3、港股通5日占比增持榜（前10名） | 公司名称 | 占比值变动 | 最新持股比例 | | --- | --- | --- | | 钧达股份(02865) | +12.94% | 62.00% | | 南华期货股份(02691) | +9.45% | 11.03% | | 山东墨龙(00568) | +3.83% | 61.06% | | 君实生物(01877) | +3.41% | 56.39% | | 百奥赛图-B(02315) | +3.25% | 23.55% | | 中伟新材(02579) | +2.87% | 16.58% | | 长飞光纤光缆(06869) | +2.50% | 57.18% | | 南方东西精选(03441) | +2.33% | 16.05% | | 新意网集团(01686) | +2.26% | 7.24% | | 方舟健客(06086) | +1.96% | 6.24% | 智通财经APP获悉，根据2026年1月30日披露数据，山东墨龙（00568）、钧达股份（02865）、京城机 电股份（00187）港股通持股占比增加值最大，分别增加2.80%、2.32%、1.51% ...

| 股票名称 | H股(港元) | A股 | 溢价率 | 偏离值↓ | | --- | --- | --- | --- | --- | | 中石化油服(01033) | 0.970 | 3.43 | 323.71% | 53.41% | | 安德利果汁(02218) | 16.130 | 47.16 | 250.22% | 21.68% | | 山东墨龙(00568) | 4.300 | 9.58 | 166.74% | 19.01% | | 中铝国际(02068) | 2.690 | 6.23 | 177.32% | 18.78% | | 天齐锂业(09696) | 49.420 | 61.09 | 48.06% | 18.59% | | 金风科技(02208) | 14.570 | 26.46 | 117.50% | 16.10% | | 洛阳钼业(03993) | 22.320 | 25.8 | 38.44% | 13.82% | | 康希诺生物(06185) | 35.340 | 68.64 | 132.65% | 13.77% | | --- | --- | --- | --- | --- | | ...

智通财经APP获悉，根据2026年1月29日披露数据，南华期货股份（02691）、君实生物（01877）、狮 腾控股（02562）港股通持股占比增加值最大，分别增加4.45%、2.39%、2.21%；亿华通（02402）、山 东墨龙（00568）、吉宏股份（02603）港股通持股占比减少值最大，分别减 少-2.06%、-1.99%、-1.27%。 在最近有统计数据的5个交易日内，钧达股份（02865）、南华期货股份（02691）、百奥赛图-B （02315）港股通持股占比增加值最大，分别增加12.13%、9.08%、3.13%；吉宏股份（02603）、融创 中国（01918）、华夏恆生科技（03088）港股通持股占比减少值最大，分别减 少-3.70%、-2.95%、-2.71%。 | 公司名称 | 占比值变动 | 最新持股比例 | | --- | --- | --- | | 亿华通(02402) | -2.06% | 28.06% | | 山东墨龙(00568) | -1.99% | 58.26% | | 吉宏股份(02603) | -1.27% | 57.37% | | 招商恆生科技(03423) | -0 ...

钧达股份(02865)一度涨超14%，截至发稿，涨12.33%，报32.98港元，成交额4.73亿港元。 消息面上，中国航天科技集团商业火箭有限公司日前召开2026年度工作会议。会议强调，坚决打赢主力 箭首飞及回收攻坚战，全力突破可重复使用技术，高效履行商业发射使命。东吴证券表示，太空资源加 速争夺下，我国加速商业航天发展，卫星申报数量超25万颗，商业航天市场空间广阔，2030年预计全球 航天市场超8000亿美元，同时马斯克积极推动特斯拉与SpaceX的地面光伏与太空光伏建设。 智通财经APP获悉，钧达股份(02865)一度涨超14%，截至发稿，涨12.33%，报32.98港元，成交额4.73亿 港元。 招商证券研报指出，公司率先布局低轨与太空光伏，近期披露拟现金出资3000万元，参股上海星翼芯能 16.67%股权，成为其二股东，双方将成立合资公司主营CPI膜、CPI膜与晶硅电池结合产品，以进军低 轨与太空光伏。目前公司报表还有后劲，不排除在相关领域继续整合。公司率先从地面光伏向空间光伏 拓展，有晶硅大制造的优势和深厚沉淀，有望在全球低轨卫星及太空算力产业获得新增长。 ...

Group 1 - Lee & Man Paper Manufacturing (02314) rose nearly 6% after Nine Dragons Paper announced a profit forecast of approximately 2.15 billion to 2.25 billion yuan for the six months ending December 31, 2025, representing a year-on-year increase of 216.0% to 230.7% [1] - New Oriental Education (09901) increased nearly 4% following the release of its financial results for the second quarter of fiscal year 2026, showing a 14.7% year-on-year increase in net revenue and a 244.4% rise in operating profit [1] - Jolywood (06680) surged nearly 7% as rare earth prices continued to rise, with neodymium and praseodymium oxide prices increasing by over 120,000 yuan per ton [1] Group 2 - Chinese property management stocks saw a significant rise, with Sunac Services (01516) up 5.67% and Greentown Services (02869) up 5.81%, as a report predicted an average revenue growth of 6% for property management companies by 2025 [2] - Valiant Pharmaceuticals (09887) gained nearly 4% after receiving FDA fast track designation for its dual-specific antibody LBL-034 for treating relapsed/refractory multiple myeloma [2] - The commercial aerospace sector showed signs of recovery, with Junda Co. (02865) rising 12.1% as the China Aerospace Science and Technology Corporation emphasized the importance of the next decade for developing a strong aerospace industry [2] Group 3 - Aigo Group (00328) experienced a dramatic drop, falling over 88% at one point, with a total market value dropping below 35 million HKD [3] - China Overseas Development (00688) rose over 4.2% as Citigroup's report indicated that the Chinese real estate sector would face significant impairment and margin decline challenges in fiscal year 2025 [3] - Yuegangwan Holdings (01396) increased by 8% after announcing a share placement to raise 108 million yuan, with about 70% allocated for AI computing power cloud service projects [3] Group 4 - Junda Co. (02865) saw a rise of 11.99% as the China Aerospace Science and Technology Corporation held a meeting emphasizing the need to overcome challenges in commercial rocket launches and reusable technology [4] Group 5 - In the US market, New Oriental (EDU.US) rose 5.32% after reporting a net revenue of 1.191 billion USD for the second quarter of fiscal year 2026, a 14.7% year-on-year increase [5][6] - Semiconductor equipment and materials sector saw gains, with Texas Instruments (TXN.US) up 9.94% as it projected first-quarter revenue between 4.32 billion and 4.68 billion USD, slightly above analyst expectations [5] - Storage sector stocks surged, with Seagate Technology (STX.US) up 19.14% as it projected third-quarter revenue of 2.9 billion USD, significantly higher than analyst estimates [5]

每经AI快讯，港股商业航天概念回暖，截至发稿，钧达股份(02865.HK)涨11.53%，报38.64港元；亚太 卫星(01045.HK)涨6.33%，报4.37港元；中国技术集团(01725.HK)涨1.15%，报0.88港元；金风科技 (02208.HK)涨0.58%，报15.67港元。 ...

每经AI快讯，钧达股份(02865.HK)一度涨超14%，截至发稿，涨12.33%，报32.98港元，成交额4.73亿港 元。 ...

Core Viewpoint - JunDa Co., Ltd. (02865) experienced a significant stock price increase, rising over 14% at one point and closing up 12.33% at HKD 32.98, with a trading volume of HKD 473 million [1] Group 1: Industry Developments - China Aerospace Science and Technology Corporation held a 2026 annual work meeting, emphasizing the importance of successfully launching and recovering main rockets and advancing reusable technology [1] - The commercial space market in China is expanding rapidly, with over 250,000 satellite applications, and the global aerospace market is projected to exceed USD 800 billion by 2030 [1] Group 2: Company Strategy - Dongwu Securities noted that the company is strategically positioned in low Earth orbit and space photovoltaic sectors, recently announcing a cash investment of RMB 30 million for a 16.67% stake in Shanghai Xingyi Chip Energy, becoming its second-largest shareholder [1] - A joint venture will be established to focus on CPI films and products combining CPI films with crystalline silicon batteries, aiming to enter the low Earth orbit and space photovoltaic markets [1] - The company has a strong foundation in crystalline silicon manufacturing and is expected to achieve new growth in the global low Earth orbit satellite and space computing industries [1]

格隆汇1月28日丨根据联交所最新权益披露资料显示，2026年1月23日，钧达股份(02865.HK)获JPMorgan Chase & Co.以每股均价34.2187港元增持好仓139.84 万股，涉资约4785.11万港元。 | 表格序號 | 大股東/董事/最高行政人員名稱作出披露的 買入 / 賣出或涉及的股每股的平均價 | | | | | 持有權益的股份數目 佔已發行的 有關事件的日 | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 分散目 | | | (請參閱 (亦***)有投票權股 (日/日/年) | | | | | | | | | 份自分市 | | | CS20260128E00212 | JPMorgan Chase & Co. | 1001(L) | | 1.398,390(L | HKD 34.2187 | 3.234.490(L) 5.09(L)23/01/2026 | | | | | 1403(S) | | 503,400(S) | | 1,885,100(S) | 2.97(S) | | | | | | | | ( ...

| 股票名称 | H股(港元) | A股 | 溢价率 | 偏离值↓ | | --- | --- | --- | --- | --- | | 君实生物(01877) | 22.860 | 40.09 | 110.06% | 22.43% | | 京城机电股份 (00187) | 4.130 | 13.08 | 279.42% | 22.18% | | 康希诺生物(06185) | 36.740 | 73.16 | 138.51% | 21.90% | | 金风科技(02208) | 15.580 | 28.12 | 116.17% | 19.35% | | 安德利果汁(02218) | 15.500 | 44.77 | 246.00% | 19.04% | | 东北电气(00042) | 0.285 | 2.25 | 847.37% | 11.94% | | | 15.370 | 30.1 | 134.55% | 10.75% | | 广和通(00638) | | | | | | --- | --- | --- | --- | --- | | 洛阳钼业(03993) | 24.140 | 26.88 | 33. ...