6月4日，钧达股份盘中下跌5.5%，报30.7港元，成交额3082.52万港元，前一交易日因SpaceX投建超级工厂催化反弹后再度回落。
消息面上，光伏板块近期遭遇下游资本开支收缩、设备商业绩暴雷及海外大单终止三重利空叠加，全产业链持续亏损，头部组件企业一季度全部续亏，行业基本面疲弱格局未改。公司虽通过子公司深度布局太空光伏领域，柔性异质结电池已完成在轨验证，但该业务仍处实验阶段，尚未产生收入利润。在前期受SpaceX上市预期催化累计涨幅约40%后，短期反弹未能持续，获利回吐压力与行业利空共同作用，抛压再度释放。
（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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