钧达股份，2017 年深交所上市，代码002865.SZ；2021 年收购捷泰科技进军光伏行业；2025 港交所上市，是首家“A+H”上市光伏主产业链企业。公司是全球首批大规模量产TOPCon 光伏企业，产能达44.4GW。公司海外收入快速放量，目前贡献总收入超50%。公司3 季报实现单季减亏。我们认为，光伏产业链反内卷推进中，公司海外收入盈利能力高于国内。公司具备稀缺“A+H”双平台优势。公司...
Source Link钧达股份，2017 年深交所上市，代码002865.SZ；2021 年收购捷泰科技进军光伏行业；2025 港交所上市，是首家“A+H”上市光伏主产业链企业。公司是全球首批大规模量产TOPCon 光伏企业，产能达44.4GW。公司海外收入快速放量，目前贡献总收入超50%。公司3 季报实现单季减亏。我们认为，光伏产业链反内卷推进中，公司海外收入盈利能力高于国内。公司具备稀缺“A+H”双平台优势。公司...
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