金吾财讯 | 光伏太阳能股普涨，截至发稿，福莱特玻璃(06865)涨4.27%，凯盛新能(01108)涨5.25%，协鑫科技(03800)涨3.74%，协鑫新能源(00451)涨2.72%，新特能源(01799)涨2.59%，信义能源(03868)涨2.59%，信义光能(00968)涨2.48%。广发证券发布研报称，作为地外飞行器重要的可靠能源供应方式，太空光伏有望受益于全球商业航天热潮。根据该行测算，现有低轨卫星规划有望在未来带来近10GW的太空光伏需求。太空光伏目前已经进入积极的产业探索期，产业化前期设备厂商率先受益，部分光伏设备厂商正在积极配合下游客户进行工艺路线探索。后续该行建议关注：(1)HJT/钙钛矿设备供应商；(2)光伏其他环节。申万宏源发布研报称，我国提交超20万颗卫星星座申请，标志着商业航天进入规模化部署新阶段，将直接带动太空光伏长期需求。太空光伏面临从高效砷化镓到规模化硅基HJT，再到远期钙钛矿叠层的技术迭代路径。产业链上，关键设备与电池组件供应商有望受益于市场扩容与技术升级。
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