钧达股份：公司通过投资尚翼光电切入太空光伏赛道

Core Viewpoint - The company, as a leading player in the photovoltaic battery sector, is focusing on technological innovation and expanding its market presence in North America, particularly in high-value segments, while also venturing into the aerospace market through its investment in Shangyi Optoelectronics [1] Group 1: North American Market Sales and Expansion Plans - The company has indicated that its overseas sales will exceed 50% by the third quarter of 2025, with North America being a key area for expansion [1] - To better meet local market demands and adapt to global trade changes, the company is actively pursuing diverse strategies such as technological cooperation and capacity construction to enhance its supply capabilities in core markets like North America [1] Group 2: Technological Advancements - The company has achieved a laboratory efficiency of over 32% for perovskite tandem batteries, positioning itself at the forefront of the industry [1] - The focus on technological innovation is seen as a solid foundation for expanding into overseas markets [1] Group 3: Aerospace Market Development - Through its investment in Shangyi Optoelectronics, the company is entering the space photovoltaic sector, developing space perovskite battery products that are lightweight and highly resistant to radiation [1] - The company aims to cater to the needs of low Earth orbit satellites and space computing, with plans to mass-produce these products and enhance service capabilities for both domestic and North American aerospace markets [1]