常辅股份（871396）今日上涨16.56%，全天换手率36.33%，成交额7.94亿元，振幅27.52%。龙虎榜数据 显示，营业部席位合计净买入209.96万元。 北交所公开信息显示，当日该股因日换手率达36.33%上榜，营业部席位合计净买入209.96万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交1.25亿元，其中，买入成交额为6362.82 万元，卖出成交额为6152.86万元，合计净买入209.96万元。 近半年该股累计上榜龙虎榜9次，上榜次日股价平均涨1.70%，上榜后5日平均涨5.00%。（数据宝） 常辅股份5月26日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 东方财富证券股份有限公司拉萨团结路第二证券营业部 | 2007.02 | 1109.41 | | 买二 | 东方财富证券股份有限公司拉萨东环路第二证券营业部 | 1163.11 | 1050.54 | | 买三 | 东方财富证券股份有限公司拉萨团结路第一证券营业部 | 1038.65 ...

Core Viewpoint - The A-share market experienced fluctuations, but nuclear energy stocks showed strong performance, particularly in controllable nuclear fusion and nuclear power sectors, leading to a surge in stock prices [1][8]. Group 1: Market Performance - A-share indices showed volatility, but individual stocks remained active, with a notable surge in nuclear energy concept stocks [1]. - Key stocks that hit the daily limit include Ruichi Intelligent Manufacturing, Changfu Co., and Hahan Huadong, with increases of 30%, 24%, and 20% respectively [2][3]. - The controllable nuclear fusion index has seen a cumulative increase of over 20% since May [7]. Group 2: Company Highlights - Zhonghe International, a subsidiary of China National Nuclear Corporation, saw its stock price rise by over 180% at one point, closing with a gain of 128.09% [4]. - The company reported a significant increase in uranium trading, with annual sales of approximately 577,000 pounds of natural uranium and total revenue reaching HKD 1.841 billion, a year-on-year growth of 217% [4]. Group 3: Policy Impact - Recent U.S. policy changes under President Trump aim to reform nuclear energy management and expedite reactor testing, which is expected to enhance global nuclear energy development narratives [5][6]. - The anticipated increase in nuclear power demand is expected to benefit natural uranium, which may experience a long-term bullish trend due to tightening supply and demand dynamics [7].

Core Viewpoint - The A-share controllable nuclear fusion sector is experiencing significant gains, with multiple stocks reaching their daily limit up, indicating strong investor interest and market momentum [1] Group 1: Stock Performance - Changfu Co., Ltd. has seen its stock price increase by over 17% [1] - Guoguang Electric has risen by more than 11% [1] - Hezhuan Intelligent has hit the daily limit up [1] - Haheng Huadong has also reached a daily limit up of 20% [1] - Other stocks such as Rongfa Nuclear Power and Xue Ren Co., Ltd. have also hit their daily limit up [1]

Core Viewpoint - Changfu Co., Ltd. (871396) experienced a significant increase of 10.12% in stock price, with a turnover rate of 31.21% and a trading volume of 5.97 billion yuan on the day of reporting [2] Trading Activity Summary - The stock was listed on the Longhu list due to its turnover rate reaching 31.21%, with a net selling amount of 19.88 million yuan from brokerage seats [2] - The top five brokerage seats accounted for a total transaction amount of 103 million yuan, with a buying amount of 41.41 million yuan and a selling amount of 61.29 million yuan, resulting in a net selling of 19.88 million yuan [2] - The largest buying brokerage was Dongfang Caifu Securities Co., Ltd. with a purchase amount of 9.88 million yuan, while the largest selling brokerage was Guotai Haitong Securities Co., Ltd. with a selling amount of 12.68 million yuan [2] Historical Performance - Over the past six months, the stock has appeared on the Longhu list eight times, with an average price drop of 0.43% the day after being listed and an average increase of 1.16% over the following five days [2]

Market Overview - On May 23, the total trading volume of stocks on the Beijing Stock Exchange reached 1.269 billion shares, with a total transaction value of 27.181 billion yuan, a decrease of 10.005 billion yuan compared to the previous trading day [1] - Among the tradable stocks, 57 stocks closed higher, accounting for 21.43% of the total, with notable gainers including Chenguang Medical, Changfu Co., and Senxuan Pharmaceutical, which rose by 14.96%, 10.12%, and 9.73% respectively [1] - Conversely, 208 stocks closed lower, with the largest declines seen in Kexin New Materials, Shengnan Technology, and Air China Ocean, which fell by 9.04%, 8.54%, and 7.89% respectively [1] Trading Activity - A total of 87 stocks had transaction values exceeding 10 million yuan, with the highest transaction values recorded for Jinbo Biological, Changfu Co., and Wuxin Tunnel Equipment, at 813 million yuan, 597 million yuan, and 517 million yuan respectively [1] - In terms of trading activity, 48 stocks had a turnover rate exceeding 10%, with 8 stocks exceeding 20%. Additionally, 94 stocks had turnover rates between 5% and 10%, while 122 stocks had turnover rates between 1% and 5% [1] - The stocks with the highest turnover rates included Ningxin New Materials, Chenguang Medical, and Changfu Co., with turnover rates of 33.42%, 32.11%, and 31.21% respectively [1] Stock Performance - The closing prices and performance of notable stocks included: - Jinbo Biological: Closing price of 497.70 yuan, up 0.85%, turnover rate of 3.54%, transaction value of 812.56 million yuan [1] - Changfu Co.: Closing price of 45.90 yuan, up 10.12%, turnover rate of 31.21%, transaction value of 597.47 million yuan [1] - Wuxin Tunnel Equipment: Closing price of 41.27 yuan, down 7.28%, turnover rate of 14.02%, transaction value of 516.61 million yuan [1] - Chenguang Medical: Closing price of 21.90 yuan, up 14.96%, turnover rate of 32.11%, transaction value of 473.16 million yuan [1] - Air China Ocean: Closing price of 10.04 yuan, down 7.89%, turnover rate of 15.90%, transaction value of 473.14 million yuan [1]

Group 1: Investor Relations Activities - The company held an earnings briefing on May 21, 2025, from 15:00 to 17:00 via the "Investor Relations Interactive Platform" [3] - Participants included the company's chairman, general manager, and other key executives [3] Group 2: Financial Performance - The company raised a total of 32.84 million RMB during its IPO and has distributed dividends totaling 57.83 million RMB over five occasions [4][5] - In Q1 2025, the company reported revenue of 46.05 million RMB, a decrease of 21.31% year-on-year, and a net profit of 5.87 million RMB, down 23.23% year-on-year [7] Group 3: Future Plans and Projects - The company has no current plans for mergers or acquisitions but maintains a strong cash flow and financial position [5] - A new factory project, covering 79 acres with a total construction area of 70,332.60 square meters, is set to be completed by June 30, 2025, with a total investment of 115.88 million RMB [6] Group 4: Product Innovation and Market Strategy - The company focuses on technological innovation and product upgrades, particularly in nuclear energy systems, to meet specific market demands [5] - The company aims to enhance its core competitiveness and expand its market presence through new factory construction and automation [5] Group 5: Accounts Receivable Management - As of December 31, 2024, accounts receivable amounted to 84.21 million RMB, representing 33.04% of total revenue, with a slight decrease of 2.93% from the previous year [8] - The company employs various methods to assess credit risk and has implemented measures to optimize accounts receivable management, ensuring a low risk of bad debts [8]

Core Viewpoint - The recent surge in stock prices of companies involved in controlled nuclear fusion, particularly Wangzi New Materials, is largely driven by market interest in the nuclear fusion concept and recent government approvals for nuclear power projects in China [2][4][6]. Company Summary - Wangzi New Materials (002735.SZ) experienced a significant stock increase, closing at 15.26 yuan per share, influenced by the nuclear fusion concept and its indirect involvement in a fusion energy project [2]. - The company has been in contact with clients for two to three years regarding technology integration for a project, providing customized capacitors as electronic components [2][5]. - Wangzi New Materials has seen a 61.65% increase in stock price this month, becoming a leader in the nuclear fusion concept stocks [4]. Industry Summary - The controlled nuclear fusion index has risen from 1189.1 to 1453 since April 9, marking a 22.19% increase, outpacing the broader market indices [4]. - The Chinese government has approved multiple nuclear power projects, including five new nuclear power units, which is expected to enhance the focus on nuclear energy development in the country [5][6]. - China's nuclear power generation capacity is projected to grow significantly, with expectations of reaching 400 million kilowatts by 2035, which would align with global averages [6][8]. - The nuclear fusion sector is anticipated to attract substantial investment, with estimates suggesting that the total investment in domestic experimental reactors could exceed 60 billion yuan [7][9]. - Despite the enthusiasm, nuclear fusion remains a long-term goal, with significant challenges in commercialization and cost competitiveness compared to renewable energy sources [8][9].

Market Overview - On May 20, the total trading volume of stocks on the Beijing Stock Exchange reached 1.975 billion shares, with a total transaction value of 41.723 billion yuan, an increase of 9.135 billion yuan compared to the previous trading day [1] - Among the tradable stocks, 237 stocks closed higher, accounting for 89.10% of the total, while 29 stocks closed lower [1] Stock Performance - The stocks with the highest closing price increases included Xujie Technology, Lusi Co., and Donghe New Materials, which rose by 19.66%, 18.10%, and 14.48% respectively [1] - Conversely, the stocks with the largest declines were Guohang Ocean, Qifeng Precision, and Changfu Co., which fell by 17.92%, 15.25%, and 8.89% respectively [1] Trading Activity - A total of 145 stocks had transaction values exceeding 10 million yuan, with Guohang Ocean, Wuxin Tunnel Equipment, and Lusi Co. leading at 1.138 billion yuan, 985.37 million yuan, and 770.12 million yuan respectively [1] - The trading activity was notably high, with 101 stocks having a turnover rate exceeding 10%, and 30 stocks exceeding 20% [1] Notable Stocks - Guohang Ocean closed at 11.04 yuan with a decline of 17.92% and a turnover rate of 34.58% [1] - Wuxin Tunnel Equipment closed at 55.69 yuan with a significant increase of 30.00% and a turnover rate of 22.17% [1] - Lusi Co. closed at 31.78 yuan, up by 18.10% with a turnover rate of 26.01% [1]

5月19日，北交所个股合计成交量15.42亿股，成交额325.88亿元，成交额相对上一交易日减少20.96亿 元，个股来看，收盘上涨的共166只。 | 831961 | 创远信科 | 23.40 | 5.64 | 12.41 | 30152.90 | | --- | --- | --- | --- | --- | --- | | 837242 | 建邦科技 | 37.76 | -2.55 | 19.08 | 27420.76 | | 920029 | 开发科技 | 107.10 | 2.54 | 8.12 | 27318.15 | | 832876 | 慧为智能 | 37.36 | -6.60 | 17.94 | 26292.62 | | 834599 | 同力股份 | 22.58 | 5.81 | 3.43 | 26057.63 | | 832171 | 志晟信息 | 30.39 | 2.12 | 12.58 | 25041.75 | | 838971 | 天马新材 | 33.35 | 6.55 | 9.14 | 25033.59 | | 873576 | 天力复合 | 36.75 | 2.65 | 6.3 ...

证券代码：871396 证券简称：常辅股份 公告编号：2025-046 常州电站辅机股份有限公司 投资者关系活动记录表 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假 记载、误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承 担个别及连带法律责任。 一、 投资者关系活动类别 □媒体采访 □现场参观 □新闻发布会 □分析师会议 □路演活动 □其他 二、 投资者关系活动情况 活动时间：2025 年 5 月 15 日至 2025 年 5 月 16 日 活动地点：常州电站辅机股份有限公司会议室 √特定对象调研 □业绩说明会 参会单位及人员：中信证券股份有限公司、平安基金管理有限公司、陕西趋 势投资管理有限公司、西部证券股份有限公司、铁林（厦门）股权投资私募基金 管理有限公司、江海证券有限公司 1、公司 ZE、QF 等新产品 2024 年已进入市场推广阶段，取得了较好的销 售业绩，2025 年销售部门要加大 ZE、QF 系列产品的市场推广力度，提升公司 产品在市场上的竞争能力。 2、狠抓新品开发，通过围绕客户需求进行分析研判，更好的满足客户需 求，着重致力于产品高端化延伸、应用领域多维度扩展、 ...