钧达股份入局太空光伏！

Core Viewpoint - JunDa Co., Ltd. plans to invest 30 million yuan in Shanghai Xingyi Chip Energy Technology Co., Ltd., acquiring a 16.67% stake to extend its strategy from terrestrial photovoltaic to space photovoltaic [1][5]. Group 1: Investment Details - JunDa will subscribe to 461,539 yuan of the newly registered capital of Xingyi Chip Energy, which is based on a pre-investment valuation of 150 million yuan for the target company [5]. - The investment has been approved by the company's management and does not require further board or shareholder approval, pending necessary registration procedures [5]. Group 2: Strategic Collaboration - A joint venture will be established focusing on the research and production of CPI films and related products, leveraging both companies' technological and resource advantages [1][7]. - The collaboration aims to capture opportunities in the trillion-dollar market for low Earth orbit satellite networking and space computing [1][7]. Group 3: Market Potential - The global space photovoltaic market is expected to grow to a trillion yuan scale, with optimistic forecasts from various institutions [7]. - CPI films are identified as a core component for space photovoltaic applications, characterized by high transparency and lightweight properties, suitable for low Earth orbit satellites [8]. Group 4: Risk Factors - The company acknowledges potential risks including technological and business uncertainties, contract performance risks, and early investment risks due to the nascent stage of Xingyi Chip Energy [8]. - JunDa plans to enhance internal collaboration, risk management, and post-investment management to mitigate these risks [8].