NewTimeSpace News: Since March, sustained geopolitical conflicts have continued to drive oil prices higher, delivering tangible tailwinds to the new energy sector and fueling persistent strength in the segment. On March 20, the space-based solar power concept fluctuated upward, with theCsop Huatai-Pinebridge Csi Photovoltaic Industry Etf(03134.HK) gaining nearly 2% in early trading.

Csop Huatai-Pinebridge Csi Photovoltaic Industry Etf(03134.HK) tracks the CSI Photovoltaic Industry Index. The CSI Photovoltaic Industry Index selects no more than 50 representative listed securities from companies whose main business covers the upstream, midstream, and downstream segments of the photovoltaic industry chain, aiming to reflect the overall performance of listed PV companies.

On the news front, on March 16 local time, NVIDIA announced at the GTC Developer Conference the launch of the VeraRubinSpace-1 space computing platform, formally entering the orbital AI data center sector and ushering in a new era of space-based computing power. Unaffected by day-night cycles or weather conditions, space-based solar power offers high light intensity and energy density far exceeding that on the ground, making it the core energy solution for space computing and opening up a new mid-to-long-term extraterrestrial growth frontier for the PV industry.

GF Securities notes that AI giants are fiercely competing, and the consensus of "sending computing power to space" has already formed. Driven by this trend, space-based solar power is expected to deeply benefit as the primary energy supply form, with future cumulative market space for PV equipment potentially reaching the hundred-billion-yuan level. This new narrative logic opens up expectations for incremental growth in the PV industry. (Source: GF Securities, January 22, 2026, "Space Photovoltaic Industry: Equipment Manufacturers to Benefit First in Early Stage; Recommend Paying Attention to HJT/Perovskite Equipment Suppliers and Other Segments")

NewTimeSpace Disclaimer: All content herein is the original work of NewTimeSpace. Any reproduction, reprinting, or use of this content in any other manner must clearly indicate the source as "NewTimeSpace". NewTimeSpace and its authorized third-party information providers strive to ensure the accuracy and reliability of the data, but do not guarantee the absolute correctness thereof. This content is for reference only and does not constitute any investment advice. All transaction risks shall be borne by the user.