Group 1 - The core viewpoint of the article highlights the strong performance of the technology sector, particularly in the 0-1 stage themes such as quantum computing, nuclear fusion, and commercial aerospace, with significant attention on the commercial aerospace sector and its related industries [1] - The article notes that the ChiNext 50 ETF (159375) rose over 1.7%, reflecting the overall positive sentiment in the technology and emerging industries, which include electric equipment, new energy, pharmaceuticals, and computers [1] - The report emphasizes the importance of theme investments, recommending a focus on the space photovoltaic industry and AI application sectors, particularly the industrialization process of SpaceX's space photovoltaic initiatives and the deepening development of AI applications [1] Group 2 - The article mentions that the ChiNext 50 Index (399673) tracks the performance of 50 securities with high trading volumes in the ChiNext market, which are characterized by high growth potential and liquidity [1] - It is indicated that the sectors expected to perform well in the first half of the year include technology (0-1 technology themes and overseas computing/optical communication) and anti-involution sectors such as lithium batteries, chemicals, and non-ferrous metals, while advanced manufacturing and cyclical sectors are to be monitored in the second half [1]

Group 1 - The report highlights a strong start for the North Exchange in 2026, with the North Exchange 50 index rising by 5.82% and daily trading volume increasing by 34.58% [9][14][25] - Key sectors showing significant growth include aerospace, TMT (Technology, Media, and Telecommunications), and pharmaceuticals, with notable performances from companies in the rocket and satellite industry and the space photovoltaic sector [9][10] - The report emphasizes the importance of thematic investments, particularly in the spring season, focusing on the "15th Five-Year Plan" and future industries within the North Exchange [9][10] Group 2 - The North Exchange saw 261 stocks rise and 26 fall, resulting in a rise-to-fall ratio of 10.04, with top performers including BeiYikang and ZhongCheng Technology [34] - The average PE (TTM) for the North Exchange is reported at 86.55 times, with a median of 42.05 times, indicating a favorable valuation compared to other exchanges [22][24] - The report notes that the North Exchange's financing balance increased to 8.383 billion yuan, reflecting a positive trend in market liquidity [26][14] Group 3 - The report outlines upcoming IPOs and approvals, including the subscription of Kema Materials and the upcoming subscription of Aisheren, along with three companies scheduled for review [27][31] - The new three-board market saw five new listings and five delistings, with planned financing of 221 million yuan and completed financing of 83 million yuan [47][49] - The report identifies key companies to watch in the space photovoltaic and AI application sectors, including Liancheng CNC and Optech, as well as others involved in humanoid robotics and advanced packaging [10][10]

消息面上，12月23日，钧达股份披露投资者关系活动记录表，其中提到，公司近日与尚翼光电正式签署 战略合作协议，将以战略股东身份对尚翼光电进行股权投资，双方将深度整合产业与场景资源，围绕钙 钛矿电池技术在太空能源的应用展开合作，在技术研发、在轨验证、产业化落地及应用场景拓展等方面 建立协同机制。据悉，尚翼光电核心团队深耕钙钛矿航天应用多年，已完成太空环境下钙钛矿材料第一 性原理验证，是国内稀缺的卫星电池生产商。 国金证券点评称，公司深耕光伏电池技术近20年，经历了BSF→PERC→TOPCon一系列电池技术路线迭 代；新技术储备方面，公司与外部机构合作研发的钙钛矿叠层电池实验室效率达32.08%，居于行业领 先水平，此次与尚翼光电的合作，在技术层面将加深公司对钙钛矿及叠层电池在不同空间场景的研发积 累，从产业化推进层面有望在量产运营维度反向赋能，双方资源互补率先卡位太空光伏产业化赛道。 智通财经APP获悉，钧达股份(02865)高开逾4%，截至发稿，涨4.39%，报18.8港元，成交额153.22万港 元。 ...

消息面上，12月23日，钧达股份披露投资者关系活动记录表，其中提到，公司近日与尚翼光电正式签署 战略合作协议，将以战略股东身份对尚翼光电进行股权投资，双方将深度整合产业与场景资源，围绕钙 钛矿电池技术在太空能源的应用展开合作，在技术研发、在轨验证、产业化落地及应用场景拓展等方面 建立协同机制。据悉，尚翼光电核心团队深耕钙钛矿航天应用多年，已完成太空环境下钙钛矿材料第一 性原理验证，是国内稀缺的卫星电池生产商。 国金证券点评称，公司深耕光伏电池技术近20年，经历了BSF→PERC→TOPCon一系列电池技术路线迭 代；新技术储备方面，公司与外部机构合作研发的钙钛矿叠层电池实验室效率达32.08%，居于行业领 先水平，此次与尚翼光电的合作，在技术层面将加深公司对钙钛矿及叠层电池在不同空间场景的研发积 累，从产业化推进层面有望在量产运营维度反向赋能，双方资源互补率先卡位太空光伏产业化赛道。 钧达股份（002865）(02865)高开逾4%，截至发稿，涨4.39%，报18.8港元，成交额153.22万港元。 ...