节点：下游（终端消费/应用）位置：下游情绪：利好参考度：4/10
全球算力需求持续高涨，地面数据中心依赖模式逐步显现瓶颈，太空算力成为卫星领域新兴应用场景。太空算力的核心价值在于突破地面能源供给的规模与效率瓶颈，通过太阳翼可提供持续、稳定且高密度的清洁能源；相比地面环境，太空光伏的发电量可提升数倍。据Starcloud白皮书数据，太空部署40MW数据中心（10年运行周期）总成本约820万美元，较地面数据中心的1.67亿美元降低95%。
行业龙头加速布局太空算力相关产能。SpaceX正于美国打造100GW级光伏产能，预计3-4年完成建设；蓝色起源、谷歌及中日欧等区域龙头企业亦纷纷跟进布局。
广发证券分析指Ň..算力上天已成行业共识。在该共识推动下，太空光伏作为核心供能形式有望深度受益，预计未来将为光伏设备领域累计带来千亿级市场空间。
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