钧达股份早盘涨超4% 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
Xin Lang Cai Jing·2026-01-08 02:43

Core Viewpoint - JunDa Co., Ltd. (02865) saw a 4.54% increase in stock price, currently at HKD 24.86, with a trading volume of HKD 1.11 billion. The growth is attributed to the rising demand for lightweight and efficient energy solutions in the context of the global data center market, projected to reach USD 39.09 billion by 2035, with a compound annual growth rate (CAGR) of 67.4% [1][5]. Industry Insights - According to Huajin Securities, the high energy consumption characteristics of data centers create a rigid demand for lightweight and high-efficiency energy, aligning well with the technological advantages of space photovoltaics [1][5]. - Dongwu Securities suggests that the accelerated development of commercial aerospace and low-orbit satellites positions space photovoltaics as an optimal energy solution, potentially leading to rapid growth in this sector. Ground-based high-efficiency perovskite/silicon tandem technology is identified as a key support [1][5]. - Guohai Securities indicates that as the commercialization of the aerospace industry progresses, the space industry is expected to develop rapidly, with related companies in the supply chain likely to see simultaneous improvements in performance and valuation [1][5].

Drinda-钧达股份早盘涨超4% 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 - Reportify