According to a research report from CITIC Construction Investment, space photovoltaics have successfully moved beyond the experimental phase and are now entering a phase of rapid commercialization. When compared to terrestrial photovoltaics, space photovoltaics effectively address the issue of intermittency, ensuring a continuous and reliable energy supply for various applications. These applications include space-based computing capabilities, deep-space exploration missions, powering remote regions, and military emergency response operations.

Among the currently available mass-production technologies, P-type HJT cells stand out due to their remarkable radiation resistance and lightweight construction. It is projected that the adoption rate of these cells will see a significant uptick after 2026, particularly for missions that are low-orbit, short-duration, low-cost, and low-power in nature.

On the other hand, perovskite and tandem cells are expected to capitalize on their high specific power and radiation resistance characteristics. After 2028, they are likely to take on an increasingly important role in low-orbit constellation and deep-space exploration missions. Therefore, it is prudent to direct attention towards companies that are at the forefront in terms of their strategic布局 (the Chinese term is retained here for its specific meaning in a business context, but if a pure English equivalent is desired, one might use "strategic positioning" or "leading deployment") in materials, equipment, and other related sectors.