Core Viewpoint - The nuclear power sector in Hong Kong and A-shares experienced significant gains following U.S. President Trump's signing of executive orders aimed at boosting nuclear energy, which is expected to increase uranium demand substantially [1][2][4]. Group 1: Market Reactions - Hong Kong nuclear power stocks surged, with China National Nuclear Power (02302.HK) rising by 129.78%, and other companies like China General Nuclear Power (01164.HK) and China General Nuclear Power Electric (01816.HK) also seeing notable increases [1]. - In the A-share market, several nuclear-related stocks hit their daily limit, including Atlantic (600558.SH) and Baobian Electric (600550.SH), with significant gains across the board [1]. Group 2: U.S. Nuclear Energy Initiatives - Trump's executive orders aim to initiate the construction of 10 large nuclear power plants by 2030 and quadruple U.S. nuclear power capacity by 2050, marking a significant intervention in the nuclear energy sector [1][2]. - Jefferies noted that these actions could lead to a substantial increase in uranium demand, indicating a major shift in U.S. nuclear policy [1]. Group 3: Underlying Factors - The recent activity in U.S. nuclear stocks is linked to the rising electricity demand driven by the rapid development of AI technologies, which is expected to create a power supply gap [2][3]. - Experts suggest that nuclear power, with its low emissions and stable output, is seen as a critical solution to the impending electricity crisis exacerbated by AI's growth [2][3]. Group 4: Uranium Market Outlook - The global uranium market is anticipated to enter a structural shortage phase, with existing mines depleting and new projects taking years to come online, leading to a projected uranium shortfall of 130 million pounds by 2040 [4]. - Analysts from institutions like Goldman Sachs and Zheshang Securities predict that the demand for natural uranium will significantly benefit from the expected growth in nuclear power needs, indicating a long-term bullish trend for uranium [4].

截至5月26日收盘，可控核聚变概念上涨5.14%，位居概念板块涨幅第1，板块内，63股上涨，哈焊华通 20%涨停，大西洋、保变电气、合锻智能等涨停，常辅股份、久盛电气、国光电气等涨幅居前，分别上 涨16.56%、13.25%、10.49%。跌幅居前的有王子新材、四创电子等，分别下跌3.38%、1.48%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 可控核聚变 | 5.14 | 仿制药一致性评价 | -1.55 | | 电子竞技 | 3.30 | 重组蛋白 | -1.53 | | 超导概念 | 3.12 | 创新药 | -1.53 | | 核电 | 3.03 | 猴痘概念 | -1.36 | | 云游戏 | 2.69 | 肝炎概念 | -1.36 | | 人脸识别 | 2.67 | 减肥药 | -1.26 | | 电子身份证 | 2.60 | 流感 | -1.26 | | 拼多多概念 | 2.47 | CRO概念 | -1.16 | | 移动支付 | 2.41 | 阿尔茨海默概念 | -1.10 | | ...

证券代码：600558 证券简称：大西洋 公告编号：临 2025-17 号 四川大西洋焊接材料股份有限公司 关于公开挂牌转让板仓生产基地资产的进展公告 本次交易为公开挂牌转让，因此最终的交易对方、交易价格尚无 法确定，若本次挂牌转让事项均可顺利实施，在明确最终转让价格、 受让方等事项后，公司将按照相关规定履行决策及信息披露程序。本 次交易能否成功尚存在不确定性。敬请广大投资者注意投资风险。 特此公告。 四川大西洋焊接材料股份有限公司 董 事 会 四川大西洋焊接材料股份有限公司（以下简称"公司"）于 2025 年 4 月 10 日召开第五届董事会第八十六次会议，审议通过《公司关于 公开挂牌转让板仓生产基地资产的议案》，同意公司按资产转让方案 在产权交易所公开转让板仓生产基地资产，首次公开挂牌价格不低于 评估价值 7,326.12 万元。具体内容详见公司于 2025 年 4 月 11 日刊登 在《中国证券报》《上海证券报》《证券时报》和上海证券交易所网 站（www.sse.com.cn）的《大西洋关于公开挂牌转让板仓生产基地资 产的公告》（公告编号：临 2025-14 号）。 产权交易所公开挂牌转让板仓生产基地资 ...

证券代码：600558 证券简称：大西洋 公告编号：临 2025-17 号 四川大西洋焊接材料股份有限公司 关于公开挂牌转让板仓生产基地资产的进展公告 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。 特此公告。 四川大西洋焊接材料股份有限公司 董 事 会 2025 年 5 月 27 日 2 四川大西洋焊接材料股份有限公司（以下简称"公司"）于 2025 年 4 月 10 日召开第五届董事会第八十六次会议，审议通过《公司关于 公开挂牌转让板仓生产基地资产的议案》，同意公司按资产转让方案 在产权交易所公开转让板仓生产基地资产，首次公开挂牌价格不低于 评估价值 7,326.12 万元。具体内容详见公司于 2025 年 4 月 11 日刊登 在《中国证券报》《上海证券报》《证券时报》和上海证券交易所网 站（www.sse.com.cn）的《大西洋关于公开挂牌转让板仓生产基地资 产的公告》（公告编号：临 2025-14 号）。 2025 年 4 月 14 日，公司以资产评估值 7,326.12 万元在西南联合 产权交易所公开挂牌转让板仓 ...

Group 1 - The nuclear power and controllable nuclear fusion concepts continue to rise, with China Nuclear Technology hitting the daily limit up [1] - Several stocks including Huaneng Welding, Atlantic, Baobian Electric, Shangwei Co., China General Nuclear Power Technology, Rongfa Nuclear Power, and Harbin Air Conditioning have also seen significant gains [1] - Guoguang Electric, Jiusheng Electric, and Zhongzhou Special Materials have increased by over 10% [1] Group 2 - In the Hong Kong market, China Nuclear International experienced a surge of 180% at one point [1]

Group 1 - The stock price of Atlantic (600558) closed at 5.06 yuan on May 23, 2025, with an increase of 1.2% and a turnover rate of 7.27%, totaling a trading volume of 652,300 hands and a transaction amount of 335 million yuan [1] - On May 23, the capital flow for Atlantic showed a net inflow of 9.34 million yuan from main funds, a net inflow of 7.05 million yuan from speculative funds, and a net outflow of 16.39 million yuan from retail investors [1][3] Group 2 - Atlantic announced it will provide a guarantee of 20 million yuan to its subsidiary, Yunnan Atlantic Welding Materials Co., Ltd., for the latter's application for a comprehensive credit line from the China Industrial and Commercial Bank, with the guarantee period from June 6, 2025, to June 6, 2026 [1][3] - As of the announcement date, the total amount of guarantees provided by the company and its subsidiaries was 338.93 million yuan, accounting for 10.70% of the most recent audited total assets and 14.30% of net assets, with no overdue guarantees [1]

证券代码：600558 证券简称：大西洋 公告编号：临 2025-16 号 （一）担保基本情况 为满足云南大西洋日常经营活动的资金需求，公司于 2025 年 5 月 22 日与中国工商银行股份有限公司呈贡支行签订了《最高额保证合 同》，为云南大西洋向中国工商银行股份有限公司呈贡支行申请的人民 币 2,000 万元（大写：贰仟万元整）综合授信额度提供连带责任保证， 1 被担保人名称：云南大西洋焊接材料有限公司（以下简称"云南大 西洋"），云南大西洋系四川大西洋焊接材料股份有限公司（以下简 称"公司""本公司""大西洋"）控股子公司 本次担保金额及已实际为其提供的担保余额：公司本次为云南大西 洋提供担保金额为人民币 2,000 万元；截至本公告日，公司已实际 为其提供的担保余额为人民币 0 万元 本次是否有反担保：无 对外担保逾期的累计数量：无 担保的主合同期限为自 2025 年 6 月 6 日起至 2026 年 6 月 6 日止。 四川大西洋焊接材料股份有限公司 关于为控股子公司提供担保的公告 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 ...

【环球网报道】据美国《野兽日报》、《新闻周刊》等媒体报道，美国《大西洋月刊》当地时间21日刊 登了一篇题为《埃隆·马斯克的衰落与消亡》长篇报道，内容披露这位特斯拉掌门人在牵头美政府效率 部工作期间，如何在特朗普政府中逐渐陷入"孤立"境地。这篇报道引发马斯克本人强烈不满，后者在社 交平台X上连发多条帖文对该媒体展开攻势。 马斯克随后就上述报道在X平台上反复发文抨击。他先于当地时间21日下午回复了一则为他辩护的帖 文。在该帖文中，保守派媒体人士梅金·凯利为马斯克辩护称，"如果他的人生在'衰落'，那把我也算 进'衰落'名单里。"而马斯克先是回复说"笑死"，随后又补充抨击《大西洋月刊》是"僵尸刊物"，并转发 了一则抨击该媒体的留言。 不到2小时后，马斯克又发帖贴出《大西洋月刊》这篇报道的标题截图，并配上"哭泣"的表情符号。大 约6小时后，马斯克又回复了一条批评《大西洋月刊》的帖文，评论称，"它们已成为过去，传统媒体正 在逐渐消失。" 特朗普第二任期开启以来，马斯克在新一届美国政府中"大展拳脚"，但其在美政府效率部所做的工作却 引发强烈抵制。在美国国内，特斯拉电动汽车和门店成了一些马斯克反对者打砸、纵火的靶子；在国 外 ...

Group 1 - The Allianz Group's global trade survey indicates that U.S. trade policies are undermining exporters' confidence, with 42% of exporters expecting a revenue decline of 2% to 10% in the next 12 months [1] - The recent UK-EU summit is seen as a historic moment aimed at resetting relations, with agreements reached in various sectors including trade, defense, and youth exchange [2][4] - The UK is projected to face a 15% decline in trade and a 4% reduction in GDP due to post-Brexit trade barriers, equating to an annual economic loss of £100 billion [2] Group 2 - The agreements from the UK-EU summit include a security and defense pact, a simplified food export process, and a new fisheries agreement, which are expected to boost the UK economy by nearly £90 million by 2040 [6][7] - Despite the agreements, experts believe the economic impact will be limited, as the fishing industry contributes only 0.04% to the UK's GDP, and the simplification of food import processes will have minimal overall trade effects [7][8] - The summit has improved political trust between the UK and EU, laying the groundwork for future economic negotiations, but significant breakthroughs on core economic issues remain elusive [8]

Group 1 - The core viewpoint of the news is that XuanYuan Investment has conducted research on a listed company, Atlantic, highlighting its revenue decline but significant profit growth due to market changes and cost reductions [1] - In Q1 2025, Atlantic's revenue decreased year-on-year, but profits increased significantly, attributed to lower sales prices and a greater decline in raw material costs, alongside increased sales of high-value-added products [1] - The company operates with a competitive pricing model and maintains a capacity utilization rate of over 90%, focusing on the development of low-alloy steel and stainless steel welding materials [1] Group 2 - Atlantic's nuclear power business is growing annually, collaborating with multiple entities to research third and fourth-generation nuclear welding materials [1] - The R&D expenses for 2024 are expected to increase by 25% year-on-year, focusing on technology innovation projects aligned with national key construction sectors [1] - The accounts receivable balance increased significantly by the end of Q1 due to the implementation of a bottom-line credit sales policy, while export business is also growing, with an expected export volume of 60,000 tons in 2025 [1] Group 3 - The company's market value management is based on improving company quality and avoiding short-term behaviors, aiming to enhance operational performance from multiple aspects [1]