经济观察网 2月3日早盘，太空光伏概念震荡拉升，截至10时整，双良节能（600481）涨停，奥特维涨 超18%，高测股份涨超10%，迈为股份（300751）、钧达股份（002865）等多股上涨。消息面上，近 日，多家机构发布看好太空光伏发展的研报。中金公司（601995）研报提到，在商业航天蓬勃发展背景 下，太空光伏作为其电源系统升级的核心方向，在星座批量组网的牵引下正迈向技术路线升级与产业化 交付的新阶段。随着我国低轨星座进入密集部署期、单星功率持续上行叠加太空算力等新应用场景推进 探索，建议把握太空光伏带来的全产业链变革，持续关注制造产业端落地密集催化。 ...

2月3日，A股市场太空光伏（核心股）概念股走强，其中，福斯特涨停，钧达股份涨超7%，晶澳科技 涨超6%，天合光能、福莱特、亚玛顿、爱旭股份涨超5%，中来股份涨超4%。SpaceX称，基于太空的 人工智能是扩大该技术规模的唯一途径。 中信证券指出，太空光伏（核心股）并非炒作，正在进入规模化部署的前夜。太空光伏的爆发，不仅源 于"太空算力（核心股）+AI"的新需求，更深层的驱动力，是全球正在激烈上演的"低轨轨道资源争夺 战"。中国加速部署卫星星座，首先是战略占轨，其次是构建通信能力，最后才是在此基础上叠加算力 与AI。太空光伏它始于国家战略的紧迫占轨，成于通信星座的大规模部署，爆发于AI算力的能源革 命。这不是PPT故事，而是一条清晰的"轨道→通信→算力"演进链条。 中金指出，商业航天（核心股）蓬勃发展背景下，太空光伏（核心股）作为其电源系统升级的核心方 向，在星座批量组网的牵引下正迈向技术路线升级与产业化交付的新阶段。随着我国低轨星座进入密集 部署期、单星功率持续上行叠加太空算力（核心股）等新应用场景推进探索，建议把握太空光伏带来的 全产业链变革，持续关注制造产业端落地密集催化。 | 代码 | 名称 | | 涨 ...

每经AI快讯，钧达股份(02865.HK)一度涨超18%，截至发稿涨14.04%，报42.08港元，成交额3.69亿港 元。 ...

钧达股份公告，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。公司通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。配售事项所得款项净额预计约为3.98亿港元。配售所得款项计划用于：45%太空光伏电池相 关产品的研发生产；45%商业航天领域的股权投资与合作；10%补充营运资金。 钧达股份（02865）盘初一度涨超18%，截至发稿，股价上涨16.64%，现报43.04港元，成交额4.34亿港 元。 来源：新浪港股 ...

Group 1 - The semiconductor sector is experiencing significant activity, with JunDa Co., Ltd. hitting the daily limit up [1] - JuGuang Technology and Optech both saw their stock prices increase by over 12% [1]

Group 1 - The BC battery sector experienced a significant upward movement, with notable stock price increases among several companies [2] - Robotech saw a rise of 17.18%, indicating strong market performance [2] - JunDa shares increased by 7.07%, reflecting positive investor sentiment [2] - JiePuTe's stock rose by 5.29%, contributing to the overall growth in the sector [2] - Other companies such as DiErJiGuang, JingKeEnergy, and XieXinJieCheng also saw increases of over 3% [2]

Core Viewpoint - JunDa Co., Ltd. (02865) experienced a significant stock price increase, rising over 18% and closing at 42.08 HKD, with a trading volume of 369 million HKD, following the completion of a share placement agreement [1] Group 1: Company Actions - The share placement was completed on February 2, 2026, with all conditions of the placement agreement met [1] - A total of 18.682 million new H-shares were placed at a price of 22.00 HKD per share, resulting in net proceeds of approximately 398 million HKD [1] - The proceeds from the placement are planned to be allocated as follows: 45% for research and production of space photovoltaic battery-related products, 45% for equity investments and collaborations in the commercial aerospace sector, and 10% for working capital [1] Group 2: Industry Insights - The U.S. Federal Communications Commission (FCC) has disclosed that SpaceX is applying to launch and operate a constellation of up to 1 million satellites and build an orbital AI data center network [1] - Guohai Securities believes that global satellite deployment is expected to accelerate, with a shift from communication satellites to computing satellites, leading to sustained high demand for space photovoltaics [1] - CICC suggests that investors should seize the transformative opportunities presented by space photovoltaics across the entire industry chain, with a focus on the manufacturing sector [1]

Group 1 - JunDa Co., Ltd. (002865) experienced a stock price increase of over 18%, closing at 42.08 HKD with a trading volume of 369 million HKD [1] - The company announced the completion of a placement agreement on February 2, 2026, with all conditions met [1] - A total of 18.682 million new H-shares were placed at a price of 22.00 HKD per share, raising approximately 398 million HKD in net proceeds [1] Group 2 - The proceeds from the placement will be allocated as follows: 45% for research and production of space photovoltaic products, 45% for equity investments and collaborations in the commercial aerospace sector, and 10% for working capital [1] - Recent disclosures from the FCC indicate that SpaceX is applying to launch and operate a constellation of up to 1 million satellites and build an orbital AI data center network [1] - Guohai Securities believes that global satellite deployment is expected to accelerate, with a shift from communication satellites to computing satellites, leading to sustained high demand for space photovoltaics [1]

Summary of Company and Industry Insights from Conference Call Company: JunDa Co., Ltd. (钧达股份) Key Points 1. **Completion of H-Share Placement** JunDa Co., Ltd. has completed its H-share placement, raising a net amount of HKD 397 million. Of this, 45% will be allocated to the research and production of space photovoltaic battery-related products, another 45% will be used for equity investments and collaborations in the commercial aerospace sector, and 10% will be used to supplement working capital [1][2]. 2. **Research and Production of Space Photovoltaic Batteries** The research and production of space photovoltaic battery-related products will be led by Jiangxi JunDa Aerospace Space Technology Co., Ltd., in which JunDa holds a 70% stake. The planned production capacity for CPI films is set to reach 400,000 square meters, and the production line for perovskite tandem batteries will also be constructed simultaneously [1][2]. 3. **Strategic Investments in Commercial Aerospace** The company plans to make one or more strategic equity investments in the commercial aerospace sector, which will achieve clear operational or technological synergies with its existing business or strategic layout. This includes providing a platform for the in-orbit verification and application of its space photovoltaic products [1]. 4. **Outlook for Space Photovoltaic Sector** JunDa is expected to continuously catalyze developments in the space photovoltaic field. The CPI film can be utilized in solar wings and some exposed components of satellites, which is anticipated to contribute to performance early on. The perovskite tandem production line is expected to complete construction, sample delivery, and in-orbit verification this year, with mass production to follow [2]. 5. **Expansion of Production Capacity** JunDa's production capacity in Turkey has recently begun contributing to shipments, and there is potential for further collaboration with North American clients in the future [2].

永赢价值发现慧选混合发起A（023915）基金经理为沈平虹。 截至发稿，沈平虹累计任职时间1年25天，现任基金资产总规模8.14亿元，任职期间最佳基金回报 68.88%， 任职期间最差基金回报17.57%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 2月3日，钧达股份涨6.29%，截至发稿，报106.50元/股，成交1.07亿元，换手率0.44%，总市值331.50亿 元。 资料显示，海南钧达新能源科技股份有限公司位于海南省海口市南海大道168号海口保税区内海南钧达 大楼,香港铜锣湾勿地臣街1号时代广场2座31楼，成立日期2003年4月3日，上市日期2017年4月25日，公 司主营业务涉及海南钧达新能源科技股份有限公司是一家主要从事光伏电池的研发、生产和销售的中国 公司。该公司产品主要包括210-N N型隧穿氧化层钝化接触（TOPCon）单晶电池、182/183-N N型 TOPCon单晶电池和182-P ...