Können Photovoltaikzellen den Weltraum erobern? Sie sind bereits auf dem Weg dorthin!
Jan 14, 2026
Die Photovoltaikbranche hat einen neuen Weg eingeschlagen. On January 8th, photovoltaic stocks generally rose, with perovskite and space photovoltaic concepts being particularly active. By the close, Maiwei Co., Ltd. rose 15.65%, Haiyou New Materials Co., Ltd. rose 14.20%, Autowell Co., Ltd. rose 11.85%, and Junda Co., Ltd. (002865) hit the 10% daily limit, achieving two limit-up days in three trading days. Oriental Sunrise Co., Ltd., Jiejia Weichuang Co., Ltd., Trina Solar Co., Ltd., and Jinko Solar Co., Ltd. all rose by more than 5%. This surge in popularity didn't come out of nowhere; it started with a vision that sounded like something out of a science fiction movie. Recently, Elon Musk proposed an ambitious plan: to deploy a 100GW solar satellite network into space annually, using the infinite sunlight in space to power Earth and future AI facilities and computing systems. Previously, he had even stated bluntly: building nuclear fusion reactors is foolish; the sun itself is a free super reactor, and space photovoltaics are the future. This concept quickly sparked global discussion, with several major domestic photovoltaic companies making public statements, and others already undertaking related work such as cooperation with aerospace and on-orbit verification, attempting to be among the first to establish a foothold in this future sector. 1. Why did space photovoltaics suddenly explode in popularity? First, let's define the concept. Space photovoltaics refers to solar power generation systems that provide continuous power to satellites, space stations, future computing constellations, and deep space missions in space environments such as Low Earth Orbit (LEO) and Medium/High Earth Orbit (MEO/GEO). This idea wasn't proposed in recent years. As early as the 1960s, American scientist Peter Glasser had systematically envisioned this path. He proposed building large-scale solar power generation devices in space, converting the acquired energy into electromagnetic waves, and then transmitting it wirelessly to a receiving end for use. What truly makes space photovoltaics worthy of "serious re-discussion" is its inherent physical advantages. Compared to terrestrial photovoltaics, the space environment almost completely avoids all variables affecting the stability of power generation. There are no cloud cover, no day-night cycle, and the intensity of solar radiation remains consistently high. Theoretical calculations show that solar energy intensity in space can be several times that on Earth, multiplying the power generation potential for the same area. More importantly, there's the stability. Data shows that low-Earth orbit satellites can orbit the Earth approximately every 90 minutes, receiving over 60% sunlight and avoiding interference from nighttime and weather. Furthermore, geostationary orbit satellites only experience brief solar eclipses during the spring and autumn equinoxes, enjoying stable sunlight for about 99% of the time. This high r...
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