Group 1 - The core viewpoint of the news is that JunDa Co., Ltd. has seen a stock price increase of 5.01%, reaching 55.34 CNY per share, with a trading volume of 863 million CNY and a turnover rate of 7.15%, resulting in a total market capitalization of 16.192 billion CNY [1] - JunDa Co., Ltd. is primarily engaged in the research, production, and sales of photovoltaic cells, with its main products including 210-N N-type TOPCon monocrystalline cells, 182/183-N N-type TOPCon monocrystalline cells, and 182-P PERC monocrystalline cells [1] - The company's revenue composition is heavily weighted towards photovoltaic cells, accounting for 99.79% of total revenue, while other sources contribute only 0.21% [1] Group 2 - WanJia Fund's WanJia Quality Life A (519195) is among the top ten circulating shareholders of JunDa Co., Ltd., having reduced its holdings by 252,300 shares, now holding 2.9537 million shares, which represents 1.02% of the circulating shares [2] - The fund has achieved a year-to-date return of 1.45%, ranking 5290 out of 8816 in its category, and a one-year return of 77.98%, ranking 487 out of 8081 [2]

证券日报网讯1月5日，钧达股份（002865）在互动平台回答投资者提问时表示，公司未来会积极探索开 拓业务模式，充分利用好海南相关优惠政策，助力企业发展。 ...

证券代码：002865 证券简称：钧达股份 公告编号：2026-001 海南钧达新能源科技股份有限公司 关于为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"）向中国光大银行股份 有限公司滁州分行申请综合授信额度事项提供连带责任保证担保，担保主债务最 高本金余额为人民币 20,000 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，审议通过了《关于公司及下属公司 2026 年度提 供担保额度预计的议案》，同意公司及下属公司拟为自身或互为对方申请金融机 构综合授信及日常经营需要提供担保，预计担保总额度为人民币 140 亿元。本次 担保事项为公司对合并报表范围内的下属全资孙公司提供担保，在审议批准的额 度范围内，无需再提交董事会或股东会审议。 二、被担保人的基本情况 1、公司 ...

FF301 致：香港交易及結算所有限公司 公司名稱: 海南鈞達新能源科技股份有限公司 呈交日期: 2026年1月5日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02865 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 63,432,300 | RMB | | 1 RMB | | 63,432,300 | | 增加 / 減少 (-) | | | | | | RMB | | | | 本月底結存 | | | 63,432,300 | RMB | | 1 RMB | | 63,432,300 | | 2. 股份分類 | 普通股 | 股份類別 | A | | 於香港聯交所上市 (註1) | | 否 | | | --- | --- | --- | --- | --- | --- | --- ...

Core Viewpoint - JunDa Co., Ltd. has achieved a breakthrough in the conversion efficiency of its small-area perovskite-TOPCon tandem solar cells, reaching 33.53%, positioning itself at the forefront of the industry [1] Company Summary - JunDa Co., Ltd. is collaborating with Shangyi Optoelectronics, which is a rare domestic satellite battery manufacturer with a technical background from the Shanghai Institute of Optics and Fine Mechanics, Chinese Academy of Sciences [1] - The core team of Shangyi Optoelectronics has extensive experience in perovskite applications for aerospace and has established a unique space simulation research and development platform [1] Industry Summary - Shangyi Optoelectronics has completed the first-principle verification of perovskite materials in a space environment, laying a solid foundation for subsequent on-orbit verification [1] - The company is closely coordinating with Shangyi Optoelectronics to advance on-orbit verification and subsequent industrialization efforts [1]

Group 1 - The photovoltaic equipment sector rose by 1.3% on January 5, with Aerospace Machinery leading the gains [1] - The Shanghai Composite Index closed at 4023.42, up 1.38%, while the Shenzhen Component Index closed at 13828.63, up 2.24% [1] - Notable gainers in the photovoltaic equipment sector included Aerospace Machinery, which increased by 10.03% to a closing price of 19.31, and Yuan Tewei, which rose by 9.15% to 49.40 [1] Group 2 - The photovoltaic equipment sector experienced a net outflow of 166 million yuan from institutional investors and 394 million yuan from speculative funds, while retail investors saw a net inflow of 560 million yuan [2] - The trading volume and turnover for key stocks in the sector showed significant activity, with Aerospace Machinery achieving a turnover of 5.518 billion yuan [1][2] - The stock performance varied, with some companies like Maiwei Co. experiencing a decline of 5.81% to 194.03, indicating mixed market sentiment [2]

| 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 002163 | 海南发展 | -9.98 | 11.55 | -56671.67 | | 600759 | 洲际油气 | -2.56 | 19.35 | -21650.80 | | 600515 | 海南机场 | -4.69 | 2.84 | -18611.73 | | 000572 | 海马汽车 | -5.27 | 10.19 | -17201.73 | | 600221 | 海航控股 | -1.66 | 1.59 | -15992.35 | | 000796 | 凯撒旅业 | -6.94 | 12.71 | -13386.73 | | 300189 | 神农种业 | -4.97 | 26.90 | -12239.33 | | 002865 | 钧达股份 | -3.50 | 12.99 | -10484.08 | | 603300 | 海南华铁 | -2.93 | 6.42 | -9025.56 | | 603069 | 海汽集团 | -8.07 ...

Core Viewpoint - The company has achieved a conversion efficiency of over 33.53% for its small-area perovskite-TOPCon tandem solar cells, positioning itself at the forefront of the industry [1] Group 1: Company Achievements - The conversion efficiency of the company's perovskite-TOPCon tandem solar cells has surpassed 33.53%, indicating a leading technical standard in the industry [1] - The company is collaborating with Shangyi Optoelectronics, which has a strong technical background from the Shanghai Institute of Optics and Fine Mechanics, to advance the development of satellite solar cells [1] Group 2: Research and Development - The core team of Shangyi Optoelectronics has extensive experience in perovskite applications for aerospace and has established a unique space simulation research and development platform [1] - The company has completed the first-principles verification of perovskite materials in space environments, laying a solid foundation for subsequent in-orbit verification [1] Group 3: Future Plans - The company is closely collaborating with Shangyi Optoelectronics to promote in-orbit verification and the subsequent industrialization of their technology [1]

Group 1 - The core viewpoint of the news is that JunDa Co., Ltd. has experienced a stock price decline of 2.03% as of January 5, with significant trading activity and fluctuations in recent days [1] - As of January 5, the stock price is reported at 53.50 yuan per share, with a total market capitalization of 15.653 billion yuan [1] - The company has seen a net outflow of main funds amounting to 3.7637 million yuan, with large orders showing a slight imbalance between buying and selling [1] Group 2 - JunDa Co., Ltd. is primarily engaged in the research, production, and sales of photovoltaic cells, with its main products including various types of N-type and P-type solar cells [2] - The company's revenue composition is heavily reliant on photovoltaic cell sales, accounting for 99.79% of total revenue [2] - The company is classified under the power equipment industry, specifically in the photovoltaic equipment and solar cell components sector [2] Group 3 - As of September 30, the number of shareholders for JunDa Co., Ltd. stands at 45,200, with no change from the previous period [3] - For the first nine months of 2025, the company reported a revenue of 5.682 billion yuan, reflecting a year-on-year decrease of 30.72%, while the net profit attributable to shareholders was -419 million yuan, a slight decrease of 0.48% [3] Group 4 - Since its A-share listing, JunDa Co., Ltd. has distributed a total of 319 million yuan in dividends, with 255 million yuan distributed over the past three years [4] - As of September 30, 2025, the top ten circulating shareholders include Hong Kong Central Clearing Limited and Wan Jia Quality Life A, with notable changes in their holdings [4]

Investment Rating - The report maintains an "Accumulate" rating for the electric power equipment industry [1] Core Views - The lithium battery prices are rapidly linked, and there is significant long-term potential in space photovoltaic technology [1] - The energy storage sector is expected to see substantial growth, with a projected increase of over 60% in 2026 due to rising demand and supply constraints [3][7] - The electric vehicle market is anticipated to grow by 15% in 2026, supported by continued subsidies and a strong export contribution [26] Industry Trends - The electric power equipment sector experienced a decline of 2.18%, underperforming the market, with specific segments like wind power and new energy vehicles showing slight increases [3] - The report highlights the release of independent energy storage capacity compensation in Hubei Province at 165 RMB/kW·year, indicating government support for energy storage development [3] - The report notes that the global energy storage market is expected to grow significantly, with the U.S. projected to see a 60% increase in energy storage installations in 2025 [7] Market Prices and Changes - Lithium carbonate prices are reported at 112,500 RMB/ton, showing a slight decrease of 0.9% [3] - The average price of polysilicon is reported at 53.00 RMB/kg, with no change, while N-type silicon wafers have seen a price increase of 20% [3] - The report indicates that the average bidding price for onshore wind power is 1,800 RMB/kW, reflecting a competitive market environment [3] Company Performance - Companies like Ningde Times and BYD are highlighted for their strong performance, with Ningde Times expected to see a net profit of 11-16 billion RMB in 2025, representing a year-on-year increase of 127%-230% [3] - Tianqi Lithium and Ganfeng Lithium are noted for their strategic partnerships and production capacity expansions, positioning them well in the lithium supply chain [3] - The report emphasizes the strong growth potential for companies involved in energy storage and lithium battery production, recommending investments in leading firms such as Ningde Times and Yiwei Lithium Energy [3][6]