钧达股份(002865) - 002865钧达股份投资者关系管理信息20260115
DrindaDrinda(SZ:002865)2026-01-15 14:36

Group 1: Investment Details - The company plans to invest RMB 30 million to acquire 16.6667% equity in Starwing Chip Energy, with a registered capital increase of RMB 46153.9 [2] - The investment agreement was signed on January 13, 2026, and announced on January 14, 2026 [2] Group 2: Collaboration Background - Starwing Chip Energy was established by the founding team of Hangzhou Shangyi Optoelectronics Technology Co., which previously had a strategic partnership with the company [3] - The company is the only external investor in Starwing Chip Energy, which has ties to the Shanghai Institute of Optics and Fine Mechanics, Chinese Academy of Sciences [4] Group 3: Future Plans and Market Potential - The joint venture with Starwing Chip Energy aims to leverage opportunities in the low Earth orbit satellite networking and space computing industries [6] - The commercial model of Starwing Chip Energy is still in the R&D phase, with no current orders, indicating some uncertainty in market expansion [5] Group 4: Risk Management - The company acknowledges potential risks including technological uncertainties, contract performance risks, and early investment risks [7] - It emphasizes the importance of enhancing internal collaboration mechanisms and risk management strategies to mitigate these risks [7]