智通财经APP讯，钧达股份(02865)发布公告，根据配售协议的条款及条件，配售事项已于2026年2月2日 完成。配售协议所载的配售事项的所有先决条件均已达成。本公司透过配售代理按每股配售股份22.00 港元的配售价，合共配售1868.2万股新H股。 根据配售协议的条款及条件，合共1868.2万股配售股份(相当于经配发及发行配售股份扩大后H股约 22.75%;及经配发及发行配售股份扩大后已发行股份(不包括库存股份)总数约6.04%)由配售代理按每股配 售股份22.00港元的配售价成功配售予不少于六名承配人。配售事项所得款项净额预计约为3.98亿港元。 ...

格隆汇2月2日丨钧达股份(02865.HK)公告，于2026年1月21日，公司与配售代理订立配售协议，据此， 公司已同意委任配售代理及配售代理已有条件同意尽最大努力促使不少于六名承配人(连同彼等各自的 最终实益拥有人将为独立第三方)购买最多合共18,682,000股配售股份，配售价为每股配售股份22.00港 元。根据配售协议将予配售的配售股份将根据一般授权配发及发行，因此，配售事项无须进一步寻求股 东批准。公司将向上市委员会申请批准配售股份上市及买卖。 董事会宣布，根据配售协议之条款及条件，配售事项已于2026年2月2日完成。配售协议所载之配售事项 的所有先决条件均已达成。公司透过配售代理按每股配售股份22.00港元的配售价，合共配售1868.2万股 新H股。 假设配售股份悉数获配售，配售事项的估计所得款项总额及所得款项净额(经扣除公司就配售事项产生 的所有费用、成本及开支，包括佣金及徵费)预期分别为约411.0百万港元及约397.7百万港元，经扣除该 等费用、成本及开支后的估计净配售价约为每股配售股份21.29港元。配售事项所得款项净额拟用于以 下各项：(i)约45%用于太空光伏电池相关产品的研发与生产；( ...

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的內容概不 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 就 因 本 公 告 全 部 或 任 何 部 分 內 容 所 產 生 或 因 依 賴 該 等 內 容 而 引 致 的 任 何 損 失 承 擔 任 何 責 任。 本 公 告 及 其 任 何 文 本 概 不 得 直 接 或 間 接 在 美 國，或 在 刊 發 或 派 發 本 公 告 屬 違 法 的 任 何 其 他 司 法 管 轄 區 刊 發 或 派 發。 本 公 告 僅 作 參 考 之 用，並 非 在 美 國 或 未 根 據 任 何 有 關 司 法 管 轄 區 的 證 券 法 登 記 或 獲 批 准 而 在 當 地 進 行 有 關 邀 請、要 約、收 購、招 攬 或 出 售 均 屬 違 法 的 任 何 其 他 司 法 管 轄 區 出 售 或 收 購 證 券 的 邀 請 或 要 約 或 要 約 購 買 證 券 的 招 攬。 本 公 告 並 不 構 成 在 美 國 購 買 或 認 購 證 券 的 任 何 要 約 或 招 攬，亦 不 構 成 其 一 部 ...

Group 1 - Barclays PLC reduced its stake in JunDa Shares (02865) by 3.9969 million shares at a price of HKD 34.1099 per share, totaling approximately HKD 136 million [1] - After the reduction, Barclays PLC's latest holding is 7.2328 million shares, representing a holding percentage of 11.4% [1]

（文章来源：每日经济新闻） 每经AI快讯，钧达股份(02865.HK)涨超7%，截至发稿，涨7%，报38.54港元，成交额1.24亿港元。 ...

Group 1 - The core viewpoint of the article highlights that JunDa Co., Ltd. (02865) has seen a stock increase of over 7% due to SpaceX's application to deploy a satellite constellation of up to 1 million satellites, which is expected to benefit the space photovoltaic and equipment sectors [1] - The U.S. Federal Communications Commission (FCC) has revealed that SpaceX is applying to launch and operate a satellite constellation with unprecedented computing capabilities to support advanced artificial intelligence [1] - Guotai Junan Securities believes that as SpaceX advances its satellite launch and related in-orbit applications, the trend of exploring orbital AI data centers is gradually emerging [1] Group 2 - JunDa Co., Ltd. has strategically invested 30 million yuan to acquire a 16.67% stake in Shanghai Xingyi Chip Energy, becoming its second-largest shareholder, and plans to establish a joint venture focusing on CPI films and products combining CPI films with crystalline silicon batteries to enter the low-orbit and space photovoltaic market [1] - The company is transitioning from ground-based photovoltaic systems to space photovoltaic applications, leveraging its advantages in crystalline silicon manufacturing and deep industry experience, which is expected to drive new growth in the global low-orbit satellite and space computing power industries [1] - According to招商证券, the company’s financial statements indicate potential for further mergers and acquisitions in related fields, reflecting a strong position in the evolving market [1]

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% ...

Group 1 - The top three companies with the highest AH premium rates are Northeast Electric (00042) at 831.03%, Zhejiang Shibao (01057) at 339.32%, and Sinopec Oilfield Service (01033) at 323.71% [1][2] - The bottom three companies with the lowest AH premium rates are CATL (03750) at -14.62%, China Merchants Bank (03968) at -3.22%, and Hengrui Medicine (01276) at 1.77% [1][2] - Sinopec Oilfield Service (01033), Andeli Juice (02218), and Shandong Molong (00568) have the highest deviation values at 53.41%, 21.68%, and 19.01% respectively [1][2] Group 2 - The companies with the lowest deviation values include Zhejiang Shibao (01057) at -58.91%, Yangtze Optical Fibre and Cable (06869) at -49.00%, and Fudan Zhangjiang (01349) at -24.81% [1][2][4] - The top ten AH stocks by premium rate include companies like Hongye Futures (03678) and Beijing Electromechanical (00187) with premium rates of 258.91% and 257.99% respectively [2] - The bottom ten AH stocks by premium rate include Weichai Power (02338) and Midea Group (00300) with premium rates of 6.84% and 8.51% respectively [2]

Core Insights - The report highlights significant changes in the Hong Kong Stock Connect holdings, with notable increases and decreases in ownership percentages for various companies [1][2]. Group 1: Companies with Increased Holdings - Nanhua Futures (02691) saw the largest increase in holdings, up by 4.45% to a total of 10.44% [2]. - Junshi Biosciences (01877) experienced a 2.39% increase, bringing its total holding to 55.84% [2]. - Lion Group (02562) had a 2.21% increase, resulting in a holding of 53.31% [2]. - Other notable increases include Haotian International Investment (01341) at +1.61% (67.02%) and Junda Co., Ltd. (02865) at +1.43% (59.68%) [2]. Group 2: Companies with Decreased Holdings - Yihua Tong (02402) reported the largest decrease, down by 2.06% to 28.06% [2]. - Shandong Molong (00568) saw a reduction of 1.99%, with a current holding of 58.26% [2]. - Jihong Co., Ltd. (02603) decreased by 1.27%, now holding 57.37% [2]. - Other significant decreases include China Merchants Hengsheng Technology (03423) at -0.85% (3.15%) and CIFI Holdings Group (00884) at -0.82% (9.03%) [2]. Group 3: Five-Day Changes in Holdings - Junda Co., Ltd. (02865) had the highest five-day increase at +12.13%, reaching 59.68% [3]. - Nanhua Futures (02691) increased by 9.08% to 10.44% [3]. - Other notable increases include Baidu Biotechnology-B (02315) at +3.13% (22.65%) and Junshi Biosciences (01877) at +2.77% (55.84%) [3]. Group 4: Twenty-Day Changes in Holdings - Junda Co., Ltd. (02865) also led the twenty-day increase with +27.85%, holding 59.68% [4]. - Baidu Biotechnology-B (02315) increased by +14.85% to 22.65% [4]. - Other significant increases include Zhongwei New Materials (02579) at +11.72% (16.27%) and Youjia Innovation (02431) at +8.62% (14.46%) [4].

Group 1 - JunDa Co., Ltd. (02865) experienced a significant stock 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] - The 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 to fulfill commercial launch missions [1] - Dongwu Securities highlighted the rapid competition for space resources in China, noting that the number of satellite applications has exceeded 250,000, indicating a vast commercial aerospace market with projections of over USD 800 billion by 2030 [1] Group 2 - China’s commercial aerospace development is accelerating, with JunDa Co., Ltd. taking the lead in low Earth orbit and space photovoltaic initiatives [1] - The company recently announced a cash investment of HKD 30 million to acquire a 16.67% stake in Shanghai Xingyi Chip Energy, becoming its second-largest shareholder, and plans to establish a joint venture focusing on CPI films and products combining CPI films with crystalline silicon batteries [1] - JunDa Co., Ltd. is expanding from terrestrial photovoltaic to space photovoltaic, leveraging its advantages in large-scale crystalline silicon manufacturing and deep industry experience, which is expected to drive new growth in the global low Earth orbit satellite and space computing power sectors [1]