The listed company wins the bid for Tesla's second phase of the photovoltaic project. The space photovoltaic concept shows a sudden surge, with Laplace hitting the 20cm daily limit.

(Source: Caixin News)

          Lappas, a provider of core photovoltaic cell process equipment and solutions in China, recently won the second phase of Tesla’s photovoltaic project, with an order size of nearly 10 billion yuan.            

On April 1, the space photovoltaic concept saw unusual volatility and a surge, with Lappas (688726.SH) hitting the 20% daily limit. Previously, Guosheng Technology (603778.SH) had posted 2 consecutive limit-ups in 3 days, while Liancheng CNC (920368.BJ), Maimai Co., Ltd. (300751.SZ), Jiesha Weichuang (300724.SZ), OTIV (688516.SH), and others also followed with gains.

According to exclusive information reported by Jiemian News, Lappas, a provider of core photovoltaic cell process equipment and solutions in China, recently won the second phase of Tesla’s photovoltaic project, with an order size of nearly 10 billion yuan.

Guangfa Securities said that as AI industry giants compete fiercely for dominance, consensus has formed that “computing power should soar.” Under this push, space photovoltaic, as a primary energy-supplying form, is expected to benefit deeply. It is expected that in the future it could cumulatively bring a market space on the order of one trillion for photovoltaic equipment. This new narrative logic opens up fresh expectations for incremental growth in the photovoltaic industry.

Everbright Securities said that against the backdrop of “dual control of energy consumption” shifting to “dual control of carbon emissions,” the “15th Five-Year Plan period” proposes clear carbon-reduction targets, and during that time the trend toward increasing the utilization of green electricity is evident. Meanwhile, under the broader trend of AI development, it will stimulate demand for green electricity. The National Data Bureau, together with the National Development and Reform Commission, the National Energy Administration, and other departments, have successively issued multiple policy documents—including “Implementation Opinions on Deeply Implementing the ‘East Data, West Computing’ Project to Accelerate the Building of a National Integrated Computing Power Network,” “Special Action Plan for Green and Low-Carbon Development of Data Centers,” “Action Plan for Accelerating the Construction of a New Type of Power System (2024—2027),” and “Guiding Opinions on Vigorously Implementing Renewable Energy Substitution”—which put forward multiple policy measures such as innovating the coordinated mechanism of computing power and power supply and increasing the proportion of renewable energy in data centers. These will catalyze demand for green electricity and help align industry business models. In the short term, after the “computing power and electricity” sector experiences a sharp rally in the early period, there may be some stock-price pressure. In the long term, from the perspective of industry trends, the direction is clear, and we remain optimistic.

CITIC Securities said that over the past two years, photovoltaics have entered an adjustment period, while the rapidly rising silver price has passively accelerated the large-scale application of silver paste/ink materials. Considering that the technical difficulties—moving from powder to paste to photovoltaic cell—are to be jointly addressed through deep collaboration among enterprises, if industrialization proceeds smoothly, each segment is expected to achieve relatively good盈利 returns.

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