智通财经APP获悉，钧达股份(02865)涨超11%，截至发稿，涨11.38%，报40.12港元，成交额6.88亿港元。
消息面上，2026年政府工作报告指出，培育壮大新兴产业和未来产业。实施产业创新工程，鼓励央企国企带头开放应用场景，打造航空航天等新兴支柱产业。据悉，这是政府工作报告首次将航空航天定位为“新兴支柱产业”。此前，“商业航天”已连续两年被写入政府工作报告。
国泰海通证券近期研报指出，公司已控股卫星整星企业，打造太空能源+卫星制造产业链。根据巡天千河公众号，公司近期正在投资建设智能化卫星研发厂房建设，以支撑未来更大规模、更高复杂度的卫星批产研制任务，具备年产百颗卫星的能力。此外，CPI膜有望应用于太空光伏，公司进行积极布局。
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