Core Viewpoint - The A-share market has seen a surge in the controllable nuclear fusion concept sector, with significant stock price increases among related companies, driven by policy support and capital investment in the field [1][3]. Group 1: Market Performance - From January 5 to January 8, the controllable nuclear fusion index rose by 8.31%, with 68 out of 72 stocks in the sector experiencing price increases, representing 94.44% [1]. - Notable stocks with cumulative gains exceeding 20% include Tianli Composite (920576.BJ), Far East Holdings (600869.SH), Snowman Group (002639.SZ), and others [1]. - On January 9, the sector continued to rise, with stocks like Hongxun Technology (603015.SH) hitting the daily limit and several others increasing by over 5% [2]. Group 2: Company Announcements - Companies such as China First Heavy Industries (601106), Hongxun Technology, and others issued announcements regarding abnormal stock trading, indicating that their controllable nuclear fusion-related business has minimal impact on overall performance [3][4]. - China First Heavy Industries noted that its related products have not generated revenue, and its net profit for Q3 2025 is projected to be negative [3]. - Hongxun Technology clarified that its nuclear fusion classification is based on a subsidiary's component supply, which contributes little to its main revenue [3]. Group 3: Financial Metrics and Risks - Companies like Guoji Heavy Industries and China Nuclear Engineering reported that their controllable nuclear fusion business contributes a negligible portion to total revenue [4]. - Tianli Composite reported a cumulative price increase of 48.72% over three trading days, with no significant media influence identified [5]. - Valuation concerns were raised, with Hongxun Technology and Guoji Heavy Industries having price-to-earnings ratios significantly above industry averages, at 135.39 and 87.58 respectively, compared to the industry averages of 24.38 and 42.01 [5].

Group 1 - The controllable nuclear fusion sector has seen a significant rally, with Hongxun Technology (603015) achieving a three-day consecutive increase [1] - Shanda Co., Ltd. (301522) has risen over 8%, indicating strong market interest [1] - Other companies such as Lansi Heavy Equipment (603169), Western Superconducting Technologies, and China National Machinery Industry Corporation (601399) have also experienced upward movement [1]

（编辑 袁冠琳） 证券日报网讯 1月8日，弘讯科技发布公告称，公司股票于2026年1月7日、2026年1月8日连续两个交易 日内收盘价格涨幅偏离值累计超过20%，属异常波动。经自查及向控股股东、实际控制人核实，不存在 应披露未披露的重大信息。 ...

Group 1 - Runjian Co., Ltd. signed a strategic cooperation framework agreement with JD Technology to collaborate in AI applications, intelligent computing cloud expansion, and AIDC cooperation [1] - The partnership aims to commercialize AI technology in various sectors including smart agriculture, intelligent parks, digital cultural tourism, and smart retail [1] - Both companies will enhance the "Runjian Cloud" and leverage JD's extensive market channels for business expansion [1] Group 2 - Vanke A announced that Yu Liang will retire due to age, effective January 8, 2026, and will no longer hold any position in the company [2] - The resignation will not affect the board's operation or the company's daily business [2] Group 3 - Zhong Wuyun signed a contract exceeding 100 million yuan for a drone system, which is over 50% of the company's audited revenue from the last fiscal year [3] - The contract is expected to positively impact the company's operating performance for the contract execution year [3] Group 4 - Changhong Technology's subsidiary secured over half of a major domestic wafer factory's procurement share for semiconductor consumables, amounting to over 10 million yuan [4] - This order is expected to enhance the company's market expansion in semiconductor consumables and strengthen its competitive advantage [4] Group 5 - Huibo Pu is planning to transfer 25%-30% of its shares, which may lead to a change in the controlling shareholder [5] - The stock will be suspended from trading starting January 9, 2026, for up to two trading days [5] Group 6 - Tiansheng New Materials announced that its largest shareholder is planning a significant matter that may lead to a change in control [6] - The stock will be suspended from trading starting January 9, 2026, for up to two trading days [6] Group 7 - Hu Silicon Industry reported that the National Integrated Circuit Industry Investment Fund reduced its stake by 0.2%, from 17.16% to 16.96% [9] Group 8 - Guangdong Yuedian A announced that the 5th unit of the Huizhou Power Plant expansion project has been put into operation, with a total investment of 8.05 billion yuan [10] - The project is expected to generate an annual power output of 8.84 billion kWh, which is significant for expanding the company's power generation capacity [10] Group 9 - Tianneng Co., Ltd. plans to use up to 12 billion yuan of idle funds for entrusted wealth management, focusing on low to medium-risk financial products [11] Group 10 - Quanxin Co., Ltd. plans to issue convertible bonds to raise up to 312 million yuan for commercial aviation transmission and communication integration projects [12] Group 11 - Meike Home announced a significant loss and decided to suspend operations at its Tianjin manufacturing facilities due to low utilization rates [13] - The company aims to optimize idle capacity and reduce losses while ensuring employee rights during the transition [13] Group 12 - Aimeike announced that its exclusive distributor for botulinum toxin products received a drug registration certificate, marking a key milestone in its strategic layout [14] Group 13 - Pairui Co., Ltd. signed a framework agreement for bulk procurement of IGBT chips, with projected supply amounts totaling approximately 1.3 to 1.4 billion yuan for 2028-2030 [15]

证券代码：603015 证券简称：弘讯科技 公告编号：2026-001 宁波弘讯科技股份有限公司 股票交易异常波动公告 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。 重要内容提示： 一、股票交易（异常）波动的具体情况 公司股票交易价格于 2026 年 1 月 7 日、1 月 8 日连续两个交易日收盘价格 涨幅偏离值累计超过 20%。根据《上海证券交易所交易规则》的有关规定，属于 股票交易价格异常波动情形。 二、公司关注并核实的相关情况 1、生产经营情况 经公司自查，公司近期内外部经营环境未发生重大变化，目前生产经营活动 宁波弘讯科技股份有限公司（以下简称"公司"、"本公司"）股票于 2026年1月7日、1月8日连续两个交易日内收盘价格涨幅偏离值累计超过 20%，根据《上海证券交易所交易规则》的有关规定，属于股票交易异 常波动情形。 经公司自查，并向控股股东、实际控制人核实，截止本公告披露日，确 认不存在应披露未披露的重大信息。 公司关注到市场将公司归类为"核聚变概念股"，公司经核实后说明如 下：公司目前主营自动化、数字化和新 ...

关于对宁波弘讯科技股份有限公司 股票交易异常波动的问询函的回复 宁波弘讯科技股份有限公司董事会： 你公司于 2026 年 1 月 8 日发送的《关于公司股票交易异常波动的问询函》 已收悉，经核查，现将有关事项函复如下： 控股股东：Red Factor Limited 2026 年 1 月 8 日 1. 我们不存在影响公司股票交易价格异常波动的重大事宜；不存在其他涉及 公司应披露而未披露的重大信息，包括但不限于重大资产重组、发行股份、 上市公司收购、债务重组、业务重组、资产剥离、资产注入、股份回购、 股权激励、破产重组、重大业务合作、引进战略投资者等重大事项。 2. 我们未在股价异常波动期间买卖公司股票。 实际控制人：熊钰麟 周珊珊 ...

Core Viewpoint - The stock of Hongxun Technology (603015) experienced an abnormal trading fluctuation, with a cumulative closing price increase exceeding 20% over two consecutive trading days on January 7 and 8, 2026. The company clarified its business focus and the limited impact of its fusion-related activities on its overall performance [1]. Group 1: Company Overview - Hongxun Technology operates primarily in three business segments: automation, digitalization, and new energy [1]. - The company's Italian subsidiary, EEI, only provides components for fusion devices, not complete systems, indicating a limited involvement in the fusion sector [1]. Group 2: Financial Impact - The revenue generated from the fusion-related business is relatively small compared to the company's main business income, suggesting minimal short-term impact on overall performance [1].

Core Viewpoint - The company has clarified its business operations in response to being classified as a "nuclear fusion concept stock," emphasizing that its main operations are in automation, digitalization, and new energy, with limited impact from its nuclear fusion-related activities [1] Group 1: Business Operations - The company operates primarily in three sectors: automation, digitalization, and new energy [1] - The Italian subsidiary, EEI, only provides components for nuclear fusion devices, not complete systems [1] - Revenue from the nuclear fusion-related business constitutes a small portion of the company's overall revenue [1] Group 2: Financial Impact - The company states that the nuclear fusion business has a limited impact on its short-term performance [1]

Core Viewpoint - The stock of Hongxun Technology experienced an abnormal price fluctuation, with a cumulative closing price increase of over 20% on January 7 and 8, 2026, attributed to its classification as a "nuclear fusion concept stock" [1] Group 1: Company Performance - For the period from January to September 2025, the company's revenue was 608.80 million yuan, representing a year-on-year decrease of 5.65% [1] - The net profit for the same period was 32.05 million yuan, reflecting a year-on-year decline of 35.18% [1] Group 2: Market and Business Environment - The company conducted an internal review and found no significant undisclosed information affecting its operations, indicating that the external business environment remains unchanged [1] - The Italian subsidiary of the company only provides components, contributing a small portion to overall business revenue, which limits the short-term impact on performance [1]

工业母机板块盘初走强，弘讯科技、中国一重2连板，华中数控涨超10%，东土科技、华东数控、国机 重装、恒进感应、长荣股份跟涨。 ...