Core Viewpoint - Jingtai Holdings (02228) has seen a significant increase in stock price, rising nearly 7% in early trading and currently at HKD 12.95, with a trading volume of HKD 2.236 billion. The company has announced a strategic cooperation agreement with a subsidiary of JinkoSolar to develop AI and automation technologies for high-throughput tandem solar cells, establishing a joint venture to create a closed-loop manufacturing line for solar cells [1][1][1]. Group 1 - Jingtai Technology is transitioning from a "0 to 1" phase to a "1 to N" phase, indicating a critical growth stage where its business model has been validated and is entering a high-speed growth trajectory [1]. - The continuous realization of large orders and revenue recognition are identified as the core drivers of stock price in the short term [1]. - The long-term value of the company is attributed to its technological barriers in the "AI + robotics" platform and the potential for expansion into the "AI for Science" domain [1].
晶泰控股现涨超3% 机构看好公司向“AI for Science”全领域拓展的潜力