Core Viewpoint - The stock of JunDa Co., Ltd. (02865) surged over 38% and is currently up 27.48% at HKD 32.84, with a trading volume of HKD 1.027 billion, following Elon Musk's support for space photovoltaics and significant production capacity plans disclosed during the World Economic Forum [1] Group 1: Company Developments - JunDa Co., Ltd. announced the initiation of a rights issue, with part of the raised funds allocated for the research and production of space photovoltaic battery-related products [1] - The company previously disclosed an investment of HKD 30 million to acquire a 16.67% stake in Shanghai Xingyi Chip Energy, becoming its second-largest shareholder [1] - A joint venture will be established to focus on CPI films and products combining CPI films with crystalline silicon batteries, targeting the low-orbit and space photovoltaic markets [1] Group 2: Industry Trends - Elon Musk revealed that SpaceX and Tesla are working together to enhance solar energy production, aiming for an annual manufacturing capacity of 100 GW over the next three years [1] - The commercial aerospace industry is driving the emergence of various new technologies, with space photovoltaics identified as a significant direction for industrial application [1] - According to招商证券, JunDa Co., Ltd. is poised to expand from terrestrial photovoltaics to space photovoltaics, leveraging its advantages in crystalline silicon manufacturing and deep industry experience, which may lead to new growth in the global low-orbit satellite and space computing industries [1]

太空光伏指数大涨，多只概念股获融资资金出手。 今日(1月22日)，沪指全天窄幅震荡，收涨0.14%，最新报4122.58点。深证成指上涨0.5%，创业板指上 涨1.01%。今日市场成交27164.05亿元，较昨日放量927.61亿元。 | 内地股票 △ ◎ | | | | --- | --- | --- | | 行情 资金净流入 | | 涨跌分布 | | 上证指数 4122.58 | 深证成指 14327.05 | 科创综指 1865.34 | | +5.64 +0.14% +71.92 +0.50% | | +2.66 +0.14% | | 万得全A | 创业板指 | 北证50 | | 6827.05 +29.70 +0.44% +33.12 +1.01% +10.49 +0.69% | 3328.65 | 1530.24 | | 沪深300 | 中证500 | 中证A500 | | 4723.71 | 8387.59 | 5911.78 | | +0.64 +0.01% +47.48 +0.57% +7.21 +0.12% | | | | 中证1000 | 深证100 | 中证红利 | | 8309.35 ...

Group 1 - The photovoltaic industry chain stocks experienced significant gains, with companies like Maiwei Co., Ltd., Laplace, and Aotwei reaching a 20% limit up, and Jiejia Weichuang rising over 18% [1] - The acceleration of commercial space development and low Earth orbit satellites has become a focal point in US-China competition, leading to rapid growth and potential upgrades in supporting energy systems [1] - Traditional fossil energy sources face high storage risks and supply difficulties in space, while nuclear energy has high technical complexity and strict safety controls, making large-scale application challenging [1] Group 2 - HJT and perovskite technologies are viewed as preferred solutions for extreme space environments, benefiting related battery component manufacturers and equipment producers [2] - SpaceX has confirmed the P-type HJT battery technology route for large-scale economic production of space solar cells, having tested over 10,000 P-type HJT batteries since 2023 [1] - The industry consensus is that perovskite tandem batteries will become the mainstream route for future space photovoltaics [1]

| 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 300118 | 东方日升 | 1 | 20.00 | 237亿 | 41.61 | | 300393 | 中来股份 | | 12.19 | 89.24亿 | 22.24 | | 002506 | 协鑫集成 | -06- | 10.18 | 184亿 | 12.14 | | 002218 | 拓日新能 | 报 | 10.08 | 77.15亿 | 25.81 | | 603396 | 美辰股份 | | 10.00 | 57.13 Z | 22.92 | | 600732 | 爰相股份 | 1 | 10.00 | 312亿 | 10.00 | | 002865 | 钧达股份 | 1 | 10.00 | 291亿 | 82.09 | | 603806 | 福斯特 | | 9.97 | 452亿 | 24.00 | | 600537 | に開米电 | | 9.86 | 38.23亿 | -22.36 | | 688223 | 晶科能源 | 4→ | 9.57 | ...

【导读】光伏板块走高，工程机械多股涨停 一起来看下最新的市场情况及资讯。 1月23日早盘，A股三大指数集体高开，截至发稿，沪指涨0.27%，深成指涨0.40%，创业板指涨0.44%。 | 上证指数 | 深证成指 | | 北证50 | | --- | --- | --- | --- | | 4133.59 | 14383.86 | | 1566.12 | | +11.02 +0.27% | +56.81 +0.40% | | +35.88 +2.34% | | 科创50 | 创业板指 | | 万得全A | | 1535.00 | 3343.23 | | 6863.54 | | -6.63 -0.43% | +14.58 +0.44% | | +36.49 +0.53% | | 沪深300 | 中证500 | | 中证A500 | | 4728.33 | 8469.24 | | 5935.87 | | +4.62 +0.10% | +81.65 +0.97% | | +24.09 +0.41% | | 中证1000 | 深证100 | | 中证红利 | | 8389.97 | 5928.95 | | 5623.9 ...

Investment Rating - The report maintains a "Positive" investment rating for the space photovoltaic industry [3]. Core Insights - The space photovoltaic market is projected to reach a trillion-dollar scale, driven by the increasing demand from low Earth orbit (LEO) satellites and advancements in photovoltaic technology [8][41]. - The report highlights the transition from traditional gallium arsenide (GaAs) solar cells to silicon and perovskite technologies, indicating a shift towards cost-effective solutions in space applications [55][64]. Summary by Sections 1. Growth Drivers - The demand for space photovoltaics is significantly driven by communication and computing satellites, with LEO satellites becoming the mainstream development direction due to their lower costs and shorter development cycles [12]. - The Starlink project is expected to generate substantial revenue, with predictions of over 9 million customers by 2025, covering more than 155 countries [17]. 2. Technology Trends - GaAs multi-junction solar cells are currently the mainstream technology for space applications, achieving efficiencies over 30% [45]. - The report anticipates that silicon will become the next-generation technology, while perovskite is expected to emerge as the ultimate solution due to its high power-to-weight ratio and lower production costs [64]. 3. Material Innovations - The satellite power system consists of three main components: power generation units (solar wings), energy storage units (lithium-ion batteries), and control units [71]. - Flexible solar wings are gaining traction, with advancements in materials leading to the development of ultra-thin glass (UTG) and polyimide (PI) films for better performance in harsh space environments [81][84]. 4. Market Potential - The report estimates that the market space for low Earth orbit satellite photovoltaic systems could reach 275 billion yuan, while the market for space computing could exceed 1 trillion yuan by 2030 [41]. - The anticipated peak in satellite launches from 2030 to 2035 is expected to further drive the demand for space photovoltaics, with projections indicating over 18,000 satellites launched annually [23]. 5. Competitive Landscape - The report outlines the competitive landscape, highlighting key players in the space photovoltaic sector and their respective advancements in technology and materials [88].

每经AI快讯，1月23日，光伏产业链延续强势，迈为股份（300751）20%涨停，钧达股份（002865）、 爱旭股份（600732）、福斯特（603806）等多股10%涨停，捷佳伟创（300724）涨逾17%，晶盛机电 （300316）涨逾13%。 ...

此外，数据中心迁移到太空是 【长江电新】太空光伏三问三答 【长江电新】太空光伏三问三答 太空光伏的市场空间有多大： 低轨卫星+太空算力双轮驱动，太空光伏远期市场可观。 低轨卫星已成为太空博弈的新赛道，各国纷纷推出星座计划，比如美国的星链、中国的国网和千帆、欧盟的IRIS2 等，预计2030年发射量在1.5万颗左右，若单颗卫星10kW，发电功率总额达到150MW，按照100元/W测算，对应市 场空间150亿。 晶硅技术成本低廉适合大规模部署，采用p型硅片提升抗辐射性能，通过降低硅片厚度提升比功率，HJT技术具有 天然优势，中期看渗透率有望提升。 钙钛矿或许是远期选择之一，转换效率有望突破30.6824%，比功率远高于晶硅和砷化镓，可实现太阳翼的柔性 化，而且抗辐射性能优异（如金属卤化物钙钛矿）。 哪些企业布局太空光伏领域： 1、迈为股份已与北美客户对接HJT设备，而且在当前银价高位背景下，HJT成本优势逐步显现。 太空光伏的市场空间有多大： 低轨卫星+太空算力双轮驱动，太空光伏远期市场可观。 低轨卫星已成为太空博弈的新赛道，各国纷纷推出星座计划，比如美国的星链、中国的国网和千帆、欧盟的IRIS2 等，预计203 ...

（文章来源：每日经济新闻） 每经AI快讯，1月23日，港股钧达股份涨幅扩大至35%，现报35.4港元。 ...

截至发稿，钧达股份(02865.HK)涨27.02%、金风科技(02208.HK)涨7.01%、亚太卫星(01045.HK)涨 6.01%、大陆航空科技控制(00232.HK)涨2.38%。 ...