Core Viewpoint - Photovoltaic companies are accelerating their entry into the space sector, with JunDa Co., Ltd. announcing an investment in Shanghai Xingyi Chip Technology Co., Ltd. to expand from terrestrial photovoltaic to space photovoltaic applications [2][6]. Investment Details - JunDa plans to invest 30 million yuan to acquire a 16.67% stake in Xingyi Chip, which has a pre-investment valuation of 150 million yuan [2][6]. - The partnership will focus on the research and production of CPI films and related products, leveraging both companies' technological and resource advantages [2][9]. Market Opportunity - The collaboration aims to capture opportunities in the global low-orbit satellite networking and space computing industry, which is projected to reach a trillion yuan market size [2][9]. - CPI films are identified as a core component for space photovoltaic applications, with high transparency and lightweight properties, making them suitable for expandable solar wings [9][10]. Industry Context - The global high-end CPI production capacity is currently tight, with space-grade CPI being particularly scarce due to higher purity and stability requirements [10]. - As the global low-orbit satellite constellation approaches 500,000 units, the demand for CPI films is expected to grow significantly [10].
入局太空光伏！200亿A股公司 进军万亿市场
Zhong Guo Zheng Quan Bao·2026-01-14 14:57