, 2026, the photovoltaic stock market fluctuated higher. Many photovoltaic ETFs rose, with an increase of 1.
Digital New Energy DataBM. Com noted that in this "Red Sea". Space photovoltaic concept stocks rose the most gratifying, such as: Dongfang Risheng (14.84%), Maiwei shares (13.38%), Jiejia Weichuang (12.77%), Aerospace Mechatronics (9.99%), Ottway (8.
This may also be related to a big news over the weekend.
According to media reports, on January 11, 2026, the official website of the International Telecommunication Union (ITU) showed that from December 25 to 31, 2025, China formally submitted a new 20
. Today, Musk's recent three-hour interview has attracted people's attention, covering AI trends, energy development and future medical care. " Solar energy is the only answer to human energy freedom," Musk said
in the interview. "Solar energy is the only answer to human energy freedom," Musk said in the interview. And he also proposed the use of solar energy, the deployment of satellites, rockets, lunar factories and other space development programs.
Space photovoltaic, an overnight explosion? On December 15,
US Eastern Time, Musk said publicly in social media that it was foolish to build a small fusion reactor on Earth because "the sun is a huge free nuclear fusion reactor".
Due to the scarcity of satellite spectrum and orbit resources, according to the "first come, first served" allocation principle, all countries in the world are currently rushing for space resources. While China is accelerating the strategic deployment of satellites, the United States, Russia and other countries are also developing rapidly.
Not long ago, on January 9, the Federal Communications Commission (FCC) announced that it had approved SpaceX's application to deploy another 7500 second-generation (Gen2) Starlink satellites.
In addition, Russia previously planned to have about 1700 satellites in orbit by 2030, and the European Union planned to deploy 290 satellites by 2030.
In the fierce competition for space resources, sustainable and stable energy supply is the key to development. Solar energy has become the first choice for space energy because of its high efficiency and sustainability, and space photovoltaic has become a key area of concern.
"The market space is expected to grow by more than 30 times."
The outbreak of space photovoltaic is the demand problem that most troubles the photovoltaic industry in the downward cycle of
However, space photovoltaic not only brings the industry a boom in the current capital market, but also the hope of future demand prospects.
According to the Yangtze Securities Research Report, space photovoltaics benefit from the deployment of giant LEO constellations. According to the data declared by the International Telecommunication Union (ITU), the total number of LEO satellites planned in the world has exceeded 100000, and it is the link of satellite value inflation. The solar wing power corresponding to a single satellite will increase rapidly, and it is expected that the space the deployment of 100 GW data centers per year through starships in 4-5 years, corresponding to 23800/13300/280 billion yuan in photovoltaic market space under optimistic/neutral/pessimistic scenarios. According to the research report
of Soochow Securities, "By the end of 2025, more than 100,000 satellites have been registered in the world. Assuming that 10,000 satellites are launched annually, it is expected to bring nearly 200 billion solar wing market space ." "The surge in demand for AI computing power promotes the migration of computing power to space.." If the 10GW space computing power system is built in the future, the solar wing market may reach trillions of yuan. ”
CITIC Securities estimates that the overall market space of photovoltaic cells in the satellite field will reach 328.8 billion yuan in the long term (2035-2040), which is expected to increase more than 30 times compared with the short-term market space . According to Musk's annual 100GW space computing deployment on social media X, we expect the forward market space to reach 5.
Digital New Energy DataBM. Com's previous article, the explosion of the concept of space photovoltaic," Let people's attention focus on these two technologies again.
At present, the mainstream technology of space photovoltaic is the multi-junction cell technology based on gallium arsenide, which is relatively mature and stable. According to the type of connection, gallium arsenide cells are divided into single-junction, double-junction, three-junction and four-junction types, of which three-junction solar cells occupy the dominant position in the market, accounting for more than 90%.
However, the battery of this technology has strong rigidity, large thickness, heavy weight and high manufacturing cost.
"In application scenarios such as LEO satellites, which are sensitive to cost and have a short life, the thin battery can reduce the launch load and save fuel." Huajin Securities Research Report shows.
With the decrease of cost and the improvement of efficiency, crystalline silicon cells may return to the mainstream of space photovoltaics. P-type HJT (heterojunction) technology has become one of the most potential technologies. On the one hand, P-type cells are more resistant to radiation than N-type cells; on the other hand, in crystalline silicon cells, the thickness of the silicon wafer used in HJT cells is thinner, which is expected to be reduced to less than 100 µm.
However, in terms of battery specific power, the technology is at a disadvantage. According to the Yangtze Securities Research Report, the specific power of GaAs multi-junction batteries is 0.4-3.8 W/G, that of copper indium gallium selenide batteries is 3 W/G, that of perovskite batteries is 23 W/G, and that of crystalline silicon batteries is only 0.
Perovskite cells are expected to be the ultimate solution for space photovoltaics. At present, the technology is facing the problem of "stability" on the ground. At the same time, "the space environment is worse than ground, high and low temperature impact, high-energy particle irradiation, ultraviolet light, atomic oxygen and so on put forward extremely high requirements for the selection of materials, battery structure and packaging materials in perovskite batteries."
Generally speaking, GaAs is still the first choice for high-value large satellites in the short term, crystalline silicon cells are expected to become an important choice for solar wing photovoltaic cells in the medium term, and perovskite cells are expected to become the supporting technology for long-term space photovoltaic.
https://img7.ccement.com/news/2601/richtext/img/6964d5463e98b3943749., however, I would like to pour cold water on the market here: although the future blueprint of space photovoltaic is attractive enough, the track is still in the early stage of technology verification and commercial exploration. For investors, it is necessary to maintain rational judgment and not blindly follow the trend; for enterprises, it is more important to base on technology research and development and industry landing, rather than speculation on stock prices by concept heat, or even harvest and leave.
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