钧达股份涨超7% SpaceX申请部署百万颗卫星 机构看好太空光伏与设备环节受益

Core Viewpoint - JunDa Co., Ltd. (002865) has seen its stock price increase by over 7%, currently trading at 38.54 HKD with a transaction volume of 124 million HKD, driven by developments in the satellite and space photovoltaic sectors [1] Group 1: Industry Developments - The U.S. Federal Communications Commission (FCC) has revealed that SpaceX is applying to launch and operate a constellation of up to 1 million satellites, which will possess unprecedented computing capabilities to support advanced artificial intelligence [1] - As SpaceX advances its satellite launch and related in-orbit applications, the trend of exploring orbital AI data centers is becoming increasingly evident [1] Group 2: Company Strategy - Guotai Junan Securities believes that the company is well-positioned to benefit from the growing application opportunities in the construction of orbital data centers, particularly in the photovoltaic sector [1] - The company has made a strategic move by investing 30 million CNY to acquire a 16.67% stake in Shanghai Xingyi Chip Energy, becoming its second-largest shareholder, and plans to establish a joint venture focusing on CPI films and products combining CPI films with crystalline silicon batteries for low-orbit and space photovoltaic applications [1] - The company is transitioning from ground-based photovoltaic systems to space photovoltaic systems, leveraging its advantages in crystalline silicon manufacturing and deep industry experience, which is expected to drive new growth in the global low-orbit satellite and space computing power industries [1]