一家成立3年的光伏新兵打开了太空算力基建的万亿蓝海

簪竹 2026-07-03 09:26

簪竹 2026/07/03 09:26

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本文核心介绍了成立仅3年的鸿钧新能源切入异质结光伏赛道，抢先打开太空算力基建万亿蓝海的行业事件，核心干货如下：

1. 技术层面，异质结属于第二代光伏技术，原料依然是硅，成本较低，优势突出：能量转换效率最高达26.9%，功率受温度影响小，厚度仅为传统单晶硅片的三分之一甚至更低，P型异质结还有晶格自愈能力，可以抵御太空辐射，是目前全球公认的唯一可给太空算力卫星供电的光伏技术。

2. 行业层面，当前全球都在抢跑太空赛道，中国已规划超过26万颗通信卫星，海量卫星发射将带来天量的光伏电池需求，据预测2026年全球太空光伏装机将接近200MW，2037年可达133GW，行业即将大规模爆发，目前布局窗口期仅为三年。

本文为光伏品牌商提供了技术路线选择、新市场布局的多维度干货参考，核心内容如下：

1. 市场趋势层面，AI天量算力推动太空算力基建发展，异质结光伏是太空卫星供电的唯一可行路线，太空光伏是万亿级新蓝海；同时全球能源转型背景下，中东等海外市场对高效光伏的需求呈爆发式增长，市场空间广阔。

2. 产品研发层面，异质结技术的复合性和延展性更强，可与砷化镓、钙钛矿结合制作叠层电池，转换效率可突破30%，属于下一代光伏技术的核心方向，能够避开国内地面光伏同质化产能的恶性内卷。

3. 布局建议层面，要抓住当前三年的布局窗口期，提前完成技术储备和地面测试认证，可通过优势互补合作切入新赛道，同时布局海外高需求市场，抢占先发优势。

本文为光伏相关卖家梳理了新的增长机会、政策方向与风险提示，干货内容如下：

1. 政策层面，“十五五”开局国家升级光伏行业战略支撑，明确实施非化石能源十年倍增行动，持续深化反内卷治理，推动光伏行业从规模扩张转向质量效益发展，为异质结等下一代高效光伏技术打开了充足的成长空间。

2. 增长机会层面，一是太空光伏赛道，全球海量卫星发射规划带来天量级电池需求，属于万亿蓝海市场，目前行业仍处于探索期，新玩家仍有入场机会；二是海外市场，沙特等中东地区正推进能源转型，光伏需求爆发式增长，有百GW级规划，是出海核心方向。

3. 风险提示：太空轨道资源有限，赛道布局窗口期仅三年，三年后供应链成熟新玩家很难进入合格供应商名单，必须提前布局才能抓住机会。

本文为光伏相关工厂提供了新的商业机会与发展方向启示，核心干货如下：

1. 产品生产设计需求层面，太空应用对光伏电池的抗辐射、轻量化、可靠性要求极高，异质结电池天然匹配这些需求：厚度可做到传统单晶硅片的三分之一以下，晶格可自愈抵御太空辐射，转换效率更高，未来海量卫星发射将催生大量异质结电池生产需求。

2. 商业机会层面，国内太空光伏是万亿级新蓝海市场，同时全球能源转型下，中东等海外市场对高效异质结组件有大规模需求，仅沙特就有百GW级的光伏规划，需求缺口极大。

3. 发展启示层面，当前国内光伏行业同质化产能内卷严重，工厂可以选择差异化技术路线破局，提前布局下一代异质结技术，通过跨界合作整合互补资源，比如和航天领域老牌企业合作，快速切入新赛道，享受技术转型的红利。

本文为光伏、商业航天相关服务商梳理了行业新趋势、客户痛点与潜在机会，核心内容如下：

1. 行业发展趋势层面，当前光伏行业已经从同质化规模扩张转向技术驱动的高质量发展新阶段，异质结凭借优异的兼容性和延展性成为下一代光伏核心技术；同时异质结与商业航天结合诞生了太空光伏新赛道，全球太空竞赛推动赛道快速发展，即将进入大规模起量阶段，吸引大量新参与者进入。

2. 客户核心痛点层面，切入太空赛道的光伏企业缺少航天领域的测试验证经验、在轨资质和客户资源；传统航天电池企业缺少异质结的产能和成本优势，无法满足大规模商业星座的低成本需求；新入局企业缺少成熟技术储备，难以赶上台阶有限的窗口期。

3. 潜在服务机会：可开展太空环境模拟测试服务，帮助光伏企业完成地面验证，也可搭建异质结企业与传统航天企业的对接合作平台，还可提供研发实验室共享、资质认证咨询等服务。

本文为光伏、商业航天相关平台梳理了行业新需求、布局方向与风险规避参考，核心干货如下：

1. 新需求层面，当前光伏行业进入技术转型新阶段，大量企业开始布局异质结技术，太空光伏新赛道崛起也吸引了大量创业者和资本入场，平台需要匹配这类新参与者的多元化需求，抓住产业升级的机会。

2. 平台布局与招商方向，可提前打造异质结、太空光伏相关的产业聚集，重点引入有技术储备的异质结企业、航天配套企业，还可围绕出海需求打造异质结组件出海服务平台，对接中东等地区的旺盛需求，抢占产业红利。

3. 运营与风险规避，太空光伏赛道窗口期仅三年，先发优势极强，平台要引导入驻企业提前完成技术储备和地面测试，提醒企业太空项目试错成本高，必须完成充分验证再推进上天，帮助企业降低失败风险。

本文为光伏产业研究者提供了光伏行业下半场的最新产业动向、新特征与新合作模式参考，核心内容如下：

1. 产业新动向，一是光伏技术路线迭代，异质结从原来占比仅2.6%的冷门路线，逐渐凭借更强的延展性和兼容性成为下一代核心技术，打破了TOPCon占据主流的原有格局；二是产业跨界融合诞生新赛道，光伏与商业航天、太空算力结合，诞生了万亿级的太空光伏新赛道，全球已经开启异质结太空光伏的技术竞赛，中国企业已经实现全太阳翼异质结搭载的突破，走在全球前列。

2. 产业新特征，光伏行业已经从同质化产能内卷的规模竞争，转向技术深度和全球化能力的竞争，走差异化技术路线成为新企业破局内卷的核心路径。

3. 新合作模式，异质结企业提供产能成本优势，传统航天电池企业提供航天经验和资质，优势互补共同开拓新市场，为跨界产业融合提供了新的样本参考。

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Quick Summary

This article introduces how Hongjun New Energy, a company founded only three years ago, has entered the heterojunction photovoltaic (HJT PV) track and moved early to tap into the trillion-dollar blue ocean market of space computing infrastructure. Key takeaways are as follows:

1. Technically, heterojunction is a second-generation PV technology that still uses silicon as raw material, featuring low costs and prominent advantages. It reaches a maximum energy conversion efficiency of 26.9%, its power output is less sensitive to temperature changes, and its wafer thickness is only one-third or even less than that of traditional monocrystalline silicon wafers. P-type heterojunction cells also have lattice self-healing capabilities that allow them to resist space radiation, making it the only globally recognized viable PV technology to power space computing satellites.

2. From an industry perspective, countries around the world are currently racing to develop the space sector. China has already planned to launch more than 260,000 communications satellites, and the massive satellite deployment will drive enormous demand for PV cells. Forecasts show that global installed space PV capacity will approach 200MW by 2026 and reach 133GW by 2037, indicating the industry is on the cusp of large-scale growth. The current window for market entry only lasts three years.

This article provides multi-dimensional insights to help PV brand owners make technology route choices and plan expansion into new markets. Key takeaways are as follows:

1. In terms of market trends: Exploding AI computing demand has driven the development of space computing infrastructure, and heterojunction PV is the only viable option for powering space satellites, making space PV a trillion-dollar new blue ocean market. Meanwhile, amid the global energy transition, overseas markets such as the Middle East are seeing explosive growth in demand for high-efficiency PV, opening up vast market space.

2. In terms of product R&D: Heterojunction technology has stronger compatibility and extensibility, and can be combined with gallium arsenide and perovskite to create tandem cells with conversion efficiency exceeding 30%. It is the core direction of next-generation PV technology, and allows brands to avoid the vicious overcapacity competition plaguing the domestic ground-based PV market.

3. In terms of layout recommendations: Brands should seize the current three-year entry window, complete technology reserves and ground testing and certification in advance, enter the new track through complementary partnerships, and expand into high-demand overseas markets early to secure first-mover advantage.

This article sorts out new growth opportunities, policy directions and risk reminders for PV-related sellers. Key insights are as follows:

1. In terms of policy: At the start of the 15th Five-Year Plan, the Chinese government has upgraded strategic support for the PV industry, launched a 10-year non-fossil energy capacity doubling initiative, and continued to push for governance of overcapacity-driven cutthroat competition. These policies are driving the industry to shift from scale expansion to quality- and efficiency-focused growth, creating ample room for next-generation high-efficiency technologies such as heterojunction to grow.

2. In terms of growth opportunities: First, the space PV track, where massive global satellite launch plans are driving enormous demand for PV cells, is a trillion-dollar blue ocean market still in the early exploration stage, leaving room for new entrants. Second, in overseas markets, Middle Eastern countries such as Saudi Arabia are advancing energy transitions and seeing explosive growth in PV demand, with hundreds of gigawatts of planned capacity, making this region a core direction for going global.

3. Risk reminder: Space orbit resources are limited, and the entry window for this track is only three years. After three years, once the supply chain matures, it will be very difficult for new players to get onto the list of qualified suppliers. Companies must layout early to capture this opportunity.

This article provides insights into new business opportunities and development directions for PV-related manufacturing facilities. Key takeaways are as follows:

1. In terms of product and design requirements: Space applications have extremely high requirements for radiation resistance, light weight and reliability, all of which are naturally met by heterojunction cells. Their thickness can be reduced to less than one-third of traditional monocrystalline silicon wafers, their self-healing lattices resist space radiation, and they deliver higher conversion efficiency. The coming massive wave of satellite launches will generate large demand for heterojunction cell manufacturing.

2. In terms of business opportunities: Domestic space PV is a trillion-dollar new blue ocean market. Meanwhile, amid the global energy transition, overseas markets such as the Middle East have large-scale demand for high-efficiency heterojunction modules; Saudi Arabia alone has hundreds of gigawatts of planned PV capacity, creating a huge demand gap.

3. In terms of development insights: The domestic PV industry is currently suffering from severe cutthroat competition between homogeneous capacity. Factories can break through by adopting a differentiated technology route, lay out next-generation heterojunction technology in advance, and integrate complementary resources through cross-industry cooperation — for example, partnering with established aerospace enterprises to quickly enter the new track and capture the dividends of technology transition.

This article sorts out new industry trends, client pain points and potential opportunities for service providers in the PV and commercial aerospace sectors. Key takeaways are as follows:

1. In terms of industry development trends: The PV industry has already shifted from homogeneous scale expansion to a new stage of technology-driven high-quality growth, and heterojunction has emerged as the core next-generation PV technology thanks to its excellent compatibility and extensibility. The combination of heterojunction and commercial aerospace has also created the new space PV track. The global space race is driving rapid growth of this track, which is about to enter a phase of large-scale scaling and attract a large number of new entrants.

2. In terms of core client pain points: PV companies entering the space track lack aerospace testing and verification experience, in-orbit qualification and access to aerospace clients; traditional aerospace battery manufacturers lack heterojunction production capacity and cost advantages, and cannot meet the low-cost requirements of large-scale commercial satellite constellations; new entrants lack mature technology reserves, making it hard for them to catch up in the limited entry window.

3. In terms of potential service opportunities: Providers can offer space environment simulation testing services to help PV companies complete ground verification, build matchmaking platforms between heterojunction companies and traditional aerospace enterprises, and also provide shared R&D labs, qualification consulting and other related services.

This article sorts out new industry demand, layout directions and risk mitigation references for platforms in the PV and commercial aerospace sectors. Key takeaways are as follows:

1. In terms of new demand: The PV industry has now entered a new stage of technology transition, with a large number of companies starting to layout heterojunction technology. The rise of the space PV track has also attracted many entrepreneurs and capital, so platforms need to match the diverse needs of these new entrants to capture opportunities from industrial upgrading.

2. In terms of platform layout and investment promotion: Platforms can build industrial clusters focused on heterojunction and space PV in advance, prioritize attracting heterojunction companies with mature technology reserves and aerospace supporting enterprises, and build an export service platform for heterojunction modules to connect with strong demand from regions such as the Middle East and capture industrial dividends.

3. In terms of operation and risk mitigation: The entry window for the space PV track is only three years, and first-mover advantage is extremely strong. Platforms should guide resident companies to complete technology reserves and ground testing in advance, remind companies that space projects carry high trial-and-error costs and require full verification before launch, and help companies reduce failure risks.

This article provides references on the latest industry developments, new characteristics and new cooperation models for the second half of the PV industry for industry researchers. Key takeaways are as follows:

1. New industry developments: First, PV technology routes are iterating: heterojunction, once a niche route holding only 2.6% market share, has gradually emerged as the core next-generation technology thanks to its stronger extensibility and compatibility, breaking the original pattern dominated by TOPCon. Second, cross-industry integration has created a new track: the combination of PV, commercial aerospace and space computing has given birth to the trillion-dollar space PV track, and a global technology race for heterojunction space PV has already begun. Chinese companies have achieved a breakthrough in full heterojunction solar array integration, leading the world in this field.

2. New industry characteristics: The PV industry has shifted from scale competition amid homogeneous overcapacity to competition based on technological depth and globalization capabilities. Adopting a differentiated technology route has become the core path for new players to break out of cutthroat competition.

3. New cooperation models: Heterojunction companies bring production capacity and cost advantages, while traditional aerospace battery companies bring aerospace experience and qualification. This complementary win-win partnership to jointly explore new markets provides a new reference model for cross-industry integration.

Disclaimer: The "Quick Summary" content is entirely generated by AI. Please exercise discretion when interpreting the information. For issues or corrections, please email run@ebrun.com .

I am a Brand Seller Factory Service Provider Marketplace Seller Researcher Read it again.

2026年，大国科技角逐的棋盘，终于从地面蔓延到了海拔5万公里的太空。一个光伏行业的专业名词——异质结，在这盘棋局中突然走红，成为可左右胜负的关键一手。

在海外，异质结技术已与商业航天深度结合：瑞士梅耶博格与美国Solestial合作开发的抗辐射太空电池，为卫星和深空探测器提供了轻量化、高可靠的能源解决方案；美国初创公司发射的Starcloud-1卫星，探索了将异质结等光伏技术用于太空AI算力中心的能源供给。

在中国，一颗名为“有戏号”的卫星在5月15日成功发射入轨。这是全球首颗太空算力 + 星地互动卫星，其搭载的太阳翼采用的也是异质结电池。

AI需要的天量算力迟早要靠太空解决，而能为太空算力卫星提供电力的光伏电池只有异质结，这条路径已逐渐成为全球性共识。

一场围绕异质结的太空竞赛

所谓异质结属于第二代光伏技术，简单来说就是在硅片表面镀上一层非晶硅薄膜，两层结构的交界就是异质结。它的材料依然是硅，所以成本不高。

同时，它还具备很多神奇的特点：它的能量转换效率更高，实验室测得的记录已经达到26.9%；它的功率受温度的影响较小；它的厚度可以做到传统单晶硅片的三分之一甚至更低；掺入了硼元素的P型异质结，晶格还有自愈能力，从而抵御太空辐射的破坏。

其实，除了“有戏号”发射外，国内对异质结技术与商业航天结合的探索一直在持续进行。

国家队方面，天舟十号货运飞船搭载了由中国科学院上海微系统与信息技术研究所研制的柔性单晶硅异质结太阳电池，首次在空间站环境中开展在轨验证。企业界则有珠海鸿钧新能源与厦门乾照光电股份签署战略合作协议，在异质结太空电池领域展开深度合作，共同开拓商业航天这一万亿级新蓝海。

近日，投中网在珠海见到了鸿钧新能源高级副总裁王海君。他们的异质结太阳能电池板产品已经随着合作伙伴的卫星上了太空，也在国内首次实现了整张太阳翼全部搭载异质结电池的突破。王海君向投中网表示，“激进一点三年后，保守一点五到七年之后”，国内的太空光伏一定会大规模起量。这个速度不能再慢了，因为再慢的话太空的轨道资源就会被瓜分完毕。

与地面光伏不同，太空中的卫星轨道资源是有限的。因此各路玩家都在拼速度，竞赛似的多发卫星。中国的通信星座也在紧锣密鼓的部署中。根据国金证券研报的统计，包括垣信卫星的千帆星座和中国星网的GW星座在内，中国通信卫星规划总数已超过26万颗。

如此海量的卫星升空，对电池板的需求量将会是一个天文数字。国金证券预计，仅仅是在2026年，全球太空光伏装机量就将接近200MW。而在中期（2037年），如果现有的卫星发射计划100%实施，对应太空光伏的装机量可达133GW。

鸿钧对于在这场太空光伏盛宴中占据一席之地有很大的决心。王海君表示，鸿钧既然已经在做了，就应该比别人更快一步，储备更多、更成熟的技术。中国的商业航天接下来一定会在市场化力量的推动下进入高潮，鸿钧对自己的要求是，在那个时候能拿出符合标准、通过认证，且符合客户需求的产品。

“窗口期只有三年”

作为全球最重要的光伏产业大国，中国没有理由缺席这个风口。而2023年才成立的“光伏新兵”鸿钧新能源，出人意料的站到了这场跨国角逐的最前线。5月15日，鸿钧新能源的的异质结电池随着合作伙伴的卫星成功发射入轨。

鸿钧能率先吃螃蟹，一个原因是早一步做好了准备。鸿钧之前就把自己的异质结电池送到了哈工大的太空实验室做测试，根据测试对电池的膜层做了一系列的改进和调整，形成了技术储备。卫星对电池的可靠性要求很高。王海君向投中网表示，所有的卫星发射上太空都要投入到后续的商业化运营，没人会愿意拿自己的卫星来做实验。在最终“上天”之前，鸿钧的产品通过了客户严苛的地面测试，然后才有上星的资格。

试错成本高，这也是太空光伏商业化落地的一大难点。王海君认为，目前是进入太空光伏的最佳窗口期，而且这个窗口期不会太长，三年之后可能就结束了。因为当下还处在探索期，客户还比较愿意“给机会”。当三年之后供应链逐渐成熟，一个新玩家要想再进入客户的合格供应商名单会非常困难。“现在如果不提前布局，等标准统一、格局落定后再想进入，就难如登天了。”

6月1日，鸿钧宣布与乾照光电签署战略合作协议，双方将在异质结太空电池领域展开深度合作。乾照光电是航天级太阳能电池的老牌龙头，拥有20年的在轨经验，产品已批量应用于G60千帆星座等商业卫星。但乾照光电是做砷化镓电池的，面对未来大规模商业星座对电池的新要求，它需要鸿钧的异质结技术。因此，这是一个互补的合作：乾照有太空经验，鸿钧有HJT产能和成本优势，双方的结合将能开拓一个传统砷化镓电池覆盖不了的新市场。

王海君透露，目前双方对未来的研发合作已经有了从实验室到量产的清晰规划。双方将会成立联合实验室，研究将砷化镓与异质结的叠层电池，目标是两年左右实现产品下线，三年左右技术成熟。

这个时间点不是拍脑袋定的。就像之前提到的，王海君的判断是，太空光伏的爆发快的话三年之后就会到来。

上天出海，鸿钧要做异质结的技术领军者

在卧虎藏龙的中国光伏产业中，鸿钧是一个半路杀出的程咬金。

2023年2月鸿钧在珠海成立，彼时中国的光伏产业已经卷到极致，产能在两年内从200GW猛冲到1000GW，价格从1瓦2元多跌到七八毛。

鸿钧另辟蹊径，选择了偏冷门的异质结路线。当时TOPCon在第二代光伏技术中是绝对主流，根据中国光伏行业协会数据，2023年TOPCon电池的市场占比约为23.0%，而异质结电池市场占比仅约2.6%。TOPCon胜出的原因显而易见：它的工艺更成熟、产线改造成本更低，产能释放速度也就更快。

但鸿钧的联合创始人姜庆堂认为，异质结技术的复合性和延展性更强，更有长远的价值。这一判断非常精准。前面提到，鸿钧在与乾照光电合作研究异质结+砷化镓叠层电池，这是因为异质结能天然与叠层兼容。通过叠层，电池板的能量转换效率有望实现质的突破。尤其是异质结+钙钛矿叠层电池，效率可突破30%，被认为是第三代的“终极”光伏技术。

姜庆堂是一位拥有十余年芯片级半导体和近二十年太阳能光伏行业经验的产业老兵，本科毕业于北大物理系。本科毕业后，姜庆堂考取李政道教授主导的CUSPEA项目赴美国罗格斯大学深造。博士毕业后他在硅谷八年，2001年回国参与中芯国际建设，做过研发总监和生产厂长。之后加入光伏产业，在晶澳太阳能，海润光伏以及美国SunEdison任高级管理者，成为创始团队核心成员。

因此，鸿钧从创立伊始，姜庆堂给定下的基调就是不参与内卷，要做异质结领域的技术第一，而不是做产能的第一。2023年至今，鸿钧稳扎稳打地在异质结路线上的做到了行业领先。除了在太空光伏上的突破，鸿钧的出海也取得了重大进展。

2025年9月，鸿钧新能源与沙特伙伴签约，启动6GW高效异质结组件基地建设。这个项目也有里程碑的意义——它是中国企业迄今在海外最大规模的异质结项目。

中国的光伏产业出海首选中东，而中东又首推沙特。沙特正经历一场深刻的从石油经济向工业经济的全面转身，对光伏的需求正在爆发式增长：从2018年全年仅装机100兆瓦，到如今一年装机五到六GW，未来更有百GW级别的规划。

而沙特项目的成功只是一个开始。2026年初伊朗战争的爆发引发了新一轮能源危机，中国光伏产业对全球能源供应的稳定已越来越不可或缺。

2026年作为“十五五”规划的开局之年，国家对光伏行业的战略支撑进一步升级。政府工作报告首次提出制定“能源强国建设规划纲要”，“十五五”规划《纲要》明确实施非化石能源十年倍增行动，为实现2035年风光总装机达36亿千瓦以上的目标奠定基础。与此同时，“反内卷”治理持续深化，新能源上网电价市场化改革加速推进，光伏行业从“规模扩张”全面转向“质量效益”的高质量发展新阶段。这些政策信号，也为异质结等下一代高效光伏技术打开了更大的成长空间。

王海君对此看得很清楚。在他看来，中国光伏行业过去几年的“卷”，本质上是同质化产能的恶性竞争，但当行业进入技术驱动的新周期，真正有壁垒的企业反而会迎来最好的时代。

随着异质结越来越被关注，王海君也感受到了资本的热度在重新回归。在我见到他这一天，就有一家投资机构登门，对方希望先“占坑”，担心再过一个阶段就不是现在的价格了。

太空光伏、沙特出海、能源转型，这三个看似不同的方向，指向的是同一个判断：光伏行业的下半场，不再是简单的规模比拼，而是技术深度和全球化能力的较量。鸿钧选择了异质结这条更难走的路，但正如异质结本身那层独特的非晶硅薄膜，厚度仅几纳米，却决定了整块电池的最终效率——在光伏红海之下，那些看似窄门的路径，往往通往最辽阔的蓝海。

注：文/簪竹，文章来源：投中网(公众号ID：China-Venture)，本文为作者独立观点，不代表亿邦动力立场。

文章来源：投中网