Drinda(SZ:002865) 智通财经网·2026-01-15 08:44Group 1 - The commercial aerospace sector is experiencing heightened interest due to accelerated domestic policies and technological advancements, leading to short-term catalysts in commercial aerospace and space photovoltaics [1] - China has submitted an application for an additional 203,000 satellites to the International Telecommunication Union (ITU), indicating intensified competition for low Earth orbit satellite resources [1] - The long-term demand for space computing power is expected to expand as the global low Earth orbit constellation enters a phase of dense networking [1] Group 2 - JunDa Co., Ltd. has signed an investment agreement to acquire a 16.67% stake in Xingyi Xinneng for 30 million yuan, which will facilitate the establishment of a joint venture for the production of CPI films and their integration with crystalline silicon battery products [2] - The CPI film is anticipated to become one of the flexible packaging solutions for solar wings due to its high transparency, high-temperature resistance, and good mechanical strength [2] Group 3 - Other crystalline silicon manufacturers are also exploring applications for space perovskite, including JinkoSolar and Trina Solar, which are advancing their research and development in this area [3] - JinkoSolar has signed a strategic cooperation agreement with an AI and robotics platform to establish a joint venture for high-throughput perovskite tandem solar cell development [3] - Trina Solar has achieved a world record for the power output of a large-area perovskite/crystalline silicon tandem module, indicating significant advancements in technology [3]