多重利好叠加!钧达股份A股走出2连板,H股飙涨超49%创新高
DrindaDrinda(SZ:002865) Ge Long Hui·2026-01-23 07:57

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]

Drinda-多重利好叠加!钧达股份A股走出2连板,H股飙涨超49%创新高 - Reportify