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： 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 天津百利机械装备集团有限公司 二〇二五年五月二十七日 1 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。 ...

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 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： 天津津智国有资本投资运营有限公司 二〇二五年五月二十七日 ...

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： 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。 特此回函。 天津液压机械（集团）有限公司 二〇二五年五月二十七日 ...

A股可控核聚变概念持续活跃，融发核电3连板，哈焊华通、合锻智能、中洲特材、保变电气、百利电 气等集体高开。 订阅A股市场资讯 +订阅 ...

Core Viewpoint - Nuclear power stocks continue to show strong performance, with several companies reaching their daily price limits during the bidding session [1] Group 1: Company Performance - Rongfa Nuclear Power, Huijin Tong, Shangwei Co., and Xizhuang Co. all hit the daily price limit [1] - Ha Welding Huadong and Great Wall Electric increased by over 5% [1] - Other companies such as Gongduan Intelligent, Zhongzhou Special Materials, Baobian Electric, and Baili Electric also experienced gains [1]

Group 1 - The superconducting concept sector rose by 3.12%, ranking third among concept sectors, with 21 stocks increasing in value, including Yongding Co. and Baili Electric, which hit the daily limit, and Jinbei Electric, Chenguang Medical, and Antai Technology showing significant gains of 7.26%, 6.39%, and 6.17% respectively [1] - The leading stocks in terms of net inflow of main funds included Yongding Co. with a net inflow of 273 million yuan, followed by Baili Electric and Jingda Co. with net inflows of 192 million yuan and 94.95 million yuan respectively [2][3] - The main fund inflow rates for Baili Electric, Jingda Co., and Yongding Co. were 18.10%, 10.04%, and 9.57% respectively, indicating strong investor interest in these stocks [3] Group 2 - The superconducting concept sector attracted a net inflow of 773 million yuan today, with 14 stocks receiving net inflows, and 6 stocks seeing inflows exceeding 30 million yuan [2] - The top stocks by net inflow in the superconducting concept sector included Yongding Co., Baili Electric, and Wolong Nuclear Materials, with respective net inflows of 273 million yuan, 192 million yuan, and 73.71 million yuan [2][3] - The overall performance of the superconducting concept sector reflects a positive market sentiment, with significant gains in several key stocks [1][2]

Core Viewpoint - The nuclear power and controllable nuclear fusion concepts are gaining momentum, leading to significant stock price increases for several companies in the sector [1] Group 1: Stock Performance - Companies such as Hezhong Intelligent, Haheng Huaton, Xue Ren Co., Baili Electric, and Rongfa Nuclear Power have seen their stock prices hit the daily limit, with Hezhong Intelligent reaching a new high in over 10 years [1] - Other companies like Ruichi Manufacturing, Changfu Co., Zhongzhou Special Materials, and Jiusheng Electric have experienced stock price increases exceeding 10% [1] Group 2: Government Initiatives - On May 23, U.S. President Trump signed four executive orders aimed at reforming the U.S. nuclear energy industry, which includes expanding nuclear energy capacity, enhancing the nuclear energy supply chain, and shortening the approval process for nuclear projects [1] Group 3: Investment Potential - According to CITIC Securities, the total investment for domestic controllable nuclear fusion experimental reactors may exceed 60 billion yuan, creating a certain demand for upstream component orders [1]

Market Overview - The three major A-share indices collectively adjusted in the morning session, with the Shanghai Composite Index down 0.30%, the Shenzhen Component Index down 0.71%, and the ChiNext Index down 1.28% [1] - The total market turnover for the half-day was 661 billion, a decrease of 1 billion compared to the previous day, with 2,600 stocks in the market showing losses [1] Sector Performance - The controllable nuclear fusion, gaming, and beverage manufacturing sectors led the gains, while the innovative drug sector experienced the largest declines [2] - Notable stocks in the controllable nuclear fusion sector included Haohan Huadong (301137), Xue Ren Co., Ltd. (002639), and Rongfa Nuclear Power (002366), all hitting the daily limit [2] - Gaming stocks also performed well, with Youzu Network (002174) reaching the daily limit [2] - Beverage manufacturing stocks rebounded, with Junyao Health (605388) and Kuaijishan (601579) hitting the daily limit [2] - The autonomous driving sector showed strength, with Jinjiang Online (600650), Tongda Electric (603390), and Longzhou Co., Ltd. (002682) all reaching the daily limit [2] - The innovative drug sector saw significant declines, with Haichen Pharmaceutical (300584) dropping over 10%, and Hainan Hai Pharmaceutical (000566) and San Sheng Guojian also experiencing notable losses [2] Hotspot Overview - The nuclear power sector was highlighted as the strongest market focus, with 11 stocks hitting the daily limit and 5 stocks achieving consecutive limit-ups, including Shangwei Co., Ltd. and Zhongchao Holdings (002471) [7] - The military industry sector also saw 11 stocks hitting the daily limit, with 5 stocks achieving consecutive limit-ups [8] - The artificial intelligence sector had 9 stocks hitting the daily limit, with one stock achieving consecutive limit-ups [9] Key Developments - The controllable nuclear fusion sector is gaining attention following U.S. President Trump's recent executive orders aimed at launching the construction of 10 large nuclear power plants by 2030 and quadrupling the nuclear power capacity by 2050 [10] - The IP economy is also gaining traction, with stocks like Youzu Network and others seeing significant interest, particularly following the recent rise in the market value of Pop Mart in Hong Kong [11] - The autonomous driving sector is attracting capital, with recent funding rounds for companies like Jiushi Intelligent and New Stone Technology, indicating strong investor interest in this area [12]

Core Insights - The pharmaceutical sector experienced a significant net outflow of over 1.578 billion yuan, indicating a negative trend in investor sentiment towards this industry [1][2] - In contrast, sectors such as cultural media, transportation, and precious metals saw net inflows, with cultural media leading at 0.557 billion yuan [1][2] Sector Summary - **Net Inflows**: - Cultural Media: 0.557 billion yuan, 3.93% net inflow rate [2] - Transportation: 0.398 billion yuan, 3.41% net inflow rate [2] - Precious Metals: 0.263 billion yuan, 4.34% net inflow rate [2] - Environmental Protection: 0.237 billion yuan, 4.23% net inflow rate [2] - Power Grid Equipment: 0.232 billion yuan, 1.38% net inflow rate [2] - **Net Outflows**: - Pharmaceuticals: -1.578 billion yuan, -3.26% net outflow rate [2] - Transportation Equipment: -1.219 billion yuan, -2.58% net outflow rate [2] - Complete Automobiles: -0.826 billion yuan, -4.66% net outflow rate [2] - Machinery Equipment: -0.825 billion yuan, -1.54% net outflow rate [2] - Chemical Pharmaceuticals: -0.806 billion yuan, -3.80% net outflow rate [2] Stock Performance - **Top Net Inflows**: - Wuhan Fangu: 0.462 billion yuan, 40.88% net inflow rate [3] - Baobian Electric: 0.322 billion yuan, 26.83% net inflow rate [3] - Shanghai Electric: 0.297 billion yuan, 9.03% net inflow rate [3] - Kaimete Gas: 0.295 billion yuan, 30.69% net inflow rate [3] - Zhongke Information: 0.224 billion yuan, 22.30% net inflow rate [3] - **Top Net Outflows**: - Seris: -0.375 billion yuan, -9.49% net outflow rate [4] - Ningde Times: -0.352 billion yuan, -7.57% net outflow rate [4] - Zhongchao Holdings: -0.296 billion yuan, -11.46% net outflow rate [4] - Huibo Yuntong: -0.281 billion yuan, -10.28% net outflow rate [4] - BYD: -0.247 billion yuan, -4.02% net outflow rate [4]

A股高位股盘初调整，南京港、中毅达跌停，苏州龙杰、连云港、百利电气、成飞集成等大幅低开。 ...