格隆汇1月16日｜钧达股份公告，预计2025年度归属于上市公司股东的净利润亏损12亿元~15亿元，上 年同期亏损5.91亿元。扣除非经常性损益后的净利润亏损14亿元~18亿元，上年同期亏损11.18亿元。基 本每股收益亏损4.54元/股~5.67元/股，上年同期亏损2.6元/股。全球光伏装机量延续高增长态势，海外 市场光伏电池需求尤为旺盛，但行业供需失衡仍处周期底部，叠加主产业链价格传导不畅等多重因素影 响，公司经营承压，业绩出现阶段性亏损。同时，公司依据谨慎性原则拟计提资产减值准备，对本期业 绩有一定影响。 ...

证券代码：002865 证券简称：钧达股份 公告编号：2026-005 海南钧达新能源科技股份有限公司 2025 年度业绩预告 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、本期业绩预计情况 二、与会计师事务所沟通情况 本期业绩预告相关的财务数据未经过注册会计师审计。公司 2025 年度审计 报告的编制工作正常推进，公司与会计师事务所沟通顺利。 三、业绩变动原因说明 1、业绩预告期间：2025 年 1 月 1 日至 2025 年 12 月 31 日。 2、业绩预告情况：预计净利润为负值 | 项 目 | 本报告期 | | | 上年同期 | | | --- | --- | --- | --- | --- | --- | | 归属于上市公司股东的净利润 | 亏损：120,000 | 万元～150,000 | 万元 | 亏损：59,111.33 | 万元 | | 扣除非经常性损益后的净利润 | 亏损：140,000 | 万元～180,000 | 万元 | 亏损：111,778.89 | 万元 | | 基本每股收益 | 亏损：4.54 | 元/股～5.67 元/股 ...

Core Viewpoint - The photovoltaic equipment sector experienced a significant increase, with a 2.09% rise on January 16, led by Yubang New Materials, while the overall market indices showed slight declines [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 4101.91, down 0.26%, and the Shenzhen Component Index closed at 14281.08, down 0.18% [1]. - Yubang New Materials led the gains in the photovoltaic equipment sector with a closing price of 44.98, reflecting a 17.20% increase [1]. - Other notable performers included Jing Sheng Mechanical and Electrical with a 9.12% increase, and Jun Da Co., which rose by 8.57% [1]. Group 2: Trading Volume and Value - Yubang New Materials had a trading volume of 145,100 shares, resulting in a transaction value of 621 million yuan [1]. - Jing Sheng Mechanical and Electrical recorded a trading volume of 673,000 shares with a transaction value of 2.771 billion yuan [1]. - Jun Da Co. had a trading volume of 364,200 shares, leading to a transaction value of 3.174 billion yuan [1]. Group 3: Capital Flow - The photovoltaic equipment sector saw a net inflow of 2.699 billion yuan from main funds, while retail funds experienced a net outflow of 1.645 billion yuan [2]. - Major stocks like Yangguang Electric Power and Maiwei Co. had significant net inflows from main funds, indicating strong institutional interest [3]. - Conversely, stocks like Yijingsheng Electric and Aerospace Mechanical experienced notable net outflows from retail investors, suggesting a shift in sentiment [2][3].

2026年1月16日，创业板新能源ETF华夏（159368）上涨1.11%，持仓股晶盛机电涨超9%，钧达股份涨 超8%，奥特维涨超7%。 截至2025年6月底，全国发电装机总量已达36.5亿千瓦，同比增长18.7%。其中，太阳能发电装机容量为 11.0亿千瓦，同比增长54.2%；风电装机容量达5.7亿千瓦，同比增长22.7%。新能源装机在总装机中占 比突破45%，首次超越煤电成为第一大电源。"十五五"期间，我国新能源装机预计将保持年均3亿千瓦 的新增规模，到2030年累计装机有望突破30亿千瓦，实现在现有规模基础上翻番。同期，全球可再生能 源装机预计将增加约4600吉瓦，规模相当于当前中国、欧盟与日本装机容量之和。 创业板新能源ETF华夏（159368）是全市场跟踪创业板新能源指数的规模最大ETF基金。创业板新能源 指数主要涵盖新能源和新能源汽车产业，涉及电池、光伏等多个细分领域。 （文章来源：每日经济新闻） 据彭博新能源财经2024年度报告预测，到2030年，全球构网型储能市场规模将增长为72.5GW（渗透率 升至55%）。中国作为全球最大的储能市场，构网储能装机预计增长至30GW，在新型储能中的占比提 升 ...

Group 1 - The core viewpoint of the news is that the photovoltaic industry is expanding into the space sector, with companies like Junda Co. making strategic investments to capitalize on opportunities in low-orbit satellite networking and space computing [1] - Junda Co. announced a cash investment of 30 million yuan to acquire a 16.67% stake in Shanghai Xingyi Chip Energy Technology Co., which aims to leverage both companies' strengths in photovoltaic industrialization and space applications [1] - Other companies in the industry, such as Trina Solar and JinkoSolar, are also advancing in the development of perovskite/silicon tandem cells, which are expected to meet the demands of space photovoltaic applications [1] Group 2 - The Huaxia Photovoltaic ETF (515370) tracks the CSI Photovoltaic Industry Index, which includes upstream, midstream, and downstream companies in the photovoltaic supply chain, reflecting the overall performance of the photovoltaic industry [2] - The index has a photovoltaic content of 83.64%, ranking first in the entire market dimension [2]

Investment Rating - The report maintains an "Overweight" rating for the electric equipment and new energy industry [2] Core Insights - During the 14th Five-Year Plan, the State Grid Corporation of China is expected to invest 4 trillion yuan, a 40% increase compared to the previous plan, to drive high-quality development of the new power system supply chain [39][43] - The report highlights the focus on green transformation and the establishment of a new energy system, aiming for a 25% share of non-fossil energy consumption and 35% of electricity in final energy consumption by 2025 [39][43] - The electric equipment sector has shown strong performance, with the wind power equipment sector rising by 17.61% and the grid equipment sector by 11.91% in the last two weeks [16][17] Summary by Sections Market Review - As of January 15, 2026, the electric equipment industry has increased by 5.06%, outperforming the CSI 300 index by 2.43 percentage points, ranking 12th among 31 industries [11] - The wind power equipment sector has seen a significant increase of 17.61%, while the battery sector has only increased by 0.96% [16][17] Valuation and Industry Data - The electric equipment sector's PE (TTM) is 34.83 times, with sub-sectors like electric motors at 61.47 times and photovoltaic equipment at 31.57 times [23][24] - The report provides a detailed valuation comparison, indicating that the current valuation is above the one-year average for most sub-sectors [24] Industry News - The report discusses the expected investment by the State Grid Corporation and its implications for the electric equipment industry, emphasizing the importance of technological advancements and leading companies in the sector [39][43] - It also mentions the ongoing trends in the photovoltaic market, including price stability and the cautious outlook from upstream and downstream companies [39] Company Announcements - The report includes various company announcements, such as share reductions by major stakeholders and financial forecasts indicating potential losses for some companies [42]

（文章来源：每日经济新闻） 每经AI快讯，1月16日，商业航天概念股盘中震荡回升，城建发展反包涨停，天银机电涨近10%，钧达 股份、信科移动、臻镭科技、昊志机电跟涨。 ...

Group 1 - A total of 30 companies were investigated by institutions on January 15, with 24 companies being surveyed by funds, indicating strong interest from institutional investors [1] - Hai Tian Rui Sheng received the most attention, with 49 funds participating in its survey, followed by Di Ke Co., Ltd. and Jun Da Co., Ltd. with 12 and 9 funds respectively [1] - The surveyed companies belong to various sectors, with the power equipment industry having the highest representation at 4 companies, followed by the automotive and textile industries, each with 2 companies [1] Group 2 - Among the surveyed companies, 2 have a total market capitalization exceeding 500 billion, with Ningbo Bank and SF Holding being over 1 trillion, while 9 companies have a market cap below 100 billion [1] - In terms of market performance, 19 out of the surveyed stocks increased in value over the past 5 days, with Di Ke Co., Ltd. and Hai Tian Rui Sheng leading with gains of 31.28% and 31.12% respectively [1] - Seven stocks experienced net inflows of funds in the past 5 days, with SF Holding attracting the most at 282 million, followed by Ke Shi Da and Jun Da Co., Ltd. with inflows of 206 million and 199 million respectively [2]

Group 1 - The commercial aerospace sector is experiencing a revival, with notable stock price increases for companies such as Asia Pacific Satellite (up 5.26% to HKD 4.4) and Junda Co., Ltd. (up 5.26% to HKD 25.6) [1] - Elon Musk announced that SpaceX aims to launch its Starship more than once an hour within three years, with a long-term goal of producing 10,000 Starships annually [1] - China Aerospace Technology Group Corporation is focusing on major projects like manned lunar landings and deep space exploration, while also emphasizing the development of commercial aerospace and low-altitude economy [1] Group 2 - According to a recent report by Guotai Junan Securities, China's commercial aerospace has established a complete chain covering upstream manufacturing, midstream launching, and downstream applications [2] - State-owned aerospace enterprises have developed platform-based launch capabilities, and the Wenchang commercial launch site has officially commenced operations, enhancing infrastructure capabilities [2] - Private companies are rapidly emerging in areas such as rockets, satellites, and remote sensing terminals, leading to increased synergy and the expansion of vertical scenarios like remote sensing, navigation, and communication [2]

智通财经APP获悉，商业航天概念今早回暖，截至发稿，亚太卫星(01045)涨5.26%，报4.4港元；钧达股 份(02865)涨5.26%，报25.6港元；中国技术集团(01725)涨2.06%，报0.99港元；金风科技(02208)涨 0.99%，报14.35港元。 消息面上，商业航天领域再迎催化。马斯克通过社交平台表示，三年内星舰发射频率将超每小时一次， 明确SpaceX终极目标为每年生产1万艘星舰。此前，SpaceX在星舰基地建造了超大型总装车间 Gigabay，加速星舰的生产。国内方面，中国航天科技集团有限公司1月15日召开2026年度工作会议。会 议提出，2026年要深入推进载人登月、深空探测等重大工程，全力突破重复使用火箭技术；要大力发展 商业航天、低空经济等战新产业，前瞻布局太空数智等未来产业。 国泰海通证券近日研报指出，我国商业航天已形成涵盖"上游制造—中游发射—下游应用"的完整链条， 国有航天企业发射能力平台化，文昌商业发射场正式投运，基础设施能力外溢；民营企业在火箭/卫星/ 遥感终端等环节快速崛起，协同效应增强。遥感、导航、通信等垂直场景快速拓展，数据运营价值加速 释放，产业从单点商业化逐 ...