钧达股份（02865）早盘股价上涨4.54%，现报24.86港元，成交额1.11亿港元。 华金证券研究报告指出，据Research and Markets数据显示，2035年全球在轨数据中心市场将达390.9亿 美元（十年复合增长率67.4%），高能耗特性对"轻量化、高效率"能源的刚性需求，恰好与太空光伏的 技术优势深度契合。该行认为，细分环节机遇凸显，p型超薄HJT与钙钛矿光伏产品未来有增长潜力。 近日，东吴证券认为，商业航天+低轨卫星加速发展背景下，太空光伏供能最优，或有望迎来高速发 展。地面高效钙钛矿/晶硅叠层技术是关键支撑。国海证券认为，随商业航天产业化进程加速，太空产 业有望快速发展，产业链相关公司有望迎业绩、估值的同步提升。 责任编辑：卢昱君 责任编辑：卢昱君 客户端 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 钧达股份（02865）早盘股价上涨4.54%，现报24.86港元，成交额1.11亿港元。 华金证券研究报告指出，据Research and Markets数据显示，2035年全球在轨数据中心市场将达390.9亿 美元（十年复合增长率67.4%），高能耗特性对"轻量化、 ...

消息面上，华金证券研究报告指出，据Research and Markets数据显示，2035年全球在轨数据中心市场将 达390.9亿美元(十年复合增长率67.4%)，高能耗特性对"轻量化、高效率"能源的刚性需求，恰好与太空 光伏的技术优势深度契合。该行认为，细分环节机遇凸显，p型超薄HJT与钙钛矿光伏产品未来有增长 潜力。 此前，钧达股份以战略股东身份投资尚翼光电，双方围绕钙钛矿电池在太空能源的应用，在技术研发、 在轨验证、产业化落地及场景拓展等方面建立协同机制，开拓国内及北美商业航天与太空算力市场。双 方针对低轨卫星、太空算力等场景需求，开发超轻量化、高抗辐照的钙钛矿叠层电池产品，推进地面测 试与在轨试验，计划2025年完成关键在轨试验，2026 年实现规模化供应，后续还将推动产品列装中国 卫星体系，逐步实现商业化交付。 智通财经APP获悉，钧达股份(02865)盘中涨超3%，截至发稿，涨3.03%，报24.44港元，成交额6954.99 万港元。 ...

2、港股通最新日占比减持榜（前20名） 智通财经APP获悉，根据2026年1月7日披露数据，南京熊猫电子股份（00553）、盈富基金（02800）、 佑驾创新（02431）港股通持股占比增加值最大，分别增加9.41%、4.63%、2.08%；大眾公用 （01635）、京城机电股份（00187）、中国中冶（01618）港股通持股占比减少值最大，分别减 少-1.53%、-1.32%、-1.07%。 4、港股通5日占减持榜（前10名） 在最近有统计数据的5个交易日内，南京熊猫电子股份（00553）、恆生中国企业（02828）、百奥赛图- B（02315）港股通持股占比增加值最大，分别增加9.58%、6.22%、6.17%；金科服务（09666）、钧达 股份（02865）、中国中冶（01618）港股通持股占比减少值最大，分别减少-3.77%、-3.63%、-2.79%。 具体数据如下（交易所数据根据T+2日结算）： 1、港股通最新日占比增持榜（前20名） | 公司名称 | 占比值变动 | 最新持股比例 | | --- | --- | --- | | 南京熊猫电子股份(00553) | +9.41% | 50.74% ...

Core Viewpoint - The report highlights the current AH premium rates of various stocks, indicating significant disparities between H-shares and A-shares, with some stocks showing extremely high premiums while others exhibit negative premiums [1][2][3]. Group 1: Top AH Premium Rates - Northeast Electric (00042) leads with a premium rate of 743.75%, followed by Zhejiang Shibao (01057) at 409.54% and Hongye Futures (03678) at 276.37% [1][2]. - The top three stocks with the highest premium rates also include Sinopec Oilfield Service (01033) at 269.01% and Beijing Mechanical & Electrical (00187) at 250.35% [2]. Group 2: Bottom AH Premium Rates - The stocks with the lowest AH premium rates include Ningde Times (03750) at -12.17%, followed by Hengrui Medicine (01276) at -1.63% and China Merchants Bank (03968) at -1.13% [1][3]. - Other notable mentions in the bottom tier include Wu Chai Power (02338) with a premium of 7.61% and Midea Group (00300) at 7.91% [3]. Group 3: Top Deviation Values - Zhejiang Shibao (01057) has the highest deviation value at 85.42%, followed by Goldwind Technology (02208) at 45.12% and Shandong Molong (00568) at 19.23% [1][4]. - Other significant stocks with high deviation values include Chalco International (02068) at 18.61% and Sanhua Intelligent Control (02050) at 17.05% [4]. Group 4: Bottom Deviation Values - Northeast Electric (00042) has the lowest deviation value at -140.26%, followed by Nanhua Futures (02691) at -29.12% and CICC (03908) at -25.34% [1][6]. - Additional stocks with low deviation values include Chenming Paper (01812) at -19.00% and Guolian Minsheng (01456) at -13.32% [6].

智通财经APP获悉，钧达股份(02865)再涨超10%，近一个月股价累涨超五成。截至发稿，涨10.01%，报 24.62港元，成交额1.56亿港元。 消息面上，钧达股份1月5日在互动平台提到，公司合作方尚翼光电是国内稀缺的卫星电池生产商，其核 心团队深耕钙钛矿航天应用多年，建有独有的太空仿真研发平台，目前已完成太空环境下钙钛矿材料的 第一性原理验证，为后续在轨验证奠定了坚实基础，公司正与尚翼光电紧密协同推进在轨验证及后续产 业化落地相关工作。 东吴证券认为，商业航天+低轨卫星加速发展背景下，太空光伏供能最优，或有望迎来高速发展。地面 高效钙钛矿/晶硅叠层技术是关键支撑。国海证券认为，随商业航天产业化进程加速，太空产业有望快 速发展，产业链相关公司有望迎业绩、估值的同步提升。 ...

Market Overview - The Hong Kong stock market indices showed strong performance, with the Hang Seng Index rising by 1.38% to close at 26,710.45 points, and a total trading volume of HKD 291.76 billion [1] - The Hang Seng Tech Index increased by 1.46%, closing at 5,825.26 points, indicating a positive sentiment in the technology sector [1] Blue Chip Performance - China Hongqiao (01378) led the blue-chip stocks, rising by 6.14% to HKD 35.26, contributing 10.84 points to the Hang Seng Index [2] - Other notable performers included JD Health (06618) up 5.41%, Ping An Insurance (02318) up 4.96%, while Alibaba (09988) fell by 1.31% [2] Sector Highlights - The capital market is heating up, with financial stocks, particularly Chinese brokerage firms, showing significant gains. For instance, Jiufang Zhitu (09636) surged by 18.84% [3] - The non-ferrous metals sector performed strongly, with notable increases in Aluminum Corporation of China (02068) up 8.05% and Zhaojin Mining Industry (01818) up 7.29% [4] Commodity Trends - Commodities such as gold, silver, and copper have seen rising futures prices, driven by geopolitical tensions and supply constraints [5] - The aluminum market is particularly affected by supply threats, with prices expected to remain high due to production risks [5] Autonomous Driving Sector - The autonomous driving sector is gaining traction, with companies like Zhejiang Shibao (01057) rising by 21.53% following announcements from NVIDIA regarding advancements in self-driving technology [6] - NVIDIA's new AI platform is expected to stimulate demand for autonomous taxis, supporting global economic growth [6] Commercial Aerospace Developments - The commercial aerospace sector is experiencing growth, with companies like JunDa Co. (02865) rising by 8.01% due to recent developments in the industry [6] - The acceleration of the commercialization of space is anticipated to enhance the performance and valuation of related companies [6] Notable Stock Movements - Xindong Company (02400) increased by 6.04% after announcing a significant share buyback plan worth HKD 400 million [7] - Hesai Technology (02525) rose by 5.9% after being selected as a lidar partner for NVIDIA's platform and announcing plans to double production capacity [8] - Cathay Pacific (00293) faced pressure, declining by 2.6% due to a share placement by China National Aviation [9]

每经AI快讯，1月6日，商业航天概念港股午后拉升。截至发稿，钧达股份（002865）(02865.HK)涨近 8%，亚太卫星(01045.HK)涨近7%，金风科技（002202）(02208.HK)涨近6%。 ...

每经AI快讯，港股商业航天概念午后拉升。截至发稿，钧达股份(02865.HK)涨8.01%，报22.38港元；亚 太卫星(01045.HK)涨7.16%，报3.74港元；金风科技(02208.HK)涨6.87%，报15.87港元。 ...

消息面上，近期商业航天催化密集。2025年12月26日，上交所发布《上海证券交易所发行上市审核规则 适用指引第9号——商业火箭企业适用科创板第五套上市标准》，打开商业航天公司融资通道。12月31 日，蓝箭航天IPO获受理，拟科创板上市，融资75亿元，用于可重复使用火箭的产能和技术提升。国海 证券认为，随商业航天产业化进程加速，太空产业有望快速发展，产业链相关公司有望迎业绩、估值的 同步提升。 商业航天概念午后拉升，截至发稿，钧达股份（002865）(02865)涨8.01%，报22.38港元；亚太卫星 (01045)涨7.16%，报3.74港元；金风科技（002202）(02208)涨6.87%，报15.87港元。 ...

消息面上，近期商业航天催化密集。2025年12月26日，上交所发布《上海证券交易所发行上市审核规则 适用指引第9号——商业火箭企业适用科创板第五套上市标准》，打开商业航天公司融资通道。12月31 日，蓝箭航天IPO获受理，拟科创板上市，融资75亿元，用于可重复使用火箭的产能和技术提升。国海 证券认为，随商业航天产业化进程加速，太空产业有望快速发展，产业链相关公司有望迎业绩、估值的 同步提升。 智通财经APP获悉，商业航天概念午后拉升，截至发稿，钧达股份(02865)涨8.01%，报22.38港元；亚太 卫星(01045)涨7.16%，报3.74港元；金风科技(02208)涨6.87%，报15.87港元。 ...