Group 1 - The BC battery sector experienced a significant upward movement, with notable stock price increases among several companies [2] - Robotech saw a rise of 17.18%, indicating strong market performance [2] - JunDa shares increased by 7.07%, reflecting positive investor sentiment [2] - JiePuTe's stock rose by 5.29%, contributing to the overall growth in the sector [2] - Other companies such as DiErJiGuang, JingKeEnergy, and XieXinJieCheng also saw increases of over 3% [2]

Core Viewpoint - JunDa Co., Ltd. (02865) experienced a significant stock price increase, rising over 18% and closing at 42.08 HKD, with a trading volume of 369 million HKD, following the completion of a share placement agreement [1] Group 1: Company Actions - The share placement was completed on February 2, 2026, with all conditions of the placement agreement met [1] - A total of 18.682 million new H-shares were placed at a price of 22.00 HKD per share, resulting in net proceeds of approximately 398 million HKD [1] - The proceeds from the placement are planned to be allocated as follows: 45% for research and production of space photovoltaic battery-related products, 45% for equity investments and collaborations in the commercial aerospace sector, and 10% for working capital [1] Group 2: Industry Insights - The U.S. Federal Communications Commission (FCC) has disclosed that SpaceX is applying to launch and operate a constellation of up to 1 million satellites and build an orbital AI data center network [1] - Guohai Securities believes that global satellite deployment is expected to accelerate, with a shift from communication satellites to computing satellites, leading to sustained high demand for space photovoltaics [1] - CICC suggests that investors should seize the transformative opportunities presented by space photovoltaics across the entire industry chain, with a focus on the manufacturing sector [1]

Group 1 - JunDa Co., Ltd. (002865) experienced a stock price increase of over 18%, closing at 42.08 HKD with a trading volume of 369 million HKD [1] - The company announced the completion of a placement agreement on February 2, 2026, with all conditions met [1] - A total of 18.682 million new H-shares were placed at a price of 22.00 HKD per share, raising approximately 398 million HKD in net proceeds [1] Group 2 - The proceeds from the placement will be allocated as follows: 45% for research and production of space photovoltaic products, 45% for equity investments and collaborations in the commercial aerospace sector, and 10% for working capital [1] - Recent disclosures from the FCC indicate that SpaceX is applying to launch and operate a constellation of up to 1 million satellites and build an orbital AI data center network [1] - Guohai Securities believes that global satellite deployment is expected to accelerate, with a shift from communication satellites to computing satellites, leading to sustained high demand for space photovoltaics [1]

Summary of Company and Industry Insights from Conference Call Company: JunDa Co., Ltd. (钧达股份) Key Points 1. **Completion of H-Share Placement** JunDa Co., Ltd. has completed its H-share placement, raising a net amount of HKD 397 million. Of this, 45% will be allocated to the research and production of space photovoltaic battery-related products, another 45% will be used for equity investments and collaborations in the commercial aerospace sector, and 10% will be used to supplement working capital [1][2]. 2. **Research and Production of Space Photovoltaic Batteries** The research and production of space photovoltaic battery-related products will be led by Jiangxi JunDa Aerospace Space Technology Co., Ltd., in which JunDa holds a 70% stake. The planned production capacity for CPI films is set to reach 400,000 square meters, and the production line for perovskite tandem batteries will also be constructed simultaneously [1][2]. 3. **Strategic Investments in Commercial Aerospace** The company plans to make one or more strategic equity investments in the commercial aerospace sector, which will achieve clear operational or technological synergies with its existing business or strategic layout. This includes providing a platform for the in-orbit verification and application of its space photovoltaic products [1]. 4. **Outlook for Space Photovoltaic Sector** JunDa is expected to continuously catalyze developments in the space photovoltaic field. The CPI film can be utilized in solar wings and some exposed components of satellites, which is anticipated to contribute to performance early on. The perovskite tandem production line is expected to complete construction, sample delivery, and in-orbit verification this year, with mass production to follow [2]. 5. **Expansion of Production Capacity** JunDa's production capacity in Turkey has recently begun contributing to shipments, and there is potential for further collaboration with North American clients in the future [2].

永赢价值发现慧选混合发起A（023915）基金经理为沈平虹。 截至发稿，沈平虹累计任职时间1年25天，现任基金资产总规模8.14亿元，任职期间最佳基金回报 68.88%， 任职期间最差基金回报17.57%。 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。 责任编辑：小浪快报 2月3日，钧达股份涨6.29%，截至发稿，报106.50元/股，成交1.07亿元，换手率0.44%，总市值331.50亿 元。 资料显示，海南钧达新能源科技股份有限公司位于海南省海口市南海大道168号海口保税区内海南钧达 大楼,香港铜锣湾勿地臣街1号时代广场2座31楼，成立日期2003年4月3日，上市日期2017年4月25日，公 司主营业务涉及海南钧达新能源科技股份有限公司是一家主要从事光伏电池的研发、生产和销售的中国 公司。该公司产品主要包括210-N N型隧穿氧化层钝化接触（TOPCon）单晶电池、182/183-N N型 TOPCon单晶电池和182-P ...

钧达股份公告，公司本次配售的全部先决条件均已达成(包括联交所上市委员会批准配售股份上市及买 卖)，并已于2026年2月2日完成配售。根据配售协议的条款及条件，配售代理已按每股配售股份22.00港 元的配售价，成功向不少于六名承配人配售合计1868.2万股配售股份，占经配发及发行配售股份扩大后 的H股总数约22.75%；及经配发及发行配售股份扩大后的已发行股份总数约6.00%。 据董事经作出一切合理查询后所深知、尽悉及确信，承配人及其各自最终实益拥有人均为独立第三方; 及紧随配售事项完成后，概无承配人成为本公司的主要股东。经扣除佣金和估计费用后的配售所得款项 净额约为3.98亿港元。 智通财经APP获悉，香港联交所最新资料显示，2月2日，钧达股份(02865)股东将股票存入结好证券，存 仓市值6.72亿港元，占比29.45%。 ...

钧达股份（002865）(02865)发布公告，公司本次配售的全部先决条件均已达成(包括联交所上市委员会 批准配售股份上市及买卖)，并已于2026年2月2日完成配售。根据配售协议的条款及条件，配售代理已 按每股配售股份22.00港元的配售价，成功向不少于六名承配人配售合计1868.2万股配售股份，占经配发 及发行配售股份扩大后的H股总数约22.75%;及经配发及发行配售股份扩大后的已发行股份总数约 6.00%。据董事经作出一切合理查询后所深知、尽悉及确信，承配人及其各自最终实益拥有人均为独立 第三方;及紧随配售事项完成后，概无承配人成为本公司的主要股东。经扣除佣金和估计费用后的配售 所得款项净额约为3.98亿港元。 ...

智通财经APP讯，钧达股份(02865)发布公告，公司本次配售的全部先决条件均已达成(包括联交所上市 委员会批准配售股份上市及买卖)，并已于2026年2月2日完成配售。根据配售协议的条款及条件，配售 代理已按每股配售股份22.00港元的配售价，成功向不少于六名承配人配售合计1868.2万股配售股份，占 经配发及发行配售股份扩大后的H股总数约22.75%;及经配发及发行配售股份扩大后的已发行股份总数 约6.00%。据董事经作出一切合理查询后所深知、尽悉及确信，承配人及其各自最终实益拥有人均为独 立第三方;及紧随配售事项完成后，概无承配人成为本公司的主要股东。经扣除佣金和估计费用后的配 售所得款项净额约为3.98亿港元。 ...

根据配售协议的条款及条件，合共1868.2万股配售股份(相当于经配发及发行配售股份扩大后H股约 22.75%;及经配发及发行配售股份扩大后已发行股份(不包括库存股份)总数约6.04%)由配售代理按每股配 售股份22.00港元的配售价成功配售予不少于六名承配人。配售事项所得款项净额预计约为3.98亿港元。 钧达股份（002865）(02865)发布公告，根据配售协议的条款及条件，配售事项已于2026年2月2日完 成。配售协议所载的配售事项的所有先决条件均已达成。本公司透过配售代理按每股配售股份22.00港 元的配售价，合共配售1868.2万股新H股。 ...

智通财经APP讯，钧达股份(02865)发布公告，根据配售协议的条款及条件，配售事项已于2026年2月2日 完成。配售协议所载的配售事项的所有先决条件均已达成。本公司透过配售代理按每股配售股份22.00 港元的配售价，合共配售1868.2万股新H股。 根据配售协议的条款及条件，合共1868.2万股配售股份(相当于经配发及发行配售股份扩大后H股约 22.75%;及经配发及发行配售股份扩大后已发行股份(不包括库存股份)总数约6.04%)由配售代理按每股配 售股份22.00港元的配售价成功配售予不少于六名承配人。配售事项所得款项净额预计约为3.98亿港元。 ...