格隆汇2月2日丨钧达股份(02865.HK)公告，于2026年1月21日，公司与配售代理订立配售协议，据此， 公司已同意委任配售代理及配售代理已有条件同意尽最大努力促使不少于六名承配人(连同彼等各自的 最终实益拥有人将为独立第三方)购买最多合共18,682,000股配售股份，配售价为每股配售股份22.00港 元。根据配售协议将予配售的配售股份将根据一般授权配发及发行，因此，配售事项无须进一步寻求股 东批准。公司将向上市委员会申请批准配售股份上市及买卖。 董事会宣布，根据配售协议之条款及条件，配售事项已于2026年2月2日完成。配售协议所载之配售事项 的所有先决条件均已达成。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。 假设配售股份悉数获配售，配售事项的估计所得款项总额及所得款项净额(经扣除公司就配售事项产生 的所有费用、成本及开支，包括佣金及徵费)预期分别为约411.0百万港元及约397.7百万港元，经扣除该 等费用、成本及开支后的估计净配售价约为每股配售股份21.29港元。配售事项所得款项净额拟用于以 下各项：(i)约45%用于太空光伏电池相关产品的研发与生产；( ...

Core Viewpoint - Barclays PLC has reduced its stake in JunDa Shares (002865) by selling 3.9969 million shares at a price of HKD 34.1099 per share, totaling approximately HKD 136 million, resulting in a new holding of 7.2328 million shares, which represents 11.4% of the company [1] Summary by Category - **Share Reduction** - Barclays PLC sold 3.9969 million shares of JunDa Shares at HKD 34.1099 each, amounting to around HKD 136 million [1] - **Post-Transaction Holdings** - After the sale, Barclays PLC's remaining shares in JunDa Shares are 7.2328 million, equating to a holding percentage of 11.4% [1]

Group 1 - Barclays PLC reduced its stake in JunDa Shares (02865) by 3.9969 million shares at a price of HKD 34.1099 per share, totaling approximately HKD 136 million [1] - After the reduction, Barclays PLC's latest holding is 7.2328 million shares, representing a holding percentage of 11.4% [1]

钧达股份公告称，公司于2月2日完成18,682,000股新H股配售。配售价为每股22.00港元，占经扩大后H 股总数约22.75%、已发行股份总数约6.00%。承配人均为独立第三方，无承配人成主要股东，所得款项 净额约3.98亿港元。配售使公司已发行股份总数由292,584,052股增至311,266,052股，H股由63,432,300股 增至82,114,300股。此外，持股5%以上股东及其一致行动人（香港中央结算有限公司除外）持股比例被 动稀释。 来源：滚动播报 ...

证券代码：002865 证券简称：钧达股份 公告编号：2026-011 海南钧达新能源科技股份有限公司 关于控股股东及其一致行动人持股比例被动稀释 触及 1%整数倍的公告 | 上升 下降 | 一致行动人 | 有 | 无 | 变动类型 | | --- | --- | --- | --- | --- | | 是否为第一大股东或实际控制人 | | 是 否 | | | | 本次权益变动情况 | | | | 2. | | 股份种类 变动股数（股） | | 变动比例（%） | | | | A 股 / | | 1.06 | | | | 合 计 / | | 1.06 | | | | 通过证券交易所的集中交易 通过证券交易所的大宗交易 本次权益变动方式 |   | | | | | 其他 （H ☑ | 股配售持股比例被动稀释） | | | | | 自有资金  银行贷款  本次增持股份的资金来 其他金融机构借款 源（不适用） 股东投资款 |   | | | | | 其他 （请注明） 不涉及资金来源 |  | | | | | 本次变动前后，投资者及其一致行动人拥有上市公司权益的股份情况 | | | | 3 ...

证券代码：002865 证券简称：钧达股份 公告编号：2026-010 海南钧达新能源科技股份有限公司 关于完成配售 H 股的公告 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。 海南钧达新能源科技股份有限公司（以下简称"公司"）于 2026 年 1 月 22 日披露了《关于根据一般性授权配售新 H 股的公告》（公告编号：2026-007，以 下简称"配售公告"），内容有关配售本公司 18,682,000 股新 H 股（以下简称"本 次配售"）。除另有界定者外，本公告所用词汇与该公告所界定者具有相同涵义。 一、本次 H 股配售完成情况 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 18,682,000 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 ...

翌日披露報表 (股份發行人 ── 己發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) | 公司名稱: | 海南鈞達新能源科技股份有限公司 | | | | --- | --- | --- | --- | | 表格類別: 呈交日期: | 股票 2026年2月2日 | 狀態: | 新提交 | 如上市發行人的已發行股份或庫存股份出現變動而須根據「香港聯合交易所有限公司（「香港聯交所」）證券上市規則》[「《主板上市規則》」)第13.25M餘／香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節。 | 第一章節 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 H | | 於香港聯交所上市 | 是 | | + | | 證券代號(如上市) | 02865 | 説明 | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | 庫存股份變動 | | ...

Core Viewpoint - The "space photovoltaic" concept has become a major focus in the secondary market, significantly influenced by Tesla CEO Elon Musk's endorsements, with the relevant index rising 19.83% in the past month, outperforming the CSI 300 index's 1.18% increase [1] Group 1: Market Performance - The space photovoltaic concept index has seen a substantial increase, with notable stocks such as JunDa Co., Ltd. rising by 84.62%, Mingyang Smart Energy increasing by 60.22%, and Jiejia Weichuang up by 44.04% over the past 20 days [1] - Several photovoltaic companies have experienced significant stock price surges, triggering trading anomalies, with stocks like Dongfang Risen and Laplace exceeding a cumulative price deviation of 30% over multiple trading days [3] Group 2: Technology and Feasibility - Space photovoltaic energy involves utilizing solar photovoltaic technology in outer space to generate and supply energy, with the potential for direct power transmission to Earth or powering satellites and space stations [3] - The feasibility of space photovoltaic technology is supported by the abundant sunlight in space and the ability to deploy photovoltaic components on satellites, with near-Earth orbit satellites experiencing over 60% sunlight exposure [3] - Despite the market enthusiasm, the industry faces significant uncertainties regarding the maturity and long-term reliability of the technology, as well as the economic viability required for large-scale commercialization [4][5] Group 3: Industry Insights - Industry insiders indicate that the application scenarios for space photovoltaic technology are still in the exploratory phase, with many companies in the secondary market not yet supplying products to commercial space satellite companies [4] - Analysts emphasize that space photovoltaic technology is currently in the early stages, requiring validation of technical routes and economic benefits for large-scale commercial applications [5] - The current cost of space photovoltaic energy is estimated to be around $2-3 per kilowatt-hour, significantly higher than ground photovoltaic costs of $0.03-0.05 per kilowatt-hour, highlighting the economic challenges ahead [6] Group 4: Future Outlook - Companies like Trina Solar and HaiMuxing express optimism about the future of space photovoltaic technology, with ongoing collaborations with leading aerospace institutions to accumulate practical experience [6] - The commercial viability of space photovoltaic technology is projected to gradually materialize over the next 10 to 15 years, driven by decreasing launch costs and breakthroughs in battery technology [7]

（文章来源：每日经济新闻） 每经AI快讯，钧达股份(02865.HK)涨超7%，截至发稿，涨7%，报38.54港元，成交额1.24亿港元。 ...

Summary of Key Points from Conference Call Records Industry Overview - **Industry Focus**: The records primarily discuss the lithium battery, sodium battery, wind power, and photovoltaic sectors, highlighting recent developments and future expectations in these industries. Lithium Battery Sector - **National Capacity Pricing Policy**: The introduction of the national capacity pricing policy is expected to increase the Internal Rate of Return (IRR) for energy storage by over 3%, with more provinces likely to adopt energy storage solutions by 2026 [1] - **Lithium Battery Production**: In February, lithium battery production is projected to decrease by over 10%, indicating that the production season is not as weak as anticipated [1] - **Sodium Battery Testing**: Ningde has initiated winter testing with multiple automotive companies for sodium batteries, with expectations for mass production in Q2 [1] - **Investment Focus**: The preferred investment hierarchy includes energy storage cells (Penghui) > lithium iron phosphate cathodes > energy storage integration (Haibo) > separators (Enjie), copper, and aluminum foil (Nord and Dingsheng) [1] Sodium Battery Sector - **Lithium Carbonate Price Adjustment**: A new round of price increases for lithium carbonate is anticipated following adjustments, with strong downstream purchasing activity observed after recent price drops [2] - **Wind Power Sector Performance**: Recent performance forecasts for the wind power sector have largely fallen short of expectations due to a decline in Q4 shipments and year-end impairments, indicating a confirmed bottom for the main engine sector [2] - **Investment Recommendations**: Recommended stocks include Jinlei Co., Daikin Heavy Industries, and major engine manufacturers (Goldwind, SANY, Yunda, Mingyang) [2] Photovoltaic Sector - **Space Photovoltaics**: The application by SpaceX to deploy 1 million satellites to create a space data center reinforces the logic behind space photovoltaics [3] - **Cost Reduction in Battery Production**: The high silver prices and technological breakthroughs have led to an average cost reduction of over 0.15 CNY/W in copper-based batteries, indicating a potential explosion in the no-silver industrialization [3] - **Investment Focus**: The preferred investment hierarchy includes equipment manufacturers (Liancheng, Lap, Maiwei, Yujing) and battery materials (Bojian, Foster, Kaisheng, Juhua, Dike, Risheng, Junda) [3] AIDC (Artificial Intelligence Data Center) Sector - **New Bidding Opportunities**: The domestic supply chain is entering a new round of bidding, with ByteDance shifting its focus to high-voltage direct current solutions and Nvidia tightening certification for liquid cooling [3] - **Production Increase**: The production capacity of Yingwei's QD is expected to increase by 20 times in Q1, indicating a strong alignment with Nvidia's ecosystem [3]