钧达股份(02865)股价再度飙升超过10%，在过去一个月内累计涨幅已突破50%。截至发稿时，该股上涨10.01%，报24.62港元，成交额达到1.56亿港元。消息面上，钧达股份于1月5日在互动平台披露，其合作方尚翼光电是国内稀缺的卫星电池生产商，核心团队深耕钙钛矿航天应用多年，并建有独有的太空仿真研发平台。目前已完成太空环境下钙钛矿材料的第一性原理验证，为后续在轨验证奠定了坚实基础，公司正与尚翼光电紧密协同推进在轨验证及后续产业化落地相关工作。东吴证券指出，在商业航天+低轨卫星加速发展的背景下，太空光伏供能方案优势显著，有望迎来高速增长期。地面高效钙钛矿/晶硅叠层技术被视为关键支撑。国海证券认为，随着商业航天产业化进程加速，太空产业有望实现快速发展，产业链相关公司有望迎来业绩与估值的同步提升。
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