Drinda (02865) shares climbed more than 10%, while the company's A-shares hit the daily limit in morning trading. As of press time, the stock was up 10.02% at HK$14.60, with turnover of HK$149.7 million.
At the New York Barron's Investment Conference on November 6, Musk revealed in a conversation that the first batch of Starmind, jointly developed with Nvidia, is expected to begin launches in Q3 2027, starting at a relatively small scale, reaching considerable volume by 2028, and entering a phase of large-scale deployment by 2029. Musk put forward a core underlying logic: to achieve annual computing power growth of 200GW, ground-based power supply faces rigid constraints, and computing capacity expansion must extend into space.
Soochow Securities previously noted that Hainan Drinda New Energy Technology Co.,Ltd. (002865) has formed a complete business layout encompassing "satellite energy + complete satellite manufacturing + space computing constellation," with its satellite business advancing in an orderly manner. At the same time, the company continues to push forward with the research, development and validation of complete CPl+HJT/perovskite products, continuously expanding domestic and international customers. The related products target large-scale communication and computing constellation application scenarios, and are expected to leverage the company's accumulated photovoltaic cell technology to expand into the space photovoltaic application market and cultivate new medium- to long-term growth drivers.
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