Focus Stocks》Huatong: The long-awaited daily limit! Musk builds a "conscious sun"

Huatong has expanded production significantly for three consecutive years to meet strong customer demand. (Taken from the official website)

[Reporter Zhuo Yijun/Taipei Report] Elon Musk once again made shocking claims, claiming that SpaceX will build a "sentient sun" Sun) has ordered heterojunction (HJT) solar cell manufacturing equipment with an annual production capacity of 100 gigawatts (GW) from the German equipment manufacturer Singulus. The purpose is to support the Starmind artificial intelligence satellite project and accelerate the construction of AI data centers in space. Today, low-orbit satellite concept stocks are in full swing, and the stock price of space board overlord Huatong (2313) has suddenly reached its daily limit.

As of about 9:55, Huatong locked the daily limit, with the daily limit price of 211.5 yuan, regaining the monthly line, with a trading volume of about 30,700 contracts, and more than 5,600 contracts bought by the daily limit committee.

Huatong's PCB board market share in SpaceX exceeds 90%. In response to customer demand for satellite boards and data center optical modules, Huatong is actively expanding production. It plans to maintain capital expenditures at a high level of more than 20 billion yuan for three consecutive years from 2026 to 2028. Satellite boards and data center optical modules will be the focus of production expansion. Huatong said that because major customers are upgrading rockets and satellites, they will also promote the deployment of computing power in space and on the ground simultaneously, and the demand for production capacity is very strong. At the same time, in order to cope with the future growth demand for high-end data center products, the company plans to maintain high-intensity capital investment.