一、我公司从不知悉且从未开展过"一重便民"以及任何类似业务，我公司及我公司关联方与"一重便 民"APP及其相关实体或者其关联方不存在任何关系，该等活动与我公司无任何关系，我公司及我公司 关联方对此不承担任何责任。 二、我公司严正警告假冒我公司名义实施上述非法活动的人员，立即停止侵权、诈骗等违法犯罪行为。 2026年1月22日，中国一重集团有限公司发布严正声明—— 三、我公司已就不法分子涉嫌的违法犯罪行为向公安机关报案。对任何侵犯我公司权益的非法行为，我 公司将坚决通过法律途径维权。请社会公众务必提高警惕，切勿相信及参与上述有关的一切不法活动， 保护自身及财产安全，谨防上当受骗。如已因此遭受财产损失，请立即向公安机关报案。 近期，我公司发现有不法分子冒用中国一重集团有限公司名义，通过伪造我公司印章、相关人员签字等 行为，假借"一重便民"APP从事"投资""规划""认购""退款""退费"等严重违法活动，该些行为已涉嫌构 成诈骗、伪造公司印章等刑事犯罪，严重侵害社会公众利益。为维护我公司合法权益，避免公众遭受损 失，现严正声明如下： 来源：中国一重 ...

中国一重（601106）集团有限公司1月23日消息，近期，我公司发现有不法分子冒用中国一重集团有限 公司名义，通过伪造我公司印章、相关人员签字等行为，假借"一重便民"APP从事"投资""规划""认 购""退款""退费"等严重违法活动，该些行为已涉嫌构成诈骗、伪造公司印章等刑事犯罪，严重侵害社 会公众利益。为维护我公司合法权益，避免公众遭受损失，现严正声明如下： 二、我公司严正警告假冒我公司名义实施上述非法活动的人员，立即停止侵权、诈骗等违法犯罪行为。 三、我公司已就不法分子涉嫌的违法犯罪行为向公安机关报案。对任何侵犯我公司权益的非法行为，我 公司将坚决通过法律途径维权。请社会公众务必提高警惕，切勿相信及参与上述有关的一切不法活动， 保护自身及财产安全，谨防上当受骗。如已因此遭受财产损失，请立即向公安机关报案。 据介绍，中国一重前身为第一重型机器厂，始建于1954年，是中央管理的涉及国家安全和国民经济命脉 的国有重要骨干企业之一，是国家创新型企业、国家技术创新示范企业，拥有国家级企业技术中心、国 家工程研究中心、国家能源重大装备材料研发中心。 一、我公司从不知悉且从未开展过"一重便民"以及任何类似业务，我公司及 ...

Core Viewpoint - The company has issued a serious statement regarding illegal activities conducted by fraudsters using its name, emphasizing that it has no association with the "Yizhong Convenient" app and warning the public against these fraudulent activities [1][4]. Group 1 - The company has discovered that fraudsters are impersonating it by forging company seals and signatures to conduct illegal activities under the guise of the "Yizhong Convenient" app, which includes "investment," "planning," "subscription," "refund," and "fee return" [1][4]. - These actions are considered serious crimes, including fraud and forgery, which severely harm public interests [1][4]. - The company has reported these illegal activities to law enforcement and will take legal action to protect its rights against any infringement [4]. Group 2 - The company clarifies that it has never been aware of or engaged in any business related to "Yizhong Convenient" or similar services, and it has no relationship with the app or its associated entities [4]. - A warning has been issued to those impersonating the company to cease their illegal activities immediately [4]. - The company urges the public to remain vigilant and not to trust or participate in any of the mentioned illegal activities to protect their own safety and financial security [4].

Core Viewpoint - The A-share market is experiencing significant investment interest in the controllable nuclear fusion sector, with the Wind nuclear fusion index rising by 20.5% at its peak in January and currently up by 15.92%, with monthly trading volume exceeding 780 billion yuan [1][2]. Industry Developments - Several companies, including Zhongji HuanKe, Antai Technology, Tiangong International, and Xuguang Electronics, have disclosed their involvement in controllable nuclear fusion, while others have clarified their limited business scale to manage market expectations [2][13]. - The compact fusion energy experimental device (BEST) in Hefei has made significant progress, with key components successfully delivered, and it is expected to be completed by 2027, potentially becoming the first device to achieve fusion power generation [4][15]. - The controllable nuclear fusion industry is advancing rapidly in China, with a notable increase in commercialization efforts since 2022, and a significant number of startups emerging in the past five years, attracting around $6.5 billion in investments [6][16]. Market Performance - As of January 23, 2026, many nuclear fusion concept stocks have seen substantial gains, with companies like Zinc Industry Co., Yuguang Gold Lead, and Western Materials hitting their daily price limits [2][14]. - The stock prices of companies involved in nuclear fusion have shown significant increases, with Zhongji HuanKe's stock rising by 18.31% since the beginning of January [18]. Regulatory Environment - The implementation of the Atomic Energy Law on January 15, 2023, encourages and supports controllable nuclear fusion, providing a foundational framework for the industry's development [5][16]. Company Initiatives - Companies like Antai Technology and Tiangong International are actively participating in nuclear fusion projects, with Antai signing agreements for advanced filter projects and Tiangong achieving breakthroughs in neutron shielding materials [19][20]. - Star Ring Fusion announced a record-breaking 1 billion yuan A-round financing, with plans to complete engineering validation by 2028 and start construction of a commercial demonstration reactor by around 2032 [17][18].

Group 1 - The domestic aircraft carrier concept index rose by 3.82%, ranking first among concept sectors, with 34 stocks increasing in value [1][2] - Notable stocks include China Shipbuilding, CITIC Heavy Industries, and Aero Engine Technology, which hit the daily limit, while China Shipbuilding Defense, China Power, and Aero Engine Control saw significant gains of 7.49%, 7.30%, and 6.79% respectively [1][2] - The domestic aircraft carrier sector attracted a net inflow of 2.791 billion yuan, with 25 stocks receiving net inflows, and 11 stocks exceeding 100 million yuan in net inflow [2][3] Group 2 - The top stocks by net inflow include China Shipbuilding with 491.43 million yuan, followed by AVIC Aircraft and CITIC Heavy Industries with 374.97 million yuan and 340.51 million yuan respectively [3][4] - The net inflow ratios for CITIC Heavy Industries, China First Heavy Industries, and Taihao Technology were 47.63%, 29.47%, and 14.76% respectively, indicating strong investor interest [3][4] - The trading volume and turnover rates for key stocks in the domestic aircraft carrier sector show significant activity, with China First Heavy Industries and CITIC Heavy Industries having turnover rates of 3.12% and 1.98% respectively [3][4]

中国一重今日涨10.1%，龙虎榜数据显示，上榜营业部席位全天成交46953.0万元，占当日总成交金额比 例为41.25%。其中，买入金额为33042.01万元，卖出金额为13910.99万元，合计净买入19131.02万元。 ...

Core Viewpoint - The specialized equipment sector experienced a rise of 1.29% on January 22, with Aisikai leading the gains, while the Shanghai Composite Index closed at 4122.58, up 0.14% [1]. Group 1: Sector Performance - The specialized equipment sector saw significant individual stock movements, with Aisikai (300521) closing at 38.03, up 10.20% with a trading volume of 138,200 shares and a transaction value of 510 million [1]. - China First Heavy Industries (601106) also performed well, closing at 5.45, up 10.10% with a trading volume of 2,143,000 shares and a transaction value of 1.138 billion [1]. - Other notable performers included CITIC Heavy Industries (601608) at 8.00, up 10.04%, and Yuejian Intelligent (603095) at 19.64, up 10.03% [1]. Group 2: Capital Flow - The specialized equipment sector experienced a net outflow of 186 million from institutional investors, while retail investors saw a net inflow of 285 million [2]. - The capital flow data indicates that CITIC Heavy Industries had a net inflow of 324 million from institutional investors, representing 45.27% of its total trading volume [3]. - China First Heavy Industries also attracted significant institutional interest with a net inflow of 306 million, accounting for 26.87% of its trading volume [3].

Core Viewpoint - The commercial aerospace sector is experiencing a significant rally, with many related stocks seeing substantial gains due to various positive developments in the industry [2][3]. Group 1: Stock Performance - Commercial aerospace stocks have surged, with over 20 related stocks hitting the daily limit or rising more than 10% [2][3]. - The overall increase in the commercial aerospace sector exceeded 2% after a period of decline [3]. Group 2: Industry Developments - Reports indicate that Elon Musk is actively advancing SpaceX's IPO plans, aiming for completion by July [6][7]. - The third Beijing Commercial Aerospace Industry High-Quality Development Promotion Conference is scheduled for January 23-24, focusing on technological advancements and industry growth [4][5]. - A new offshore liquid rocket launch recovery test platform is under construction, with a mainstream commercial liquid rocket set for launch and recovery tests soon [3][5]. Group 3: Future Projections - By 2025, the commercial aerospace sector is expected to maintain rapid growth, with 50 launches planned, accounting for 54% of China's total space launches [5]. - The successful first flight of the reusable Zhuque-3 rocket marks a significant technological breakthrough in the sector [5]. Group 4: Market Insights - The commercial aerospace industry is entering a golden era driven by both demand and supply-side dynamics, with a focus on satellite launches and manufacturing [5]. - Analysts suggest that the rapid development of private rocket companies indicates a shift from national to commercial aerospace [5].

Core Viewpoint - The commercial aerospace sector is experiencing a significant resurgence, driven by multiple positive developments including SpaceX's potential IPO and advancements in domestic rocket launch capabilities [1][3][4]. Group 1: Market Performance - Commercial aerospace stocks saw a substantial increase, with the sector rising over 3% in a single day, and over 20 related stocks hitting their daily limit or increasing by more than 10% [3]. - The sector's growth is supported by the inclusion of "accelerating the construction of a space power" in the national five-year plan, marking a strategic focus on commercial aerospace [3]. Group 2: Key Developments - SpaceX is reportedly moving towards an IPO, aiming to complete it by July, which could provide significant capital for its AI initiatives [6][7][12]. - The construction of China's first offshore liquid rocket launch recovery test platform is underway, with a mainstream commercial liquid rocket set to conduct its launch recovery test soon [3][4]. Group 3: Future Outlook - The third Beijing Commercial Aerospace Industry High-Quality Development Promotion Conference is scheduled for January 23-24, focusing on technological trends and industry development [4]. - By 2025, commercial aerospace in China is projected to complete 50 launches, accounting for 54% of the total annual space launches, with a significant number of satellites expected to be deployed [4]. Group 4: Investment Insights - Analysts suggest that the commercial aerospace industry is entering a golden era, with both demand and supply sides driving growth, particularly in satellite manufacturing and launch services [5]. - The rapid development of reusable rocket technology is expected to significantly reduce satellite deployment costs, making it a key focus for the industry [3][4].

中信重工、中国铁物、中国一重涨停，中国软件、中国核建、中国通号、中钨高新、中稀有色跟涨。 (本文来自第一财经) 中信重工、中国铁物、中国一重涨停，中国软件、中国核建、中国通号、中钨高新、中稀有色跟涨。 (本文来自第一财经) ...