Core Viewpoint - JunDa Co., Ltd. (002865.SZ) announced an abnormal stock trading fluctuation and revealed a strategic cooperation framework agreement with Hangzhou Shangyi Optoelectronics Technology Co., Ltd. to develop flexible perovskite technology for space energy applications, aiming to enhance China's aerospace energy component autonomy and strengthen the aerospace industry foundation [1] Group 1 - The strategic cooperation is based on principles of complementary advantages, resource sharing, collaborative innovation, and win-win development [1] - The collaboration will focus on joint research and development of space perovskite products, with JunDa planning to invest as a strategic shareholder in Shangyi Optoelectronics [1] - The agreement is a preliminary cooperation intention and does not involve specific financial amounts, nor does it require approval from the company's board or shareholders [1] Group 2 - The company has disclosed the "Investor Relations Activity Record" on December 23 and December 31, 2025, through the Shenzhen Stock Exchange, ensuring compliance with information disclosure regulations [1]

Core Viewpoint - JunDa Co., Ltd. (002865.SZ) announced a strategic cooperation framework agreement with Hangzhou Shangyi Optoelectronics Technology Co., Ltd. to develop flexible perovskite technology for space computing and energy applications, aiming to enhance China's aerospace energy component autonomy and establish a strong industrial foundation for aerospace [1] Group 1 - The agreement emphasizes principles of complementary advantages, resource sharing, collaborative innovation, and win-win development [1] - The cooperation will involve joint research and development of space perovskite products, with JunDa planning to invest as a strategic shareholder in Shangyi Optoelectronics [1] - The framework agreement is a preliminary cooperation intention and does not involve specific financial amounts, nor does it require board or shareholder approval [1] Group 2 - The company has disclosed the details of the strategic cooperation agreement through the Shenzhen Stock Exchange's information disclosure channels on December 23 and December 31, 2025, ensuring compliance with information disclosure regulations [1]

| 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 买方营业部 (万元) | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | | | | 2026-01-08 | 002865 | 钧达股份 | 68.53 | 7.30 | 500.27 国海证券股份有限 | 华安证券股份有限 | | | | | | | 公司山东分公司 | 公司常德洞庭大道 | | | | | | | | 证券营业部 | 1月8日，钧达股份大宗交易成交7.3万股，成交额500.27万元，占当日总成交额的0.21%，成交价68.53 元，较市场收盘价68.53元持平。 ...

每经AI快讯，1月8日，钧达股份（002865）(002865.SZ)公告称，公司A股股票连续3个交易日内收盘价 格涨幅累计偏离值达到20%，属于股票交易异常波动情况。经核实，公司前期披露的信息无需要更正补 充之处，公司目前经营情况正常，近期公司经营情况及内外部经营环境未发生重大变化。公司与尚翼光 电签署的《战略合作框架协议》仅为初步合作意向，不涉及具体金额，对合作内容不具有法律约束力。 公司控股股东和实际控制人不存在关于公司的应披露而未披露的重大事项。 ...

Core Viewpoint - JunDa Co., Ltd. (002865) announced that the strategic cooperation framework agreement signed with Shangyi Optoelectronics is only a preliminary cooperation intention and does not have legal binding force, indicating uncertainty in the collaboration details [1] Group 1 - The cooperation agreement includes potential joint product development, equity strategic investment, and industrial cooperation, but these aspects have not been finalized [1] - There is a possibility of changes, suspension, or termination of the agreement due to adjustments in business plans, development strategies, or force majeure events [1] - The current operational situation of the company remains normal, with no significant changes in the internal and external business environment recently [1]

证券代码：002865 证券简称：钧达股份 公告编号：2026-002 海南钧达新能源科技股份有限公司 关于股票交易异常波动的公告 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、股票交易异常波动的情况介绍 海南钧达新能源科技股份有限公司（以下简称"公司"）A 股股票（证券简 称：钧达股份，证券代码：002865）连续 3 个交易日内（2026 年 1 月 6 日、2026 年 1 月 7 日、2026 年 1 月 8 日）收盘价格涨幅累计偏离值达到 20%。根据《深圳 证券交易所交易规则》的相关规定，属于股票交易异常波动的情况。 二、公司关注并核实情况说明 针对公司股价异常波动，公司董事会通过电话、现场等问询方式，对公司控 股股东、实际控制人及公司全体董事、高级管理人员就相关事项进行了核实，现 就有关情况说明如下： 1、公司前期披露的信息不存在需要更正、补充之处； 2、公司目前的经营情况正常，近期公司经营情况及内外部经营环境未发生重 大变化； 3、2025 年 12 月 21 日，公司与杭州尚翼光电科技有限公司（以下简称"尚翼 光电"）共同签署了《战略合 ...

Core Insights - Recent focus on space photovoltaics has significantly increased among listed companies in the photovoltaic sector, including Junda Co., JinkoSolar, and Trina Solar, with a particular emphasis on the application prospects of perovskite technology in space [1] - Junda Co. has shown active trading behavior, achieving two trading limits within three days, while other companies like Hanhua Steel and JinkoSolar have also experienced varying degrees of stock price increases [1] - According to Huajin Securities, the global in-orbit data center market is projected to reach $39.09 billion by 2035, indicating a strong demand for lightweight, high-efficiency energy solutions that align well with the advantages of space photovoltaics [1] - Dongwu Securities believes that the rapid development of commercial space and low-orbit satellites will enhance the performance of space photovoltaic energy supply [1] - Guohai Securities suggests that the acceleration of the commercialization process in the space industry will provide more momentum for development [1] Industry and Company Analysis Perovskite Batteries - Jinjing Technology focuses on glass manufacturing, positioned as an upstream TCO glass supplier with a transmittance rate of 94%, already applied in leading perovskite production lines, and possesses full-chain autonomous production capabilities [1] - Wanrun Co. specializes in the R&D and production of perovskite-related materials, positioned as an upstream supplier covering various material categories, with bulk sales to clients like GCL-Poly Energy in the first half of 2025 [2] - Jing Shan Light Machine is engaged in the R&D and manufacturing of photovoltaic equipment, positioned as a midstream RPD equipment supplier, with orders from GCL-Poly Energy and a coating equipment capacity of 15 GW [2] Commercial Space - Shunhao Co. is involved in new tobacco and eco-friendly packaging materials, positioned as a participant in the commercial space sector, having invested 110 million yuan in Orbit Chen Guang, holding a 19.3% stake, focusing on building space data centers [3] - Xice Testing provides environmental reliability testing services, positioned as a commercial space testing service provider, enhancing capabilities for thermal vacuum experiments and satellite payload testing [3] - Zhenlei Technology specializes in the R&D and manufacturing of electronic components for specialized fields, positioned as a supplier of commercial aerospace-grade devices, with products applied in satellite internet [3] Photovoltaics - Tongwei Co. covers silicon materials and battery cells in photovoltaic product R&D and production, positioned as a multi-segment supplier, having established an advanced battery laboratory for perovskite/silicon tandem battery R&D, achieving a conversion efficiency of 34.69% [4] - Longi Green Energy focuses on silicon wafers and modules, positioned as a manufacturer of photovoltaic products, participating in industry capacity integration discussions [4] - Sungrow Power Supply specializes in photovoltaic inverter R&D and manufacturing, positioned as an inverter supplier with capabilities for both string and centralized inverters [4] - Jingyuntong is involved in photovoltaic equipment and silicon wafer production, positioned as a supplier in these segments, with a focus on monocrystalline silicon wafer production and monocrystalline furnace equipment manufacturing [4]

Group 1 - The core viewpoint of the article highlights the transition of space photovoltaic technology from experimental to commercial acceleration, addressing the energy supply challenges in various applications such as space computing, deep space exploration, and remote area power supply [1] - The new "space computing" model, which operates in low/mid orbits, offers significant advantages over traditional ground data centers, including higher deployment efficiency, better energy efficiency, and lower cooling costs [1] - The cost of energy systems accounts for 22% of the overall economic viability of satellites, making it a critical factor in the development of space photovoltaic systems [1] Group 2 - The photovoltaic ETF Huaxia (515370) tracks the CSI Photovoltaic Industry Index, which includes upstream, midstream, and downstream companies in the photovoltaic industry, providing a comprehensive reflection of the industry's overall performance [2] - The index has a photovoltaic content of 83.64%, ranking first in the entire market dimension [2]

格隆汇1月8日｜A股光伏设备板块午后上扬，双良节能涨停，迈为股份涨超17%，国际实业、钧达股份 此前封板，高测股份、奥特维、海优新材跟涨。 ...

（文章来源：每日经济新闻） 每经AI快讯，光伏板块震荡拉升，海优新材、奥特维涨超10%，钧达股份此前涨停，迈为股份、艾罗能 源、天合光能、晶科能源等涨超6%。 ...