港股异动 | 钧达股份(02865)涨超7% SpaceX申请部署百万颗卫星 机构看好太空光伏与设备环节受益
Zhi Tong Cai Jing·2026-02-02 01:47

Group 1 - The core viewpoint of the article highlights that JunDa Co., Ltd. (02865) has seen a stock increase of over 7% due to SpaceX's application to deploy a satellite constellation of up to 1 million satellites, which is expected to benefit the space photovoltaic and equipment sectors [1] - The U.S. Federal Communications Commission (FCC) has revealed that SpaceX is applying to launch and operate a satellite constellation with unprecedented computing capabilities to support advanced artificial intelligence [1] - Guotai Junan Securities believes that as SpaceX advances its satellite launch and related in-orbit applications, the trend of exploring orbital AI data centers is gradually emerging [1] Group 2 - JunDa Co., Ltd. has strategically invested 30 million yuan to acquire a 16.67% stake in Shanghai Xingyi Chip Energy, becoming its second-largest shareholder, and plans to establish a joint venture focusing on CPI films and products combining CPI films with crystalline silicon batteries to enter the low-orbit and space photovoltaic market [1] - The company is transitioning from ground-based photovoltaic systems to space photovoltaic applications, leveraging its advantages in crystalline silicon manufacturing and deep industry experience, which is expected to drive new growth in the global low-orbit satellite and space computing power industries [1] - According to招商证券, the company’s financial statements indicate potential for further mergers and acquisitions in related fields, reflecting a strong position in the evolving market [1]

Drinda-港股异动 | 钧达股份(02865)涨超7% SpaceX申请部署百万颗卫星 机构看好太空光伏与设备环节受益 - Reportify