Core Viewpoint - The photovoltaic ETF Huaxia (515370) has seen a rise of 2.15%, with significant gains in stocks such as Goodwe (over 12%), Sungrow (over 11%), and Junda (over 9%) as several photovoltaic and energy storage companies initiate their Hong Kong listing processes [1] Group 1: Company Developments - Zhejiang Chint Electric announced plans to issue overseas shares (H-shares) and list on the Hong Kong Stock Exchange to support its internationalization strategy and enhance its competitive edge [1] - The move is aimed at diversifying financing channels to meet business development needs [1] Group 2: Industry Insights - According to China International Capital Corporation (CICC), the photovoltaic main industry chain may experience a reversal by 2026, driven by anti-involution measures and component pricing recovery [1] - The energy storage sector is expected to benefit from a synchronized improvement in domestic and international markets, with Hong Kong listings providing additional funding for overseas expansion [1] Group 3: ETF Performance - The Huaxia photovoltaic ETF tracks the CSI Photovoltaic Industry Index, encompassing upstream, midstream, and downstream companies in the photovoltaic industry, including silicon wafers, polysilicon, solar cells, cables, photovoltaic glass, battery modules, inverters, photovoltaic brackets, and solar power plants [1]

Core Viewpoint - The article highlights the significant advancements and strategic collaborations of JunDa Co., Ltd. in the field of perovskite solar cells, particularly in the context of space applications driven by emerging technologies like low-orbit satellites and AI [1] Group 1: Company Developments - JunDa Co., Ltd. shares rose by 5.69% to HKD 21.90, with a trading volume of HKD 61.11 million [1] - The company has signed a strategic cooperation agreement with Shangyi Optoelectronics to integrate resources and focus on the application of perovskite battery technology in space energy [1] - JunDa reported that its small-area perovskite-TOPCon tandem cell conversion efficiency has surpassed 33.53%, placing it at the forefront of the industry [1] Group 2: Industry Trends - Elon Musk's proposal to deploy 100GW of solar AI satellites is expected to drive demand for space photovoltaics, particularly low-orbit satellites and space computing [1] - Perovskite tandem cells are noted for their high efficiency and potential for flexible thin-film applications, with the possibility of becoming a mainstream technology if engineering breakthroughs are achieved in packaging lifespan and large-area consistency [1] - Shangyi Optoelectronics, a key partner, has a strong technical background from the Shanghai Institute of Optics and Fine Mechanics and has completed foundational verification of perovskite materials in space environments, supporting future on-orbit validation [1]

Core Viewpoint - JunDa Co., Ltd. (02865) has seen a stock price increase of over 5%, currently trading at 21.6 HKD with a transaction volume of 37.26 million HKD, driven by developments in solar energy technology and strategic partnerships in the space sector [1] Group 1: Company Developments - JunDa has signed a strategic cooperation agreement with Shangyi Optoelectronics to integrate industry and scenario resources, focusing on the application of perovskite battery technology in space energy [1] - The company reported that its small-area perovskite-TOPCon tandem battery conversion efficiency has surpassed 33.53%, placing it at the forefront of the industry [1] - JunDa is collaborating closely with Shangyi Optoelectronics to advance on-orbit verification and subsequent industrialization efforts [1] Group 2: Industry Insights - Cathay Pacific Securities highlighted Elon Musk's plan to deploy 100 GW of solar AI satellites annually, which is expected to drive demand for space photovoltaics [1] - Perovskite tandem technology is noted for its high efficiency and flexible thin-film advantages, with potential for adaptation to irradiation and environmental conditions [1] - Achieving engineering breakthroughs in encapsulation lifespan and large-area consistency could position perovskite technology as a mainstream solution in the industry [1]

（文章来源：每日经济新闻） 每经AI快讯，钧达股份(02865.HK)一度涨超5%，截至发稿涨4.15%，报21.6港元，成交额3726.48万港 元。 ...

Core Viewpoint - The stock of JunDa Co., Ltd. (002865) has risen over 5%, currently trading at 21.6 HKD, with a transaction volume of 37.26 million HKD, driven by developments in solar energy technology and strategic partnerships in the space sector [1] Group 1: Company Developments - JunDa Co., Ltd. has signed a strategic cooperation agreement with Shangyi Optoelectronics to integrate industry and scenario resources, focusing on the application of perovskite battery technology in space energy [1] - The company reported that its small-area perovskite-TOPCon tandem battery conversion efficiency has surpassed 33.53%, placing it at the forefront of the industry [1] - The cooperation partner, Shangyi Optoelectronics, has a strong technical background from the Shanghai Institute of Optics and Fine Mechanics, and has completed the first-principles verification of perovskite materials in space environments [1] Group 2: Industry Insights - Cathay Pacific Securities highlighted Elon Musk's plan to deploy 100 GW of solar AI satellites annually, which is expected to drive demand for space photovoltaics [1] - Perovskite tandem technology is noted for its high efficiency and flexible thin-film advantages, with potential for adaptation to irradiation and environmental conditions [1] - Achieving breakthroughs in encapsulation lifespan and large-area consistency could position perovskite technology as a mainstream solution in the industry [1]

Group 1 - The core viewpoint of the news is that JunDa Co., Ltd. has seen a stock price increase of 5.01%, reaching 55.34 CNY per share, with a trading volume of 863 million CNY and a turnover rate of 7.15%, resulting in a total market capitalization of 16.192 billion CNY [1] - JunDa Co., Ltd. is primarily engaged in the research, production, and sales of photovoltaic cells, with its main products including 210-N N-type TOPCon monocrystalline cells, 182/183-N N-type TOPCon monocrystalline cells, and 182-P PERC monocrystalline cells [1] - The company's revenue composition is heavily weighted towards photovoltaic cells, accounting for 99.79% of total revenue, while other sources contribute only 0.21% [1] Group 2 - WanJia Fund's WanJia Quality Life A (519195) is among the top ten circulating shareholders of JunDa Co., Ltd., having reduced its holdings by 252,300 shares, now holding 2.9537 million shares, which represents 1.02% of the circulating shares [2] - The fund has achieved a year-to-date return of 1.45%, ranking 5290 out of 8816 in its category, and a one-year return of 77.98%, ranking 487 out of 8081 [2]

证券日报网讯1月5日，钧达股份（002865）在互动平台回答投资者提问时表示，公司未来会积极探索开 拓业务模式，充分利用好海南相关优惠政策，助力企业发展。 ...

证券代码：002865 证券简称：钧达股份 公告编号：2026-001 海南钧达新能源科技股份有限公司 关于为全资孙公司提供担保的公告 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、担保情况概述 近日，海南钧达新能源科技股份有限公司（以下简称"公司"）为全资孙公 司滁州捷泰新能源科技有限公司（以下简称"滁州捷泰"）向中国光大银行股份 有限公司滁州分行申请综合授信额度事项提供连带责任保证担保，担保主债务最 高本金余额为人民币 20,000 万元。具体担保事项以担保合同中的约定为准。 公司于 2025 年 12 月 4 日召开第五届董事会第六次会议、2025 年 12 月 24 日 召开 2025 年第四次临时股东会，审议通过了《关于公司及下属公司 2026 年度提 供担保额度预计的议案》，同意公司及下属公司拟为自身或互为对方申请金融机 构综合授信及日常经营需要提供担保，预计担保总额度为人民币 140 亿元。本次 担保事项为公司对合并报表范围内的下属全资孙公司提供担保，在审议批准的额 度范围内，无需再提交董事会或股东会审议。 二、被担保人的基本情况 1、公司 ...

FF301 致：香港交易及結算所有限公司 公司名稱: 海南鈞達新能源科技股份有限公司 呈交日期: 2026年1月5日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02865 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 63,432,300 | RMB | | 1 RMB | | 63,432,300 | | 增加 / 減少 (-) | | | | | | RMB | | | | 本月底結存 | | | 63,432,300 | RMB | | 1 RMB | | 63,432,300 | | 2. 股份分類 | 普通股 | 股份類別 | A | | 於香港聯交所上市 (註1) | | 否 | | | --- | --- | --- | --- | --- | --- | --- ...

Core Viewpoint - JunDa Co., Ltd. has achieved a breakthrough in the conversion efficiency of its small-area perovskite-TOPCon tandem solar cells, reaching 33.53%, positioning itself at the forefront of the industry [1] Company Summary - JunDa Co., Ltd. is collaborating with Shangyi Optoelectronics, which is a rare domestic satellite battery manufacturer with a technical background from the Shanghai Institute of Optics and Fine Mechanics, Chinese Academy of Sciences [1] - The core team of Shangyi Optoelectronics has extensive experience in perovskite applications for aerospace and has established a unique space simulation research and development platform [1] Industry Summary - Shangyi Optoelectronics has completed the first-principle verification of perovskite materials in a space environment, laying a solid foundation for subsequent on-orbit verification [1] - The company is closely coordinating with Shangyi Optoelectronics to advance on-orbit verification and subsequent industrialization efforts [1]