6月16日，钧达股份（02865.HK）盘中上涨6.34%，报29.18港元，成交额6731.64万港元。
消息面上，近期SpaceX启动750亿美元IPO引爆商业航天概念，马斯克提出百万颗AI卫星愿景，太空光伏作为核心能源基座的战略价值获市场高度关注。同时，券商于6月15日发布对公司的首次覆盖研报，给予"买入"评级，预计公司2026-2028年归母净利润为6.3/11.0/13.8亿元，指出公司已形成"太空能源+整星制造+星座运营"产业闭环。此外，公司控股子公司巡天千河研制的"有戏"卫星此前已成功发射入轨，首次搭载捷泰航天柔性异质结电池，商业航天业务落地加速。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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