Group 1 - Xiaomi Group reported a 47.4% year-on-year revenue increase to 111.3 billion yuan in Q1, with adjusted net profit rising 64.5% to 10.7 billion yuan, both hitting record highs [1] - Tencent Music's Q1 online music revenue grew 15.9% year-on-year to 5.8 billion yuan, with paid users reaching 122.9 million and ARPPU increasing to 11.4 yuan [1] - Zhejiang Shibao's stock rose over 9% as the company secured multiple projects in the steer-by-wire sector, with expected production in 2026, benefiting from the growing demand for L3+ autonomous driving [1] Group 2 - Miniso's Q1 revenue increased by 18.9% to 4.43 billion yuan, but net profit attributable to shareholders fell 28.5% to 420 million yuan, marking the first quarterly profit decline in three years [2] - Nuclear power stocks surged, with China National Nuclear Corporation rising 11.84% and China General Nuclear Power Corporation up 8.57%, driven by U.S. plans to build 10 large nuclear power plants by 2030 [2] - Jitu Express saw its stock rise over 3%, with a logistics network covering over 17,000 islands in Southeast Asia and a market share of 39% in the region [2] Group 3 - Alibaba Pictures' stock increased over 8% as the company plans to rebrand as "Damai Entertainment Holdings Limited," with its ticketing and investment business seen as a stabilizer for performance [3] - Junshi Biosciences' stock rose over 4% after its PCSK9-targeted drug received approval for two new indications, filling a clinical demand gap [3] - Kuaishou's Q1 revenue grew 10.9% year-on-year to 32.608 billion yuan, with adjusted net profit increasing by 4.4% to 4.58 billion yuan [3] Group 4 - SF Express's stock rose over 6%, with a significant increase in delivery volumes during the May Day holiday, particularly in supermarkets and last-mile deliveries [4] - Honghua Group's stock opened up over 14% after securing a 1.5 billion yuan order for smart drilling rigs, indicating international market recognition [4] - H&H International's stock rose over 4%, driven by increased online sales of its anti-aging products amid a growing aging population [4] Group 5 - Yiming Anke's stock rose over 5% as it announced a Phase II trial for a lung cancer treatment, with initial data expected later this year [5] - Meizhong Jiahe's stock increased over 6% after announcing significant progress in cancer precision diagnosis technology [5] - Guofu Hydrogen Energy's stock rose over 4% as the company plans to redirect 78.1 million HKD in fundraising towards hydrogen energy projects [5]

作为现有核电技术的直接燃料来源，天然铀的需求增长将伴随美国核能规模扩充、SMR应用推广进一 步强化，而福岛核事故后的10年核电低迷塑造的供给困境虽在近两年缓解，但远期的供需矛盾仍未解 决。 5月以来，笼罩在天然铀市场的不确定性逐步消除，现货价格逐步向上修复至71美元/磅，仍然看好：短 期因贸易情绪所致的价格低迷终将伴随情绪回归理性而逐步修复至长协价格附近水准。 投行Jefferies表示，美国总统特朗普签署的四项以核能为重点的行政命令标志著美国数十年来对核能产 业最大力度的干预。 分析师Daniel Roden表示，这些政策要求美国核能管理委员会进行监管改革，加快先进反应堆的开发， 并支持整个核燃料循环前端。该机构表示，这些行政命令到2035年可能带来约35吉瓦的新增核电装机容 量，同时其他资产将得到升级并延长服役时间。 智通财经APP获悉，5月23日，美国总统特朗普签署4项行政命令推动美国核能产业改革，包括扩大美国 核能规模、核能产业链、缩短核电项目审批周期等；此举或吹响美国核电复兴号角，受政策影响，上周 五美股核能股普遍大涨。 Jefferies表示："这意味著到2035年，U3O8的需求量预计将从每年4 ...

无需港股通，A股账户就能T+0买港股>> 港股中核国际高开15%，该股昨日收涨129.78%。 ...

中核国际(02302.HK)高开14.91%，昨日收涨129.78%。 ...

智通财经5月27日电，港股中核国际高开15%，昨日收涨129.78%。 ...

5月26日，核电板块迎来大幅上涨，其中，中核国际(02302.HK)上涨最为强势，当天股价累计涨幅超过 129%，一度创下近十年来新高。 全球核电迎来装机潮，核能产业链表现强势 核电的战略意义不言而喻，美国放宽对核能监管并加速核电建设，则是将全球投资者的话题讨论和投资 焦点再次拉回到了核能产业。 实际上，推进核电项目不仅是美国单方面的行为，其背后映射出来的是全球各国对核能的战略布局和长 期需求。 根据世界核协会数据，截至2024年12月，全球核电并网容量为396GW，并网核电站439座，在建容量 71.8GW，在建核电站66座。在COP28会议上，31个国家承诺到2050年将全球核能装机容量提高两倍。 聚焦国内，核电在中国能源结构中的重要性逐步增加。继2022年以来，中国连续第四年每年核准10台及 以上核电机组。根据《中国核能发展报告(2025)》蓝皮书，按照当前的建设速度和节奏，2030年前中国 在运核电装机规模将跃居世界第一。 可以看到在今年，国内四大核电集团均有新的项目获得核准，比如中核集团获批浙江三门核电三期(5、 6号机组)。更重要的是，今年审批核准时间早于往年且一次性通过10台机组，这或许也是核电 ...

Core Viewpoint - The stock price of China Nuclear International (02302.HK) surged significantly due to the explosive growth in the controlled nuclear fusion sector, marking a new high in nearly a decade [2][7][6]. Company Performance - In 2024, China Nuclear International achieved operating revenue and net profit attributable to shareholders of 1.705 billion yuan and 181 million yuan, representing year-on-year growth of 216.95% and 83.42% respectively [2][13]. - The company has shown strong performance growth from 2021 to 2023, with operating revenues of 232 million yuan, 811 million yuan, and 530 million yuan, and net profits of 2 million yuan, 72 million yuan, and 96 million yuan respectively [13]. Market Dynamics - The nuclear power industry is entering a decade-long golden development cycle, with the uranium market expected to face structural shortages [12]. - The global market for controlled nuclear fusion is projected to reach $496.5 billion by 2030 and may exceed $1 trillion by 2050 [11]. Investment Trends - The controlled nuclear fusion concept has gained significant attention, leading to a surge in capital investment, with private fusion companies globally raising a total of $7.12 billion by mid-2024, an increase of $900 million year-on-year [10]. - The domestic investment in controlled nuclear fusion experimental reactors is estimated to exceed 60 billion yuan, creating a demand for upstream component orders [12]. Stock Performance - On May 26, 2023, the stock price of China Nuclear International reached a peak of 5.10 HKD per share, a 186% increase from the previous closing price of 1.78 HKD, before closing at 4.09 HKD, a 129.78% increase [2][3][6]. - The stock price has returned to its highest level since June 3, 2015, indicating strong market interest [6][4].

每经记者｜李娜 每经编辑｜彭水萍 5月26日，A股核电板块集体狂飙，尚纬股份、中核科技等近20股涨停，港股中核国际更单日暴涨近 130%，年内涨幅突破143%。全球铀价触底反弹叠加AI算力催生核电需求，多国加速核电复兴。高盛更 是认为核电迎来十年黄金周期。 5月26日，核电板块在A股市场表现亮眼。早盘，尚纬股份、锡装股份、融发核电强势涨停，哈空调、 上海电气、中国核建等相关个股纷纷跟涨。截至收盘，核电股集体爆发，瑞奇智造、中核科技等近20股 涨停。 国光电气作为板块龙头之一，截至5月26日收盘，年初以来股价累计涨幅达139.02%。海陆重工作为核 电能源龙头股之一，年内股价涨幅已超过78%，南风股份、应流股份、纽威股份等个股年内股价累计上 涨幅度也居前，分别为57.72%、48.59%、35.39%。 港股市场中，中核国际更是上演了一场惊心动魄的暴涨行情。午后2点多，中核国际股价直线拉升，涨 幅一度超过180%，成为港股市场的绝对明星。截至港股收盘，中核国际收报4.09港元/股，上涨 129.78%，成交量2043.8万股，成交额7889.97万港元，振幅185.39%，其年内涨幅也达到了143.45%。 另 ...

作 者丨娄世艳 王应贵 美元指数继续走弱，截至5月26日19:45，美元指数最新报99.0539，跌0.07%。 美国国债市场面临较大风险 编 辑丨和佳 金珊 5月26日，欧股开盘普遍高开，德国DAX指数涨1.76%，法国CAC40指数涨1.32%，欧洲斯托克50指数涨1.64%。截至19:45， 德国DAX指数涨 1.70%，法国CAC40指数涨1.18%，欧洲斯托克50指数涨1.50% | 英国富时100 | 法国CAC40 德国DAX | | --- | --- | | 8717.97 | 7825.35 24030.29 | | -21.29 -0.24% | +90.95 +1.18% +400.71 +1.70% | | 意大利MIB | 俄罗斯MOEX 欧洲STOXX50 | | 39987.16 | 5406.43 2712.81 | | +511.80 +1.30% | -57.29 -2.07% +80.12 +1.50% | 消息面上，据新华社消息，5月25日，美国总统特朗普说，在与欧盟委员会主席冯德莱恩通电话后，他同意将对欧盟征收50%关税的起征时间 从6月1日延至7月9日。 与此同时 ...

5月26日，港股核电板块集体大涨。中核国际（02302.HK）收盘飙涨129.78%，中广核矿业 （01164.HK）涨8.43%，中广核电力（01816.HK）涨3.92%，中广核新能源（01811.HK）跟涨。 谷歌也曾警告称，美国正面临电力危机。谷歌能源市场开发全球主Caroline Golin表示，公司意识到可再 生能源可能导致电网不稳定后，开始探索核能应用。 在此背景下，作为核电燃料的核心原料，机构普遍认为，天然铀正迎来历史性配置窗口。 深入分析，近期美股核电股反复活跃，其深层逻辑与AI爆发式发展带来的电力危机有关。美国AI市场 发展较早，电力需求大且供给不足，故寻求可控核聚变等新能源支持。 而排放极低，输出稳定性较佳的核电被看作关键方向之一。业内不少专家发声，AI尽头是核电;。今 日，港A两市核电板块上涨，或也源于这波炒作热情。 近几年来，在AI技术浪潮下，大量数据中心涌现，给电力需求带来爆发式增长。 据机构测算，AI耗电在全球电力消耗中的占比，将从2023年的2%左右，提升到2030年的10%。未来如 果真正进入通用人工智能时代，耗电量只会更大，所造成电力行业的缺口也会更大。 此前，多位科技大佬 ...