Drinda(SZ:002865) Ge Long Hui·2026-01-23 07:26Group 1 - JunDa Co., Ltd. A-shares experienced a two-day consecutive increase, reaching 99.44 yuan, a new high since November 2023; H-shares surged over 49%, peaking at 38.44 HKD, marking a historical high [1] - The photovoltaic sector is currently benefiting from multiple positive factors, leading to a heated market sentiment [1] - Tesla CEO Elon Musk supported space photovoltaics at the World Economic Forum in Davos, stating that SpaceX and Tesla are working to enhance solar energy production, aiming for an annual capacity of 100GW within three years [1] Group 2 - Dongxing Securities analyzed that if the concept of a space data center is realized, it could generate over 800GW of demand for space photovoltaic installations, surpassing the current global annual increase in ground-mounted photovoltaic installations [1] - China has submitted applications for over 200,000 satellite constellations, with China Star Network planning to deploy 13,000 low-orbit satellites between 2026 and 2030, marking a new phase in commercial space deployment that will drive long-term demand for space photovoltaics [1] - On January 21, JunDa Co., Ltd. announced plans to raise funds through H-share placement, with approximately 45% allocated for research and production of space photovoltaic batteries and another 45% for equity investments in the commercial aerospace sector, indicating the company's formal entry into the aerospace new energy field [1]