（文章来源：每日经济新闻） 每经AI快讯，1月23日，港股尾盘商业航天概念再度拉升，钧达股份(02865.HK)大涨50%，亚太卫星 (01045.HK)涨近14%，金风科技(02208.HK)、蓝思科技(06613.HK)涨超9%。 ...

Core Viewpoint - The recent surge in the photovoltaic sector is driven by multiple positive developments, including significant endorsements from industry leaders and strategic investments in space solar energy technology [1] Group 1: Company Developments - JunDa Co., Ltd. saw its A-shares rise for two consecutive days, reaching a new high of 99.44 yuan, while its H-shares surged over 49%, peaking at 38.44 HKD, marking a historical high [1] - On January 21, JunDa announced plans to raise funds through H-share placement, with approximately 45% allocated for research and production of space photovoltaic batteries and another 45% for equity investments in the commercial aerospace sector [1] Group 2: Industry Trends - The photovoltaic sector is experiencing heightened market enthusiasm, particularly following Tesla CEO Elon Musk's support for space photovoltaics at the World Economic Forum, where he mentioned that SpaceX and Tesla aim to achieve an annual solar manufacturing capacity of 100 GW within three years [1] - If Musk's vision for a space data center is realized, it could generate over 800 GW of demand for space photovoltaic installations, surpassing the current global annual increase in ground-mounted photovoltaic installations [1] - China's plans to deploy 13,000 low-orbit satellites between 2026 and 2030, following the submission of over 200,000 satellite constellation applications, indicate a new phase of large-scale deployment in commercial aerospace, which will significantly boost long-term demand for space photovoltaics [1]

1月23日，A股三大指数集体收涨，沪指涨0.33%报4136点，深证成指涨0.79%，创业板指涨0.63%，北证50指数涨3.82%。全市场成交额3.12万亿元，较前 一交易日增量4017亿元，超3900股上涨，122股涨停。 A股市场大小指数持续分化，上证50指数跌超1%，CPO概念走势低迷，新易盛（300502）跌逾6%，保险、银行等权重板块领跌市场。其他个股方面，利 欧股份（002131）收盘跌0.24%，开盘一度逼近跌停，此前连续两个交易日跌停。国晟科技（603778）昨日上演地天板后，今日收盘涨幅超3%。 | | | -小时最热 | | | | --- | --- | --- | --- | --- | | 代码 | 名称 | | 现价 | 涨跌幅 ▲ | | 002916 | 深南电路 | | 247.63 | -6.91% | | 300502 | 新易啓 | | 383.11 | -6.49% | | 300308 | 中际旭创 | | 585.40 | -5.73% | | 002463 | 沪电股份 | ↑ | 72.11 | -5.54% | | 300394 | 天孚通信 | | 18 ...

Group 1 - JunDa Co., Ltd. A-shares experienced a two-day consecutive increase, reaching 99.44 yuan, a new high since November 2023; H-shares surged over 49%, peaking at 38.44 HKD, marking a historical high [1] - The photovoltaic sector is currently benefiting from multiple positive factors, leading to a heated market sentiment [1] - Tesla CEO Elon Musk supported space photovoltaics at the World Economic Forum in Davos, stating that SpaceX and Tesla are working to enhance solar energy production, aiming for an annual capacity of 100GW within three years [1] Group 2 - Dongxing Securities analyzed that if the concept of a space data center is realized, it could generate over 800GW of demand for space photovoltaic installations, surpassing the current global annual increase in ground-mounted photovoltaic installations [1] - China has submitted applications for over 200,000 satellite constellations, with China Star Network planning to deploy 13,000 low-orbit satellites between 2026 and 2030, marking a new phase in commercial space deployment that will drive long-term demand for space photovoltaics [1] - On January 21, JunDa Co., Ltd. announced plans to raise funds through H-share placement, with approximately 45% allocated for research and production of space photovoltaic batteries and another 45% for equity investments in the commercial aerospace sector, indicating the company's formal entry into the aerospace new energy field [1]

| 鹿山新材 | 27.57 | 10.02% | | --- | --- | --- | | 603051.SH | | | | 隆基绿能 | 19.35 | 10.01% | | 601012.SH | | | | 金辰股份 603396.SH | 41.24 | 10.00% | | 钧达股份 | 99.44 | 10.00% | | 002865.SZ | | | | 爱旭股份 | 14.74 | 10.00% | | 600732.SH | | | | 亚玛顿 | 20.71 | 9.98% | | 002623.SZ | | | | 福斯特 | 17.31 | 9.97% | | 603806.SH | | | 今日光伏多股大涨，截至发稿，Wind太空光伏指数涨超9%。 连城数控30%涨停，迈为科技、拉普拉斯、奥特维、东方日升20%涨停，钧达股份实现2连板，协鑫集 成、太阳能、金晶科技、隆基绿能等逾10股涨停；板块内逾20股涨幅超10%。 | 名称 | 现价 | 涨跌 三 | | --- | --- | --- | | 连城数控 | 47.16 | 29.99% | | 920368.BJ | | ...

港股光伏太阳能概念持续走强，截至发稿，钧达股份涨超40%，凯盛新能涨超20%，协鑫新能源、福莱 特玻璃等大涨。 ...

【导读】光伏板块走高，工程机械多股涨停 中国基金报记者 李智 一起来看下 最新 的市场情况及资讯。 | - | | | 钧达股份(002865) | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 交易中 01-23 10:04:06 融 通 | | | | | | | | 额 4.13亿 | | 股本 2.93亿 | | 市图-49 | 力得 | | 9.04 | 10.00% | 换 1.86% | | 市值1 247亿 | | 市净 6.25 | 盘口 | | 港股 33.760 +8.000 +31.06% | | | | | | 溢价(H/A) -69.55% | | | 分时 | 五日 | | 日K | 围K | 月K | 童家 | (0) | | 叠加 | | | | | 均价:98.88 | 窗口 | 资金 | | 99.44 | | | | | 10.00% 卖五 | | | | | | | | | | 英国 | | | | | | | | | 率三 | | | | | | | | | 当前 | | | 90 ...

相关股票： 白银有色天孚通信新易盛钧达股份巨力索具中际旭创人民同泰中超控股西部材料工业富联 钧达股份益丰药房 相关快讯 A股午评：北证50指数涨超3%，商业航天、太空光伏方向全线大涨 21世纪经济报道 21快讯 2026-01-23 11:32 南方财经1月23日电，A股三大指数早盘涨跌不一，截至午盘，沪指涨0.27%，深成指涨0.24%，创业板 指跌0.17%，北证50指数涨3.36%，沪深京三市半日成交额19136亿元，较上日放量1239亿元。全市场超 3500只个股上涨。 板块题材上，光伏设备、贵金属、商业航天、医药商业、A应用、赛马、电池板块涨 幅居前；保险、煤炭开采加工、半导体、银行、页岩气板块跌幅居前。盘面上，商业航天、太空光伏方 向集体大涨，巨力索具3连板，中超控股、钧达股份、西部材料2连板，此前马斯克明确力挺太空光伏， 并披露关键产能规划。零售药店兼并重组获政策支持，药店板块表现出色，人民同泰、益丰药房双双封 板。国际金价逼近5000美元，黄金股再度大涨，白银有色（维权）录得4连板。此外，AI应用、电池、 化工板块盘中均有异动。另一方面，部分算力硬件股回调，新易盛盘中跌超6%，天孚通信、中际旭 ...

1月23日，A股三大股指早盘高开低走窄幅震荡，盘中一度集体转跌，截止午盘，沪指涨0.27%报 4133.58点，深成指涨0.24%报14360.98点，创业板指跌0.17%报3322.96点，科创50指数跌0.42%报 1535.14点；沪深两市半日成交额1.89万亿，全市场超3500只个股上涨。 盘面热点快速轮动，光伏概念爆发，太空光伏方向领涨，钧达股份2连板，协鑫集成、明阳智能、拓日 新能等多股涨停；商业航天概念反复活跃，十余只成分股涨停，金风科技、润贝航科、西部材料涨停。 贵金属概念延续强势，白银有色4连板，中国黄金、豫光金铅涨停；AI应用概念股活跃，浙文互联4天2 板；医药商业冲高回落，人民同泰、益丰药房涨停。半导体板块回调，聚辰股份跌近8%，神工股份、 龙芯中科、盛美上海跟跌；算力硬件概念下挫，腾景科技、新易盛均跌超6%；燃气股走低，银行、保 险股持续低迷。 热门板块 商业航天概念走高 商业航天概念走高，金风科技封涨停，此前德恩精工、东方日升、睿创微纳、润贝航科、西部材料等多 股涨停，信科移动、乾照光电、国博电子、臻镭科技均涨超10%。 消息面上，SpaceX计划于2027年推出其第二代星链系统，旨 ...

Core Viewpoint - The stock of Junda Co., Ltd. (002865) surged over 38% and is currently up 27.48% at HKD 32.84, with a trading volume of HKD 1.027 billion, following news of Elon Musk's support for space photovoltaics and production capacity plans [1] Group 1: Company Developments - Junda Co., Ltd. announced the initiation of a rights issue, with part of the raised funds allocated for the research and production of space photovoltaic battery-related products [1] - The company disclosed a cash investment of HKD 30 million to acquire a 16.67% stake in Shanghai Xingyi Xinneng, becoming its second-largest shareholder [1] - A joint venture will be established to focus on CPI films and products combining CPI films with crystalline silicon batteries, targeting the low-orbit and space photovoltaic markets [1] Group 2: Industry Trends - Elon Musk revealed that SpaceX and Tesla are working together to enhance solar energy production, aiming for an annual manufacturing capacity of 100 GW over the next three years [1] - According to Caixin Securities, the commercial aerospace industry is driving the emergence of various new technologies, with space photovoltaics being a significant focus area [1] - According to招商证券, Junda Co., Ltd. is poised to expand from terrestrial photovoltaics to space photovoltaics, leveraging its advantages in crystalline silicon manufacturing and deep industry experience, which may lead to new growth in the global low-orbit satellite and space computing industries [1]