（记者 张喜威） 每经头条（nbdtoutiao）——特朗普强要格陵兰岛，丹麦一养老基金率先清仓美债，美国资产全线下 跌！欧洲手握"金融核按钮"，双方会"鱼死网破"吗？专家解读→ 每经AI快讯，钧达股份1月22日早间发布公告称，公司第五届第七次董事会会议于2026年1月21日以通 讯表决方式召开。会议审议了《关于公司行使一般性授权在香港联合交易所有限公司主板配售新H股的 议案》等文件。 ...

Group 1 - JunDa Co., Ltd. reached the daily limit increase in stock price [1] - GoodWe Technologies saw a rise of over 10% in its stock price [1] - Other companies such as Maiwei Co., LianSheng Technology, Tianyi New Materials, Haiyou New Materials, and Dongfang Rises also experienced stock price increases [1]

Group 1 - The photovoltaic sector experienced a rapid increase on January 22, 2026, with the photovoltaic ETF Huaxia (515370) rising by 1.01%, and stocks such as Goodwe increasing by over 13%, JunDa shares hitting the daily limit, and Maiwei shares rising by over 8% [1] - The photovoltaic glass index accelerated its rise, with component stocks like Dongfang Risheng increasing by 7.88%, Tuori New Energy by 3.20%, Jinjing Technology by 2.43%, Kaisheng New Energy by 1.80%, and Yamaton by 1.58% [1] - Institutional funds saw a net inflow of 2.506 billion yuan, while large investor funds had a net inflow of 1.492 billion yuan [1] Group 2 - Guojin Securities predicts that domestic photovoltaic installations may experience negative growth in 2026, but the industry's "anti-involution" will accelerate the elimination of backward production capacity, benefiting leading companies with cost and technological advantages [1] - The Huaxia photovoltaic ETF (515370) and its linked funds (012885/012886) track the CSI photovoltaic industry index, covering upstream, midstream, and downstream enterprises in the photovoltaic industry chain, including silicon wafers, polysilicon, battery cells, cables, photovoltaic glass, battery modules, inverters, photovoltaic brackets, and photovoltaic power stations, providing a comprehensive reflection of the overall performance of the photovoltaic industry [1] - The index has a photovoltaic content of 83.64%, ranking first in the entire market dimension [1]

转自：证券时报 人民财讯1月22日电，港股午间收盘，恒生科技指数跌0.4%，恒生指数跌0.1%。个股方面，百度集团涨 4.16%，钧达股份涨15.02%；云知声跌7.7%，南山铝业国际跌8.64%。 转自：证券时报 人民财讯1月22日电，港股午间收盘，恒生科技指数跌0.4%，恒生指数跌0.1%。个股方面，百度集团涨 4.16%，钧达股份涨15.02%；云知声跌7.7%，南山铝业国际跌8.64%。 ...

Group 1 - JunDa Co., Ltd. announced a placement agreement on January 21, 2026, to sell up to 18.682 million shares at a price of HKD 22.00 per share, representing a discount of approximately 1.08% compared to the closing price of HKD 22.24 on the same day [3] - If fully placed, the shares would account for about 22.75% of the enlarged issued H-shares and approximately 6.04% of the existing issued shares [3] - The estimated total proceeds from the placement are approximately HKD 411 million, with a net amount expected to be around HKD 398 million after deducting expenses [3] Group 2 - The net proceeds from the placement are intended to be used as follows: approximately 45% for research and production of space photovoltaic battery-related products, 45% for equity investments and collaborations in the commercial aerospace sector, and 10% to supplement the company's working capital [3] - The Hong Kong stock market saw a surge in commercial aerospace stocks, with increases of nearly 10%, 4%, and 3% for various companies [4] - JunDa Co., Ltd. shares rose by 14.66% to HKD 25.50, with a trading volume of HKD 193 million [5] Group 3 - Elon Musk is actively advancing SpaceX's IPO plan, aiming for completion by July this year, with a valuation of USD 800 billion from a secondary market share sale last December [6] - The commercial aerospace industry is entering a golden era driven by both demand and supply, with rapid development in private rocket companies and a shift from national to commercial aerospace [6] - Focus areas include satellite manufacturing and supply chain components, particularly in low Earth orbit satellite production and infrastructure development [6]

Group 1 - The core viewpoint of the news highlights the performance of the photovoltaic sector, particularly the rise of the Huaxia Photovoltaic ETF and its constituent stocks, indicating a positive trend in the market [1] - On January 21, Hongyuan Green Energy announced its 2025 annual performance forecast, expecting a net profit attributable to shareholders of 180 million to 250 million yuan, marking a turnaround from losses [1] - The company anticipates a non-recurring gain of approximately 291 million yuan from the transfer of part of its stake in Inner Mongolia Xinyuan Silicon Material Technology Co., which is crucial for achieving positive overall performance [1] Group 2 - According to Zheshang Securities, 2026 is expected to be a turning point for the industry, driven by factors such as a rebound in prices, with a 47% quarter-on-quarter increase in polysilicon prices in Q3 2025 [1] - Leading companies like Longi Green Energy and JA Solar have announced equity incentive plans aimed at achieving profitability by 2026 [1] - The proportion of fund allocations has decreased to levels seen before the 2020 market rally, indicating potential for recovery, alongside the establishment of silicon material storage platforms expected to drive supply contraction and demand recovery [1]

钧达股份(02865)涨近6%，截至发稿，涨5.22%，报23.4港元，成交额3864.09万港元。 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预期分别为约4.11亿港元及约 3.98亿港元，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：约45%用于太空光伏电池相关产品的研发与生产；约45%用于商业航天领 域的股权投资与合作；及约10%用于补充公司营运资金。 消息面上，钧达股份发布公告，于2026年1月21日，公司与配售代理订立配售协议，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购买最多合共1868.2万股配售股份，配售价为每股配售股份22.00 港元，较于2026年1月21日在联交所所报收市价每股H股22.24港元折让约1.08%。假设配售股份悉数获 配售，配售股份占经配发及发行配售股份扩大后现有已发行H股数目约22.75%及现有已发行股份数目约 6.04%。 ...

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预期分别为约4.11亿港元及约 3.98亿港元，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：约45%用于太空光伏电池相关产品的研发与生产；约45%用于商业航天领 域的股权投资与合作；及约10%用于补充公司营运资金。 消息面上，钧达股份发布公告，于2026年1月21日，公司与配售代理订立配售协议，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购买最多合共1868.2万股配售股份，配售价为每股配售股份22.00 港元，较于2026年1月21日在联交所所报收市价每股H股22.24港元折让约1.08%。假设配售股份悉数获 配售，配售股份占经配发及发行配售股份扩大后现有已发行H股数目约22.75%及现有已发行股份数目约 6.04%。 钧达股份(02865)涨近6%，截至发稿，涨5.22%，报23.4港元，成交额3864.09万港元。 ...

客户端 钧达股份（02865）盘中涨近6%，截至发稿，股价上涨4.77%，现报23.30港元，成交额6515.96万港元。 钧达股份发布公告，于2026年1月21日，公司与配售代理订立配售协议，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购买最多合共1868.2万股配售股份，配售价为每股配售股份22.00港元，较于 2026年1月21日在联交所所报收市价每股H股22.24港元折让约1.08%。假设配售股份悉数获配售，配售 股份占经配发及发行配售股份扩大后现有已发行H股数目约22.75%及现有已发行股份数目约6.04%。 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预期分别为约4.11亿港元及约 3.98亿港元，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：约45%用于太空光伏电池相关产品的研发与生产；约45%用于商业航天领 域的股权投资与合作；及约10%用于补充公司营运资金。 钧达股份（02865）盘中涨近6%，截至发稿，股价上涨4.77%，现报23.30港元，成交额6515.96万港元。 钧达股份发布公告，于202 ...

假设配售股份悉数获配售，本次配售事项的预计所得款项净额(经扣除公司就配售事项产生的各项费 用、成本及开支，含佣金及征费)约为4.11亿港元;据此计算，每股配售股份的预计净配售价约为3.98亿 港元。 公司拟将本次配售所得款项净额作如下用途：(1)约45%用于太空光伏电池相关产品的研发与生产;(2)约 45%用于商业航天领域的股权投资与合作，截至公告日期，除已公告披露的事项外，公司尚未就具体收 购或投资标的订立任何具有约束力的协议或实质性条款，目前正积极寻求合适的投资机会;(3)约10%用 于补充公司营运资金。 钧达股份（002865）(002865.SZ)发布公告，公司董事会审议通过了《关于公司行使一般性授权在香港 联合交易所有限公司主板配售新H股的议案》，同意公司根据一般性授权在香港联交所配售新H股。公 司拟按每股配售价格22港元向符合条件的独立投资者配售公司新增发行的1868.2万股H股。 ...