Zhi Tong Cai Jing·2026-02-09 02:08Core Viewpoint - The space photovoltaic concept stocks have seen a significant rise, driven by Tesla's acceleration in solar manufacturing and the anticipated exponential growth in space photovoltaic demand [1] Group 1: Stock Performance - JunDa Co., Ltd. (002865) surged by 167.14%, reaching HKD 43.5 [1] - GCL-Poly Energy (03800) increased by 9.01%, trading at HKD 1.21 [1] - Xinte Energy (01799) rose by 6.81%, priced at HKD 7.69 [1] - Flat Glass Group (601865) gained 6.15%, with a price of HKD 11.56 [1] Group 2: Tesla's Solar Manufacturing Plans - Tesla is evaluating multiple options to expand solar production capacity, including increasing the capacity of its Buffalo, New York factory to 10 GW [1] - Additional factories are being considered in New York, Arizona, or Idaho [1] - Elon Musk stated that Tesla aims to produce 100 GW of solar cells annually to power data centers on Earth and in space [1] Group 3: Market Outlook - CITIC Securities reports that the demand for space photovoltaics is expected to experience exponential growth [1] - Musk's investment in photovoltaic manufacturing is paving the way for powering orbital computing and AI [1] - Leading Chinese photovoltaic equipment manufacturers possess strong capabilities for efficient iteration and rapid response, positioning them to enter the supply chains of Tesla and SpaceX, potentially leading to high-value orders and new growth opportunities [1] - Space photovoltaic equipment may exhibit significant inflation effects, with a potential leap in value [1]