证券日报网12月23日讯钧达股份在12月22日回答调研者提问时表示，公司多年专注于光伏电池技术研 发，已在钙钛矿技术领域取得关键突破；尚翼光电是国内稀缺的卫星电池生产商，核心团队深耕钙钛矿 航天应用多年。公司本次与尚翼光电进行战略合作，从地面光伏领域向太空光伏高价值赛道衍生，是为 了锚定国家战略需求，助力航天强国建设目标，把握全球太空能源技术变革与商业航天产业爆发的机 遇。合作双方核心团队分别深耕光伏与钙钛矿航天应用领域，积淀了深厚的技术储备与资源优势，本次 双方达成战略合作，有助于充分发挥双方在光伏产业化能力、钙钛矿技术积淀、太空场景适配能力及航 天资源整合领域的核心优势，充分实现优势互补、互惠共赢，符合公司长期战略投资规划，进一步提升 公司核心竞争力与长期盈利水平。 （文章来源：证券日报） ...

Core Viewpoint - JunDa Co., Ltd. (002865) highlights the potential of perovskite batteries as a revolutionary solution to address energy bottlenecks in space, supporting the scalable development of the space economy [1] Group 1: Advantages of Perovskite Batteries - The ultra-lightweight feature significantly reduces the payload weight of spacecraft, leading to a substantial decrease in launch costs [1] - The raw material cost advantage indicates that perovskite batteries have a much lower cost compared to traditional gallium arsenide batteries, making them suitable for large-scale applications [1] - Exceptional radiation resistance and stable crystal structure allow perovskite batteries to effectively withstand high-energy particle radiation in space [1] - The excellent flexibility and roll-up capability enable the batteries to be stored in compact spaces and deployed to form large photovoltaic arrays, ideal for scenarios involving multiple satellites launched in a single rocket [1]

Core Viewpoint - The global low Earth orbit (LEO) satellite constellation deployment and space computing industry are entering a phase of explosive growth, positioning the space economy as a core arena for reshaping global technological competition [1] Industry Summary - According to the International Telecommunication Union (ITU), the total planned number of global low Earth orbit satellites has surpassed 100,000, marking a new stage of dense networking and large-scale development in the industry [1] - The functionality of low Earth orbit satellites is continuously upgrading, expanding from remote sensing and communication to on-orbit AI training and low-latency edge computing tasks, which increases the demand for satellite energy to be "lightweight and high-efficiency" [1] Company Summary - As AI computing clusters rapidly expand, ground computing is facing dual challenges of energy supply and heat dissipation efficiency, with power and cooling demands expected to exceed the capacity of existing ground facilities, making space computing a critical solution [1] - The prospects for explosive growth in space computing are clear, indicating significant investment opportunities in this sector [1]

Core Viewpoint - The market demand for energy solutions has evolved from a focus on "reliability and efficiency" to a comprehensive system capability that emphasizes "high efficiency, lightweight, low cost, and flexibility" due to the scaling deployment of low-orbit satellites and the commercialization of space computing power [1] Group 1 - The current mainstream traditional energy solutions face limitations in cost control, lightweight design, and flexible adaptation, making them inadequate for the needs of mass deployment and cost-sensitive commercial aerospace [1]

证券日报网12月23日讯 钧达股份（002865）在12月22日回答调研者提问时表示，公司深耕光伏电池技 术研发，在下一代钙钛矿技术领域布局深远，已与仁烁、中国科学院、苏州大学等单位开展研究，已实 现关键突破：钙钛矿叠层电池实验室效率达32.08%，居于行业领先水平；2025年11月完成首片产业化N 型+钙钛矿叠层电池下线，攻克底电池结构优化、高效介质钝化膜沉积等核心技术，具备独立开展叠层 工艺研发与小规模生产的能力，正积极推进钙钛矿及钙钛矿叠层电池的商业化应用。 ...

证券日报网12月23日讯钧达股份（002865）在12月22日回答调研者提问时表示，截至2025年三季度，公 司海外销售占比已超50%；公司将持续通过技术合作、产能建设、投资合作等多元化模式研究探索，规 划布局海外高效电池产能，进一步融入海外市场本土产业链，满足不断增长的海外光伏市场发展需求。 ...

Core Viewpoint - Company has signed a strategic cooperation agreement with Shangyi Optoelectronics to advance perovskite battery technology for space energy applications, aiming to leverage the growing demand in the space photovoltaic market [3][32][34] Group 1: Company Developments - Company has achieved a key breakthrough in perovskite tandem batteries with a laboratory efficiency of 32.08%, leading the industry [2][31] - The first industrialized N-type + perovskite tandem battery is expected to be completed by November 2025, with small-scale production capabilities underway [2][31] - Company has over 50% of its sales from overseas and is planning to expand its overseas production capacity [2][31] Group 2: Market Opportunities - The global low-orbit satellite planning has surpassed 100,000 satellites, increasing the demand for lightweight and high-efficiency energy solutions in space [2][31] - Perovskite technology offers advantages such as ultra-lightweight, low cost, high radiation resistance, and flexibility, making it a revolutionary solution for space energy [2][31] Group 3: Strategic Cooperation - The partnership with Shangyi Optoelectronics aims to integrate industry and scenario resources, focusing on technical research, in-orbit verification, and application scene expansion [3][32] - This collaboration is positioned to capitalize on the technological transformation in space energy and the booming commercial space sector [3][32] Group 4: Financial Outlook - Company expects to improve profitability with net profit forecasts of -558 million, 577 million, and 1.02 billion yuan for 2025-2027 [6][35] - The company has become the first in the industry to list on both A and H shares, establishing an international financing platform to support project development and industrialization [34]

Group 1 - On December 22, a total of 13 companies were investigated by institutions, with 7 companies being focused on by funds, including Lingyi iTech and Junda Co., Ltd. [1] - Lingyi iTech received the most attention, with 33 funds participating in its investigation, while Junda Co., Ltd. and Wanxiang Qianchao had 4 and 3 funds respectively involved in their investigations [1][2] Group 2 - Among the companies investigated by funds, 4 are from the Shenzhen main board and 3 from the ChiNext board [2] - Only one company has a total market capitalization exceeding 500 billion yuan, with Lingyi iTech being among those exceeding 100 billion yuan, while 4 companies, including Meirui New Materials and Boying Special Welding, have market capitalizations below 10 billion yuan [2] - All investigated stocks have risen in the past 5 days, with Junda Co., Ltd. leading with a 13.16% increase, followed by Wanxiang Qianchao at 5.57% and Zhongtai Co., Ltd. at 4.69% [2] - In terms of net capital inflow over the past 5 days, Junda Co., Ltd. saw a net inflow of 132 million yuan, the highest among the stocks, followed by Lingyi iTech and Wanxiang Qianchao with net inflows of 118 million yuan and 113 million yuan respectively [2]

| 买/ 卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 深股通专用 | 7019.35 | 7279.85 | | 买二 | 中国银河证券股份有限公司北京中关村大街证券营业 | 2725.78 | 6.23 | | | 部 | | | | 买三 | 机构专用 | 2689.98 | 920.76 | | 买四 | 东方财富证券股份有限公司拉萨东环路第二证券营业 | 2229.75 | 1100.11 | | | 部 | | | | 买五 | 中信证券股份有限公司上海分公司 | 1868.04 | 135.37 | | 卖一 | 东吴证券股份有限公司苏州相城大道证券营业部 | 10.04 | 7499.53 | | 卖二 | 深股通专用 | 7019.35 | 7279.85 | | 卖三 | 华泰证券股份有限公司深圳前海证券营业部 | 47.28 | 4079.75 | | 卖四 | 甬兴证券有限公司天津解放北路证券营业部 | 0.00 | 3257.25 | | 卖五 | 机构专用 | 770.14 | 2980.0 ...

中国经济网北京12月23日讯 钧达股份(002865.SZ)今日跌停，收报44.55元，跌幅10.00%。 某券商今日发布研报《钧达股份(002865)：掘金方亿市场 打造太空光伏引领者》称，维持钧达股 份"买入"评级。 (责任编辑：徐自立) ...