26 January 2026 | 11:00AM CST Equity Research China Solar: Quick thoughts on potential Space-based Solar Power demand uplift What's new? Share prices for our Solar coverage have rallied by 8%-20% on Jan 23 (vs. largely flat performance of CSI300 and HSI at -0.4%/+0.4%) due to upbeat market expectation of Space-based Solar Power (SBSP) demand that was sparked by the Davos Debut where Elon Musk stated that SpaceX and Tesla each will build 100GW of solar panel capacity in the US in the next three years. Implic ...

Lead Intelligent (300450.SZ) Pre-announced FY25 net income beat; raise TP/EPS; Neutral NEUTRAL Jacqueline Du +852-2978-1783 | jacqueline.du@gs.com Goldman Sachs (Asia) L.L.C. | Key Data _____________________________________ | | | | | | --- | --- | --- | --- | --- | | | | Enterprise value: Rmb99.9bn / $14.3bn | Market cap: Rmb98.9bn / $14.2bn | | | | | | 3m ADTV: Rmb4.5bn / $644.3mn | | | | | | | China | | | | | China Industrial Tech & Machinery | | | | | | | M&A Rank: 3 | | | | | Leases incl. in net debt & ...