智通财经APP获悉，截止12月24日收盘，东北电气(00042)、浙江世宝(01057)、弘业期货(03678)分列AH 溢价率前三位，溢价率分别为900.00%、401.23%、283.18%；宁德时代(03750)、招商银行(03968)、恒 瑞医药(01276)分列AH溢价率末三位，溢价率分别为-11.39%、-2.91%、3.01%。其中浙江世宝(01057)、 钧达股份(02865)、南京熊猫电子股份(00553)的偏离值位居前三，分别为124.99%、58.52%、32.51%； 另外，广汽集团(02238)、东方电气(01072)、江苏宁沪高速公路(00177)的偏离值位居后三，分别 为-24.43%、-8.78%、-8.68%。 备注：以上数据由智通机器人根据港交所数据，经过人工智能运算后自动生成，并不保证数据100%准 确；偏离值为当前溢价率与该股过去30天平均溢价率的差值。 前十大AH股偏离值排行 | 股票名称 | H股(港元) | A股 | 溢价率 | 偏离值↓ | | --- | --- | --- | --- | --- | | 浙江世宝(01057) | 4.880 | 20.42 ...

Core Viewpoint - JunDa Co., Ltd. (02865) has announced a strategic partnership with Shangyi Optoelectronics, focusing on the application of perovskite battery technology in space energy, marking a significant step in the company's expansion into the aerospace sector [1]. Group 1: Strategic Partnership - JunDa Co., Ltd. will invest in Shangyi Optoelectronics as a strategic shareholder, aiming to integrate industry and scenario resources [1]. - The collaboration will establish a synergy mechanism in areas such as technology research and development, in-orbit verification, industrialization, and application scenario expansion [1]. Group 2: Industry Positioning - This strategic cooperation is seen as a rapid advancement of JunDa's photovoltaic battery technology in the aerospace field, aligning with the national strategy for becoming a space power [1]. - The company aims to expand its presence in the space economy sector and cultivate future growth engines, leveraging its leadership in global photovoltaic battery technology [1].

Core Viewpoint - JunDa Co., Ltd. has entered into a strategic partnership with Shangyi Optoelectronics, focusing on the application of perovskite battery technology in space energy, marking a significant step in the company's expansion into the aerospace sector [1] Group 1: Company Developments - JunDa Co., Ltd. shares rose over 4% during trading, currently up 2.92% at HKD 179.7, with a trading volume of HKD 21.01 million [1] - The strategic cooperation agreement with Shangyi Optoelectronics involves equity investment and aims to integrate industry and scenario resources [1] - The partnership will establish a collaborative mechanism for technology research and development, in-orbit verification, industrialization, and application scenario expansion [1] Group 2: Industry Implications - This strategic cooperation is seen as a response to the national strategy for becoming a space power, accelerating JunDa's layout in the aerospace sector [1] - JunDa aims to leverage its advantages in crystalline silicon and perovskite battery research and manufacturing to increase investments and collaborations in the space photovoltaic application field [1] - The company aspires to become a global leader in space photovoltaics, positioning itself for future growth in the space economy [1]

Core Insights - The article highlights the top and bottom AH share premium rates, indicating significant discrepancies in market valuations between H-shares and A-shares for various companies [1][2][3]. Group 1: Top AH Share Premium Rates - Northeast Electric (00042) leads with a premium rate of 881.82%, followed by Zhejiang Shibao (01057) at 378.65% and Hongye Futures (03678) at 278.25% [1][2]. - Other notable companies in the top ten include Sinopec Oilfield Service (01033) with a premium of 271.01% and Chenming Paper (01812) at 253.42% [2]. Group 2: Bottom AH Share Premium Rates - CATL (03750) has the lowest premium rate at -12.06%, followed by China Merchants Bank (03968) at -2.43% and Heng Rui Medicine (01276) at 3.74% [1][3]. - Other companies with low premium rates include Weichai Power (02338) at 9.23% and Midea Group (00300) at 9.47% [3]. Group 3: Top AH Share Deviation Values - Nanhua Futures (02691) has the highest deviation value at 147.43%, followed by Zhejiang Shibao (01057) at 106.42% and Junda Co. (02865) at 51.86% [1][4]. - Other companies with significant deviation values include Guanghe Tong (00638) at 110.31% and China Shipbuilding Defense (00317) at 149.77% [4]. Group 4: Bottom AH Share Deviation Values - GAC Group (02238) shows the lowest deviation value at -27.72%, followed by CIMC (02039) at -11.53% and Zhaoyan New Drug (06127) at -10.54% [1][5]. - Other companies with negative deviation values include Jiangsu Ningshu Highway (00177) at -10.06% and Longfly Optical Fiber (06869) at -10.05% [5].

Core Insights - The article discusses the significant progress in Hainan's economic landscape as it moves towards full closure and integration into global markets, highlighting a total of 66 financing events and 69 mergers and acquisitions in 2025, with a total investment exceeding 277 billion yuan [5][12]. Financing Events - In 2025, Hainan province recorded 66 financing events, raising a total of 121.47 billion yuan. The majority of these were A-round financing, totaling 32 cases, while B-round financing accounted for the highest amount at 65.5 billion yuan [7][9]. - The electronic information sector led with 12 investment cases, followed by cultural and entertainment media with 7, and finance and healthcare with 6 each. Other sectors included wholesale and retail, enterprise services, and advanced manufacturing, each with 5 cases [7][8]. - The largest financing event was a B-round investment of 3.8 billion yuan in Zunyu Supermarket, which raised its post-investment valuation to 42 billion yuan, with plans to enhance AI retail technology and expand market share [8][9]. Mergers and Acquisitions - Hainan province experienced 69 merger and acquisition events in 2025, with a total transaction value of 155.77 billion yuan. Buyout transactions accounted for 34 events, totaling 142.31 billion yuan [12][14]. - The healthcare sector led the M&A activity with 12 transactions, followed by finance and electronic information, each with 11 transactions [12][13]. - The largest M&A transaction was the acquisition of 96.08% of Wanhe Securities by Guosen Securities for approximately 5.19 billion yuan, marking a significant consolidation in the financial sector [14]. IPO Activity - In 2025, only one company, Junda Co., went public, raising approximately 140.5 million Hong Kong dollars. The company is now valued at around 5.3 billion Hong Kong dollars [16][17].

（文章来源：每日经济新闻） 每经AI快讯，钧达股份(02865.HK)高开逾4%，截至发稿，涨4.39%，报18.8港元，成交额153.22万港 元。 ...

Core Viewpoint - JunDa Co., Ltd. has signed a strategic cooperation agreement with Shangyi Optoelectronics to invest as a strategic shareholder, focusing on the application of perovskite battery technology in space energy [1] Group 1: Company Developments - JunDa Co., Ltd. opened over 4% higher, currently trading at 18.8 HKD with a transaction volume of 1.5322 million HKD [1] - The company has been deeply involved in photovoltaic battery technology for nearly 20 years, evolving through various technological iterations including BSF, PERC, and TOPCon [1] - The collaboration with Shangyi Optoelectronics aims to enhance JunDa's research and development in perovskite and stacked batteries for different space scenarios, potentially enabling industrialization and mass production [1] Group 2: Strategic Partnership - The partnership will integrate industry and scenario resources, focusing on technical research, in-orbit verification, and application scenario expansion [1] - Shangyi Optoelectronics has a core team with extensive experience in perovskite applications in aerospace, having completed the first principle verification of perovskite materials in space environments [1] - The laboratory efficiency of the perovskite stacked battery developed in collaboration with external institutions has reached 32.08%, positioning the company at the forefront of the industry [1]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不 負 責，對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明，並 明 確 表 示，概 不 對 因 本 公 告 全部或任何部分內容而產生或因依賴該等內容而引致的任何損失承擔任何責 任。 海南鈞達新能源科技股份有限公司 （於中華人民共和國註冊成立的股份有限公司） （股份代號：02865） 海外監管公告 本公告乃根據香港聯合交易所有限公司證券上市規則第13.10B條 而 作 出。 茲載列海南鈞達新能源科技股份有限公司在深圳證券交易所網站刊登了以下 公 告。茲 載 列 如 下，僅 供 參 閱。 特 此 公 告。 承董事會命 海南鈞達新能源科技股份有限公司 董事長兼執行董事 Hainan Drinda New Energy Technology Co., Ltd. 海南钧达新能源科技股份有限公司 投资者关系活动记录表 编号：2025-006 投资者关系活动类别 □ 特定对象调研 ☑ 分析师会议 □ 媒体采访 □ 业绩说明会 □ 新闻发布会 □ 路演活动 □ 现场参观 □ 其他（请文字说明其他活动内容） 参与单位名称及人员姓名 东吴证券股份 ...

钧达股份 尚翼光电战略合作解读 ✕ 20251222 摘要 全球低轨卫星规划突破 10 万颗，太空能源需求激增，地面算力瓶颈凸 显，太空算力成破局关键，君达股份与上亿光电战略合作，探索太空能 源解决方案。 君达股份作为光伏电池龙头，N 型电池出货量领先，钙钛矿技术取得突 破；上亿光电源于中科院上海光机所，专注于柔性钙钛矿光伏技术在太 空应用，具备独特优势。 双方共建太空钙钛矿研发平台，联合制定行业标准，申报国家专项，君 达股份战略投资上亿光电，推进太空钙钛矿能源产品产业化，实现商业 化转化与规模供应。 太空光伏市场空间巨大，低轨卫星发射计划超 10 万颗，太空数据中心 解决供能散热问题，预计 2030 年太空光伏市场规模可达万亿元，远超 地面市场。 传统太空太阳能电池在成本、重量、柔性等方面存在局限，技术路线向 金硅或金硅加钙钛矿叠层演进，以平衡性能和成本需求，适应商业航天 发展。 Q&A 君达股份与上亿光电的战略合作协议具体内容是什么？ 君达股份与上亿光电的战略合作协议主要包括以下几个方面： 上亿光电推出第三代柔性星座太阳能电池，具备耐受配方、电池结构、 柔性衬底材料和温控技术三大核心竞争力，并已完成空间环 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不 負 責，對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明，並 明 確 表 示，概 不 對 因 本 公 告 全部或任何部分內容而產生或因依賴該等內容而引致的任何損失承擔任何責 任。 Hainan Drinda New Energy Technology Co., Ltd. 海南鈞達新能源科技股份有限公司 （於中華人民共和國註冊成立的股份有限公司） （股份代號：02865） 海外監管公告 本公告乃根據香港聯合交易所有限公司證券上市規則第13.10B條 而 作 出。 茲載列海南鈞達新能源科技股份有限公司在深圳證券交易所網站刊登了以下 公 告。茲 載 列 如 下，僅 供 參 閱。 特 此 公 告。 承董事會命 海南鈞達新能源科技股份有限公司 陸徐楊先生 中 國 • 海 口 2025年12月18日 截 至 本 公 告 日 期，董 事 會 成 員 包 括 執 行 董 事 陸 徐 楊 先 生、張 滿 良 先 生 及 鄭 洪 偉 先 生；非 執 行 董 事 徐 曉 平 先 生 及 徐 勇 先 生；職 工 代 表 董 事 鄭 虹 女 士；及 ...