【hcdx】钧达股份：与S开展Cpi膜合作和钙钛矿叠层联合研发，抢占深空制高点 公司拜访S，与S开展Cpi膜合作和钙钛矿叠层联合研发。 S明确晶硅钙钛矿叠层是未来方向。 HJT+钙钛矿叠层规避专利问题，能质比高。 公司国内产能预计今年6月准备完成，下半年开始供货，明年进入大规模批量期。 1量：Starlink V3卫星预计明年指引2万颗 【hcdx】钧达股份：与S开展Cpi膜合作和钙钛矿叠层联合研发，抢占深空制高点 公司拜访S，与S开展Cpi膜合作和钙钛矿叠层联合研发。 S明确晶硅钙钛矿叠层是未来方向。 按2万颗计算，年需求总量达600万平方米。 HJT+钙钛矿叠层规避专利问题，能质比高。 公司国内产能预计今年6月准备完成，下半年开始供货，明年进入大规模批量期。 1量：Starlink V3卫星预计明年指引2万颗。 单颗卫星需CPI膜面积300m2。 2价：目前卫星盖板玻璃价格约1500美元/m2，CPI膜单价约1000美元/m2。 以此测算，仅CPI膜业务对应的年市场潜力高达60亿美元（约400亿+人民币）。 国内商业航天深度布局，内生外延协同迭代。 公司战略投资国内领先的卫星制造企业巡天千河空间，持有其6 ...

# 坚定看好北美地面&太空光伏 北美地面光伏能够起量，近期能支撑50-100GW需求，中期能看到100-200GW 在双反关税、FEOC补贴两大政策叠加下，满足条件的产能都是暴利 我们分析，部分公司的业务能真实落地，而且会较快发生！ 北美光伏专题更新2.24 光伏系列（88）北美开启光伏扩产国产供应链受益，重视辅材 ➡重点公司：【帝科股份、钧达股份、拉普拉斯、永臻股份、ST京机】 均有靠谱基本面或业务稀缺性！！！ 关注可联系胡佳怡/蒋国峰/游家训 【招商电新】仍坚定看好：北美地面&太空光伏 # 坚定看好北美地面&太空光伏 北美地面光伏能够起量，近期能支撑50-100GW需求，中期能看到100-200GW 在双反关税、FEOC补贴两大政策叠加下，满足条件的产能都是暴利 我们分析，部分公司的业务能真实落地，而且会较快发生！ 北美光伏专题更新2.24 光伏系列（88）北美开启光伏扩产国产供应链受益，重视辅材 ➡重点公司：【帝科股份、 【招商电新】仍坚定看好：北美地面&太空光伏 其余相关：晶盛机电/双良节能/连城/捷佳/atw、快克电子、亚玛顿、聚和材料/德邦科技、福斯特等 # 宝藏系列看好！ 【艾罗能源】【常宝股份 ...

钧达股份触及涨停，聚和材料、亿晶光电、固德威、帝科股份、锦浪科技、泽润新能等跟涨。 (本文来自第一财经) ...

Market Overview - The Hong Kong stock market experienced a rebound on February 27, with the Hang Seng Index rising by 0.95% to close at 26,630.54 points, and the trading volume increased to 288.42 billion HKD from 259.28 billion HKD on the previous trading day [3] - The Hang Seng Tech Index also saw a slight increase of 0.56%, closing at 5,137.84 points, although it had previously declined for three consecutive trading days, with a cumulative drop of 10.27% over the past month [3][4] Sector Performance - The market displayed a "strong cyclical, differentiated technology, and weak consumer" characteristic, with coal (+4.37%), steel (+3.91%), and agricultural chemicals (+2.90%) leading the gains, driven by rising commodity prices and expectations of domestic growth policies [4] - Conversely, the airline sector (-3.00%), semiconductor materials and equipment (-2.81%), and paper and forestry products (-2.38%) faced declines, influenced by falling ticket prices post-Spring Festival and a significant drop in Nvidia's stock [4] Stock Highlights - Small-cap stocks performed exceptionally well, with notable gains from Changcheng Weiguang (+154.84%), Xingtai Chain Group (+63.52%), and Yuanli Holdings (+56.64%) [4][6] - On the other hand, Semai Holdings (-32.00%), Bairong Cloud-W (-18.78%), and Ying Yuzhou (-17.05%) experienced the largest declines, with Bairong Cloud-W possibly affected by adjustments in earnings expectations [4][6] Trading Volume Insights - The top three stocks by trading volume were Tencent Holdings (16.776 billion HKD), Alibaba-W (12.742 billion HKD), and Changfei Optical Fiber (9.101 billion HKD), with Changfei benefiting from its inclusion in the MSCI China Index [5][6] Corporate Developments - Baidu Group reported that AI business revenue accounted for 43% of its total, exceeding market expectations, while Alibaba announced the launch of the world's first "Qianwen" AI glasses, set for pre-order on March 2 [6] - BeiGene (6160.HK) achieved a net profit of 1.422 billion HKD for 2025, marking its first year of profitability [6] Market Sentiment and Future Outlook - The State Council issued opinions on improving the national unified electricity market system, raising profit improvement expectations for the electricity sector [7] - The MSCI China Index quarterly adjustment took effect, adding 33 A-share stocks focused on technology and semiconductors [7] - The Hong Kong Stock Exchange reported record high performance for 2025, with revenue of 29.161 billion HKD (up 30.3% year-on-year) and net profit of 17.754 billion HKD (up 36.0% year-on-year) [7] - The Hang Seng AH premium index fell to 118.81, indicating continued buying pressure from public funds in Hong Kong stocks [7] - Huashan Fund noted that the Hang Seng Tech Index has corrected 18% since its peak in October last year, with the risk-reward ratio gradually improving as the index remains sensitive to global liquidity and risk sentiment [7][8]

Group 1: Rare Earth and Tungsten Industry - The company is one of the six major rare earth groups in the country, having completed the integration of rare earth resources in Fujian Province [2] - The company possesses a complete tungsten industry chain, with significant competitive advantages in tungsten mining, smelting, powder, wire materials, and hard alloy deep processing [2] - The company is the first in China to develop and produce ITER filter tungsten probe components for nuclear fusion devices, capable of precision machining large-sized ITER-grade tungsten materials [2] Group 2: Data Center and AI Computing - The company is planning to acquire a stake in Xiantian Computing and aims to leverage it to acquire control of Zhengzhou Heying, which focuses on third-party large-scale data center operations [3] - The company is collaborating with Alibaba Cloud to jointly invest 15.8 billion yuan in building a cloud computing data center in Zhejiang [3] - The company has established a large data center in Xinjiang Hami, with a total computing power exceeding 80,000 P [3] Group 3: Power and Energy Sector - The company has acquired Honghe Power, a major thermal power plant in southern Yunnan, with a certified installed capacity of 1,300 MW [5] - The company is a leading player in the composite insulator market for high-voltage transmission lines, with a net profit growth of 177.52% year-on-year [5] - The company is expected to achieve a profit of 300 million to 360 million yuan by 2025, marking a turnaround from previous losses [5] Group 4: Semiconductor and AI Technology - The company has developed a low-code platform that integrates AI capabilities and has been applied in various sectors including power, aerospace, and manufacturing [4] - The company is a leading domestic player in crystal oscillators, with products applicable in optical communication and navigation systems [4] - The company has launched a series of AI products and is involved in the construction of AI computing centers across the country [4] Group 5: Renewable Energy and Materials - The company is a leader in the photovoltaic aluminum frame market, with a global market share exceeding 18% [5] - The company is investing 600 million yuan to build a project for producing 10,000 tons of iron phosphate battery precursor materials annually [8] - The company has established a comprehensive lithium battery supply chain, including mining, selection, and processing of lithium carbonate [8]

武汉大学破解钙钛矿太阳能电池寿命难题 我国钙钛矿电池领域迎来密集突破。 2月27日早盘，A股光伏设备板块大幅上涨，其中钧达股份、双良节能（维权）、永臻股份涨停，帝尔 激光、中来股份、*ST金刚等涨幅居前，分别上涨4.96%、3.98%、2.69%。 | 代码 名称 | *● | 最新 涨幅%4 | | | | 涨跌 总量 现量 买入价 卖出价 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | BK1031 光伏设备 | | 1650.94 | 1.57 | 25.55 | 2807万 | 112 | - | 1 | | 688503 聚和材料 ■ | | 102.86 | 10.97 | 10.17 | 18.1万 | | 10 102.81 | 102.86 | | 002865 钧达股份圆 # | | 92.94 | 10.00 | 8.45 | 27.5万 | 1 | 92.94 | | | 600481 双良节能 @ * | | 9.57 | 10.00 | 0.87 | 251万 | 278 | 9.57 | - | | ...

相关快讯 相关文章 南方财经2月27日电，市场早盘震荡调整，沪指再度翻绿，创业板指跌超1%，黄白线明显分化。截至收 盘，沪指跌0.17%，深成指跌0.68%，创业板指跌1.46%。沪深两市半日成交额1.59万亿，较上个交易日 缩量530亿。盘面上热点快速轮动，全市场超2900只个股下跌。从板块来看，算力租赁概念集体爆发， 华胜天成5天3板，拓维信息、利通电子、城地香江封涨停。有色金属板块反复活跃，章源钨业7天5板， 翔鹭钨业、中稀有色涨停。AI编程概念走强，金现代、普元信息双双20cm涨停。太空光伏概念震荡反 弹，钧达股份涨停。下跌方面，电子布概念持续调整，宏和科技跌停。 A股午评：创业板指跌超1% 算力租赁概念逆势爆发 21世纪经济报道 21快讯 2026-02-27 11:34 南方财经2月27日电，市场早盘震荡调整，沪指再度翻绿，创业板指跌超1%，黄白线明显分化。截至收 盘，沪指跌0.17%，深成指跌0.68%，创业板指跌1.46%。沪深两市半日成交额1.59万亿，较上个交易日 缩量530亿。盘面上热点快速轮动，全市场超2900只个股下跌。从板块来看，算力租赁概念集体爆发， 华胜天成5天3板，拓维信息、 ...

02月27日消息，截止10:30，太空光伏板块活跃，钧达股份涨停，中来股份等个股涨幅居前。 责任编辑：小浪快报 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 ...

| 股票名称 | 涨跌幅 (%) | 主力资金流向 | 所属行) | | --- | --- | --- | --- | | 拓维信息 | 10 | 12.63亿元 | 计算机 | | 包钢股份 | 7.72 | 10.28亿元 | 钢铁 | | 华胜天成 | 9.31 | 9.61亿元 | 计算机 | | 双良节能 | 9.43 | 6.68亿元 | 电力设备 | | 御银股份 | 9.99 | 6.21亿元 | 计算机 | | 海兰信 | 12.12 | 6.15亿元 | 国防军_ | | 钧达股份 | 10 | 5.91亿元 | 电力设备 | | 杭钢股份 | 9.96 | 5.36亿元 | 钢铁 | | 翔鹭钨业 | 10.01 | 4.72亿元 | 有色金属 | | 洛阳钼业 | 3.65 | 4.53亿元 | 有色金属 | | 利欧股份 | 2.57 | 3.73亿元 | 机械设备 | | 东方错业 | 10.03 | 3.12亿元 | 有色金膚 | | --- | --- | --- | --- | | 厦门钨业 | 9.31 | 2.78亿元 | 有色金』 | | 信维通信 | 3.57 | ...

来源：股市直击 商业航天板块迅速拉升，盘中转涨，立中集团涨超12%，广联航空涨超11%，钧达股份、宝钛股份等多 股涨停。 消息面上，中国商业航天企业代表蓝箭航天宣布，我国重复使用火箭朱雀三号计划今年第二季度再次开 展回收试验。 ...