The Zhitong Finance App learned that Junda shares (02865) rose more than 10%, and the company's A shares stopped rising this morning. As of press release, it rose 10.55% to HK$14.67, with a turnover of HK$123 million.
According to the news, at the Barron Investment Conference in New York on November 6, Musk revealed during a conversation that the first batch of Starmind, which was jointly developed with Nvidia, is expected to launch in 2027 Q3. The starting scale is relatively small, reaching impressive volume in 2028, and entering the large-scale deployment phase in 2029. Musk proposed the core underlying logic: if computing power growth of 200GW per year is to be achieved, there are rigid constraints on terrestrial power supply, and computing power expansion must be extended to space.
Dongwu Securities previously stated that Junda Co., Ltd. has formed a complete business layout of the “satellite energy+whole star manufacturing+space computing power constellation”, and the satellite business is progressing in an orderly manner. At the same time, the company continues to promote the development and verification of complete CPL+HJT/perovskite products, and continues to explore domestic and foreign customers. Related products target large-scale communication and computing power constellation application scenarios. It is expected that they will rely on the company's photovoltaic cell technology accumulation to expand the space photovoltaic application market and cultivate new growth points in the medium to long term.