A股跌幅扩大，钧达股份跌停，光伏股全线下跌

Market Overview - On February 5, A-shares opened lower across the board, with the Shenzhen Component Index and ChiNext Index experiencing expanded declines [1] - The Shanghai Composite Index was at 4077.80, down 24.40 points or 0.59%, while the Shenzhen Component Index was at 14005.26, down 151.01 points or 1.07% [2] Sector Performance - The photovoltaic sector led the decline, with a drop exceeding 4%. Notable stocks such as JunDa Co., JinChen Co. hit the daily limit down, while others like Shuangliang Energy, JieJiaWeiChuang, and AoTeWei fell over 9% [2] - Specific stock performances included: - JunDa Co. at 102.86, down 10.00% with a trading volume of 1.088 billion [3] - Shuangliang Energy at 10.06, down 9.45% with a trading volume of 1.659 billion [3] - JieJiaWeiChuang at 134.05, down 9.24% with a trading volume of 2.458 billion [3] Company Announcements - Several companies, including JingSheng Machinery and Shuangliang Energy, issued announcements regarding abnormal stock trading fluctuations, warning of market risks [3][4] - Companies like JunDa Co. and GuoSheng Technology clarified that they are not currently involved in space photovoltaic business [4] Industry Insights - The Ministry of Industry and Information Technology highlighted that addressing industry overcapacity will be a key focus this year, as the photovoltaic sector is undergoing a deep adjustment period with significant operational challenges [5] - The China Photovoltaic Industry Association noted that space photovoltaic technology is still in the exploratory phase, with GaAs batteries being the current mainstream choice for commercial aerospace due to their high efficiency and reliability [5] - The market's enthusiasm for new technologies, such as HJT and perovskite, is primarily driven by financial institutions' cost-reduction narratives, while actual products remain in early experimental stages [5]