Drinda(SZ:002865) Zhi Tong Cai Jing·2026-02-04 02:41Core Viewpoint - JunDa Co., Ltd. (002865) shares rose over 6%, reaching HKD 48.5, with a trading volume of HKD 646 million, driven by increased market interest in solar energy following Elon Musk's comments on building a space solar AI data center and a 200GW photovoltaic capacity plan [1] Group 1: Market Reaction - JunDa's stock price increased by 6.13% as of the report, indicating strong market response to recent developments in the solar energy sector [1] - The trading volume of HKD 646 million reflects heightened investor interest and activity in the stock [1] Group 2: Industry Developments - Elon Musk's team has reportedly visited multiple Chinese photovoltaic companies to explore projects related to equipment, silicon wafers, and battery components, focusing on heterojunction and perovskite technology [1] - A confirmed engagement between a photovoltaic company and Musk's team indicates potential collaborations in advanced solar technologies [1] Group 3: Company Initiatives - JunDa Co., Ltd. signed a strategic cooperation framework agreement with Shangyi Optoelectronics in December, aiming to develop and industrialize flexible perovskite technology for space applications [1] - The company plans to invest HKD 30 million for a 16.67% stake in Shanghai Xingyi Xinneng, with the joint venture focusing on CPI films and products combining CPI films with crystalline silicon batteries for low-orbit and space photovoltaic applications [1]