Core Viewpoint - The market for controllable nuclear fusion stocks is experiencing a strong upward trend, driven by optimistic sentiment regarding the commercialization prospects of fusion technology [1][3]. Group 1: Market Performance - As of January 7, several controllable nuclear fusion concept stocks, including Hongxun Technology, Xue Ren Group, and China Nuclear Engineering, reached their daily price limits, indicating strong investor interest [1]. - Notable stocks with significant price increases include Tianli Composite, which rose by 12.66% to 98.88, and Xue Ren Group, which increased by 10.02% to 21.96 [2]. Group 2: Industry Outlook - The controllable nuclear fusion energy sector is recognized for its abundant resources, environmental friendliness, and zero-carbon safety, making it a key solution for global energy and environmental challenges [3]. - The International Energy Agency predicts that the global nuclear fusion market could approach 3.5 trillion yuan by 2030 [3]. - China's advancements in nuclear fusion technology, including participation in international projects like ITER and the development of major scientific facilities, position it at the forefront of the industry [3]. Group 3: Technological Developments - Recent advancements include the development of the PaMMA-Net deep neural network model, which enhances predictive capabilities for plasma behavior in fusion reactors, potentially accelerating research and commercialization efforts [4]. - The integration of AI and high-temperature superconductors is expected to significantly reduce construction costs and speed up the iteration of fusion devices, driving investment in the sector [5]. Group 4: Investment Opportunities - The controllable nuclear fusion sector is anticipated to maintain capital expenditures of approximately 92 billion yuan from 2026 to 2030, with annual investments exceeding 10 billion yuan [6]. - Domestic companies are positioned to benefit from the complete localization of upstream raw materials and midstream equipment manufacturing, enhancing their competitive advantage in the market [6].

每经AI快讯，1月7日早盘，可控核聚变概念震荡走高，中国一重、弘讯科技、中国核建涨停，王子新 材、国机重装、常辅股份、哈焊华通等跟涨。 （文章来源：每日经济新闻） ...

Group 1 - The core viewpoint of the news is that China Nuclear Engineering Corporation (CNEC) is experiencing high levels of financing and margin trading activity, indicating strong investor interest despite a decline in revenue and profit [1][2][3] Group 2 - As of January 6, CNEC's financing balance reached 10.83 billion yuan, accounting for 2.57% of its market capitalization, which is above the 90th percentile of the past year [1] - On January 6, CNEC had a financing buy-in of 1.38 billion yuan and a net financing buy of 3.15 million yuan, reflecting active trading [1] - CNEC's stockholder count increased to 91,000 as of September 30, with an average of 33,130 circulating shares per person, a slight decrease from the previous period [2] - For the period from January to September 2025, CNEC reported a revenue of 73.94 billion yuan, a year-on-year decrease of 6.32%, and a net profit of 1.11 billion yuan, down 23.96% year-on-year [2] - CNEC has distributed a total of 1.79 billion yuan in dividends since its A-share listing, with 814 million yuan distributed in the last three years [3] - Among the top ten circulating shareholders, the Southern CSI 500 ETF holds 17.58 million shares, having decreased its holdings by 432,500 shares compared to the previous period [3]

1月6日， 中国核建发布 公告称， 陈宝智因工作调动申请辞去 公司董事长、董事、法定代表人、战略与投资委员会及提名委员会委员职 务， 离任后将不再担任公司任何职务。陈宝智的离任不会导致董事会成员低于法定人数，不会影响董事会运作和公司正常经营。 此外，董事会同意中核集团推荐的尹卫平为第五届董事会非独立董事候选人，并将该议案提交股东会审议，其任期自股东会审议通过之日 起至第五届董事会任期届满之日止。公司将按照有关规定尽快完成董事补选及董事长选举等工作。 | | | 一、离仕的基本情况 | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 姓名 | 离任职务 | 离任时间 | 原定任期 | 离任原因 | 是否继续在上 市公司及其控 | 具体职务 | 是否存 在末履 行完毕 | | | | | 到期日 | | 股子公司任职 | (如适用) | 的公开 | | | | | | | | | 席诺 | | 陈宝智 | 童事长、童 事、法定代 表人、战略 与投资委 | 2026年1月 | 2028 年 9 | | | | | | | | 6日 | 月 ...

陈宝智辞去 中国核工业建设股份有限公司（以下简称" 中国核建 "）董事长等职务。 1月6日， 中国核建发布 公告称， 陈宝智因工作调动申请辞去 公司董事长、董事、法定代表人、战略与投资委员会及提名委员会委员 职务 ，离任后将不再担任公司任何职务。陈宝智的离任不会导致董事会成员低于法定人数，不会影响董事会运作和公司正常经营。 此外，董事会同意中核集团推荐的尹卫平为第五届董事会非独立董事候选人，并将该议案提交股东会审议，其任期自股东会审议通过之 日起至第五届董事会任期届满之日止。公司将按照有关规定尽快完成董事补选及董事长选举等工作。 证券代码:601611 2 证券简称:中国核建 中国核工业建设股份有限公司 关于董事长、法定代表人离任及提名董事的公告 公司董事会及全体董事保证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。 | | | | 原定任期 | | 是否继续在上 | 具体职务 | 是否存 在未履 | | --- | --- | --- | --- | --- | --- | --- | --- | | 姓名 | 离任职务 | 离任时间 | 到期日 | ...

证券代码：601611 证券简称：中国核建 公告编号：2026-002 中国核工业建设股份有限公司 关于董事长、法定代表人离任及提名董事的公告 公司董事会及全体董事保证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。 | | | | | | | | 是否存 | | --- | --- | --- | --- | --- | --- | --- | --- | | 姓名 | 离任职务 | 离任时间 | 原定任期 | 离任原因 | 是否继续在上 市公司及其控 | 具体职务 | 在未履 行完毕 | | | | | 到期日 | | 股子公司任职 | （如适用） | 的公开 | | | | | | | | | 承诺 | | | 董事长、董 事、法定代 表人、战略 与 投 资 | 2026 年 1 月 | 2028 年 9 | | | | | | 陈宝智 | 委 | 6 日 | 月 21 日 | 工作调动 | 否 | 不适用 | 否 | | | 员 会 及 提 | | | | | | | | | 名 委 员 会 | | | | | | | | | 委员 | | | | ...

一、 召开会议的基本情况 召开的日期时间：2026 年 1 月 22 日 14 点 00 分 召开地点：上海市青浦区蟠龙路 500 号中核科创园 A1 办公楼 证券代码：601611 证券简称：中国核建 公告编号：2026-003 中国核工业建设股份有限公司 关于召开2026年第一次临时股东会的通知 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： (五) 网络投票的系统、起止日期和投票时间。 股东会召开日期：2026年1月22日 本次股东会采用的网络投票系统：上海证券交易所股东会网络投票系统 (一) 股东会类型和届次 2026年第一次临时股东会 (二) 股东会召集人：董事会 (三) 投票方式：本次股东会所采用的表决方式是现场投票和网络投票相结合 的方式 (四) 现场会议召开的日期、时间和地点 网络投票系统：上海证券交易所股东会网络投票系统 网络投票起止时间：自2026 年 1 月 22 日 至2026 年 1 月 22 日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股 东会召开当日的交易时 ...

二、通过了《关于提名董事的议案》 证券代码：601611 证券简称：中国核建 公告编号：2026-001 中国核工业建设股份有限公司 第五届董事会第五次会议决议公告 公司董事会及全体董事保证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。 中国核工业建设股份有限公司（以下简称"公司"）第五届董事会第五次会议 于2026年1月6日以通讯方式召开。本次会议应参会表决董事8人，实际参会董事8 人。会议的召集、召开程序合法有效。 本次会议由公司董事长陈宝智先生主持，经与会董事审议，形成决议如下： 一、通过了《关于豁免董事会会议通知时间的议案》 表决结果：同意票数 8 票；反对票数 0 票；弃权票数 0 票。 本议案经公司第五届董事会提名委员会审议通过，同意提交董事会审议。 表决结果：同意票数 8 票；反对票数 0 票；弃权票数 0 票。 相关内容详见与本公告同时刊登的《中国核建关于董事长、法定代表人离任 及提名董事的公告》（2026-002）。 三、通过了《关于召开 2026 年第一次临时股东会的议案》 表决结果：同意票数 8 票；反对票数 0 票；弃权票数 0 ...

Market Overview - The infrastructure sector increased by 0.77% compared to the previous trading day, with Guosheng Technology leading the gains [1] - The Shanghai Composite Index closed at 4023.42, up 1.38%, while the Shenzhen Component Index closed at 13828.63, up 2.24% [1] Top Gainers in Infrastructure Sector - Guosheng Technology (603778) closed at 19.36, up 10.00% with a trading volume of 794,000 shares and a transaction value of 1.496 billion [1] - Nongshang Environment (300536) closed at 7.80, up 7.59% with a trading volume of 184,900 shares and a transaction value of 144 million [1] - Guanzhong Ecology (300948) closed at 23.31, up 7.47% with a trading volume of 183,000 shares and a transaction value of 421 million [1] Top Losers in Infrastructure Sector - ST Huawang (603007) closed at 5.75, down 4.80% with a trading volume of 322,300 shares and a transaction value of 189 million [2] - Dongzhu Ecology (603359) closed at 60.6, down 4.72% with a trading volume of 549,200 shares and a transaction value of 503 million [2] - Beixin Luqiao (002307) closed at 4.94, down 2.18% with a trading volume of 487,000 shares and a transaction value of 241 million [2] Capital Flow Analysis - The infrastructure sector experienced a net outflow of 139 million from institutional investors, while retail investors saw a net inflow of 196 million [2] - Major stocks like Huilv Ecology (001267) and China Nuclear Engineering (601611) had significant net inflows from retail investors, despite overall outflows from institutional and speculative funds [3] Individual Stock Capital Flow - Huilv Ecology (001267) had a net inflow of 44.69 million from institutional investors, but a net outflow of 32.70 million from retail investors [3] - China Nuclear Engineering (601611) saw a net inflow of 43.28 million from institutional investors, with outflows from both speculative and retail investors [3] - China Electric Power Construction (601669) had a net inflow of 21.58 million from institutional investors, while experiencing outflows from speculative and retail investors [3]

Market Overview - The infrastructure sector increased by 0.16% on December 31, with Guosheng Technology leading the gains [1] - The Shanghai Composite Index closed at 3968.84, up 0.09%, while the Shenzhen Component Index closed at 13525.02, down 0.58% [1] Top Performers - Guosheng Technology (603778) closed at 17.60, up 7.84% with a trading volume of 858,400 shares and a transaction value of 1.466 billion [1] - Guanzhong Ecology (300948) closed at 21.69, up 5.55% with a trading volume of 94,800 shares and a transaction value of 203 million [1] - China Nuclear Engineering (601611) closed at 13.48, up 4.01% with a trading volume of 1,951,000 shares and a transaction value of 1.265 billion [1] Underperformers - C Haofan (001396) closed at 43.15, down 13.72% with a trading volume of 117,200 shares and a transaction value of 525 million [2] - Dongzhu Ecology (603359) closed at 9.54, down 4.31% with a trading volume of 907,400 shares and a transaction value of 89.57 million [2] - Jiangjian Co. (603815) closed at 7.44, down 2.36% with a trading volume of 211,700 shares and a transaction value of 158 million [2] Capital Flow - The infrastructure sector experienced a net outflow of 113 million from institutional investors, while retail investors saw a net inflow of 4.06 million [2] - The main capital inflow was observed in Huylu Ecology (001267) with a net inflow of 98.54 million, accounting for 9.78% of the total [3] - China Nuclear Engineering (601611) had a net inflow of 50.82 million, representing 4.02% of the total [3]