Tesla(US:TSLA) GUOTAI HAITONG SECURITIES·2026-01-26 13:30Investment Rating - The report rates the industry as "Buy" [4] Core Insights - SpaceX and Tesla plan to deploy an annual solar capacity of 100GW within three years, indicating a significant opportunity for the photovoltaic industry [2][5] - The commercial aerospace industry is advancing, with a high-quality development conference scheduled in Beijing, showcasing the growth and innovation in this sector [5] Summary by Sections Industry Overview - The mechanical equipment index increased by 3.19% from January 19 to January 23, outperforming the CSI 300 index, which decreased by 0.62% [8] - The mechanical equipment sector ranked 13th among 31 industries in terms of performance during this period [8] Investment Highlights - The report recommends several companies across various sectors, including: - Humanoid Robots: Hengli Hydraulic, Changying Precision, Zhaowei Electric, Donghua Testing - Chip Equipment: Keri Technology - Commercial Aerospace: Plit Technology - AI Infrastructure: Ice Wheel Environment, Hanzhong Precision Machinery - Engineering Machinery: Hengli Hydraulic, SANY Heavy Industry, XCMG, Zoomlion [5] Photovoltaic Industry - SpaceX and Tesla's solar manufacturing capacity will focus on space applications, leveraging advantages such as high sunlight exposure and minimal atmospheric attenuation in near-Earth orbit [5] - The report emphasizes the need for advancements in battery efficiency, lightweight materials, and reliability for space photovoltaic applications [5] Commercial Aerospace - The upcoming conference in Beijing will introduce multiple innovative service platforms, indicating a push for enhanced capabilities in research, testing, manufacturing, and support services within the commercial aerospace sector [5] - The report highlights the growth trajectory of the aerospace industry, with significant satellite launches and revenue projections for 2025 [5]