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%， ...

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]