遇

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智通财经APP获悉，东吴证券发布研报称，1月22日，马斯克于达沃斯世界经济论坛（WEF）发言，特斯拉地面光伏和SpaceX太空光伏将分别建设100GW产能，预计2028年底前完成！看好硅基&钙钛矿电池技术在太空应用场景放量，重点推荐HJT整线设备龙头迈为股份(300751.SZ)、低氧单晶炉龙头晶盛机电(300316.SZ)、0BB串焊机龙头奥特维(688516.SH)、切片设备龙头高测股份(...

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photovoltaics","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"300316":1.92,"300751":1.94,"601555":1.86,"688516":1.91,"TSLL":0.6,"TESL":0.6,"TSDD":0.6,"TSLW":0.6,"TSL":0.6,"TSLG":0.6,"TSLP":0.6,"TSLT":0.6,"TSYY":0.6,"TSLY":0.6,"CRSH":0.6,"TSLR":0.6,"UFO":0.6,"TSLI":0.6,"TSLS":0.6,"TSLQ":0.6,"TSLZ":0.6,"TSLA":1.87,"07766":0.6},"content_text":"智通财经APP获悉，东吴证券发布研报称，1月22日，马斯克于达沃斯世界经济论坛（WEF）发言，特斯拉地面光伏和SpaceX太空光伏将分别建设100GW产能，预计2028年底前完成！看好硅基&钙钛矿电池技术在太空应用场景放量，重点推荐HJT整线设备龙头迈为股份(300751.SZ)、低氧单晶炉龙头晶盛机电(300316.SZ)、0BB串焊机龙头奥特维(688516.SH)、切片设备龙头高测股份(688556.SH)等，建议关注整线设备商捷佳伟创(300724.SZ)。东吴证券主要观点如下：全球卫星发射数量指数级增长，硅基HJT是最优太空光伏方案全球卫星发射数量呈指数级增长，中国无线电创新院向国际电信联盟申请20万颗低轨轨道权限，SpaceX加速4.2万颗星链系统建设，GW级别太空光伏需求放量。原有三节砷化镓电池由于产能、成本、原材料等问题无法满足GW级别部署，硅基HJT因其柔性减重、成本低、不受原材料限制等特性成为短期最优替代方案，远期转向钙钛矿-HJT叠层电池。海外地面光伏市场需求同样旺盛，设备商出海有望加速美国光伏市场客户需求旺盛，根据Mordor Intelligence 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东吴证券：马斯克规划100GW光伏产能 设备商有望充分受益于海外地面+太空光伏双重机遇

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东吴证券：马斯克规划100GW光伏产能设备商有望充分受益于海外地面+太空光伏双重机遇