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A research report issued by Huatai Securities highlights that the global push to enhance computing power infrastructure is significantly fueling a swift uptick in photovoltaic (PV) demand. Recently, during the Davos World Economic Forum, Elon Musk disclosed that SpaceX and Tesla are poised to collectively establish a PV capacity of roughly 200GW in the United States over the next three years or so. Distinctions exist between ground-mounted and space-based PV technologies in terms of their technical approaches, with concurrent advancements being witnessed in various technical routes, including TOPCon, HJT, and perovskite. Against the backdrop of extensive overseas PV capacity expansions, Huatai Securities maintains a positive outlook on the growth potential of equipment tailored to these diverse technical routes.
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