Laplace secures Tesla's 10-billion-yuan order, hits the daily limit up again

SighingCashier · 2026-04-01T09:22:02+00:00

Laplace (688726.SH) wins nearly 10 billion yuan photovoltaic order from Tesla, with the stock price once rising nearly 20% to 65.84 yuan. Later, after clarifying that it did not secure the order, the closing price was 61.3 yuan, with the increase narrowing to 11.72%. The company提醒 the market that sentiment is overheated and there is a short-term pullback risk. GF Securities predicts that as AI giants increase their computing power investments, space-based photovoltaics will benefit, and the photovoltaic equipment market will迎来 a trillion-yuan-level space.

SighingCashier

2026-04-01 09:22:02

Abstract generation in progress

Efficient photovoltaic cell core equipment and solutions provider Laplace (688726.SH) was reported to have won a Tesla (Tesla) photovoltaic order of nearly RMB 10 billion, which boosted the stock price to a high of 65.84 yuan, hitting the daily trading limit after rising by nearly 20%. Afterwards, it issued a notice to clarify; the rise narrowed; at the close, it was 61.3 yuan, up 11.72%.

The company issued an announcement to clarify that, as of now, it has not obtained any information regarding the order, and there is no material information that should have been disclosed but has not been; the fundamentals have not undergone any major changes. Given that the stock price has risen significantly in the recent period, there is a risk that market sentiment is overheated and that there is irrational speculation. It does not rule out the possibility of a short-term rapid pullback.

Mainland media quoted a report from GF Securities, saying that AI industry giants are competing fiercely for dominance, and that increasing compute power investment has become a consensus. Under this backdrop, space-based photovoltaics as a main power-supply form is expected to benefit deeply, with photovoltaic equipment cumulatively expected to capture a market space at the 100-billion-yuan level.

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