DRINDA (02865) rose more than 7%, and as of the time of writing, it was up 7% to HKD 38.54, with a turnover of HKD 124 million. A new document from the U.S. Federal Communications Commission (FCC) reveals that SpaceX is applying to launch and operate a constellation of up to one million satellites, which possess unprecedented computational capabilities (orbital data centers) to support advanced artificial intelligence. Guotai Haitong Securities believes that as SpaceX advances its satellite launch plans and related in-orbit application layouts, the trend of exploring orbital AI data centers is gradually becoming apparent. As a vital energy supply method for space scenarios, photovoltaics are expected to gain more application opportunities during the construction of orbital data centers, and related PV equipment manufacturers will continue to benefit. China Merchants Securities notes that the company has taken the lead in developing low-orbit and space photovoltaics, recently disclosing plans to invest RMB 30 million in cash for a 16.67% stake in Shanghai Xingyi Xinneng, becoming its second-largest shareholder. The two parties will establish a joint venture focusing on CPI film, products combining CPI film with crystalline silicon cells, aiming to enter the low-orbit and space photovoltaic market. Currently, the company's financial statements show remaining momentum, and further mergers and acquisitions in related fields are not ruled out. The company is pioneering the expansion from terrestrial photovoltaics to space photovoltaics, leveraging its advantages and deep expertise in large-scale crystalline silicon manufacturing, and is poised to achieve new growth in the global low-orbit satellite and space computing power industry.
Comments