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 ...

A股可控核聚变概念股盘初下挫，王子新材跌近10%，久盛电气跌超7%，融发核电、百利电气、雪人股 份跌幅居前。 ...

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%， ...

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 ...

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]