Core Viewpoint - The recent statements by Elon Musk regarding the solar energy production capabilities of SpaceX and Tesla have sparked interest in the space photovoltaic industry, particularly benefiting companies like Lens Technology (蓝思科技) which is involved in the production of ultra-thin flexible glass (UTG) for solar applications [1] Group 1: Company Performance - Lens Technology's stock has risen over 8%, currently trading at 31.44 HKD with a trading volume of 753 million HKD [1] - The company has showcased its self-developed aerospace-grade ultra-thin flexible glass (UTG) photovoltaic packaging solution at CES 2026, indicating its innovation in the field [1] Group 2: Industry Insights - Musk's announcement includes a target of achieving an annual solar manufacturing capacity of 100 GW within the next three years, which could significantly impact the solar energy market [1] - According to Guangfa Securities, the demand for satellite functionality upgrades and cost reduction is driving the increase in satellite solar wing area, with flexible solar wings being essential for the next generation of low-orbit satellites [1] - UTG is identified as an irreplaceable material for flexible solar wings, highlighting its high technical barriers and favorable competitive landscape [1] Group 3: Future Outlook - The company is expected to leverage its long-standing expertise in material processing and precision manufacturing to expand its business into consumer electronics, robotics, server components, and commercial aerospace sectors [1]