核电股开盘走强， 百利电气7天5板， 融发核电、 常辅股份、 尚纬股份涨超5%， 中洲特材、 中超控 股、 汇金通、 雪人股份、 久盛电气、 哈焊华通等跟涨。消息面上， Meta与美国核能公司 Constellation Energy达成一个20年的电力采购协议，Meta将购买核能用于数据中心。这是大科技公司与核电站达成的 第一份此类协议。 ...

这几只票暗盘资金正在偷偷流入，立即查看>> 可控核聚变概念盘初活跃，百利电气（600468）触及涨停，融发核电（002366）、中洲特材 （300963）、哈焊华通（301137）、雪人股份（002639）、合锻智能（603011）等跟涨。 ...

Group 1 - Xiamen Tungsten has developed and produced various tungsten products and components for domestic and international fusion customers, including ITER [1] - The company is the first in China to possess the capability for precision machining of large-scale ITER-grade tungsten materials, meeting high standards for different magnetic confinement fusion devices [1] - This development enhances Xiamen Tungsten's technical strength and market position in the nuclear fusion field, potentially leading to more orders and positive long-term impacts on the company's growth [1] Group 2 - Baoli Electric reported that its revenue from fusion-related businesses is relatively small and will not significantly impact its performance [2] - The company highlighted that its stock has experienced abnormal trading fluctuations, with a cumulative price increase deviation of 20% over two trading days [2] - Baoli Electric's price-to-earnings and price-to-book ratios are above industry averages, indicating potential trading risks in the secondary market [2] Group 3 - Del's announcement of a 300 million yuan investment in new lithium battery pilot and industrialization projects, as well as smart motor industrialization projects, aims to expand its business in the new energy battery and smart motor sectors [3] - The investment aligns with national industrial policies and is expected to enhance the company's core competitiveness and industry influence [3] - The project will improve the company's industrial layout, optimize its structure, diversify its product line, reduce operational costs, and enhance economic benefits, contributing to sustainable operational capabilities [3]

Core Viewpoint - The stock of Tianjin Baile Electric Co., Ltd. experienced an abnormal trading fluctuation, with a cumulative closing price increase of 20% over two consecutive trading days, prompting a disclosure to investors regarding the situation and the company's operational status [2][4]. Group 1: Stock Trading Abnormalities - The company's stock price increased by a cumulative 20% on May 30 and June 3, 2025, which is classified as an abnormal trading fluctuation according to the Shanghai Stock Exchange regulations [2][4]. - The company conducted a self-examination and confirmed that there are no undisclosed significant information or major events that could affect the stock price [5][6]. Group 2: Business Operations and Financial Performance - The company reported that its production and operations are normal, with no significant changes in the internal and external business environment [5]. - The company’s 2024 annual report indicated a net loss attributable to shareholders of approximately 109.44 million yuan, a year-on-year decrease of 192.13% [3]. - The first quarter of 2025 showed a net profit of approximately 31.98 million yuan, a year-on-year decrease of 8.05% [3]. Group 3: Market Concepts and Revenue Impact - The company acknowledged the "controlled nuclear fusion" concept but clarified that its subsidiary, Liaoning Rongxin Xingye Electric Power Technology Co., Ltd., only participates in the design and manufacturing of specific equipment for the ITER project, contributing less than 1% to the overall revenue in 2024 [2][7]. - The subsidiary's main products are high-voltage dynamic reactive power compensation devices, which are not expected to significantly impact the company's overall performance [7]. Group 4: Financial Ratios - As of May 30, 2025, the company's price-to-earnings (P/E) ratio was -67.93, significantly higher than the industry average of 25.61, indicating a negative earnings situation [3]. - The company's price-to-book (P/B) ratio was 3.89, compared to the industry average of 2.44, suggesting a higher valuation relative to its book value [3].

Core Viewpoint - The article summarizes important announcements from various listed companies in the Shanghai and Shenzhen stock markets, providing insights for investors regarding recent developments and their potential impacts on company performance. Company Announcements - Shuyou Shen's application for conditional listing of STSP-0601 has been accepted by the National Medical Products Administration, aimed at treating bleeding in adult patients with hemophilia A or B, but its impact on current performance is uncertain [3] - Debang Co. has clarified that it has not yet applied autonomous driving logistics vehicles, and this concept will not affect its performance [4] - Hu Xianfu has been elected as the chairman of China Shipbuilding, with a term until the board's term ends [7] - Baili Electric reported that its involvement in controlled nuclear fusion projects has minimal revenue impact, accounting for less than 1% of total revenue in 2024 [8] - Wanrun Co.'s chairman Huang Yiwu has resigned due to work adjustments, and he will not hold any positions in the company post-resignation [9] - Kexing Pharmaceutical announced that its innovative drug projects are still in the preclinical stage, highlighting the high risks and uncertainties involved in drug development [10] Performance Metrics - Sairisi reported that the cumulative sales of the Wanjie M9 reached 50,500 units from January to May, a year-on-year increase of 19.46% [11] - Guangzhou Port expects a 4.3% year-on-year increase in container throughput for May, with a total of 2.309 million TEUs [12] Shareholding Changes - Guokang Biochemical announced that major shareholders plan to reduce their holdings by up to 6% of the company's shares [13] - Far East Co. plans to reduce its holdings by up to 2.30% due to funding needs [14] Share Buybacks - Goodway plans to repurchase shares worth between 100 million and 150 million yuan, with a maximum price of 53 yuan per share [15] - Industrial Fulian has repurchased 7,697,400 shares, using a total of approximately 147 million yuan [16][17] Strategic Partnerships - Siwei Tuxin signed a strategic cooperation framework agreement with Alibaba Cloud to enhance its automotive intelligence strategy over the next five years [18] - Del Co. plans to invest approximately 300 million yuan in new lithium battery pilot and industrialization projects [19]

Group 1 - Baili Electric's revenue from controlled nuclear fusion business is small and will not significantly impact its performance [1] - Debang has not yet applied autonomous logistics vehicles in practice, and the related concept will not affect its performance [2] - Cuiwei's retail and acquiring business revenues have decreased significantly, and the company is currently in a loss state [3] Group 2 - Seres reported a 19.46% year-on-year increase in cumulative sales of the Wanjie M9 from January to May [4] - Sinovac's multiple innovative drug projects are still in the pre-clinical stage, with high uncertainty regarding future developments [5] - Citic Bank has been approved to establish a financial asset investment company with a registered capital of RMB 10 billion [6] Group 3 - Four-dimensional Map signed a strategic cooperation framework agreement with Alibaba Cloud to explore collaboration in various fields [7] - Longi Green Energy's HPBC2.0 product orders have significantly increased, with over 50% coming from overseas customers [8] - Shutai Shen's application for conditional marketing approval of STSP-0601 has been accepted by the National Medical Products Administration [9] Group 4 - Gongchuang Lawn's products are primarily for export, and there is significant uncertainty regarding U.S. tariff policies [10] - Zhongheng Design's income from low-altitude economy and commercial aerospace projects is currently very small [11] - Wanrun's chairman Huang Yiwu has resigned due to work adjustments [12] Group 5 - Guokai Military Industry's shareholder plans to reduce holdings by no more than 2.97% [13] - Guangkang Biochemical's shareholders plan to reduce holdings by no more than 6% [13] - Far East Holdings' shareholder plans to reduce holdings by no more than 2.30% [13] - Industrial Fulian has repurchased 7.6974 million shares, using a total of RMB 147 million [13]

Core Viewpoint - Multiple listed companies in the Shanghai and Shenzhen markets have released important announcements, providing insights for investors [1] Company Announcements - Shuyou Shen's subsidiary received acceptance for the conditional listing application of STSP-0601, aimed at treating bleeding in adult patients with hemophilia A or B, but its impact on current performance is not significant [3] - Debang Co. clarified that it has not yet applied unmanned logistics vehicles, and this concept will not affect its performance [4] - Hu Xianfu was elected as the chairman of China Shipbuilding, with a term until the board's expiration [6] - Baili Electric reported that its involvement in controlled nuclear fusion projects has minimal revenue impact, accounting for less than 1% of total revenue in 2024 [7] - Wanrun Co.'s chairman Huang Yiwu resigned due to work adjustments, and he will not hold any position in the company post-resignation [8] Performance Expectations - Guangzhou Port expects a 4.3% year-on-year increase in container throughput for May, with a total of 2.309 million TEUs, while total cargo throughput is projected to decline by 0.3% [10] Shareholding Changes - Far East Co. plans to reduce its shareholding by up to 2.30%, equating to a maximum of 51,045,200 shares, due to funding needs [12] Share Buybacks - Industrial Fulian has repurchased 7,697,400 shares for a total of approximately 147 million yuan, with a maximum repurchase price of 20 yuan per share [14] Strategic Partnerships - Siwei Tuxin signed a strategic cooperation framework agreement with Alibaba Cloud to enhance collaboration in various fields, including intelligent automotive strategies [16] - Del Co. plans to invest approximately 300 million yuan in new lithium battery pilot and industrialization projects, as well as smart motor industrialization projects [17]

股票简称：百利电气 股票代码：600468 公告编号：2025-023 天津百利特精电气股份有限公司 股票交易异常波动公告 特别提示 根据上海证券交易所"上证 e 服务"的数据，截至 2025 年 5 月 30 日，公司市盈率为-67.93,行业市盈率为 25.61，公司市盈率绝 对值高于行业水平；公司市净率为 3.89，行业市净率为 2.44。敬请 广大投资者注意投资风险，理性决策，审慎投资。 公司于 2025 年 4 月 19 日披露《天津百利特精电气股份有限公 司 2024 年年度报告》，经大信会计师事务所（特殊普通合伙）审计， 公司 2024 年度归属于上市公司股东的净利润为-10,944.46 万元，同 1 比减少 192.13%，归属于上市公司股东的扣除非经常性损益后的净利 润为-11,816.03 万元，同比减少 208.08%。公司于 2025 年 4 月 28 日 披露《天津百利特精电气股份有限公司 2025 年第一季度报告》，公司 2025 年第一季度归属于上市公司股东的净利润为 3,197.59 万元，同 比减少 8.05%，归属于上市公司股东的扣除非经常性损益后的净利润 为 3,129 ...

天津液压机械（集团）有限公司 关于天津百利特精电气股份有限公司 股票交易异常波动的回函 天津百利特精电气股份有限公司： 二〇二五年六月三日 经我公司自查，截至目前，不存在筹划对你公司股价产生较大影 响的应披露而未披露的重大事项，包括但不限于筹划涉及你公司的重 大资产重组、股份发行、重大交易类事项、业务重组、股份回购、股 权激励、破产重整、重大业务合作、引进战略投资者等重大事项。在 你公司股价异常波动期间，我公司及一致行动人不存在买卖你公司股 票的情况。 特此回函。 天津液压机械（集团）有限公司 你公司《关于股票交易异常波动的询证函》收悉。现就你公司来 函征询事项回函如下： ...

特此回函。 天津百利机械装备集团有限公司 二〇二五年六月三日 天津百利机械装备集团有限公司 关于天津百利特精电气股份有限公司 股票交易异常波动的回函 天津百利特精电气股份有限公司： 你公司《关于股票交易异常波动的询证函》收悉。现就你公司来 函征询事项回函如下： 经我公司自查，截至目前，不存在筹划对你公司股价产生较大影 响的应披露而未披露的重大事项，包括但不限于筹划涉及你公司的重 大资产重组、股份发行、重大交易类事项、业务重组、股份回购、股 权激励、破产重整、重大业务合作、引进战略投资者等重大事项。在 你公司股价异常波动期间，我公司及一致行动人不存在买卖你公司股 票的情况。 ...