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 23:20

Core Viewpoint - JunDa Co., Ltd. plans to invest 30 million yuan in Shanghai Xingyi Xinneng Technology Co., Ltd. to acquire a 16.67% stake, marking a strategic shift from terrestrial photovoltaic to space photovoltaic [1][5] Group 1: Investment Details - The investment involves subscribing to 461,539 yuan of newly registered capital in Xingyi Xinneng, which is based on a pre-investment valuation of 150 million yuan [5] - The partnership will focus on the research and production of CPI films and related products, leveraging each company's technological and resource advantages [1][7] Group 2: Market Opportunity - The collaboration aims to capture opportunities in the trillion-yuan market for low Earth orbit satellite networking and space computing [1][7] - Multiple institutions, including Dongwu Securities and Guojin Securities, predict that the global space photovoltaic market will grow to a scale of trillions [7][8] Group 3: Technical Aspects - CPI films are considered the "core foundation" of space photovoltaics, featuring high transparency and lightweight properties, making them suitable for deployable solar wings [8] - The global supply of high-end CPI is currently tight, with space-grade CPI being even scarcer due to higher purity and stability requirements [8] Group 4: Strategic Synergy - The partnership is expected to create synergies with the existing photovoltaic business, broadening the application scenarios of the company's products [7] - The joint venture will be exclusive, with a board consisting of five directors, one of whom will be appointed by JunDa [7]