钧达股份盘中涨超3% 与尚翼光电合作开发超轻量化、高抗辐照钙钛矿叠层电池产品

Core Viewpoint - JunDa Co., Ltd. (002865) has seen a stock price increase of over 3%, currently trading at 24.44 HKD, with a transaction volume of 69.55 million HKD. The company is positioned to benefit from the growing demand for lightweight and efficient energy solutions in the space photovoltaic sector, aligning with the projected growth of the global in-orbit data center market, which is expected to reach 39.09 billion USD by 2035, with a compound annual growth rate (CAGR) of 67.4% [1]. Group 1 - A research report from Huajin Securities highlights the significant growth potential in the in-orbit data center market, driven by high energy consumption characteristics that necessitate "lightweight and high-efficiency" energy solutions [1]. - The company has invested in Shangyi Optoelectronics as a strategic shareholder, focusing on the application of perovskite batteries in space energy, establishing a collaborative mechanism for technology development, in-orbit verification, industrialization, and market expansion [1]. - JunDa and Shangyi are developing ultra-lightweight and radiation-resistant perovskite stacked battery products tailored for low Earth orbit satellites and space computing needs, with plans to complete key in-orbit tests by 2025 and achieve large-scale supply by 2026 [1].