--- title: "💢💢💢" type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/39472501.md" description: "🔥🚨 From Ground to Space: $Tesla(TSLA.US) Massive Solar Order + SpaceX Tech Breakthrough Ignites Dual Golden Investment Opportunities Core Investment Summary Two major recent events continue to catalyze the investment value in the new energy and aerospace technology sectors: First, $Tesla(TSLA.US) plans to invest $29 billion to purchase core production lines from a leading Chinese photovoltaic equipment manufacturer for building 100GW of solar capacity in the US, while also supporting SpaceX's satellite power needs. The global irreplaceability of Chinese PV equipment is once again validated by a top-tier client..." datetime: "2026-03-24T07:35:17.000Z" locales: - [en](https://longbridge.com/en/topics/39472501.md) - [zh-CN](https://longbridge.com/zh-CN/topics/39472501.md) - [zh-HK](https://longbridge.com/zh-HK/topics/39472501.md) author: "[辰逸](https://longbridge.com/en/profiles/16318663.md)" --- # 💢💢💢 🔥🚨 From Ground to Space: $Tesla(TSLA.US) Massive Solar Order + SpaceX Tech Breakthrough Ignites Dual-Theme Golden Investment Opportunity Core Investment Summary Two major recent events continue to catalyze the investment value of the new energy and aerospace technology sectors: First, $Tesla(TSLA.US) plans to invest $2.9 billion to purchase core production lines from leading Chinese photovoltaic equipment manufacturers, to be used for building 100GW of domestic US solar capacity, while also supporting the power supply needs of SpaceX satellites. This once again validates the global irreplaceability of Chinese PV equipment by a top-tier client, strongly catalyzing the overseas expansion narrative. Second, SpaceX's Starlink constellation has surpassed 10,000 satellites in orbit, and the Starship V3 has entered the orbital verification phase. These dual breakthroughs in technology and scale continue to widen the gap with competitors. Coupled with the accelerated layout of China's commercial aerospace industry, space investment has moved from thematic speculation into a second phase of real order fulfillment. I. $Tesla(TSLA.US) $2.9 Billion Solar Procurement Order Lands, Strongly Revalidating Chinese Equipment's Overseas Expansion Logic According to Reuters citing informed sources, $Tesla(TSLA.US) plans to invest $2.9 billion to purchase core production lines from several Chinese photovoltaic equipment companies, to accelerate the layout of domestic US solar capacity. This serves its long-term goal of building 100GW of solar manufacturing capacity in the US by the end of 2028. This capacity will meet both $Tesla(TSLA.US)'s own energy needs and support the power supply requirements of SpaceX's Starlink satellites. $Tesla(TSLA.US) is currently negotiating with the following manufacturers: $Meyer Green Technology(300751.SZ) $Jiejia Weichuang(300724.SZ) Laplace The procurement scope covers core production line equipment for PV cells, including screen printing, with delivery expected to be completed by autumn 2026. Core Targets and Core Logic: $Meyer Green Technology(300751.SZ) $Jiejia Weichuang(300724.SZ) Laplace $Autowell(688516.SH) Gaoce Technology Additionally: Liancheng CNC Jingsheng Mechanical & Electrical Shuangliang Energy Saving Junda Automobile $Jinko Solar(688223.SH) II. SpaceX's Technology Continues to Break Through, Space Investment Enters Phase 2 of Order Fulfillment SpaceX has recently made continuous breakthroughs in the commercial aerospace field. As of March 17, 2026, the number of Starlink satellites in orbit has exceeded 10,000. (I) SpaceX Core Supply Chain Targets Kesen Technology Lens Technology Sunway Communication (II) Launch Vehicle Industry Chain Western Superconductor Feiwo Technology Aerospace Power Aerospace Electromechanical Additionally: Chaojie Shares Sirui New Materials Guanglian Aviation (III) Satellite Manufacturing and Application Industry Chain China Satellite China Satcom Sanan Optoelectronics Shanghai Hanxun Zhenlei Technology Piesat Information Technology Zhongke Xingtu Additionally: Xice Testing Triangle Defense Mingyang Smart Energy CICT Mobile Haige Communications Aerospace Electric Shaanxi Huada Mengsheng Electronics Tongyu Communication (IV) Space Computing Power and 3D Printing New Tracks Space Computing Power: Shunhao Shares Putian Technology Capital Online 3D Printing: Farsoon Technologies Bright Laser Technologies Feiwo Technology Yinbang Shares Investment Summary Currently, the two main themes of ground-based new energy's overseas expansion and the industrialization of aerospace technology are experiencing a strong catalytic resonance. The industrial logic continues to materialize, presenting clear investment opportunities. Recommended Focus: PV Equipment Theme: $Meyer Green Technology(300751.SZ) $Jiejia Weichuang(300724.SZ) $Autowell(688516.SH) Gaoce Technology Aerospace Technology Theme: Kesen Technology China Satellite China Satcom Western Superconductor Xice Testing ### Related Stocks - [688556.CN](https://longbridge.com/en/quote/688556.CN.md) - [601698.CN](https://longbridge.com/en/quote/601698.CN.md) - [688516.CN](https://longbridge.com/en/quote/688516.CN.md) - [301306.CN](https://longbridge.com/en/quote/301306.CN.md) - [TSLA.US](https://longbridge.com/en/quote/TSLA.US.md) - [TSDD.US](https://longbridge.com/en/quote/TSDD.US.md) - [TSLL.US](https://longbridge.com/en/quote/TSLL.US.md) - [TSLQ.US](https://longbridge.com/en/quote/TSLQ.US.md) - [09366.HK](https://longbridge.com/en/quote/09366.HK.md) - [07766.HK](https://longbridge.com/en/quote/07766.HK.md) - [07366.HK](https://longbridge.com/en/quote/07366.HK.md) - [TSLR.US](https://longbridge.com/en/quote/TSLR.US.md) - [603626.CN](https://longbridge.com/en/quote/603626.CN.md) - [300724.CN](https://longbridge.com/en/quote/300724.CN.md) - [600118.CN](https://longbridge.com/en/quote/600118.CN.md) - [300751.CN](https://longbridge.com/en/quote/300751.CN.md) - [002149.CN](https://longbridge.com/en/quote/002149.CN.md)