钧达股份控股股东拟减持不超3%股份，股价近一个月因“太空光伏”大涨

Group 1 - The controlling shareholder of JunDa Co., Ltd. plans to reduce its stake by up to 8.7254 million shares, representing 3% of the total share capital after excluding shares in the repurchase account, due to funding needs [1] - As of the announcement date, the controlling shareholder holds 46.5171 million shares, accounting for 15.90% of the total share capital [1] - JunDa Co., Ltd. has gained significant market attention due to its strategic layout in the space photovoltaic sector, particularly following a partnership with Hangzhou Shangyi Optoelectronics Technology Co., Ltd. [3] Group 2 - The strategic cooperation agreement with Shangyi Optoelectronics focuses on the research and industrialization of flexible perovskite technology for space energy applications [3] - The management of JunDa Co., Ltd. indicated that the space photovoltaic market has enormous potential, with the low Earth orbit satellite sector expected to generate trillions in value [3] - Since the announcement of the partnership, the company's stock price has experienced a cumulative increase of 63.43% from December 24, 2025, to January 12, 2026, and a maximum increase of 111% from the low point on December 5, 2025 [3] Group 3 - Despite the stock price surge, the company's main photovoltaic business has not shown significant improvement, reporting a net loss of 419 million yuan for the first three quarters of 2025, with a year-on-year increase in losses of 0.48% [4] - The company's cash flow has deteriorated, with a net cash flow from operating activities of -855 million yuan, a decrease of 222.32% year-on-year [4] - The international trade situation and tariff policies have impacted the planned investment progress of a 5GW high-efficiency battery production base in Oman, with a total investment expected to reach 280 million USD [4] Group 4 - The strategic cooperation agreement with Shangyi Optoelectronics is preliminary and does not have legal binding force, indicating uncertainty in the specific product development and investment collaboration [5]