天津津智国有资本投资运营有限公司 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 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。 天津津智国有资本投资运营有限公司 二〇二五年六月三日 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： ...

Group 1 - The company, Baili Electric (600468), has issued a notice regarding unusual stock trading fluctuations, highlighting the "controlled nuclear fusion" concept [1] - The company's subsidiary, Liaoning Rongxin Xingye Electric Power Technology Co., Ltd. (referred to as "Rongxin Xingye"), is involved in the design and manufacturing of reactive power compensation and filtering (RPC&HF) equipment for the International Thermonuclear Experimental Reactor (ITER) project [1] - The revenue from the related business is currently minimal, accounting for less than 1% of the company's total revenue in 2024, and will not have a significant impact on the company's performance [1]

具体来看，今日上榜的营业部中，共有1家机构专用席位现身，即买五，合计净买入2156.77万元，沪股 通为第二大买入营业部及第一大卖出营业部，买入金额为5364.57万元，卖出金额为2889.62万元，合计 净买入2474.95万元。 近半年该股累计上榜龙虎榜6次，上榜次日股价平均涨2.37%，上榜后5日平均涨6.37%。 资金流向方面，今日该股主力资金净流入3.36亿元，其中，特大单净流入3.39亿元，大单资金净流出 338.92万元。近5日主力资金净流入3.44亿元。 百利电气(600468)今日涨停，全天换手率19.67%，成交额13.49亿元，振幅21.91%。龙虎榜数据显示， 机构净买入2156.77万元，沪股通净买入2474.95万元，营业部席位合计净买入9172.25万元。 4月28日公司发布的一季报数据显示，一季度公司共实现营业收入4.95亿元，同比下降2.14%，实现净利 润3197.59万元，同比下降8.05%。（数据宝） 上交所公开信息显示，当日该股因日振幅值达21.91%、日涨幅偏离值达10.52%上榜，机构专用席位净 买入2156.77万元，沪股通净买入2474.95万元。 百利电气5 ...

Market Overview - The market experienced a day of adjustment with the ChiNext index leading the decline, closing down 0.96%, while the Shanghai Composite Index fell by 0.47% and the Shenzhen Component Index decreased by 0.85% [1][3] - Over 4,100 stocks in the market declined, with total trading volume in the Shanghai and Shenzhen markets at 1.14 trillion yuan, a decrease of 46.2 billion yuan from the previous trading day [1] Sector Performance - Defensive sectors such as pig farming, innovative pharmaceuticals, banks, and CROs showed gains, while sectors like gold, glyphosate, controllable nuclear fusion, humanoid robots, environmental protection equipment, and consumer electronics faced declines [1][6] - The pig farming sector saw a boost due to news that the industry would not increase the number of breeding sows and would control the weight of fattening pigs to around 120 kg, which was confirmed by several pig farming companies [7] Investment Insights - The agricultural sector is viewed as a stable investment option due to its essential consumer goods nature and strong policy support, with expectations for continued performance from leading companies in the sector [9] - The pharmaceutical sector is experiencing a revival, supported by the recent approval of 11 new drugs by the National Medical Products Administration, covering various treatment areas including oncology and autoimmune diseases [9] - The military equipment sector is gaining attention due to policies supporting low-altitude economy development, with predictions of significant market growth in drone logistics [10] ETF Performance - Various ETFs related to agriculture, livestock, banking, and military equipment showed positive performance, indicating investor interest in these sectors [11] Market Sentiment - The market is expected to continue its oscillation, with a focus on policy developments and potential new investment opportunities as liquidity remains supportive [14]

今日午后，可控核聚变概念股百利电气（600468）走势强劲，成功封上涨停板，上演准 "地天板" 行 情，成为市场焦点。百利电气涨停对整个可控核聚变概念板块起到了明显的带动作用。板块内多股跟 涨，哈焊华通走出 20cm3 连板，融发核电同样涨停，合锻智能、雪人股份、景业智能等涨超 6% 。从 产业链视角来看，可控核聚变概念的火爆，使得多个受益板块浮出水面。 在产业链上游，材料板块迎 来机遇。超导材料领域，随着高温超导带材原料如 REBCO 等规模化应用时代开启，能为核聚变反应提 供更强磁场，相关企业有望受益。此外，第一壁材料如钨及钨基合金，因具有高熔点、高热导率等特 性，是未来理想的第一壁材料，我国钨资源储产量居世界第一，相关产业或迎来发展契机。 中游设备 制造板块是直接受益者。超导磁体作为装置运行的核心部件，高温超导磁体可大幅提升磁场强度，投资 成本占总投资的 40%-50% 左右，其制造企业将迎来广阔市场空间。第一壁位于聚变装置最内侧，对保 护装置部件有重要作用，相关制造板块业务有望增长。偏滤器通常位于真空室的上下方，可控制等离子 体与真空室壁面的相互作用，减少壁面的热负荷和粒子轰击，相关制造企业也会随着行 ...

Group 1 - The A-share market for controllable nuclear fusion concept stocks experienced a decline at the beginning of trading, with Prince New Materials dropping nearly 10% [1] - Jiusheng Electric fell over 7%, indicating a significant downturn in investor sentiment towards these stocks [1] - Other companies such as Rongfa Nuclear Power, Baili Electric, and Xue Ren shares also reported notable declines, contributing to the overall negative trend in the sector [1]

Group 1 - The concept of controllable nuclear fusion is undergoing initial adjustments, leading to a significant drop in stock prices for related companies [1] - Wangzi New Materials (002735) hit the daily limit down, indicating strong market reaction [1] - Other companies in the sector, such as Jiusheng Electric (301082), Rongfa Nuclear Power (002366), Xue Ren Co. (002639), and Baile Electric (600468), also experienced declines [1]

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2.24亿元，其中，买入成交额为9438.72 万元，卖出成交额为1.29亿元，合计净卖出3493.37万元。 具体来看，今日上榜的营业部中，沪股通为第二大买入营业部及第一大卖出营业部，买入金额为 2063.08万元，卖出金额为4849.14万元，合计净卖出2786.06万元。 百利电气(600468)今日涨停，全天换手率20.00%，成交额13.50亿元，振幅10.08%。龙虎榜数据显示， 沪股通净卖出2786.06万元，营业部席位合计净卖出707.32万元。 上交所公开信息显示，当日该股因日涨幅偏离值达10.27%上榜，沪股通净卖出2786.06万元。 近半年该股累计上榜龙虎榜5次，上榜次日股价平均涨3.23%，上榜后5日平均涨7.03%。 资金流向方面，今日该股主力资金净流出187.09万元，其中，特大单净流入5779.84万元，大单资金净流 出5966.93万元。近5日主力资金净流出1.02亿元。 4月28日公司发布的一季报数据显示，一季度公司共实现营业收入4.95亿元，同比下降2.14%，实现净利 润3197.59万元，同比下降8.05%。（数 ...

Market Overview - On May 27, the Shanghai Composite Index fell by 0.18%, the Shenzhen Component Index decreased by 0.61%, and the ChiNext Index dropped by 0.68% [1] - A total of 43 stocks appeared on the daily trading list, with the highest net inflow of funds into Qingdao Kingking (002094.SZ), amounting to 177 million yuan [1] Stock Performance - Qingdao Kingking saw a net buying of 177 million yuan, accounting for 8.81% of the total trading volume, and closed up by 10.02% with a turnover rate of 33.79% [1] - The stock with the highest net outflow was Xue Ren Co., Ltd. (002639.SZ), which experienced a net selling of 101 million yuan, representing 2.75% of the total trading volume, and closed up by 1.88% with a turnover rate of 53.93% [2][4] Institutional Activity - On May 27, institutions were involved in 27 stocks, with a total net selling of 182 million yuan. Specifically, institutions net bought 10 stocks and net sold 17 stocks [4] - The stock with the highest net buying by institutions was Xinghui Co., Ltd. (300464.SZ), which closed up by 19.96% with a turnover rate of 24.37% [5][6] Northbound Capital Flow - Northbound capital participated in 8 stocks on the trading list, with a total net selling of 3.66 million yuan. The Shanghai Stock Connect saw a net selling of 58.4 million yuan, while the Shenzhen Stock Connect had a net buying of 54.7 million yuan [9] - The stock with the highest net buying from northbound capital was Greebo (301260.SZ), with a net inflow of 27.1 million yuan, accounting for 3.02% of the total trading volume [9] Divergence in Institutional and Northbound Capital - Notable divergences were observed between institutional and northbound capital in several stocks, including Greebo, Fenghuo Electronics, Nuobing, and Jinlongyu, where institutions sold while northbound capital bought [11][12]

股票简称：百利电气 股票代码：600468 公告编号：2025-022 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 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法律责任。 重要内容提示： 天津百利特精电气股份有限公司（以下简称"公司"）股票于 2025 年 5 月 26 日、5 月 27 日连续 2 个交易日内日收盘价格涨幅偏离 值累计达到 20%。根据《上海证券交易所交易规则》的相关规定，属 于股票交易异常波动情况。 经公司自查并书面向控股股东、间接控制人核实，截至本公告 披露之日，确认不存在应披露而未披露的重要信息或重大事项。敬请 广大投资者注意投资风险，理性决策，审慎投资。 公司关注到"可控核聚变"热点概念。经自查，公司控股子公 司辽宁荣信兴业电力技术有限公司（以下简称"荣信兴业公司"）仅 参与了国际热核聚变试验堆（ITER）项目电力系统中无功补偿以及滤 波（RPC&HF）设备的设计制造，起到控制电能质量、减少电力损耗的 作用。目前相关业务收入金额较小，2024 年度相关业务收入占公司 整体收入比重不足 1%， ...