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.

On April 1, the space photovoltaic concept experienced a surge, with Laplacus (688726.SH) reaching the 20-cent limit-up. Previously, Guosheng Technology (603778.SH) hit the limit-up for the second time in three days, and Liancheng Numerical Control (920368.BJ), Miawei Co., Ltd. (300751.SZ), Jiejia Weichuang (300724.SZ), OTV (688516.SH), and others also rose in tandem.

According to an exclusive report by The Interface News, Laplacus, a domestic provider of core photovoltaic cell processing equipment and solutions, recently won the bid for the second phase of Tesla’s photovoltaic project, with an order value close to 10 billion RMB.

Guangfa Securities stated that AI industry giants are fiercely competing, and the consensus that “computing power is heading skyward” has been formed. Under this trend, space-based photovoltaics, as a major energy supply method, are expected to benefit significantly, potentially creating a market space for photovoltaic equipment totaling hundreds of billions of RMB in the future. This new narrative provides fresh growth expectations for the photovoltaic industry.

Everbright Securities noted that, amid the shift from dual control of energy consumption to dual control of carbon emissions, the “14th Five-Year Plan” explicitly set carbon reduction targets, with a clear trend toward increased utilization of green electricity during this period. Meanwhile, the broader development of AI has stimulated demand for green power; the National Data Bureau, together with the National Development and Reform Commission, the National Energy Administration, and other departments, have issued multiple policy documents, including the “Implementation Opinions on Deeply Implementing the ‘East Data, West Computing’ Project to Accelerate the Construction of a National Integrated Computing Power Network,” the “Special Action Plan for Green and Low-Carbon Data Center Development,” the “Action Plan for Accelerating the Construction of a New Power System (2024–2027),” and the “Guiding Opinions on Vigorously Promoting Renewable Energy Substitution.” These policies promote innovations in compute-power and electricity coordination mechanisms, increase the proportion of renewable energy in data centers, stimulate demand for green electricity, and streamline industry models. In the short term, after the “power-for-compute” sector experienced a significant rise, there may be some stock price pressure; in the long term, the industry trend remains clear, and we remain optimistic.

CITIC Securities pointed out that over the past two years, the photovoltaic sector has entered an adjustment phase, while the rapidly rising silver prices have passively accelerated the large-scale application of silver paste. Considering that technical difficulties can be addressed through deep cooperation among powder, paste, and cell companies to share breakthroughs, if industrialization proceeds smoothly, each segment is expected to achieve good profitability.