智通财经APP获悉，钧达股份(02865)上一交易日暴涨51%，今日继续高开逾6%。截至发稿，涨6.05%， 报41.36港元，成交额3108.2万港元。 消息面上，1月22日，特斯拉CEO埃隆·马斯克在瑞士达沃斯世界经济论坛年会期间，在与贝莱德CEO拉 里·芬克的对谈中明确力挺太空光伏，并披露关键产能规划。他表示，SpaceX与特斯拉正同步推进太阳 能产能提升，目标在未来三年内实现每年100GW的太阳能制造能力。 值得注意的是，钧达股份1月14日公告称，拟以现金出资3000万元，参股上海星翼芯能科技有限公司， 认购星翼芯能46.1539万元新增注册资本并获其16.6667%股权，启动从地面光伏向太空光伏的战略延 伸。而公司1月23日再发布公告称，钙钛矿光伏技术在太空极端环境下的综合成本效益仍有待验证，与 参股公司星翼芯能在太空光伏方面未签订正式业务协议。 ...

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。 董事長兼執行董事 陸徐楊先生 承董事會命 海南鈞達新能源科技股份有限公司 证券代码：002865 证券简称：钧达股份 公告编号：2026-008 海南钧达新能源科技股份有限公司 关于对外投资参股上海星翼芯能科技有限公司事项的补充公告 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。 海南钧达 ...

深港通（南向）十大活跃成交公司 | 公司名称 | 成交金额 | 净买入额 | | --- | --- | --- | | 阿里巴巴-W(09988) | 33.22 亿元 | -8.95 亿元 | | 腾讯控股(00700) | 17.98 亿元 | -1.56 亿元 | | 泡泡玛特(09992) | 13.70 亿元 | +2.68 亿元 | | 小米集团-W(01810) | 12.74 亿元 | +1.79 亿元 | | 中芯国际(00981) | 10.77 亿元 | +3658.69 万元 | | 中国海洋石油(00883) | 9.06 亿元 | +3268.77 万元 | | 钧达股份(02865) | 6.84 亿元 | +5658.44 万元 | | 中国人寿(02628) | 5.79 亿元 | -1.86 亿元 | | 老铺黄金(06181) | 5.79 亿元 | -6686.66 万元 | | 美团-W(03690) | 5.18 亿元 | -8659.48 万元 | 智通财经APP获悉，2026年1月23日当天，阿里巴巴-W(09988)、泡泡玛特(09992)、腾讯控股(007 ...

Market Overview - The Hong Kong stock market indices collectively rose, with the Hang Seng Index increasing by 0.45% to 26,749.51 points, the Hang Seng China Enterprises Index up by 0.51% to 9,160.81 points, and the Hang Seng Tech Index rising by 0.62% to 5,798.01 points [2]. Technology Sector - Major technology stocks mostly saw gains, with Xiaomi up nearly 3%, Alibaba rising over 2%, and both JD.com and Meituan also increasing [3]. - The commercial aerospace sector experienced significant growth, highlighted by JunDa Co., which surged over 51%, followed by Asia Pacific Satellite up over 14% and Goldwind Technology up over 10% [3][6]. Gold and Metals - Gold prices continued to rise, leading to gains in gold stocks, with Chifeng Jilong Gold Mining up over 7% and China Gold International up over 6%, reaching new highs [3]. - Non-ferrous metal stocks also saw upward movement, with Minmetals Resources increasing over 11% and Zijin Mining International up over 8% [3]. Consumer and Biotech Sectors - Consumer stocks showed signs of recovery, alongside biotechnology and photovoltaic stocks, which also experienced upward trends [4]. Commercial Aerospace Developments - The third Beijing Commercial Aerospace Industry High-Quality Development Promotion Conference was held, launching six platforms under "Beijing Rocket Street" aimed at accelerating major project construction and enhancing the commercial aerospace value chain [6]. - The "Chuan Yue Zhe No. 1" manned spacecraft was showcased, with over 20 space tourists already booked for future flights, indicating a shift in the aerospace sector from state-driven to commercially driven growth [7]. Smart Driving Sector - The smart driving sector saw strong performance, with Zhejiang Shibao rising nearly 10%, Pony.ai up over 7%, and other companies like WeRide and Youjia Innovation increasing by over 4% [8]. - Reports indicated that Tesla's Full Self-Driving (FSD) system may receive approval in China soon, aligning with its approval timeline in Europe, although Tesla's local representatives did not confirm any new developments [9].

Core Viewpoint - The Hong Kong stock market indices collectively rose, with significant gains in commercial aerospace and intelligent driving sectors, indicating a positive market sentiment and potential investment opportunities in these areas [2][3]. Group 1: Market Performance - The Hang Seng Index increased by 0.45% to close at 26,749.51 points, the Hang Seng China Enterprises Index rose by 0.51% to 9,160.81 points, and the Hang Seng Tech Index gained 0.62% to reach 5,798.01 points [2]. - Major technology stocks saw upward movement, with Xiaomi rising nearly 3%, Alibaba increasing over 2%, and both JD.com and Meituan also experiencing gains [3]. Group 2: Commercial Aerospace Sector - Commercial aerospace stocks surged, with JunDa Co., Ltd. rising over 51%, Asia Pacific Satellite increasing by over 14%, and Goldwind Technology gaining over 10% [3][5]. - The third Beijing Commercial Aerospace Industry High-Quality Development Promotion Conference was held, launching six platforms aimed at enhancing commercial aerospace capabilities [5]. - The "Chuan Yue Zhe No. 1" manned spacecraft was showcased, with over 20 seats already booked for future space tourists, aiming for its first manned flight by 2028 [5]. Group 3: Intelligent Driving Sector - Intelligent driving stocks also performed well, with Zhejiang Shibao rising nearly 10%, Pony.ai increasing over 7%, and other companies like WeRide and Youjia Innovation seeing gains of over 4% [9][10]. - Reports indicated that Tesla's Full Self-Driving (FSD) system may receive approval in China soon, which could enhance the competitive landscape for intelligent driving technologies [11].

（文章来源：每日经济新闻） 每经AI快讯，1月23日，港股尾盘商业航天概念再度拉升，钧达股份(02865.HK)大涨50%，亚太卫星 (01045.HK)涨近14%，金风科技(02208.HK)、蓝思科技(06613.HK)涨超9%。 ...

本文源自：金融界AI电报 港股尾盘商业航天概念再度拉升，钧达股份(02865.HK)大涨50%，亚太卫星(01045.HK)涨近14%，金风 科技(02208.HK)、蓝思科技(06613.HK)涨超9%。 ...

Core Viewpoint - The stock of JunDa Co., Ltd. (02865) surged over 38% and is currently up 27.48% at HKD 32.84, with a trading volume of HKD 1.027 billion, following Elon Musk's support for space photovoltaics and significant production capacity plans disclosed during the World Economic Forum [1] Group 1: Company Developments - JunDa Co., Ltd. announced the initiation of a rights issue, with part of the raised funds allocated for the research and production of space photovoltaic battery-related products [1] - The company previously disclosed an investment of HKD 30 million to acquire 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, targeting the low-orbit and space photovoltaic markets [1] Group 2: Industry Trends - Elon Musk revealed that SpaceX and Tesla are working together to enhance solar energy production, aiming for an annual manufacturing capacity of 100 GW over the next three years [1] - The commercial aerospace industry is driving the emergence of various new technologies, with space photovoltaics identified as a significant direction for industrial application [1] - According to招商证券, JunDa Co., Ltd. is poised to expand from terrestrial photovoltaics to space photovoltaics, leveraging its advantages in crystalline silicon manufacturing and deep industry experience, which may lead to new growth in the global low-orbit satellite and space computing industries [1]

Group 1 - The Hong Kong stock market saw a surge in commercial aerospace stocks, with JunDa Co., Ltd. rising over 30% and other companies like Asia Pacific Satellite and Goldwind Technology increasing by over 7% [1] - Beijing ChuanYueZhe Manned Space Technology Co., Ltd. announced at the "Global Space Tourism Launch Conference" that actor Huang Jingyu will join the first batch of Chinese commercial space travelers, planning to fly in 2028 aboard the domestic reusable manned spacecraft "ChuanYueZhe YiHao (CYZ1)" [1] - The flight will last approximately 2.5 hours, reaching an altitude of 100 kilometers, allowing participants to experience 12 minutes of weightlessness, with a ticket price set at 3 million yuan [1] Group 2 - JunDa Co., Ltd. experienced a 30.75% increase in stock price, reaching 33.68 yuan, with a total market capitalization of 9.854 billion yuan and a year-to-date increase of 56.65% [2] - Asia Pacific Satellite's stock rose by 7.93% to 4.49 yuan, with a market cap of 4.169 billion yuan and a year-to-date increase of 61.51% [2] - Goldwind Technology's stock increased by 7.40% to 16.54 yuan, with a market cap of 69.882 billion yuan and a year-to-date increase of 23.34% [2]

| 代码 | 名称 | 涨跌幅 √ | 最新价 | 总市值 | 年初至今涨跌 | | --- | --- | --- | --- | --- | --- | | 02865 | 钧达股份 | 30.75% | 33.680 | 98.54亿 | 56.65% | | 01045 | 亚太卫星 | 7.93% | 4.490 | 41.69亿 | 61.51% | | 02208 | 金风科技 | 7.40% | 16.540 | 698.82亿 | 23.34% | | 00232 | 大陆航空科技控股 | 4.17% | 0.175 | 16.28亿 | 19.05% | | 06613 | 蓝思科技 | 2.96% | 29.920 | 1581.07亿 | 18.54% | | 01725 | 中国技术集团 | 2.20% | 0.930 | 5.62亿 | 32.86% | | 00031 | 航天控股 | 1.54% | 0.660 | 20.36亿 | 10.00% | | 02507 | 西锐 | 1.07% | 61.200 | 223.99亿 | 9.87% | MACD金叉信号形成，这些股 ...