| 代码 | 简称 | 今日涨跌 | 今日换手 | 5日均线 | 10日均线 | 5日较10日均线 | 最新价 | 较10日均线乖 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | （%） | 率（%） | （元） | （元） | 距离（%） | （元） | 离率（%） | | 301137 | 哈焊 | -1.34 | 3.48 | 34.72 | 35.29 | -1.61 | 33.85 | -4.08 | | | 华通 | | | | | | | | | 600468 | 百利 电气 | -1.50 | 1.91 | 6.78 | 6.86 | -1.18 | 6.56 | -4.39 | | 601908 | 京运 | -2.33 | 2.38 | 3.89 | 3.93 | -0.92 | 3.77 | -4.02 | | | 通 | | | | | | | | | 605122 | 四方 | -3.17 | 3.49 | 15.00 | 15.12 | -0.80 | 14.37 | -4.97 | | | 新材 | ...

联创光电7月29日股价报收55.75元，较前一交易日下跌2.22元，跌幅3.83%。当日成交量为19.62万手， 成交金额达11.03亿元。 公司董事、副总裁邓惠霞于7月29日通过集中竞价方式增持公司股份6300股，增持金额35万元。此次增 持后，其持股比例达到0.0423%。 联创光电主营业务涵盖LED器件及应用产品、线缆产品等，产品广泛应用于家电、通信、电力等领域。 公司2025年一季度实现营业收入8.01亿元，净利润1.16亿元。 风险提示：股市有风险，投资需谨慎。 7月29日主力资金净流出2.41亿元，占流通市值的0.95%。 ...

证券代码：600363 证券简称：联创光电 公告编号：2025-057 江西联创光电科技股份有限公司 关于董事、副总裁增持股份公告 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、 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法律责任。 重要内容提示： 一、增持主体的基本情况 增持主体名称 公司董事、副总裁邓惠霞女士 增持主体身份 控股股东或实控人 是 否 控股股东或实控人的一致行动人 是 否 直接持股 5%以上股东 是 否 董事、监事和高级管理人员 是 否 其他：__________ 增持前持股数量 185,700 股 增持前持股比例 （占总股本） 0.0409 % 二、增持股份情况 | 公司董事、副总裁邓惠霞女士 | | --- | | 增持主体名称 | 1 江西联创光电科技股份有限公司（以下简称"公司"）董事、副总裁 邓惠霞女士于 2025 年 7 月 29 日通过上海证券交易所交易系统以集中 竞价方式增持公司 A 股股份，资金来源为自有资金，增持金额为 35.10 万元，增持公司股份 6,300 股，占公司目前总股本的 0.0014%。 本次增持不触及权益变动报告义 ...

Investment Rating - The report maintains an investment recommendation for the controllable nuclear fusion sector, indicating a positive outlook for future developments in this area [1]. Core Insights - The report emphasizes that controllable nuclear fusion is seen as a potential ultimate energy solution, with significant advancements expected in the coming years as the industry transitions from experimental to engineering phases [4][14]. - Domestic projects are progressing beyond expectations, with increased capital investment from various sectors, indicating a robust growth trajectory for the industry [18][22]. - Internationally, countries like the United States are accelerating their nuclear fusion initiatives, which could further enhance the global market for fusion energy [23][24]. Summary by Sections 1. Controllable Nuclear Fusion: A Frontier Technology - Controllable nuclear fusion is highlighted as a solution to energy challenges, with abundant fuel reserves and sustainability potential [14][15]. - The report outlines the four key stages of nuclear fusion development: scientific feasibility verification, engineering feasibility verification, demonstration reactors, and commercial application reactors [27][30]. 2. Investment Opportunities - The report forecasts a capital expenditure exceeding 145.5 billion yuan in the next 3-5 years, with annual investments potentially reaching close to 10 billion yuan [6][45]. - Key components of the nuclear fusion technology, such as magnets, vacuum chambers, and power systems, are identified as high-value segments within the industry [7][49]. 3. Industry Chain Analysis - The industry chain is segmented into upstream strategic materials, midstream high-end manufacturing, and downstream operational management [8]. - Specific companies are recommended for investment, including China Nuclear Power, Lianchuang Optoelectronics, and Sihua Electronics, which are involved in various aspects of nuclear fusion technology [8][46]. 4. Key Company Introductions - China Nuclear Power is noted for its investment in China Fusion Energy Company, positioning itself for long-term growth in the nuclear sector [8]. - Lianchuang Optoelectronics is recognized for its advancements in high-temperature superconducting magnets and participation in significant projects like the Spark-1 [8]. - Sihua Electronics is highlighted for its successful bids in key projects, indicating strong market positioning in the nuclear fusion space [8].

Investment Rating - The report indicates a positive outlook for the controlled nuclear fusion industry, suggesting that companies with leading technologies and core component supply capabilities are likely to benefit first as fusion devices are deployed [3]. Core Insights - Controlled nuclear fusion is viewed as a clean, safe, and sustainable ultimate energy source, with significant potential for large-scale commercialization in the future [4][8]. - The report highlights the importance of the Lawson criterion and the Q factor in achieving sustainable fusion reactions, emphasizing that meeting these conditions is crucial for commercialization [17][18]. - The global landscape for fusion energy is rapidly evolving, with multiple countries, including the US, UK, Germany, and Russia, actively pursuing fusion power projects expected to come online in the 2030s [34][36]. Summary by Sections 1. Development Window for Controlled Nuclear Fusion - The report notes that the domestic and international fusion energy sector is entering a critical development phase, with significant projects underway [5][34]. - Key projects include the Hefei BEST project in China, which aims to be the world's first to conduct steady-state deuterium-tritium combustion by 2027 [52]. 2. What is Controlled Nuclear Fusion? - Controlled nuclear fusion is characterized by high energy release efficiency, safety, abundant fuel sources, and minimal environmental pollution [4][8]. - The primary fuels for fusion are deuterium and tritium, with deuterium being readily available from water and tritium produced through lithium reactions [8][11]. 3. Technical Pathways for Controlled Nuclear Fusion - Magnetic confinement is identified as the most effective method for achieving fusion energy, with the Tokamak design being the most widely researched and developed [18][19]. - The report discusses advancements in high-temperature superconductors and AI technology that enhance plasma control and reduce the size and cost of fusion devices [26][27]. 4. Progress in Controlled Nuclear Fusion - The report outlines significant international efforts, including the ITER project, which aims to demonstrate the feasibility of fusion energy by achieving a Q factor greater than 10 [38][43]. - Various countries are ramping up investments in fusion energy, with the US planning to build the world's first fusion power plant by 2028 [34][35]. 5. Beneficiary Companies - The report identifies several companies poised to benefit from the growth of the fusion energy sector, including those involved in magnet systems, high-temperature superconductors, vacuum chambers, and other supporting technologies [3].

Investment Rating - The report assigns an "Outperform" rating to the nuclear fusion industry [1] Core Insights - China's nuclear fusion technology has developed over 60 years, establishing a theoretical and engineering foundation for next-generation energy [1] - The report highlights significant advancements in nuclear fusion technology, with many countries accelerating their development strategies, particularly in the U.S. with Tokamak and linear devices [3] - The investment in China's nuclear fusion sector is expected to be sustainable, benefiting the related industrial chain [1][3] Summary by Sections Industry Overview - The nuclear fusion industry is transitioning from a "0 to 1" phase, with key components such as magnets, power supplies, and vacuum switches presenting investment opportunities [3][29] - The report emphasizes the importance of the ITER project in enhancing China's theoretical knowledge and equipment manufacturing capabilities [3][21] Technological Advancements - Breakthroughs in key technologies, including superconducting magnets and tritium processing, have resolved engineering obstacles in nuclear fusion devices [3][21] - The report notes that the U.S. aims to demonstrate nuclear fusion by 2030 and commercialize it by 2040, while China is expected to see significant project launches in the next 2-3 years [3][29] Policy and Government Support - The Chinese government has identified nuclear fusion as a key focus for future energy development, with various local governments actively supporting foundational research and equipment manufacturing [3][31] - The report outlines that the 14th Five-Year Plan emphasizes the importance of nuclear fusion, hydrogen energy, and biomass as future energy sources [3][29] Investment Recommendations - The report recommends focusing on companies involved in core components of the nuclear fusion industry, such as Western Superconducting, Lianchuang Optoelectronics, and Antai Technology [3][29] - It suggests that the nuclear fusion sector is poised for accelerated investment during the 14th Five-Year Plan period [3][29]

英杰电气 公司为国内科研院所的核聚变重点项目，提供磁场电源、加热电源、控制系统电源以及辅助系统电源等 在内的全方位关键电源配套服务，目前产品已成功应用于多个国家级核聚变项目 联创光电 公司继续推动高温超导感应加热设备、高温超导磁控硅单晶设备、高温超导可控核聚变工程装备以及定 制化的高温超导设备的"3+N"产品布局，力争产品和技术合同金额迈上新台阶 合锻智能 公司核聚变业务主要致力于解决聚变堆复杂部件的研发制造，参与了聚变堆、真空室、偏滤器等核心部 件的制造预研工作，相关业务正在有序进行中 景业智能 7月15日，安徽合肥紧凑型聚变能实验装置（BEST）建设工地。 郭晨凯 制图 公司高度重视核聚变技术发展，公司参与的核聚变智能装备研发项目正按既定计划稳步推进中 部分A股公司披露核聚变领域布局进展 ◎记者 李兴彩 记者注意到，今年以来，我国可控核聚变技术商业部署按下"快进键"。比如，今年5月，合肥紧凑型聚 变能实验装置（BEST）工程总装工作提前两个月启动。6月，中国环流三号实现百万安培亿度H模，即 装置同时实现等离子体电流一百万安培、离子温度1亿度、高约束模式运行，综合参数聚变三乘积再创 新高，达到10的20次方 ...

证券代码：600363 证券简称：联创光电 编号：2025-056 江西联创光电科技股份有限公司 关于控股股东部分股份质押的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、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责任。 重要内容提示: 江西联创光电科技股份有限公司（以下简称"公司"或"本公司"）控股股 东江西省电子集团有限公司（以下简称"电子集团"）持有公司股份数量为 94,736,092 股，占公司总股本比例为 20.89%；本次质押后，累计质押数量 为 75,301,645 股，占其所持有公司股份总数的 79.49%，占公司总股本的 16.60%。 一、上市公司股份质押 公司于近日接到控股股东电子集团通知，获悉其所持有本公司的部分股份被 质押，具体事项如下： | | 是否 为控 | 本次质押 | 是否 | 是否 | | | | 占其 所持 | 占公 司总 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东 | | | 为限 | 补充 | 质押起始日 | 质押 ...

Investment Rating - The report maintains a "Buy" recommendation for the superconducting materials industry, particularly focusing on high-temperature superconductors [2]. Core Insights - The breakthrough in high-temperature superconducting wire technology is expected to advance the commercialization of Tokamak nuclear fusion devices, which are the mainstream technology for nuclear fusion globally [1][9]. - The market for high-temperature superconducting materials is projected to grow at a CAGR of over 20% from 2023 to 2028, with the market size expected to reach $2.15 billion by 2028, up from $850 million in 2023 [5][28]. - The competitive landscape for second-generation high-temperature superconducting wires is favorable, with key suppliers including Shanghai Superconductor and Eastern Superconductor, which hold significant market shares [5][29]. Summary by Sections 1. What are Superconductors and Superconducting Materials? - Superconducting materials exhibit zero electrical resistance and the ability to expel magnetic fields under certain conditions, significantly enhancing the magnetic field strength in Tokamak devices, thus reducing construction costs [9][10]. 2. Composition, Barriers, and Applications of Superconducting Magnets - Superconducting magnets constitute about 30% of the cost of Tokamak devices, with superconducting wires being the primary cost component [34]. - The main technical barriers in superconducting magnet manufacturing include material performance, conductor technology, winding techniques, and protection against quenching [38]. 3. Company Analysis in the Superconducting Sector - Key players in the superconducting wire segment include: - **Western Superconductor**: Leading in low-temperature superconducting materials and the only supplier of NbTi wire for ITER in China [46]. - **Shanghai Superconductor**: A leader in high-temperature superconducting wire with an IPO in progress, holding over 80% market share domestically [50]. - **Eastern Superconductor**: A subsidiary of Yongding Co., focusing on high-temperature superconducting wire production [64]. - **Lianchuang Optoelectronics**: Engaged in high-temperature superconducting magnet production and has secured contracts for significant projects [69]. - **Xue Ren Co. and Ice Wheel Environment**: Suppliers of helium gas compression systems essential for low-temperature superconducting applications [71][74].

关于控股股东部分股权解除质押并再质押的公告 证券代码：600363 证券简称：联创光电 编号：2025-055 江西联创光电科技股份有限公司 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、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责任。 重要内容提示： 江西联创光电科技股份有限公司（以下简称"公司"或"本公司"）控股股 东江西省电子集团有限公司（以下简称"电子集团"）持有公司股份数量为 94,736,092 股，占公司总股本比例为 20.89%；本次解除质押并再质押后，累计质 押股份数量为 74,801,645 股，占其所持有公司股份总数的 78.96%，占公司总股 本的 16.49%。 公司于近日接到控股股东电子集团通知，获悉其将所持有本公司的部分股份 解除质押并再质押，具体事项如下： | 股东名称 | 江西省电子集团有限公司 | | --- | --- | | 本次解质股份（股） | 2,530,000 | | 占其所持股份比例 | 2.67% | | 占公司总股本比例 | 0.56% | | 解除质押时间 | 2025/7/9 | | 持股数量（股） | 94, ...