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]

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) | | | | | | | | ( ...

Core Viewpoint - The report highlights the 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]. Group 1: Top AH Premium Rates - Northeast Electric (00042) leads with an AH premium rate of 847.37%, followed by Zhejiang Shibao (01057) at 349.31% and Beijing Jingcheng Machinery Electric (00187) at 279.42% [1][2]. - The lowest AH premium rates are recorded for Contemporary Amperex Technology (03750) at -14.34%, China Merchants Bank (03968) at -4.99%, and Heng Rui Medicine (01276) at -1.15% [1][2]. Group 2: Top AH Deviation Values - Junshi Biosciences (01877) has the highest deviation value at 22.43%, followed closely by Beijing Jingcheng Machinery Electric (00187) at 22.18% and CanSino Biologics (06185) at 21.90% [1][3]. - The lowest deviation values are observed in Changfei Optical Fiber (06869) at -50.58%, Zhejiang Shibao (01057) at -45.38%, and Nanhua Futures (02691) at -27.12% [1][4]. Group 3: Detailed AH Premium and Deviation Rankings - The top ten AH stocks by premium rate include companies like Hongye Futures (03678) with a premium of 271.30% and Sinopec Oilfield Service (01033) at 248.51% [2]. - The bottom ten AH stocks by premium rate include WuXi AppTec (02359) with a slight premium of 0.42% and Midea Group (00300) at 6.75% [2]. - The top ten stocks by deviation also feature companies like Goldwind (02208) at 19.35% and Andeli Juice (02218) at 19.04% [3].

智通财经APP获悉，1月27日港股市场，北水成交净卖出6.35亿港元，其中港股通(沪)成交净卖出13.74亿港元，港股通(深)成交净买入7.39亿港元。 北水净买入最多的个股是腾讯(00700)、中国人寿(02628)、长飞光纤光缆(06869)。北水净卖出最多的个股是中国移动(00941)、紫金矿业(02899)、盈富基金 (02800)。 | 排名 | | 名稱 | 買入金額 (HKD) | 賣出金額 (HKD) | | --- | --- | --- | --- | --- | | 1 | 09988 | 阿里巴巴 - W | 2.334.368.700 | 2,391,597, | | 2 | 00700 | 騰訊控股 | 2,128,731,950 | 1,259,649, | | 3 | 00941 | 中國移動 | 521,496,700 | 2,114,277, | | র্ব | 00981 | 中芯國際 | 1,007,532,750 | 1,093,525, | | 5 | 02628 | 中國人壽 | 1,116,347,980 | 605,049, | | ଚ | 02899 | 紫 ...

Group 1 - Wangshan Wangshui-B (02630) surged over 14%, reaching a new high, following the announcement of significant antiviral research against Nipah virus by a team including researchers from the Wuhan Institute of Virology and Shanghai Institute of Materia Medica [1] - Zhaoyi Innovation (03986) increased by over 5.6%, with a forecasted revenue of approximately 9.2 billion yuan for 2025, representing a year-on-year growth of about 25%, and a projected net profit of around 1.61 billion yuan, up 46% [1] - Youran Dairy (09858) rose over 4% after completing a placement of 299.25 million shares at a price of 3.92 HKD per share [1] Group 2 - Yijun Group Holdings (02442) experienced a decline of over 39%, despite a previous surge of 4.4 times since its relisting on December 3, 2022 [2] - Alibaba-W (09988) saw a rise of 1.82% after the launch of its Qwen3-Max-Thinking model, which has over 1 trillion parameters and 36 trillion tokens of pre-training data [2][3] - Junda Co., Ltd. (02865) fell nearly 11%, with a drop of over 30% from its recent peak, following an announcement of a strategic investment in Shanghai Xingyi Xinneng Technology Co., Ltd. [2] Group 3 - WanGuo Data-SW (09698) increased by over 6%, also in response to the launch of Alibaba's Qwen3-Max-Thinking model [3] - MicroPort Scientific Corporation-B (02160) dropped 11% after announcing a proposed share consolidation [3] - Valiant Pharmaceuticals-B (09887) rose nearly 4% after receiving orphan drug designation from the European Commission for its core product [4] Group 4 - AI application software stocks in the US saw significant gains, with Cloudflare (NET.US) up 9.17% and Zoom Communications (ZM.US) up 11.28% [5] - Apple (AAPL.US) rose 2.97% ahead of its Q1 2026 earnings report, with expected revenue growth of 11.3% year-on-year to 138.42 billion USD [5] - Intel (INTC.US) continued its decline, falling 5.72% after a previous drop, with revenue expectations for Q1 2026 significantly below market forecasts [5] Group 5 - Kingsoft Cloud (KC.US) increased by 8.1% following a strategic upgrade of its AI training and deployment platform [6] - Precious metals stocks saw pre-market gains, with First Majestic Silver (AG.US) up 1.1% as gold prices reached historical highs [6]

值得注意的是，钧达股份近日再发公告称，公司近期布局的领域目前仍处于技术探索阶段，未来市场空 间与产业化节奏存在较大不确定性，可能面临技术路线迭代与市场竞争加剧等风险。目前，相关业务正 处于研发阶段，公司尚无在手订单，未来市场开拓进展存在不确定性。相关投资不会对公司当期经营业 绩产生重大影响，对未来长期业绩的影响尚存在不确定性。 智通财经APP获悉，钧达股份(02865)再跌超15%，较昨日高点已跌超30%。截至发稿，跌13.45%，报 31.54港元，成交额5.23亿港元。 消息面上，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。 ...