002865 钧达股份
交易中 05-22 14:17:18
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大国竞争新赛点！太空算力从“科幻”走进“现实”
21世纪经济报道 · 05-21 20:08
大国竞争新赛点！太空算力从“科幻”走进“现实”
国金证券：给予钧达股份买入评级
证券之星 · 05-19
国金证券：给予钧达股份买入评级
东吴证券：给予钧达股份买入评级
证券之星 · 05-18
东吴证券：给予钧达股份买入评级
Barclays PLC减持钧达股份(02865)151.56万股 每股作价41.5857港元
智通财经 · 05-15
Barclays PLC减持钧达股份(02865)151.56万股 每股作价41.5857港元
Barclays PLC增持钧达股份(02865)25.53万股 每股作价约43.45港元
智通财经 · 05-14
Barclays PLC增持钧达股份(02865)25.53万股 每股作价约43.45港元
近期股价大涨40%！钧达股份业绩说明会回应太空光伏、土耳其产能等热点
每日经济新闻 · 05-13
近期股价大涨40%！钧达股份业绩说明会回应太空光伏、土耳其产能等热点
港股异动 | 商业航天概念股多数上扬 SpaceX与谷歌就火箭发射协议进行谈判 产业多重里程碑密集落地
智通财经 · 05-13
港股异动 | 商业航天概念股多数上扬 SpaceX与谷歌就火箭发射协议进行谈判 产业多重里程碑密集落地
钧达股份：公司智能化应用均围绕光伏电池主业生产制造提质增效开展，无AI相关业务及收入
每日经济新闻 · 05-12
钧达股份：公司智能化应用均围绕光伏电池主业生产制造提质增效开展，无AI相关业务及收入
钧达股份：持有上海复遥星河航天科技有限公司60%股权
证券之星 · 05-12
钧达股份：持有上海复遥星河航天科技有限公司60%股权
钧达股份(02865)：A股股票交易异常波动 公司经营情况及内外部经营环境未发生重大变化
智通财经 · 05-11
钧达股份(02865)：A股股票交易异常波动 公司经营情况及内外部经营环境未发生重大变化
5月11日钧达股份（002865）龙虎榜数据：机构净买入2.09亿元（3日），北向资金净卖出7311.08万元（3日）
证券之星 · 05-11
5月11日钧达股份（002865）龙虎榜数据：机构净买入2.09亿元（3日），北向资金净卖出7311.08万元（3日）
2连板钧达股份：新业务收入利润贡献较小整体存在较高不确定性
证券之星 · 05-11
2连板钧达股份：新业务收入利润贡献较小整体存在较高不确定性
钧达股份(002865.SZ)：新业务对公司收入利润贡献较小 整体存在较高不确定性
智通财经 · 05-11
钧达股份(002865.SZ)：新业务对公司收入利润贡献较小 整体存在较高不确定性
5月11日钧达股份涨10.00%，银华数字经济股票发起式A基金重仓该股
证券之星 · 05-11
5月11日钧达股份涨10.00%，银华数字经济股票发起式A基金重仓该股
钧达股份涨10.00%，国金证券三周前给出“买入”评级
证券之星 · 05-11
钧达股份涨10.00%，国金证券三周前给出“买入”评级
今日钧达股份（002865）涨停分析：业绩扭亏、海外扩张、BC电池与太空光伏驱动
证券之星 · 05-11
今日钧达股份（002865）涨停分析：业绩扭亏、海外扩张、BC电池与太空光伏驱动
港股商业航天概念股集体走高!钧达股份涨超9%，亚太卫星涨超5%
老虎资讯综合 · 05-11
港股商业航天概念股集体走高!钧达股份涨超9%，亚太卫星涨超5%
异动快报：钧达股份（002865）5月11日9点49分触及涨停板
证券之星 · 05-11
异动快报：钧达股份（002865）5月11日9点49分触及涨停板
今日钧达股份（002865）涨停分析：技术突破、海外扩张与业绩扭亏驱动
证券之星 · 05-08
今日钧达股份（002865）涨停分析：技术突破、海外扩张与业绩扭亏驱动
异动快报：钧达股份（002865）5月8日13点41分触及涨停板
中金财经 · 05-08
异动快报：钧达股份（002865）5月8日13点41分触及涨停板
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公司概况
公司名称：
海南钧达新能源科技股份有限公司
所属行业：
汽车制造业
上市日期：
2017-04-25
主营业务：
海南钧达新能源科技股份有限公司的主营业务是光伏电池的研发、生产与销售业务。公司的主要产品是新一代N型太阳能电池。公司是全球光伏电池行业龙头企业。
发行价格：
9.05
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20:08","pubTimestamp":1779365318,"startTime":"0","endTime":"0","summary":"地球不再是AI演化的物理约束了，算力正在向太空伸出梦想的触角。这并非科幻。去年年末，英伟达携手Starcloud，成功将一块H100芯片送入轨道，标志着“太空算力”正式进入了AI时代。刚刚，SpaceX正式向美国证券交易委员会（SEC）提交招股说明书。据21世纪经济报道记者了解，SpaceX的远期构想是发射多达100万颗卫星，每年在太空部署100吉瓦计算能力。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202605213745431241.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202605213745431241.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["SOXS","BK4585","BK0264","01735","PSI","BK0224","002865","AGIX","SOXQ","BK4535","SOXX","SOXL","CHPS","FTXL","CHAT","SMH","CHPY","RAYS","ARTY","XSD","SMHX","TEKX","BK1148","SOXY","BK4588","SSG","USD","300724"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636881599","title":"国金证券：给予钧达股份买入评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2636881599","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636881599?lang=zh_cn&edition=full","pubTime":"2026-05-19 11:44","pubTimestamp":1779162268,"startTime":"0","endTime":"0","summary":"国金证券股份有限公司姚遥近期对钧达股份进行研究并发布了研究报告《构建星空之核、算力之枢，航天版图走向完善》，给予钧达股份买入评级。 钧达股份 业绩简评 5月17日，星枢智算公众号官宣上海星枢天算航天科技有限公司正式成立；同时星枢天算作为核心发起单位，成功当选秘书长单位。最新盈利预测明细如下：该股最近90天内共有13家机构给出评级，买入评级8家，增持评级5家；过去90天内机构目标均价为98.51。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026051900020194.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["002865","02865"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636375041","title":"东吴证券：给予钧达股份买入评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2636375041","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636375041?lang=zh_cn&edition=full","pubTime":"2026-05-18 13:05","pubTimestamp":1779080718,"startTime":"0","endTime":"0","summary":"东吴证券股份有限公司曾朵红,郭亚男,徐铖嵘近期对钧达股份进行研究并发布了研究报告《上海太空算力联盟成立，星枢天算公司主导“星枢计划”》，给予钧达股份买入评级。基于公司电池片龙头地位稳固，并积极布局商业航天+太空光伏新成长点，维持“买入”评级。最新盈利预测明细如下：该股最近90天内共有12家机构给出评级，买入评级8家，增持评级4家；过去90天内机构目标均价为98.51。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026051800015076.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["601555","02865","002865"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635082564","title":"Barclays PLC减持钧达股份(02865)151.56万股 每股作价41.5857港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2635082564","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635082564?lang=zh_cn&edition=full","pubTime":"2026-05-15 20:27","pubTimestamp":1778848044,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，香港联交所最新资料显示，5月12日，Barclays PLC减持钧达股份(02865)151.56万股，每股作价41.5857港元，总金额约为6302.73港元。减持后最新持股数目为425.55万股，最新持股比例为5.18%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1442461.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["002865","EWH","02865","BK1163","BK0264"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635711449","title":"Barclays PLC增持钧达股份(02865)25.53万股 每股作价约43.45港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2635711449","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635711449?lang=zh_cn&edition=full","pubTime":"2026-05-14 19:22","pubTimestamp":1778757732,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，香港联交所最新资料显示，5月11日，Barclays PLC增持钧达股份25.53万股，每股作价43.4486港元，总金额约为1109.24万港元。增持后最新持股数目为577.11万股，最新持股比例为7.03%。补充资料：BBPLCs interests in 2339300 shares long and short and BCSLs interests in 2339300 shares short as disclosed at box 22 pertain to an intragroup hedge between BBPLC and BCSL. Interests arising under the hedge are not double counted at BPLCs level.","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1441858.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["002865","BK0264","EWH","BK1163","02865"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635715787","title":"近期股价大涨40%！钧达股份业绩说明会回应太空光伏、土耳其产能等热点","url":"https://stock-news.laohu8.com/highlight/detail?id=2635715787","media":"每日经济新闻","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635715787?lang=zh_cn&edition=full","pubTime":"2026-05-13 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公司经营情况及内外部经营环境未发生重大变化","url":"https://stock-news.laohu8.com/highlight/detail?id=2634121282","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2634121282?lang=zh_cn&edition=full","pubTime":"2026-05-11 21:30","pubTimestamp":1778506211,"startTime":"0","endTime":"0","summary":"智通财经APP讯，钧达股份 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17:30","pubTimestamp":1778491846,"startTime":"0","endTime":"0","summary":"证券之星消息，沪深交易所2026年5月11日公布的交易公开信息显示，钧达股份因日涨幅偏离值达到7%的前5只证券，连续三个交易日内，涨幅偏离值累计达到20%的证券登上龙虎榜。此次是近5个交易日内第2次上榜。截至2026年5月11日收盘，钧达股份报收于106.18元，上涨10.0%，已连续涨停2天，换手率11.7%，成交量26.16万手，成交额27.68亿元。从龙虎榜公布的三日买卖数据来看，机构合计净买入2.09亿元，北向资金合计净卖出7311.08万元。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026051100024285.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0264","02865","BK1163","002865"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634404088","title":"2连板钧达股份：新业务收入利润贡献较小整体存在较高不确定性","url":"https://stock-news.laohu8.com/highlight/detail?id=2634404088","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2634404088?lang=zh_cn&edition=full","pubTime":"2026-05-11 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17:27","pubTimestamp":1778491677,"startTime":"0","endTime":"0","summary":"智通财经APP讯，钧达股份(002865.SZ)发布股价异动公告称，公司近期布局的各项新业务，为顺应行业发展趋势开展的战略性探索，目前相关业务对公司收入利润贡献较小，整体存在较高经营与发展不确定性。新业务未来能否构建稳定经营能力、实现预期收益仍存在重大不确定性。若后续出现技术研发进度不及预期、项目验证未达要求或业务推进受阻等情况，将对公司相关战略布局的落地实施带来不利影响。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1440227.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["02865","002865","BK0264","BK1163"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634409994","title":"5月11日钧达股份涨10.00%，银华数字经济股票发起式A基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2634409994","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2634409994?lang=zh_cn&edition=full","pubTime":"2026-05-11 16:36","pubTimestamp":1778488576,"startTime":"0","endTime":"0","summary":"证券之星消息，5月11日钧达股份涨10.00%，收盘报106.18元，换手率11.7%，成交量26.16万手，成交额27.68亿元。根据2026基金Q1季报公募基金重仓股数据，重仓该股的公募基金共41家，其中持有数量最多的公募基金为银华基金的银华数字经济股票发起式A。银华数字经济股票发起式A目前规模为3.97亿元，最新净值2.1498，较上一交易日上涨1.49%，近一年上涨54.05%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026051100022137.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["399262","BK1163","BK0264","159658","002865","02865"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634091564","title":"钧达股份涨10.00%，国金证券三周前给出“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2634091564","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2634091564?lang=zh_cn&edition=full","pubTime":"2026-05-11 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预期将星舰V3从单次试飞事件升级为全球商业航天资产定价事件，星链V3、AI工具远期叙事和低成本入轨能力将成为估值体系的核心变量。","market":"hk","thumbnail":"https://static.tigerbbs.com/c1cb237e736a4e03c939622e7b71e8e7","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/c1cb237e736a4e03c939622e7b71e8e7"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"922d187001111ccc266da8a8a65d656f","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1163","BK4564","01045","BK1108","002865","BK0264","UFO","VXUS","BK4588","BK4585","02865"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634047825","title":"异动快报：钧达股份（002865）5月11日9点49分触及涨停板","url":"https://stock-news.laohu8.com/highlight/detail?id=2634047825","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2634047825?lang=zh_cn&edition=full","pubTime":"2026-05-11 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14:13","pubTimestamp":1778220799,"startTime":"0","endTime":"0","summary":"证券之星5月8日盘中消息，13点41分钧达股份触及涨停板。其所属行业光伏设备目前上涨。领涨股为*ST泉为。该股为海南概念，光伏，钙钛矿电池概念热股，当日海南概念概念上涨1.09%，光伏概念上涨0.33%，钙钛矿电池概念上涨0.1%。5月7日的资金流向数据方面，主力资金净流入2.57亿元，占总成交额10.6%，游资资金净流出2.38亿元，占总成交额9.81%，散户资金净流出1896.75万元，占总成交额0.78%。","market":"hk","thumbnail":" http://caiji.3g.cnfol.com/colect/202605/08/20260508625301.png","type":0,"news_type":0,"thumbnails":[" 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