钧达股份涨超5% 太空光伏产业商业化进展加快 公司协同尚翼光电推进相关产业化落地

Core Viewpoint - The stock of JunDa Co., Ltd. (002865) has risen over 5%, currently trading at 21.6 HKD, with a transaction volume of 37.26 million HKD, driven by developments in solar energy technology and strategic partnerships in the space sector [1] Group 1: Company Developments - JunDa Co., Ltd. has signed a strategic cooperation agreement with Shangyi Optoelectronics to integrate industry and scenario resources, focusing on the application of perovskite battery technology in space energy [1] - The company reported that its small-area perovskite-TOPCon tandem battery conversion efficiency has surpassed 33.53%, placing it at the forefront of the industry [1] - The cooperation partner, Shangyi Optoelectronics, has a strong technical background from the Shanghai Institute of Optics and Fine Mechanics, and has completed the first-principles verification of perovskite materials in space environments [1] Group 2: Industry Insights - Cathay Pacific Securities highlighted Elon Musk's plan to deploy 100 GW of solar AI satellites annually, which is expected to drive demand for space photovoltaics [1] - Perovskite tandem technology is noted for its high efficiency and flexible thin-film advantages, with potential for adaptation to irradiation and environmental conditions [1] - Achieving breakthroughs in encapsulation lifespan and large-area consistency could position perovskite technology as a mainstream solution in the industry [1]