智通财经APP获悉，根据2026年1月20日披露数据，钧达股份（02865）、优然牧业（09858）、德林控 股（01709）港股通持股占比增加值最大，分别增加1.54%、1.36%、1.05%；狮腾控股（02562）、招商 恆生科技（03423）、旭辉控股集团（00884）港股通持股占比减少值最大，分别减 少-2.00%、-1.12%、-1.07%。 | 公司名称 | 占比值变动 | 最新持股比例 | | --- | --- | --- | | 钧达股份(02865) | +14.66% | 49.78% | | 中庆股份(01855) | +6.08% | 14.35% | | 微盟集团(02013) | +4.14% | 30.26% | | 百奥赛图-B(02315) | +3.98% | 19.67% | | 康龙化成(03759) | +3.70% | 56.77% | | 中伟新材(02579) | +2.68% | 13.52% | | 昭衍新药(06127) | +2.66% | 63.75% | | 纳芯微(02676) | +2.61% | 10.71% | | 一脉阳光(02522) ...

Group 1 - The insurance sector saw significant gains, with China Life (02628) up 3.81%, China Pacific Insurance (02601) up 2.31%, and Ping An (02318) up 1.17%. Notably, major insurance companies reported a doubling in premium income through bancassurance channels as of January 8, 2026 [1] - The commercial aerospace sector experienced a notable decline, with companies like JunDa Co. (02865) down 7.19% and Asia Pacific Satellite (01045) down 5.94%. This follows a period of intense adjustments and risk warnings from several listed companies in the sector [1] - The real estate sector showed active performance, with companies like R&F Properties (02777) up 4% and Greentown China (03900) up 5.79%. Data from the National Bureau of Statistics indicated a 0.3% month-on-month decline in new residential sales prices in first-tier cities for December 2025, a slight improvement from the previous month [2] Group 2 - HuShang Ayi (02589) reported an expected net profit of 495 million to 525 million RMB for 2025, reflecting a year-on-year growth of 50% to 60% [3] - Yi Communications Group (08031) saw a surge of over 70% upon resuming trading, with a current increase of 53.85%. The company announced a share acquisition deal involving 210 million shares at a price of 0.276 HKD per share, which is a 15.08% discount from the pre-suspension closing price [3] - Guorui Life (00108) experienced an increase of over 11% after announcing a deal to acquire 78.29% of Chunyu Doctor for 269 million RMB, marking its entry into the digital healthcare sector [4]

Core Viewpoint - The commercial aerospace sector is experiencing significant declines, with several listed companies facing sharp drops in stock prices, indicating a period of adjustment and risk warnings within the industry [1] Group 1: Stock Performance - JunDa Co., Ltd. (02865) fell by 9.13%, trading at 21.5 HKD [1] - Asia-Pacific Satellite (01045) decreased by 6.68%, trading at 3.77 HKD [1] - Goldwind Technology (02208) dropped by 3.58%, trading at 14.54 HKD [1] - AVIC Industry (02357) declined by 2.75%, trading at 4.25 HKD [1] Group 2: Market Context - The commercial aerospace sector has seen a concentrated release of clarifications and risk warnings from related listed companies, marking the most intense period of risk alerts since the sector's recent rally began in December of the previous year [1] - Commentary from China National Radio suggests that regulatory "cooling" is not about stifling the market but rather about eliminating bubbles and directing funds towards quality assets [1] - Economic Daily emphasizes the importance of avoiding speculative trading that could mislead the commercial aerospace sector [1] Group 3: Policy Support - Longcheng Securities notes that despite the adjustments in the commercial aerospace sector, there is clear support from national policies for the industry [1] - On January 17, the IPO guidance status of leading commercial aerospace company CASIC was updated to "guidance acceptance," making it the second commercial rocket company to initiate the IPO process under the fifth set of standards of the Sci-Tech Innovation Board, following Blue Arrow Aerospace [1] - This recent development may serve as a driving force for the sector [1]

Core Viewpoint - The commercial aerospace sector is experiencing significant declines, with several companies facing sharp drops in stock prices amid a wave of clarifications and risk warnings from listed firms [1] Group 1: Stock Performance - JunDa Co., Ltd. (002865) has seen a decline of 9.13%, trading at 21.5 HKD [1] - Asia Pacific Satellite (01045) dropped by 6.68%, now at 3.77 HKD [1] - Goldwind Technology (002202) fell by 3.58%, currently at 14.54 HKD [1] - AVIC Industry (02357) decreased by 2.75%, trading at 4.25 HKD [1] Group 2: Market Sentiment and Regulatory Environment - The commercial aerospace sector is undergoing a significant adjustment, with the highest frequency of risk warnings since the sector's last surge in December [1] - Central media outlets suggest that regulatory "cooling" is aimed at eliminating speculation and directing funds towards quality investments rather than suppressing the market [1] - Economic Daily emphasizes the importance of avoiding speculative practices that could mislead the commercial aerospace sector [1] Group 3: Policy Support and Future Outlook - Longcheng Securities (002939) notes that despite the recent adjustments, there is clear policy support from the government for the industry [1] - On January 17, the IPO guidance status for leading commercial aerospace company CASIC was updated to "guidance acceptance," marking it as the second commercial rocket company to initiate an IPO process under the STAR Market's fifth set of standards [1] - This development is expected to potentially drive the sector forward in the near future [1]

Core Insights - The data reveals significant changes in the stock holdings of various companies under the Hong Kong Stock Connect program, with notable increases and decreases in ownership percentages. Group 1: Increased Holdings - Zhongqing Holdings (01855) saw the largest increase in stock holdings, rising by 3.01% to a total holding of 13.35% [2] - Kanglong Chemical (03759) experienced a 2.91% increase, bringing its holding to 56.33% [2] - Haotian International Investment (01341) increased by 2.35%, with a current holding of 62.91% [2] - Other notable increases include Juxing Legend (06683) at +1.68% (19.00%), and Zhongwei New Materials (02579) at +1.41% (13.14%) [2] Group 2: Decreased Holdings - Goldwind Technology (02208) had the largest decrease, down by 2.28% to a holding of 47.98% [3] - China Cosco Shipping Energy Transportation (01138) decreased by 1.61%, now holding 59.13% [3] - Shandong Molong Petroleum Machinery (00568) saw a reduction of 1.59%, with a current holding of 57.08% [3] - Other significant decreases include Junda Co., Ltd. (02865) at -1.04% (48.24%) and Nanjing Panda Electronics (00553) at -0.93% (45.78%) [3] Group 3: Five-Day Changes - Junda Co., Ltd. (02865) had the highest five-day increase in holdings, up by 19.19% to 48.24% [4] - Zhongqing Holdings (01855) increased by 5.23%, reaching 13.35% [4] - Baidu's subsidiary, Baidu Apollo (02315), saw a 4.45% increase, with a holding of 19.50% [4] - Other notable increases include Zhaoyan Pharmaceutical (06127) at +4.08% (63.10%) and Weimob Group (02013) at +3.96% (30.41%) [4] Group 4: Five-Day Decreases - Huaxia Hengsheng Technology (03088) experienced the largest five-day decrease, down by 14.16% to 6.06% [4] - GF Securities (01776) decreased by 6.64%, now holding 53.59% [4] - Goldwind Technology (02208) saw a reduction of 5.22%, with a current holding of 47.98% [4] - Other significant decreases include Nanjing Panda Electronics (00553) at -4.80% (45.78%) and Chifeng Gold (06693) at -3.53% (40.57%) [4] Group 5: Twenty-Day Changes - Junda Co., Ltd. (02865) had a notable increase of 16.48%, reaching a holding of 48.24% [5] - Zhongwei New Materials (02579) increased by 10.89% to 13.14% [5] - Lion Holdings (02562) saw a rise of 9.50%, with a holding of 51.61% [5] - Other significant increases include Junsheng Electronics (00699) at +7.77% (16.56%) and Shandong Molong (00568) at +6.69% (57.08%) [5] Group 6: Twenty-Day Decreases - Huaxia Hengsheng Technology (03088) had the largest decrease of 14.15%, now holding 6.06% [5] - China Metallurgical Group (01618) decreased by 6.38%, with a holding of 35.53% [5] - GF Securities (01776) saw a reduction of 5.56%, now at 53.59% [5] - Other notable decreases include Beijing Mechanical and Electrical Holdings (00187) at -4.73% (44.59%) and China Cosco Shipping Energy Transportation (01138) at -4.66% (59.13%) [5]

每经AI快讯，钧达股份(02865.HK)跌超3%，截至发稿，跌3.2%，报24.2港元，成交额1.54亿港元。 ...

消息面上，1月16日晚，钧达股份发布公告称，预计2025年度归属于上市公司股东的净亏损12亿元-15亿 元，上年同期亏损5.91亿元。公告指出，全球光伏装机量延续高增长态势，海外市场光伏电池需求尤为 旺盛，但行业供需失衡仍处周期底部，叠加主产业链价格传导不畅等多重因素影响，公司经营承压，业 绩出现阶段性亏损。同时，公司依据谨慎性原则拟计提资产减值准备，对本期业绩有一定影响。 智通财经APP获悉，钧达股份(02865)跌超3%，截至发稿，跌3.2%，报24.2港元，成交额1.54亿港元。 ...

Key Points - Significant inflow of funds into stocks such as JunDa Co., Ltd. (02865), Shandong Molong (00568), and Lion Holdings (02562) over the past five days, with changes in holding ratios of 12.76%, 4.30%, and 4.09% respectively [1] - Conversely, notable outflows were observed in stocks like Huaxia Hengsheng Technology (03088) and GF Securities (01776), with holding ratio changes of -14.20% and -6.92% respectively [1] Inflow Summary - **JunDa Co., Ltd. (02865)**: - Holding ratio change: 12.76% - Cumulative holding ratio: 49.2974% - Net inflow amount: 233.608 million - Net shares bought: 809.38 thousand [2] - **Shandong Molong (00568)**: - Holding ratio change: 4.30% - Cumulative holding ratio: 58.6827% - Net inflow amount: 36.768 million - Net shares bought: 1101.52 thousand [2] - **Lion Holdings (02562)**: - Holding ratio change: 4.09% - Cumulative holding ratio: 51.9135% - Net inflow amount: -35.712 million (indicating outflow) - Net shares bought: 1875.35 thousand [2] - **Weimob Group (02013)**: - Holding ratio change: 2.65% - Cumulative holding ratio: 29.6699% - Net inflow amount: 346.284 million - Net shares bought: 10505.30 thousand [2] - **Zhongqing Co., Ltd. (01855)**: - Holding ratio change: 2.56% - Cumulative holding ratio: 10.3564% - Net inflow amount: 28.986 million - Net shares bought: 2115.60 thousand [2] Outflow Summary - **Huaxia Hengsheng Technology (03088)**: - Holding ratio change: -14.20% - Cumulative holding ratio: 6.07% - Net inflow amount: -0.873 million - Net shares bought: -17.60 thousand [2] - **GF Securities (01776)**: - Holding ratio change: -6.92% - Cumulative holding ratio: 53.4549% - Net inflow amount: 13.941 million - Net shares bought: -66.32 thousand [2] - **Nanjing Panda Electronics (00553)**: - Holding ratio change: -3.35% - Cumulative holding ratio: 46.719% - Net inflow amount: -47.038 million - Net shares bought: -811.60 thousand [2] - **CIFI Holdings Group (00884)**: - Holding ratio change: -3.23% - Cumulative holding ratio: 11.8448% - Net inflow amount: -2.942 million - Net shares bought: -1438.94 thousand [2] - **Hongye Futures (03678)**: - Holding ratio change: -2.34% - Cumulative holding ratio: 58.3444% - Net inflow amount: -31.207 million - Net shares bought: -584.10 thousand [2]

智通财经APP获悉，根据2026年1月16日披露数据，钧达股份（02865）、中庆股份（01855）、山东墨 龙（00568）港股通持股占比增加值最大，分别增加5.42%、2.68%、2.46%；华夏恆生科技（03088）、 南京熊猫电子股份（00553）、金风科技（02208）港股通持股占比减少值最大，分别减 少-2.04%、-1.53%、-1.30%。 在最近有统计数据的5个交易日内，钧达股份（02865）、百奥赛图-B（02315）、昭衍新药（06127）港 股通持股占比增加值最大，分别增加22.16%、4.78%、4.66%；华夏恆生科技（03088）、恆生中国企业 （02828）、广发証券（01776）港股通持股占比减少值最大，分别减少-14.19%、-8.71%、-6.25%。 具体数据如下（交易所数据根据T+2日结算）： 1、港股通最新日占比增持榜（前20名） | 公司名称 | 占比值变动 | 最新持股比例 | | --- | --- | --- | | 钧达股份(02865) | +5.42% | 49.28% | | 中庆股份(01855) | +2.68% | 10.34% | | 山东墨 ...

关于钧达股份 作为光伏电池领域技术领先企业，钧达股份海外销售占比已超50%，N型TOPCon与钙钛矿叠层电池技 术持续突破。值得一提的是，公司日前宣布与尚翼光电达成战略合作，切入太空光伏赛道，布局钙钛 矿-晶硅叠层电池在低轨卫星、太空算力等高成长场景的应用，打开全新增长空间。 近期钧达股份在港股市场表现活跃，此次增持进一步印证了机构投资者对公司基本面及所在新能源赛道 长期发展逻辑的坚定看好，有望进一步催化估值修复与资金关注。 1月9日最新持股数据显示，国际顶级投行巴克莱（Barclays PLC）再度增持钧达股份（02865.HK） 298.12万股，每股作价25.1185港元，总金额约为7488.33万港元。此次增持后，巴克莱最新持股数量达 到570.51万股，持股比例升至8.99%，显示出国际资本对公司价值与发展前景的持续看好。 公司主营业务为光伏电池片的研发、生产和销售，目前主打新一代N型高效电池，公司产品性能达国际 先进水平，具备较强市场竞争力。深耕行业十余载，公司始终专注于光伏电池核心技术，秉承"聚焦太 阳光能，引领能源革命，创建世界一流光伏科技公司"的企业使命，不断加大研发投入保持技术领先， 持续 ...