Changes in Hong Kong stocks | Junda shares (02865) increased their increase by more than 8% at the end of the session. Institutions are optimistic that space photovoltaics will usher in an inflection point in industrialization

The Zhitong Finance App learned that Junda shares (02865) rebounded strongly today and increased by more than 8% at the end of the session. As of press release, it had risen 7.6% to HK$18.55, with a turnover of HK$907.47,800.

According to the news, China Aviation Securities believes that the accelerated development of commercial space is driving human space development from single-point missions to large-scale infrastructure construction. Emerging scenarios such as low-orbit satellite networking, continuous cost reduction in reusable rockets, and space computing power are gradually entering the engineering verification stage, making stable, efficient, and low-cost space energy supply a key prerequisite for industrial development. As the most mature in-orbit energy supply method, space photovoltaics is gradually being upgraded from a supporting power supply for traditional spacecraft to a space energy infrastructure, and has become an important emerging industry direction connecting commercial aerospace, photovoltaic manufacturing, and AI computing power.

Junda Co., Ltd. previously announced that it expects a net loss of 180 million yuan to 270 million yuan attributable to shareholders of listed companies in the first half of this year. According to the company, the photovoltaic industry as a whole is affected by multiple factors such as electricity price policy adjustments, domestic installed capacity declines, and overseas trade restrictions. The supply and demand pattern in all parts of the photovoltaic industry has not yet achieved substantial improvements, and prices in the industrial chain have not increased significantly, so the company's operating performance has been affected. In the medium to long term, with the accelerated construction of AI computing power infrastructure and the large-scale rise of the energy storage industry, photovoltaics, as the most economical clean energy, still has broad market space in the future.