Lates News

The report from Citic Securities stated that the demand for space photovoltaics is expected to see exponential growth. Musk is betting on photovoltaic manufacturing to pave the way for orbital computing power and AI power supply. Top photovoltaic equipment manufacturers in China have strong capabilities in efficient iteration and rapid response, and are expected to enter the supply chain of related equipment for companies like Tesla and SpaceX, securing high-value orders and opening up new growth opportunities. In addition, space photovoltaic equipment may have a significant inflation effect, leading to a significant increase in value. It is recommended to focus on leading manufacturers in various stages of the photovoltaic equipment chain that have technological, product, and market share advantages.