刚成立7天的公司，就被光伏巨头砸了3000万！就因为它能把光伏板送上天？！ 现在光伏企业有多内卷？卷到人家直接上天了！ 钧达股份也说了，这是从 "地面光伏"向"太空光伏"的战略延伸，把握低轨卫星组网和太空算力的机 遇。 翻译一下就是：未来天上会有成千上万颗卫星，每颗都得用电吧？太空里也没插座，最好的供电方案不 就是太阳能吗？ 这市场，想象空间直接拉满了。 消息一出，钧达股份的股价应声冲高。截至今天收盘，每股报收89.7元，全天涨幅8.57%，再创新高。 不过值得一提的是，就在宣布进军太空之前，公司还披露了一则减持计划：控股股东锦迪科技计划在未 来3个月内减持872.5万股。 你还在琢磨怎么把光伏板铺满沙漠的时候，有的公司已经开始计划把电池板铺到太空里了。昨天晚上， 钧达股份宣布豪掷3000万，投了一家刚成立7天的公司-上海星翼芯能科技有限公司！这找项目的速度， 比火箭发射都快！ 更巧的是，去年末，另一家上市公司卖视讯系统和显示屏的苏州科达也宣布，要搞自己的卫星，跨界进 军商业航天。 地面生意太挤了，人家要去太空开辟新战场了！ 当地面竞争进入白热化，聪明的玩家已经瞄准太空了。商业航天+光伏的跨界组合拳，直接把市 ...

Core Viewpoint - The company, Junda Co., Ltd. (002865.SZ), anticipates a loss of 1.2 billion to 1.5 billion yuan in 2025, with a non-recurring loss projected between 1.4 billion and 1.8 billion yuan due to industry challenges and operational pressures [1] Industry Overview - The global photovoltaic (PV) installed capacity continues to grow significantly, with particularly strong demand for PV cells in overseas markets [1] - Despite the high growth in demand, the industry is experiencing an imbalance between supply and demand, remaining at the bottom of the cycle [1] Company Performance - The company is facing operational challenges leading to a temporary phase of losses, influenced by multiple factors including poor price transmission along the main industry chain [1] - The company plans to make asset impairment provisions based on a cautious principle, which will impact its current performance [1] Strategic Initiatives - In response to the industry's adjustment cycle, the company is committed to advancing its globalization strategy, with overseas sales now accounting for over 50% of its total sales [1] - The company has become a core supplier of PV cells in overseas markets and is simultaneously working on localizing its production capacity abroad [1] Capital Market Developments - The company successfully listed on the main board of the Hong Kong Stock Exchange in May 2025, becoming the first in the photovoltaic industry to achieve dual-platform listing (A+H shares), which provides strong capital support for its long-term sustainable development [1] Growth Opportunities - The company is also focusing on cultivating new business growth points through investment collaborations [1]

每经AI快讯，1月16日，钧达股份（002865）公告，预计2025年度归属于上市公司股东的净利润亏损12 亿元~15亿元，上年同期亏损5.91亿元。扣除非经常性损益后的净利润亏损14亿元~18亿元，上年同期亏 损11.18亿元。基本每股收益亏损4.54元/股~5.67元/股，上年同期亏损2.6元/股。 ...

报告期内，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。 人民财讯1月16日电，钧达股份（002865）1月16日公告，预计2025年度归属于上市公司股东的净利润亏 损12亿元—15亿元，上年同期亏损5.91亿元。 ...

钧达股份公告，预计2025年度归属于上市公司股东的净利润亏损12亿元～15亿元，上年同期亏损5.91亿 元。扣除非经常性损益后的净利润亏损14亿元～18亿元，上年同期亏损11.18亿元。基本每股收益亏损 4.54元/股～5.67元/股，上年同期亏损2.6元/股。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。 ...

格隆汇1月16日｜钧达股份公告，预计2025年度归属于上市公司股东的净利润亏损12亿元~15亿元，上 年同期亏损5.91亿元。扣除非经常性损益后的净利润亏损14亿元~18亿元，上年同期亏损11.18亿元。基 本每股收益亏损4.54元/股~5.67元/股，上年同期亏损2.6元/股。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。 ...

证券代码：002865 证券简称：钧达股份 公告编号：2026-005 海南钧达新能源科技股份有限公司 2025 年度业绩预告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 一、本期业绩预计情况 二、与会计师事务所沟通情况 本期业绩预告相关的财务数据未经过注册会计师审计。公司 2025 年度审计 报告的编制工作正常推进，公司与会计师事务所沟通顺利。 三、业绩变动原因说明 1、业绩预告期间：2025 年 1 月 1 日至 2025 年 12 月 31 日。 2、业绩预告情况：预计净利润为负值 | 项 目 | 本报告期 | | | 上年同期 | | | --- | --- | --- | --- | --- | --- | | 归属于上市公司股东的净利润 | 亏损：120,000 | 万元～150,000 | 万元 | 亏损：59,111.33 | 万元 | | 扣除非经常性损益后的净利润 | 亏损：140,000 | 万元～180,000 | 万元 | 亏损：111,778.89 | 万元 | | 基本每股收益 | 亏损：4.54 | 元/股～5.67 元/股 ...

Core Viewpoint - The photovoltaic equipment sector experienced a significant increase, with a 2.09% rise on January 16, led by Yubang New Materials, while the overall market indices showed slight declines [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 4101.91, down 0.26%, and the Shenzhen Component Index closed at 14281.08, down 0.18% [1]. - Yubang New Materials led the gains in the photovoltaic equipment sector with a closing price of 44.98, reflecting a 17.20% increase [1]. - Other notable performers included Jing Sheng Mechanical and Electrical with a 9.12% increase, and Jun Da Co., which rose by 8.57% [1]. Group 2: Trading Volume and Value - Yubang New Materials had a trading volume of 145,100 shares, resulting in a transaction value of 621 million yuan [1]. - Jing Sheng Mechanical and Electrical recorded a trading volume of 673,000 shares with a transaction value of 2.771 billion yuan [1]. - Jun Da Co. had a trading volume of 364,200 shares, leading to a transaction value of 3.174 billion yuan [1]. Group 3: Capital Flow - The photovoltaic equipment sector saw a net inflow of 2.699 billion yuan from main funds, while retail funds experienced a net outflow of 1.645 billion yuan [2]. - Major stocks like Yangguang Electric Power and Maiwei Co. had significant net inflows from main funds, indicating strong institutional interest [3]. - Conversely, stocks like Yijingsheng Electric and Aerospace Mechanical experienced notable net outflows from retail investors, suggesting a shift in sentiment [2][3].

2026年1月16日，创业板新能源ETF华夏（159368）上涨1.11%，持仓股晶盛机电涨超9%，钧达股份涨 超8%，奥特维涨超7%。 截至2025年6月底，全国发电装机总量已达36.5亿千瓦，同比增长18.7%。其中，太阳能发电装机容量为 11.0亿千瓦，同比增长54.2%；风电装机容量达5.7亿千瓦，同比增长22.7%。新能源装机在总装机中占 比突破45%，首次超越煤电成为第一大电源。"十五五"期间，我国新能源装机预计将保持年均3亿千瓦 的新增规模，到2030年累计装机有望突破30亿千瓦，实现在现有规模基础上翻番。同期，全球可再生能 源装机预计将增加约4600吉瓦，规模相当于当前中国、欧盟与日本装机容量之和。 创业板新能源ETF华夏（159368）是全市场跟踪创业板新能源指数的规模最大ETF基金。创业板新能源 指数主要涵盖新能源和新能源汽车产业，涉及电池、光伏等多个细分领域。 （文章来源：每日经济新闻） 据彭博新能源财经2024年度报告预测，到2030年，全球构网型储能市场规模将增长为72.5GW（渗透率 升至55%）。中国作为全球最大的储能市场，构网储能装机预计增长至30GW，在新型储能中的占比提 升 ...

Group 1 - The core viewpoint of the news is that the photovoltaic industry is expanding into the space sector, with companies like Junda Co. making strategic investments to capitalize on opportunities in low-orbit satellite networking and space computing [1] - Junda Co. announced a cash investment of 30 million yuan to acquire a 16.67% stake in Shanghai Xingyi Chip Energy Technology Co., which aims to leverage both companies' strengths in photovoltaic industrialization and space applications [1] - Other companies in the industry, such as Trina Solar and JinkoSolar, are also advancing in the development of perovskite/silicon tandem cells, which are expected to meet the demands of space photovoltaic applications [1] Group 2 - The Huaxia Photovoltaic ETF (515370) tracks the CSI Photovoltaic Industry Index, which includes upstream, midstream, and downstream companies in the photovoltaic supply chain, reflecting the overall performance of the photovoltaic industry [2] - The index has a photovoltaic content of 83.64%, ranking first in the entire market dimension [2]