Core Viewpoint - JunDa Co., Ltd. (02865) has seen a stock price increase of over 3%, currently trading at 24.44 HKD with a transaction volume of 69.55 million HKD, indicating positive market sentiment towards the company [1] Group 1: Market Potential - According to a report by Huajin Securities, the global in-orbit data center market is projected to reach 39.09 billion USD by 2035, with a compound annual growth rate (CAGR) of 67.4% over the next decade [1] - The high energy consumption characteristics of this market create a rigid demand for "lightweight and high-efficiency" energy solutions, which aligns well with the technological advantages of space photovoltaic systems [1] Group 2: Strategic Partnerships and Developments - JunDa Co., Ltd. has invested in Shangyi Optoelectronics as a strategic shareholder, focusing on the application of perovskite batteries in space energy [1] - The collaboration aims to establish a synergy in technology research and development, in-orbit verification, industrialization, and market expansion in both domestic and North American commercial aerospace and space computing markets [1] Group 3: Product Development and Future Plans - The partnership is developing ultra-lightweight and radiation-resistant perovskite stacked battery products tailored for low Earth orbit satellites and space computing needs [1] - Ground testing and in-orbit trials are planned, with key in-orbit tests expected to be completed by 2025 and large-scale supply targeted for 2026, followed by efforts to integrate products into the Chinese satellite system for gradual commercialization [1]
港股异动 | 钧达股份(02865)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