Overview
- Industry sources say SpaceX visited photovoltaic equipment makers and has an undisclosed order with a leading domestic heterojunction (HJT) equipment supplier.
- Tesla’s team is conducting factory inspections across multiple companies in the photovoltaic supply chain, according to the reports.
- The China Photovoltaic Industry Association said space solar technology remains in early exploration and validation, with GaAs cells still the mainstream choice due to proven reliability.
- Chinese A-share photovoltaic concept stocks surged to repeated limit-ups after media and broker notes linked the outreach to potential space applications such as HJT and perovskite.
- Participants note that few Chinese firms can currently deliver full HJT production lines, and prior procurement ties with a domestic HJT company were reported but not publicly detailed.