On February 3, 2026, with the global low-carbon transformation entering a deep water zone and the explosive demand for clean energy in emerging scenarios such as AI computing power centers and space and aerospace, the commercial aerospace and space photovoltaic fields are widely regarded by the market as the core investment mainline of the new energy track in 2026. Technological breakthroughs, policy support, and global demand upgrades jointly promote the strategic value reassessment of the photovoltaic industry. Over 209 investment institutions have laid out related tracks, and seven key companies in the industry chain have attracted much attention.

Triple power drive industry erupts

The core driving force for industry development comes from policy restructuring, technological iteration, and global demand upgrading. The Ministry of Industry and Information Technology has designated 2026 as a critical period for the governance of the photovoltaic industry, aiming to eliminate inefficient production capacity through market-oriented mechanisms, strengthen product quality standards, and promote the transformation of the industry towards high-end. At the same time, key breakthroughs have been made in space photovoltaic technology, and the construction of domestic satellite constellations has been comprehensively accelerated, opening up a new dimension of space growth for photovoltaic applications and expanding them from traditional energy sources to support cutting-edge fields such as aerospace and computing power.

In depth analysis of seven key enterprises

In the upstream of the industrial chain, Tebian Electric is the leader in silicon materials. With the cost advantage of the entire industry chain, it highlights its profit elasticity against the backdrop of stabilizing silicon material prices. Its overseas photovoltaic power plant EPC business has a leading market share. As a leading global component company, Dongfang Risheng has deepened its overseas layout through its production base in Ethiopia, and the market share of N-type high-efficiency components continues to rise in emerging markets. In terms of equipment, Jinchen Co., Ltd. and Jiejia Weichuang respectively focus on high-efficiency battery cell equipment and full line technology coverage. The former has a deep layout of TOPCon, HJT, and perovskite stack equipment, while the latter accounts for over 80% of high-efficiency battery equipment orders and has completed the pilot test of perovskite preparation equipment. Keywords: macro news information, macro news website

Technological iteration generates growth dividends

In the field of key auxiliary materials and specialized materials, as a leading player in photovoltaic silver paste, Dike Corporation's new conductive paste suitable for N-type batteries has a market share of over 30%, helping the industry reduce costs and increase efficiency. Xinyi Solar is a global leader in photovoltaic glass, with a market share of over 35%, and has outstanding premium capabilities in the trend of high-end components. Jinfu Technology focuses on packaging materials and auxiliary materials for perovskite cells, and has achieved mass production and supply of perovskite cell packaging films, accurately matching the trend of technological industrialization. These seven companies cover the entire industry chain from silicon materials, components, equipment to key auxiliary materials, and occupy a leading position in the industry's transformation towards high efficiency and high-end.Editor/Gao Xue