According to the CITIC Construction Investment Research Report, space photovoltaics has moved from the testing stage to a period of accelerated commercialization. Compared with terrestrial photovoltaic scenarios, it has not only broken intermittent bottlenecks, but also provided long-term energy support for scenarios such as space computing power, deep space exploration, power supply in remote areas, and military emergencies. P-type HJT batteries have the most obvious advantages in radiation resistance and weight reduction among existing mass production technologies. The penetration rate is expected to increase after 2026, and mainly to perform short-term low cost low power tasks in low rail. Perovskite and laminated batteries are expected to gradually undertake low-orbit constellations and deep space exploration missions after 2028, with their high specific power and radiation resistance advantages. Focus on companies with leading layouts in materials, equipment, etc.

According to the CITIC Construction Investment Research Report, space photovoltaics has moved from the testing stage to a period of accelerated commercialization. Compared with terrestrial photovoltaic scenarios, it has not only broken intermittent bottlenecks, but also provided long-term energy support for scenarios such as space computing power, deep space exploration, power supply in remote areas, and military emergencies. P-type HJT batteries have the most obvious advantages in radiation resistance and weight reduction among existing mass production technologies. The penetration rate is expected to increase after 2026, and mainly to perform short-term low cost low power tasks in low rail. Perovskite and laminated batteries are expected to gradually undertake low-orbit constellations and deep space exploration missions after 2028, with their high specific power and radiation resistance advantages. Focus on companies with leading layouts in materials, equipment, etc.