Market Overview - On October 15, the infrastructure sector rose by 1.02% compared to the previous trading day, with Guosheng Technology leading the gains [1] - The Shanghai Composite Index closed at 3912.21, up 1.22%, while the Shenzhen Component Index closed at 13118.75, up 1.73% [1] Top Performers - Guosheng Technology (603778) closed at 3.94, with a gain of 10.06% and a trading volume of 155,300 shares, amounting to a transaction value of 61.20 million yuan [1] - China Nuclear Engineering (601611) closed at 12.38, up 10.04%, with a trading volume of 3.29 million shares, resulting in a transaction value of 3.968 billion yuan [1] - Hongrun Construction (002062) closed at 10.38, increasing by 6.90%, with a trading volume of 544,500 shares, totaling 551 million yuan [1] Sector Fund Flow - The infrastructure sector saw a net inflow of 322 million yuan from institutional investors, while retail investors experienced a net outflow of 25.89 million yuan [2] - Major stocks like China Nuclear Engineering and Guosheng Technology attracted significant institutional investment, with net inflows of 398 million yuan and 366 million yuan respectively [3] Individual Stock Performance - China Nuclear Engineering had a net institutional inflow of 398 million yuan, representing 10.04% of its trading volume, while it faced a net outflow of 269 million yuan from retail investors [3] - Guosheng Technology experienced a net inflow of 366 million yuan from institutional investors, accounting for 59.81% of its trading volume, but saw a net outflow of 150 million yuan from retail investors [3]

中国经济网北京10月15日讯 中国核建(SH:601611)今日股价涨停，截至收盘报12.38元，涨幅 10.04%，总市值373.11亿元。 （责任编辑：康博） ...

Core Viewpoint - The A-share market showed strong performance on the afternoon of the 15th, with the Shanghai Composite Index rising over 1.00% and reclaiming the 3900-point mark, led by Jinpan Technology's significant gains [1][2]. Group 1: Market Performance - The Shanghai Composite Index closed at 3905.84, reflecting a 1.05% increase [2]. - The Shenzhen Component Index rose over 1.5%, while the ChiNext Index increased by over 2.1% [1]. - More than 4000 stocks in the Shanghai, Shenzhen, and Beijing markets experienced gains [3]. Group 2: Leading Stocks - Jinpan Technology (688676) led the component stocks with a 20.00% increase, closing at 69.41 [2]. - Other notable gainers included: - Pinming Technology (688109) with a 16.49% increase, closing at 116.49 [2]. - Yunlu Co. (688190) with a 13.17% increase, closing at 129.98 [2]. - Hexin Instruments with a 10.38% increase, closing at 132.54 [2]. - The FTSE China A50 Index futures surpassed the 15000.00 mark, closing at 15007.00 with an intraday increase of nearly 2% [3].

Core Viewpoint - China Nuclear Engineering Corporation (CNEC) has reached a record trading volume of 3.222 billion RMB, the highest since July 7, 2016, indicating strong market interest and performance [1] Group 1: Company Performance - As of 10:46 AM, CNEC's stock price increased by 9.24%, with a turnover rate of 8.87% [1] - The previous trading day saw a total trading volume of 3.177 billion RMB for the stock [1] Group 2: Company Background - China Nuclear Engineering Corporation was established on December 21, 2010, with a registered capital of 3.013834212 billion RMB [1]

Core Insights - China Nuclear Engineering Corporation (CNEC) has experienced significant stock performance, achieving three limit-up days within five trading days, resulting in a cumulative increase of 39.89% [2] - The stock's turnover rate reached 29.12%, with a trading volume of 84.8253 million shares and a transaction value of 983 million yuan as of 9:38 AM [2] - The total market capitalization of CNEC in the A-share market is currently 37.311 billion yuan [2] Trading Data Summary - The latest margin trading balance for CNEC is 1.038 billion yuan, with a financing balance of 1.029 billion yuan, reflecting a decrease of 73.9632 million yuan or 6.71% from the previous trading day [2] - Over the past five days, the margin trading balance has increased by 44.4078 million yuan, representing a growth of 4.51% [2] - CNEC has appeared on the Dragon and Tiger list due to a cumulative price deviation of 20% over three consecutive trading days and a daily price deviation of 7% [2] Recent Stock Performance - On October 14, 2025, the stock rose by 4.94% with a turnover rate of 9.31% and a net inflow of 149.6406 million yuan from main funds [2] - The stock had a notable increase of 9.96% on October 10, 2025, with a net inflow of 248.0520 million yuan [2] - The stock's performance over the past week shows fluctuations, with a peak increase of 10.06% on October 9, 2025, and a slight decrease of 0.69% on September 26, 2025 [2]

新华财经上海10月15日电（张天源、赵飞音叶） 近期可控核聚变技术迎来多重喜讯。10月1日，国内首 座紧凑型聚变能实验装置（BEST）核心部件精准落位，10月13日，聚变堆主机关键系统综合研究设 施"夸父"的核心零部件也顺利通过验收。 多位业内人士向新华财经表示，2025年下半年以来，可控核聚变领域的突破从实验室走向工程现场，为 资本市场提供了清晰的价值锚点。 国际市场近期同样动作频频。7月30日，美国Helion Energy公司首座商用聚变电厂"猎户座"启动场地施 工，计划2028年为微软数据中心供电；9月22日，意大利埃尼集团与美国CFS公司签订超10亿美元售电协 议，商业化落地进程加速。根据核聚变工业协会发布的数据显示，全球目前已有45家核聚变相关公司， 核聚变产业在世界范围内已吸引超过71亿美元的投资。 技术与政策双轮驱动核聚变迈入产业化前夜 申能诚毅投资部副总裁宋轶钦向新华财经表示，我国可控核聚变技术正从实验研究逐步转向工程验证阶 段。当前，EAST、"环流三号"等大科学装置已取得"双亿度"等离子体运行等世界级成果，为工程化奠定 基础。与此同时，高温超导技术成为重要推动力，其能在液氮温区实现零电阻 ...

Group 1 - The housing inspection sector experienced significant upward movement on October 15, with notable stock price increases [1] - China Nuclear Engineering surged to its daily limit, indicating strong investor interest and confidence [1] - Other companies in the sector, such as Guangzi International, saw stock prices rise by over 10%, reflecting a broader positive trend in the industry [1] Group 2 - Companies like Hualan Group, Shanghai JianKe, China Electric Power Research Institute, Huace Testing, and Oriental Yuhong also experienced stock price increases, suggesting a collective rally in the housing inspection sector [1]

开幕式现场。 格罗西、王晓晖、陈家昌致欢迎辞。在单忠德、格罗西、施小琳、申彦锋的共同见证下，国际原子能机构指定中核集团核工业西南物理研究院为其首 个"聚变能研究与培训协作中心"。 单忠德以"践行四大全球倡议，聚力推动核能事业高质量国际化发展"为题作开幕式主旨报告。 聚变能作为未来清洁能源重要发展方向，具有诸多突出优势，中国高度重视聚变能发展，已建成多个大科学装置，正积极推进产学研深度融合与国际合 作。完整准确全面贯彻新发展理念，持续推动核工业国际化高质量发展；深化开放创新合作，推动聚变能国际化共创、共建、共享；践行全球发展倡议、 全球安全倡议、全球文明倡议、全球治理倡议，聚变能合作发展赋能构建人类命运共同体。中国将与国际原子能机构、ITER组织及各国一道，不断推进 全球能源创新可持续发展，促进人与自然和谐共生，为共建清洁、美丽、可持续的世界贡献中国智慧、中国方案、中国力量，让聚变能更好造福人类。 世界聚变能源集团由国际原子能机构于2023年10月发起，旨在强化国际共识，推动各国核科技产业界及公私营机构加大投入，加快聚变能工程示范和商业 应用进程。世界聚变能源集团第2次部长级会议主题为"聚变能：清洁能源未来"， ...

Core Insights - The infrastructure sector experienced a slight increase of 0.03% on October 14, with Wenkai Co. leading the gains [1] - The Shanghai Composite Index closed at 3865.23, down 0.62%, while the Shenzhen Component Index closed at 12895.11, down 2.54% [1] Infrastructure Sector Performance - Wenkai Co. (002775) saw a significant rise of 10.07%, closing at 4.92 with a trading volume of 377,300 shares and a transaction value of 182 million [1] - Other notable gainers included: - Guanzhong Ecology (300948) up 6.55% to 19.69 with a transaction value of 747 million [1] - China Nuclear Construction (601611) up 4.94% to 11.25 with a transaction value of 3.177 billion [1] - Conversely, the sector also had some decliners, such as: - Huilv Ecology (001267) down 7.30% to 14.47 with a transaction value of 572 million [2] - Pudong Construction (600284) down 7.01% to 8.62 with a transaction value of 460 million [2] Capital Flow Analysis - The infrastructure sector saw a net outflow of 43.5635 million from institutional investors and 67.9439 million from speculative funds, while retail investors contributed a net inflow of 112 million [2] - Key capital flows included: - China Nuclear Construction (601611) with a net inflow of 11.6 million from institutional investors [3] - Wenkai Co. (002775) had a substantial net inflow of 86.7320 million from institutional investors, despite outflows from speculative and retail investors [3] - Overall, the capital dynamics indicate a mixed sentiment within the infrastructure sector, with institutional investors pulling back while retail investors showed interest [2][3]

Group 1: Industry Overview - The compact fusion energy experimental device (BEST) project in Hefei, Anhui, has made significant progress during the National Day holiday, leading to increased market interest in controllable nuclear fusion concepts [1][4] - Controllable nuclear fusion aims to replicate the sun's energy generation mechanism on Earth, with the potential to provide nearly limitless clean energy if successfully commercialized [3][9] - The fusion energy research in China is transitioning from basic science to engineering practice, with substantial technological breakthroughs achieved [3][4] Group 2: Company Developments - Several domestic companies have made notable advancements in the controllable nuclear fusion sector, with Hezhong Intelligent delivering the first batch of gravity supports for the BEST vacuum chamber [6] - Zhongzhou Special Materials won a contract worth 180 million yuan for the BEST vacuum chamber support components, with this project accounting for 40% of its nuclear power revenue [6] - Southeast Network Framework has secured a contract for embedded components for a fusion energy project, indicating ongoing participation in the sector [7] Group 3: Policy and Market Potential - The Chinese government has been actively promoting the nuclear fusion industry through various policies, including the inclusion of fusion in key development areas and establishing safety regulations [8] - The controllable nuclear fusion market is projected to become a trillion-dollar industry by 2050, with significant growth in global investments from 1.9 billion USD in 2021 to an estimated 9.7 billion USD by 2025 [9]