金吾财讯 | 商业航天概念股盘初走强，截至发稿，钧达股份(02865)涨6.40%，西锐(02507)涨4.03%，中国技术集团(01725)涨2.44%，大陆航空科技控股(00232)涨1.65%，亚太卫星(01045)涨1.25%。国盛证券发布研报称，卫星数量激增使得高可靠、高比功率的太空光伏系统从配套组件”升级为战略基础设施”，需求呈指数级增长。钙钛矿被视为下一代太空光伏终极方案。在全球太空能源需求爆发、中美供应链加速重构的双重驱动下，具备航天认证资质、技术验证背书与规模化交付能力的中国光伏企业，正从“地面配套”迈向“天基核心”，太空光伏需求或成下一个增长蓝海。
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