Market Overview - The A-share market experienced fluctuations on January 7, with all three major indices closing higher. The Shanghai Composite Index rose by 0.05%, marking a 14-day consecutive increase, and approached the 4100-point level. The Shenzhen Component Index increased by 0.06%, while the ChiNext Index gained 0.31% [2] Trading Volume and Sector Performance - The total market turnover exceeded 2.88 trillion yuan, an increase of 493 billion yuan from the previous trading day, with over 2100 stocks rising. Key sectors that performed well included photoresists, coal mining and processing, storage chips, photolithography machines, and controllable nuclear fusion, while sectors like brain-computer interfaces and internet insurance saw collective adjustments [4] Notable Stocks - The commercial aerospace sector was notably active, with stocks such as Shaoyang Hydraulic, Guanggang Gas, and Shengbang Safety hitting the daily limit. Stocks like Chengjian Development and Galaxy Electronics also showed strong performance with consecutive gains [4] - LeiKe Defense achieved a six-day consecutive increase, closing at 16.71 yuan per share, with a total market capitalization exceeding 22 billion yuan. The stock has seen a cumulative increase of over 188% since its upward trend began on November 24, 2025 [4] Coal Sector Insights - The coal sector continued to rise, with companies like Dayou Energy, Shanxi Black Cat, and Antai Group hitting the daily limit. Other notable performers included Zhengzhou Coal Power and Shanxi Coking Coal [5][6] - According to Guohai Securities, the coal mining industry's supply constraints remain unchanged, while demand may fluctuate. The industry is expected to see improvements in supply-demand relationships by 2026, with policies supporting price stability and profitability [6] Controllable Nuclear Fusion Sector - The controllable nuclear fusion sector saw strong gains, with companies like Hongxun Technology, Snowman Group, and China Nuclear Engineering hitting the daily limit. The sector's index rose by 2.53% [8] - Energy Singularity Company announced significant progress with its high-temperature superconducting tokamak nuclear fusion experimental device, achieving a stable long-pulse plasma operation for 120 seconds. This marks a milestone in the commercialization of fusion energy [10] - Northeast Securities anticipates that the controllable nuclear fusion industry is transitioning from experimental validation to commercial demonstration, with expectations for demonstration power generation by the mid-21st century [10]

Market Overview - The total market turnover exceeded 2.88 trillion yuan, an increase of 493 billion yuan compared to the previous trading day, with over 2,100 stocks rising [2] Sector Performance - The sectors that saw the highest gains included photoresists, coal mining and processing, storage chips, photolithography machines, and controllable nuclear fusion, while brain-computer interfaces and internet insurance sectors experienced collective adjustments [3] - The coal sector continued to rise, with stocks such as Dayou Energy, Shanxi Black Cat, and Antai Group hitting the daily limit, while Zhengzhou Coal Electricity, Lu'an Environmental Energy, and Shanxi Coking Coal also showed significant gains [6][8] Notable Stocks - Reiko Defense achieved a "6 consecutive limit up" and topped the A-share hot stock list, closing at 16.71 yuan per share, with a total market value exceeding 22 billion yuan. The stock has seen a cumulative increase of over 188% since the upward trend began on November 24, 2025 [3][5] - The controllable nuclear fusion sector saw strong gains, with companies like Hongxun Technology, Xue Ren Group, China Nuclear Construction, and Guoji Heavy Equipment hitting the daily limit [9] Coal Industry Insights - According to Guohai Securities, the supply constraints in the coal mining industry remain unchanged, while demand may fluctuate. The industry is expected to see improvements in supply-demand relationships by 2026, with policies supporting price increases and profitability recovery [8] - Leading coal companies exhibit characteristics of high profitability, high cash flow, high asset quality, high dividends, and high barriers to entry, making them attractive for investment [8] Controllable Nuclear Fusion Developments - Energy Singularity Company announced significant progress with its high-temperature superconducting Tokamak nuclear fusion experimental device, achieving a stable long-pulse plasma operation for 120 seconds, marking a milestone in commercial nuclear fusion technology [12] - Northeast Securities anticipates that the controllable nuclear fusion industry is transitioning from experimental validation to commercial demonstration, with expectations for demonstration power generation by the mid-21st century [12]

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 ...