DRINDA (02865) saw its shares rise 4.54% in early trading, currently quoted at HKD 24.86, with a turnover of HKD 111 million.
A Huajin Securities research report noted that, according to data from Research and Markets, the global in-orbit data center market is projected to reach $39.09 billion by 2035, reflecting a ten-year compound annual growth rate of 67.4%. The high energy consumption characteristics of this market create a rigid demand for "lightweight, high-efficiency" energy solutions, which aligns perfectly with the technical advantages of space-based photovoltaics. The brokerage believes that opportunities in specific segments are becoming prominent, with p-type ultra-thin HJT and perovskite photovoltaic products possessing significant future growth potential.
Recently, Soochow Securities expressed the view that against the backdrop of accelerating development in commercial aerospace and low-earth orbit satellites, space-based photovoltaic power generation represents the optimal energy solution and is poised for rapid expansion. Ground-based high-efficiency perovskite/crystalline silicon tandem technology is identified as a critical supporting element. Guohai Securities further suggested that as the industrialization of commercial aerospace accelerates, the space industry is expected to experience rapid growth, potentially leading to a simultaneous improvement in both the performance and valuation of related companies within the supply chain.
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