Core Viewpoint - The stock of Junda Co., Ltd. (02865) has increased by over 6%, reaching HKD 48.5, with a trading volume of HKD 646 million, driven by heightened market interest in the photovoltaic sector following Elon Musk's comments on building a space solar AI data center and a 200GW photovoltaic capacity plan [1] Group 1: Market Reaction - Junda Co., Ltd. experienced a stock price increase of 6.13% [1] - The trading volume reached HKD 646 million, indicating strong investor interest [1] Group 2: Industry Developments - Elon Musk's team has reportedly visited several Chinese photovoltaic companies to explore projects related to equipment, silicon wafers, and battery components, focusing on heterojunction and perovskite technology [1] - A photovoltaic company confirmed contact with Musk's team, stating that the details of the visit need to remain confidential [1] Group 3: Company Initiatives - In December of last year, Junda Co., Ltd. signed a strategic cooperation framework agreement with Shangyi Optoelectronics to collaborate on flexible perovskite technology research and industrialization for space computing and energy applications [1] - The company disclosed plans to invest HKD 30 million for a 16.67% stake in Shanghai Xingyi Xinneng, with the aim of establishing a joint venture focused on CPI films and products combining CPI films with crystalline silicon batteries for low-orbit and space photovoltaic applications [1]

Group 1 - The market attention on domestic photovoltaic industry has surged due to Elon Musk's comments regarding the construction of a space solar AI data center and a 200GW photovoltaic capacity plan [1] - Musk's team has reportedly visited multiple Chinese photovoltaic companies to assess projects related to equipment, silicon wafers, and battery components, focusing on companies utilizing heterojunction and perovskite technology [1] - A photovoltaic company confirmed contact with Musk's team, stating that the details of the visit need to remain confidential [1] Group 2 - According to predictions from over five institutions, 16 perovskite battery concept stocks are expected to have a net profit growth rate exceeding 20% in both 2026 and 2027 [2] - As of February 2, the average increase of these 16 concept stocks this year has been 14.66%, with specific companies like Junda Co., Dike Co., and Aolaide seeing cumulative increases of over 30% [2] - The market capitalization and projected net profit growth rates for several key companies in the perovskite sector are as follows: Dike Co. (150.09 billion, 180.63% growth), Junda Co. (229.61 billion, 142.52% growth), and Longi Green Energy (1336.77 billion, 125.68% growth) [2]

Group 1 - Jinan University and Shanghai Jiao Tong University teams achieved a flexible perovskite solar cell with a conversion efficiency of 24.52% and maintained 92.5% of its initial efficiency after 10,000 bends [1] - The current mainstream solar cell technology is gallium arsenide, which has advantages such as high temperature resistance and high conversion efficiency, but its high cost (15-20% of satellite manufacturing costs) limits large-scale applications [1] - Perovskite solar cells have a power density of 23W/s, significantly higher than gallium arsenide, and can reduce equipment depreciation by eliminating high-value TCO glass [1] Group 2 - The perovskite-silicon tandem solar cells are seen as a promising niche market for space applications, driven by clear national policies and diversified enterprises, with expectations for commercial breakthroughs between 2028 and 2030 [2] - SpaceX plans to launch up to 1 million satellites to create an "orbital data center," which could revolutionize energy efficiency by utilizing solar energy in space [2] - The International Telecommunication Union predicts that by the end of 2025, over 100,000 low-Earth orbit satellites will be registered, indicating a strong demand for satellite launches [2] Group 3 - UBS predicts that global demand for space photovoltaics will rise from 0.3 GW in 2026 to 115 GW by 2035, representing a growth of over 300 times in ten years [3] - Several listed companies are actively investing in the perovskite sector, with Trina Solar revealing its long-term layout in crystalline silicon batteries and perovskite tandem batteries [3] - Companies like Dike Co. and Shanghai Port Bay are expanding into space photovoltaic applications, with Dike focusing on electronic paste and Shanghai Port Bay's subsidiary working on satellite energy systems [3] Group 4 - Guosheng Securities notes that Chinese photovoltaic companies with aerospace certification and delivery capabilities are transitioning from ground support to core space applications, indicating a potential growth area in space photovoltaics [4] - Guohai Securities highlights the increasing demand for space photovoltaics, driven by the rise in satellite launches and the shift from communication satellites to more power-intensive computing satellites [4] Group 5 - JunDa Co. is entering the low Earth orbit and space photovoltaic market by investing 30 million yuan for a 16.67% stake in Shanghai Xingyi Xinneng [6] - GCL-Poly achieved a breakthrough in GTC perovskite tandem battery technology with a conversion efficiency of 33.31% and is applying for patents to enhance battery performance [6] - Aerospace Holdings is involved in satellite manufacturing and space energy, possessing relevant technology reserves for satellite energy systems [6]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002865 证券简称：钧达股份 公告编号：2026-012 海南钧达新能源科技股份有限公司 关于为全资子公司及全资孙公司提供担保的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 一、担保情况概述 近日，海南钧达新能源科技股份有限公司（以下简称"公司"）为全资子公司上饶捷泰新能源科技有限公 司（以下简称"上饶捷泰"）向中国建设银行股份有限公司上饶市分行申请综合授信额度事项提供连带责 任保证担保，最高担保限额为人民币5,760万元；为全资孙公司滁州捷泰新能源科技有限公司（以下简 称"滁州捷泰"）向中国建设银行股份有限公司来安支行申请综合授信额度事项提供连带责任保证担保， 担保最高本金余额为人民币20,000万元；为全资孙公司滁州捷泰向交通银行股份有限公司上饶分行申请 综合授信额度事项提供连带责任保证担保，担保主债权最高本金余额为人民币25,000万元。具体担保事 项以担保合同中的约定为准。 公司于2025年12月4日召开第五届董事会第六次会议、2025年12月24日召开2025年第四次临时股东会， ...

Group 1 - The stock of Dike Co., Ltd. reached a 20% limit-up, indicating strong market interest and potential investor confidence [1] - Companies such as Jingsheng Mechanical and Electrical, Haiyou New Materials, and Laplace saw their stocks rise over 10%, reflecting positive market sentiment in the sector [1] - Other companies like Aotwei, Shuangliang Energy, and Junda Co. had previously reached their trading limits, suggesting a trend of increasing stock performance within the industry [1]

Group 1 - Company Sunlight Power (300274) is a leading domestic enterprise in photovoltaic inverters, covering the entire industry chain including energy storage systems and photovoltaic power station development [1][43] - The company has strong technical capabilities in power electronics and system integration, with products suitable for various applications including residential, commercial, and large-scale ground power stations [1][43] - In the space photovoltaic and computing power sector, Sunlight Power's technology can be adapted for space applications, providing stable power support for space computing centers [1][43][44] Group 2 - Longi Green Energy (601012) is a leading domestic photovoltaic company focusing on the research and production of monocrystalline silicon rods and wafers, with a complete vertical integration in the industry chain [2][45] - The company excels in new generation high-efficiency battery technologies such as N-type TOPCon and HJT, with significant cost control and technical advantages [2][45] - Longi's ultra-thin silicon wafer technology meets the stringent requirements for space photovoltaic components, enabling reduced weight and improved energy efficiency for space computing centers [2][45] Group 3 - Tongwei Co., Ltd. (600438) is a dual leader in photovoltaic silicon materials and battery production, with a strong focus on high-purity crystalline silicon and photovoltaic battery manufacturing [3][46] - The company has a high market share in high-purity silicon production and is well-positioned to meet the rigorous standards required for space photovoltaic components [3][46] - Tongwei's efficient battery technology can enhance power generation in space photovoltaic applications, positioning the company as a key supplier in the space photovoltaic supply chain [3][46] Group 4 - Deye Technology (605117) is a quality enterprise with core businesses in dehumidification equipment and photovoltaic energy storage systems, excelling in household and commercial energy storage solutions [4][43] - The company's energy storage technology is crucial for providing stable energy supply in space photovoltaic applications, addressing intermittent power generation issues [4][43][44] - Deye's experience in developing equipment for extreme environments positions it well to adapt products for space applications [4][43] Group 5 - Jingcheng Machinery (300316) is a leading domestic enterprise in photovoltaic crystal growth equipment, focusing on high-end equipment for photovoltaic manufacturing [5][6] - The company's technology supports the production of high-purity silicon crystals and ultra-thin silicon wafers, essential for space photovoltaic components [5][6] - As the space photovoltaic industry matures, Jingcheng is expected to provide core manufacturing equipment for the space photovoltaic supply chain [5][6] Group 6 - Maiwei Co., Ltd. (300751) is a leading enterprise in photovoltaic battery equipment, specializing in HJT and perovskite tandem battery technologies [7][41] - The company's equipment is crucial for the mass production of high-efficiency batteries that meet the stringent requirements of space photovoltaic applications [7][41] - Maiwei's technology can support the development of space-specific battery manufacturing equipment, enhancing energy system efficiency for space computing centers [7][41] Group 7 - Foster (603806) is a global leader in photovoltaic packaging materials, focusing on EVA and POE films, with a strong market presence [8][43] - The company's packaging materials are essential for ensuring the durability and performance of photovoltaic components in extreme space environments [8][43] - Foster aims to develop specialized packaging materials for space applications, enhancing the reliability of space photovoltaic systems [8][43] Group 8 - JinkoSolar (002459) is a global leader in photovoltaic modules, with a comprehensive business model covering silicon wafers, battery cells, and modules [10][43] - The company has a strong technical foundation and global production capabilities, allowing it to meet diverse application needs [10][43] - JinkoSolar's module manufacturing technology is well-suited for space applications, with the potential to become a core supplier for space photovoltaic systems [10][43] Group 9 - TCL Zhonghuan (002129) is a core enterprise in the silicon wafer sector, focusing on monocrystalline silicon materials and semiconductor materials [12][43] - The company's high-purity silicon technology is critical for space photovoltaic components, meeting the stringent requirements for purity and performance [12][43] - TCL Zhonghuan is positioned to develop space-specific silicon products, enhancing its role in the space photovoltaic supply chain [12][43] Group 10 - Aerospace Electromechanical (600151) is a leading enterprise in the integration of aerospace and photovoltaic technologies, covering the entire industry chain from component manufacturing to power station operation [19][43] - The company's aerospace power technology can be directly applied to space photovoltaic systems, providing essential energy management solutions [19][43] - With its experience in satellite systems, Aerospace Electromechanical is well-positioned to participate in the development of space computing centers [19][43]

钧达股份今日涨停，成交额34.59亿元，换手率14.20%，盘后龙虎榜数据显示，深股通专用席位买入 2.33亿元并卖出1.57亿元，有3家机构专用席位净卖出2.09亿元。 钧达股份今日涨停，成交额34.59亿元，换手率14.20%，盘后龙虎榜数据显示，深股通专用席位买入 2.33亿元并卖出1.57亿元，有3家机构专用席位净卖出2.09亿元。 ...

证券代码：002865 证券简称：钧达股份 公告编号：2026-012 海南钧达新能源科技股份有限公司 关于为全资子公司及全资孙公司提供担保的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 一、担保情况概述 近日，海南钧达新能源科技股份有限公司（以下简称"公司"）为全资子公 司上饶捷泰新能源科技有限公司（以下简称"上饶捷泰"）向中国建设银行股份 有限公司上饶市分行申请综合授信额度事项提供连带责任保证担保，最高担保限 额为人民币 5,760 万元；为全资孙公司滁州捷泰新能源科技有限公司（以下简称"滁 州捷泰"）向中国建设银行股份有限公司来安支行申请综合授信额度事项提供连 带责任保证担保，担保最高本金余额为人民币 20,000 万元；为全资孙公司滁州捷 泰向交通银行股份有限公司上饶分行申请综合授信额度事项提供连带责任保证担 保，担保主债权最高本金余额为人民币 25,000 万元。具体担保事项以担保合同中 的约定为准。 公司于 2025 年 12 月 4 日召开第五届董事会第六次会议、2025 年 12 月 24 日 召开 2025 年第四次临时股东会，审议通 ...

Market Overview - After a significant drop yesterday, the A-share market rebounded today, influenced by a collective rebound in the external markets [3] - The Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index closed up by 1.29%, 2.19%, and 1.86% respectively, with a total market turnover exceeding 2.5 trillion [4] Aerospace Sector - The aerospace sector was the strongest performer in today's rebound, with multiple stocks hitting the daily limit, including Zhongchao Holdings, Taihao Technology, and others [5] - The SpaceX concept, solar power, and aerospace stocks surged by 9.4%, 5.23%, and 4.38% respectively [7] Film and Television Sector - The film and television sector showed a continuous slight increase, with a notable performance from Hengdian Film, which achieved a four-day consecutive rise [13] - The sector closed up by 2.23%, driven by pre-holiday speculation for the upcoming Spring Festival box office [15] Gaming Sector - The gaming sector experienced a significant drop, with Tencent Holdings and other companies seeing declines due to rumors regarding potential increases in value-added tax rates [19] - Following clarifications from industry experts, the gaming sector rebounded, closing up by 2.89% [23] Computing Power Chips - The chip sector faced a sharp decline, particularly with Cambrian Technology, which saw a drop of over 14% due to rumors about revenue guidance [26] - Despite a clarification from Cambrian Technology denying the rumors, the stock still ended down over 9% [26]

Core Viewpoint - The space photovoltaic sector is gaining momentum, driven by Elon Musk's support and significant developments in the industry, including SpaceX's acquisition of xAI and plans for deploying data centers in space [1][3]. Group 1: Market Performance - As of February 3, the photovoltaic ETF (515790.SH) closed at 1.122, with a remarkable increase of 6.05%. Several stocks, including Maiwei Co. (300751.SZ) and Junda Co. (002865.SZ), hit the daily limit, while Longi Green Energy (601012.SH) and Tongwei Co. (600438.SH) saw gains exceeding 4.5% [1]. - The photovoltaic equipment sector index (BK1031) rose by 6.28%, indicating strong market interest and activity [2]. Group 2: Industry Outlook - Institutions like Guosheng Securities and CICC express optimism about the future of space photovoltaics, predicting it could become a trillion-yuan market within five years due to increasing global demand for space energy and the restructuring of supply chains [3]. - CICC's research highlights that space photovoltaics are central to upgrading power systems in commercial aerospace, with a focus on low-orbit satellite applications, suggesting a new phase of technological advancement and industrial delivery [4]. Group 3: Technological Insights - The main photovoltaic technologies for space applications include silicon solar cells, gallium arsenide solar cells, and perovskite technology. Gallium arsenide offers superior performance but at a higher cost, while perovskite technology is noted for its low material costs and high power-to-weight ratio [5][6]. - Current market trends indicate that gallium arsenide technology dominates, but emerging technologies like HJT silicon and perovskite are expected to gain significant market share, with perovskite potentially achieving over 50% penetration [7]. Group 4: Company Developments - Companies such as Shanghai Port and Junda Co. are actively investing in space photovoltaic technologies, with Shanghai Port focusing on perovskite solar cells and Junda Co. securing contracts for related supplies [7]. - Major players like Trina Solar and JA Solar are also expanding their capabilities in crystalline silicon and perovskite technologies, indicating a robust competitive landscape in the photovoltaic sector [7].