6月16日，利柏特上涨5.10%登上龙虎榜，连续三个交易日内,涨幅偏离值累计达20%，知名游资卖出。 龙虎榜显示，买入前五合计买入1.96亿元，卖出前五合计卖出1.27亿元，净额6969.68万元。 买入金额最大的前5名营业部 买入额/万 卖出额/万 净额/万 瑞银证券有限责任公司上海浦东新区花园石 桥路第二证券营业部 5914.43 0.00 5914.43 国泰海通证券股份有限公司总部 4712.31 0.00 4712.31 中信证 券股份有限公司上海分公司 3247.03 0.00 3247.03 国投证券股份有限公司深圳安信金融大厦证券营业部 3153.27 0.00 3153.27 摩根大通证券（中国）有限公司上海银城中路证券营业部 2610.10 0.00 2610.1 卖出 金额最大的前5名营业部 买入额/万 卖出额/万 净额/万 国泰海通证券股份有限公司总部 0.00 3440.71 -3440.71 瑞银证券有限责任公司上海浦东新区花园石桥路第二证券营业部 0.00 2799.75 -2799.75 机构专 用 0.00 2557.36 -2557.36 高盛（中国）证券有限责任公司上海浦 ...

据最新消息，世界银行将解除长达数十年的核能融资禁令，支持延长现有反应堆寿命的努力，并帮助支持电网 升级和相关基础设施建设。此外，世界银行还计划帮助开发小型模块化反应堆。 核能领域，传出多则"利好"消息！ 此外，德国核聚变初创公司Proxima Fusion近日获得1.3亿欧元的融资，这是迄今为止欧洲核聚变领域最大的一 笔投资。国际原子能机构（IAEA）曾表示，如果核聚变能实现工业化复制，这项技术有望为全球提供几乎无 限的清洁、安全且价格合理的能源。 A股市场上，6月12日，可控核聚变板块再度异动，融发核电、弘讯科技涨停，利柏特、百利电气、应流股份 等纷纷跟涨。自5月以来，可控核聚变板块指数涨幅接近25%。多家券商表示，看好全球核聚变政策趋势持续 走强带来的产业链投资机遇。 世界银行将解除核能融资禁令 日前，彭博社、路透社等多家外媒报道称，世界银行（简称"世行"）将解除核能融资禁令，旨在加速低排放技 术的开发，以满足发展中国家不断增长的电力需求。 世界银行行长彭安杰周三表示，该行董事会取消了对核能项目的融资禁令，并正在讨论是否为天然气勘探和生 产提供资金，因为该行正在寻求加强电力供应的方法，以实现其核心发展目标 ...

资金流入比率方面，弘讯科技、融发核电、利柏特等流入比率居前，主力资金净流入率分别为 39.74%、29.99%、11.99%。（数据宝） 截至6月12日收盘，可控核聚变概念上涨1.51%，位居概念板块涨幅第9，板块内，44股上涨，融发核 电、弘讯科技等涨停，常辅股份、利柏特、哈焊华通等涨幅居前，分别上涨9.79%、7.45%、6.40%。跌 幅居前的有顺钠股份、国力股份、富煌钢构等，分别下跌3.53%、3.44%、2.29%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 毛发医疗 | 2.02 | 中韩自贸区 | -1.52 | | IP经济(谷子经济) | 1.81 | 猪肉 | -1.11 | | 金属钴 | 1.73 | 养鸡 | -1.09 | | 量子科技 | 1.72 | 转基因 | -1.07 | | NFT概念 | 1.70 | 海南自贸区 | -0.98 | | 草甘膦 | 1.61 | 啤酒概念 | -0.98 | | 宠物经济 | 1.60 | 兵装重组概念 | -0.97 | | ...

Group 1 - Libet has received approval from the China Securities Regulatory Commission for the issuance of convertible bonds, valid for 12 months [1] - Dinglong plans to acquire an additional 8% stake in its subsidiary, increasing its ownership from 91.35% to 99.35% for a total price of 240 million yuan [1] - Longyuan Donggu has been designated as a supplier for a major automotive project, with an expected total sales amount of 450 to 500 million yuan over five years [14] Group 2 - Luoniushan reported a sales revenue of 100 million yuan in May, a year-on-year decrease of 11.45% [2] - Baoming Technology has secured a loan commitment of up to 7 million yuan for stock repurchase [2] - Xinhua Pharmaceutical has received approval for the listing of a new chemical raw material used in treating chronic heart failure and hypertension [3] Group 3 - China Minmetals announced a new contract amount of 396 billion yuan for the first five months of the year, a decrease of 22.2% year-on-year [7] - Zhongbei Communication's application for a specific stock issuance has been accepted by the Shanghai Stock Exchange [8] - Rongfa Nuclear Power plans to issue bonds not exceeding 1 billion yuan to repay debts and supplement working capital [9] Group 4 - Phoenix Optical plans to invest 8.5 million USD to establish a wholly-owned subsidiary in Vietnam for manufacturing optical products [11] - Xiamen Airport reported a passenger throughput of 2.4752 million in May, a year-on-year increase of 8.34% [12] - Weilan Biological has received a new veterinary drug registration certificate for a product aimed at treating canine allergies and inflammation [13] Group 5 - Shouxiangu has completed the registration of a health food product that claims to enhance immunity [13] - Xingye Yinxin's subsidiary has passed a resource reserve verification report, confirming significant mineral reserves [16] - Shaanxi Construction has won two major projects with a total contract value exceeding 2.8 billion yuan [18] Group 6 - Huari received a cash dividend of 50 million yuan from its subsidiary [20] - Zhongchu's deputy general manager has resigned due to governance arrangements [21] - Kexin Pharmaceutical's core product has received breakthrough therapy designation from the National Medical Products Administration [39]

证券代码：605167 证券简称：利柏特 公告编号：2025-018 江苏利柏特股份有限公司 关于向不特定对象发行可转换公司债券申请获得 中国证券监督管理委员会同意注册批复的公告 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。 江苏利柏特股份有限公司（以下简称"公司"）于近日收到中国证券监督管 理委员会（以下简称"中国证监会"）出具的《关于同意江苏利柏特股份有限公 司向不特定对象发行可转换公司债券注册的批复》（证监许可[2025]1173 号）， 批复文件主要内容如下： 三、本批复自同意注册之日起 12 个月内有效。 四、自同意注册之日起至本次发行结束前，公司如发生重大事项，应及时报 告上海证券交易所并按有关规定处理。 公司董事会将按照上述批复文件和相关法律法规的要求以及公司股东会的 授权，在规定期限内办理本次向不特定对象发行可转换公司债券的相关事项，并 及时履行信息披露义务，敬请广大投资者注意投资风险。 特此公告。 江苏利柏特股份有限公司董事会 2025 年 6 月 12 日 一、同意公司向不特定对象发行可转换公司债券的注册 ...

证券代码：605167 证券简称：利柏特 公告编号：2025-017 江苏利柏特股份有限公司2024年年度权益分派实施公告 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： ● 每股分配比例 A股每股现金红利0.113元（含税） ● 相关日期 ■ ● 差异化分红送转： 是 一、通过分配方案的股东大会届次和日期 2.分派对象： 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任公司上海分公司（以下简 称"中国结算上海分公司"）登记在册的本公司全体股东。 根据《上海证券交易所上市公司自律监管指引第7号一一回购股份》的规定，公司回购专用证券账户中 的股份5,154,000股不参与利润分配。 3.差异化分红送转方案： （1）本次差异化分红方案 根据公司2024年年度股东大会审议通过的《关于2024年年度利润分配方案的议案》，公司以实施权益分 派股权登记日登记的总股本扣减公司回购专用证券账户中的股份为基数，每10股派发现金红利1.13元 （含税）。 实施权益分派股权登记日登记的总股本为449,070,000 ...

Industry Overview - The nuclear power sector in China is experiencing a significant upturn, with investment completion amounting to 36.256 billion, reflecting a year-on-year growth of 36.64% as of April 27, 2025 [1] - A total of 31 nuclear power units have been approved from 2023 to 2025, with 102 units in operation, under construction, or approved for construction, totaling an installed capacity of 113 million kilowatts [1] Modular Construction Technology - The majority of recently approved units utilize third-generation nuclear technology, specifically the "Guohe No. 1" (CAP1000) and "Hualong No. 1" (HPR1000) models [2] - Modular construction techniques can reduce the construction period of nuclear power plants from 50 months to 36 months, enhancing standardization and quality while minimizing accidents [2] - The modular construction market for new nuclear units is projected to reach approximately 86.4 billion from 2025 to 2030, with an annual opening scale of around 6 units before 2030 [2] Company Developments - The company is expanding its nuclear module production capacity through a new investment project, which will enhance its manufacturing and transportation capabilities [3] - The new production base covers an area of 487,800 square meters and is strategically located near a seaport, improving logistics efficiency [3] - The company recently secured a contract worth 226 million (including tax) for the construction and installation of modules for the Ningde Phase II project, marking the first application of modular technology in the "Hualong No. 1" nuclear power plant [3] Financial Projections - The company is expected to see a net profit attributable to shareholders of 230 million, 250 million, and 290 million for the years 2025 to 2027, with corresponding price-to-earnings ratios of 20, 19, and 16 [4] - The investment project is anticipated to further enhance the company's nuclear module production capabilities, despite some pressure on orders [4]

Investment Rating - The report maintains a "Buy" rating for the company [6] Core Viewpoints - The nuclear power sector is experiencing accelerated growth, with significant investment completion in the first four months of 2025 reaching 36.64% year-on-year [1][14] - The modular construction market for nuclear power is expected to expand significantly, with an estimated market size of approximately 86.4 billion yuan annually from 2025 to 2030 due to the introduction of third-generation nuclear technology [2][36] - The company is enhancing its modular production capacity through new investment projects, securing a competitive advantage in nuclear module orders [3][39] Summary by Sections Nuclear Power Market Outlook - The nuclear power investment completion in China reached 36.256 billion yuan in the first four months of 2025, marking a 36.64% year-on-year increase [1] - As of April 27, 2025, there are 102 nuclear power units in operation, under construction, or approved for construction, with a total installed capacity of 113 million kilowatts [14] - The third-generation nuclear power units are expected to enter a peak construction phase, with a focus on modular design to significantly reduce construction time from 50 months to 36 months [2][24] Modular Construction Advantages - The modular construction approach allows for a more efficient building process, with the potential to reduce construction costs and improve safety and quality control [28][29] - The average construction cost for a typical dual-unit third-generation nuclear power project is around 40 billion yuan, with engineering costs accounting for approximately 60% of the total project cost [35] - The company has secured a contract for the construction of modules for the Ningde Phase II project, marking its first application of modular technology in a third-generation nuclear power plant [3][42] Company Growth and Financial Projections - The company is expanding its production capacity through a new investment project that will enhance its ability to manufacture and transport large modules [39][41] - Financial projections indicate a net profit attributable to the parent company of 229.17 million yuan in 2025, with a corresponding PE ratio of 20.44 [5][4] - The company has a strong background in modular construction, having served numerous international clients and accumulated extensive project experience [43]

公司报告 | 公司专题研究 利柏特（605167） 证券研究报告 核电景气度加速上行，模块化建造市场前景广阔 核电景气度加速上行，投资完成额保持高速增长 核电景气度加速上行，2025M1-4 我国核电投资完成额 362.56 亿，累计同 比增长 36.64%，截至 2025 年 4 月 27 日，2023-2025 年累计核准 31 台核 电机组，中国在运、在建和核准建设的核电机组共 102 台、装机容量达到 1.13 亿千瓦，中国在建核电机组共 28 台，总装机容量达到 3365 万千瓦， 核电建设迎来新一轮景气周期。 三代核电站采用模块化设计施工技术，模块化建造市场空间广阔 近三年核准的机组大部分以第三代核电技术为主，国内典型的三代核电两 种机型是"国和一号"（CAP1000）和"华龙一号"（HPR1000），第三 代核电站采用的是现代化的模块设计技术，施工过程中引入大模块概念， 模块化建造技术可以使核电厂的建造周期从 50 个月压缩至 36 个月（从第 一罐混凝土至装料），同时便于核电机组建造的标准化、批量化，提升质 量减少事故发生。参考廉江核电项目，整个模块化施工规划占比达 64.2%， 目前国内三代 ...

上海市锦天城律师事务所 关于江苏利柏特股份有限公司 差异化权益分配事项之 法律意见书 地址：上海市浦东新区银城中路 501 号上海中心大厦 9、11、12 层 电话：021-20511000 传真：021-20511999 邮编：200120 上海市锦天城律师事务所 法律意见书 上海市锦天城律师事务所 关于江苏利柏特股份有限公司 差异化权益分配事项之 法律意见书 致：江苏利柏特股份有限公司 上海市锦天城律师事务所（以下简称"本所"）接受江苏利柏特股份有限公 司（以下简称"公司"）委托，就公司 2024 年度差异化权益分配（以下简称"本 次差异化权益分派"）的有关事宜，根据《中华人民共和国公司法》（以下简称 "《公司法》"）、《中华人民共和国证券法》（以下简称"《证券法》"）、 《上海证券交易所上市公司自律监管指引第 7 号——回购股份》（以下简称"《回 购指引》"）、《上海证券交易所交易规则》（以下简称"《交易规则》"）以 及法律、法规和其他规范性文件以及《江苏利柏特股份有限公司章程》（以下简 称"《公司章程》"）的有关规定，出具本法律意见书。 声明事项 一、为出具本法律意见书，本所及本所律师依据《律师事务所 ...