---
title: "Understanding the Market | Drinda once rose over 14%, institutions optimistic about space photovoltaics creating new growth space"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/277127713.md"
description: "Drinda once rose over 14%, and as of the time of writing, it is up 10.34%, priced at HKD 35.86, with a transaction volume of HKD 329 million. On the news front, it has been reported that SpaceX is building a 100GW-level photovoltaic capacity in the United States, expected to be completed in 3-4 years. Leading manufacturers such as Blue Origin, Google, and companies from Japan, China, and Europe are beginning to make moves. GF Securities stated that AI giants are competing fiercely, and the consensus on \"computing power in space\" has become established. Driven by the consensus on \"computing power in space,\" space photovoltaics, as a major energy supply form, is expected to benefit significantly. It is anticipated that this will cumulatively bring a market space worth hundreds of billions for photovoltaic equipment in the future. Shenwan Hongyuan believes that the construction of global low-orbit satellite constellations and the space computing power industry are in an explosive period, with urgent demand for low-cost, high-efficiency, and lightweight energy solutions. The company has previously collaborated with Shangyi Optoelectronics (now \"Xingyi Xinneng\"), which has a background from the Shanghai Institute of Optics and Fine Mechanics of the Chinese Academy of Sciences, to lay out core technologies such as crystalline silicon/perovskite stacked batteries and CPI films, which are expected to replace the current mainstream gallium arsenide solutions and break through cost bottlenecks. This track has high technical barriers, clear market space, and is independent of the ground photovoltaic industry cycle, which is expected to open up new high-margin growth space for the company"
datetime: "2026-02-27T01:48:14.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/277127713.md)
  - [en](https://longbridge.com/en/news/277127713.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/277127713.md)
---

> Supported Languages: [简体中文](https://longbridge.com/zh-CN/news/277127713.md) | [繁體中文](https://longbridge.com/zh-HK/news/277127713.md)


# Understanding the Market | Drinda once rose over 14%, institutions optimistic about space photovoltaics creating new growth space

According to Zhitong Finance APP, Drinda (02865) once rose over 14%, and as of the time of writing, it is up 10.34%, trading at HKD 35.86, with a transaction volume of HKD 329 million.

On the news front, it has been reported that SpaceX is building a 100GW-level photovoltaic capacity in the United States, expected to be completed in 3-4 years. Leading manufacturers such as Blue Origin, Google, and companies from Japan and Europe are beginning to lay out their plans. GF Securities stated that the AI giants are competing fiercely, and the consensus on "computing power in space" has become established. Driven by the consensus on "computing power in space," space photovoltaics are expected to benefit significantly as a major energy supply form. It is anticipated that this could cumulatively bring a market space of hundreds of billions for photovoltaic equipment in the future.

Shenwan Hongyuan believes that the global low Earth orbit satellite constellation construction and the space computing power industry are in an explosive period, with an urgent demand for low-cost, high-efficiency, and lightweight energy solutions. The company has previously collaborated with Shangyi Optoelectronics (now "Xingyi Xinneng"), which has a background from the Shanghai Institute of Optics and Fine Mechanics of the Chinese Academy of Sciences, to lay out core technologies such as crystalline silicon/perovskite stacked batteries and CPI films, which are expected to replace the current mainstream gallium arsenide solutions and break through cost bottlenecks. This track has high technical barriers, clear market space, and is independent of the ground photovoltaic industry cycle, which is expected to open up new high-margin growth space for the company

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