钧达股份(02865)一度涨超14%，截至发稿，涨12.33%，报32.98港元，成交额4.73亿港元。 消息面上，中国航天科技集团商业火箭有限公司日前召开2026年度工作会议。会议强调，坚决打赢主力 箭首飞及回收攻坚战，全力突破可重复使用技术，高效履行商业发射使命。东吴证券表示，太空资源加 速争夺下，我国加速商业航天发展，卫星申报数量超25万颗，商业航天市场空间广阔，2030年预计全球 航天市场超8000亿美元，同时马斯克积极推动特斯拉与SpaceX的地面光伏与太空光伏建设。 智通财经APP获悉，钧达股份(02865)一度涨超14%，截至发稿，涨12.33%，报32.98港元，成交额4.73亿 港元。 招商证券研报指出，公司率先布局低轨与太空光伏，近期披露拟现金出资3000万元，参股上海星翼芯能 16.67%股权，成为其二股东，双方将成立合资公司主营CPI膜、CPI膜与晶硅电池结合产品，以进军低 轨与太空光伏。目前公司报表还有后劲，不排除在相关领域继续整合。公司率先从地面光伏向空间光伏 拓展，有晶硅大制造的优势和深厚沉淀，有望在全球低轨卫星及太空算力产业获得新增长。 ...

Core Viewpoint - JunDa Co., Ltd. (002865) experienced a significant stock increase, rising over 14% at one point and currently up 12.33% to HKD 32.98, with a trading volume of HKD 473 million [1] Group 1: Industry Developments - China Aerospace Science and Technology Corporation's commercial rocket division held a 2026 work meeting, emphasizing the need to successfully launch and recover main rockets and to advance reusable technology [1] - The commercial space market in China is expanding rapidly, with over 250,000 satellite applications submitted, indicating a vast market potential [1] - The global space market is projected to exceed USD 800 billion by 2030, driven by increasing competition for space resources [1] Group 2: Company Initiatives - JunDa Co., Ltd. is strategically investing in low Earth orbit and space photovoltaic sectors, recently announcing a cash investment of RMB 30 million for a 16.67% stake in Shanghai Xingyi Chip Energy, 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 Earth orbit and space photovoltaic markets [1] - The company has a strong foundation in crystalline silicon manufacturing and is expected to achieve new growth in the global low Earth orbit satellite and space computing power industries [1]