| 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 920576 | 天力复合 | 1 | 30.00 | 66.29亿 | 194.75 | | 920396 | 常辅服份 | 1 | 19.74 | 28.87 乙 | 203.01 | | 301137 | 哈特迎 | | 13.36 | 103亿 | 225.27 | | 688102 | 斯瑞新材 | 1 | 10.55 | 251亿 | 269.89 | | 601179 | 中国西电 | 4 | 10.06 | 465亿 | 21.45 | | 001208 | 华蒙线缆 | 1 | 10.03 | 104亿 | 80.89 | | 600990 | 四创电子 | 1 | 10.00 | 84.39亿 | 46.29 | | 002639 | 雪人集团 | 1 | 9.99 | 140亿 | 165.11 | | 000969 | 安泰科技 | 1 | 9.98 | 219亿 | 89.71 | | 601399 | 国机重装 | 1 | 9. ...

受影响板块分析：超导材料板块：可控核聚变装置依赖高性能超导磁体实现等离子体的强磁场约束，超 导材料是技术突破的核心瓶颈之一。随着多地新项目启动，对NbTi超导线材、高温超导带材等产品的 需求将显著提升，具备工程化生产能力的企业将直接受益于产业扩张。 核心部件制造板块：聚变装置需要钨基偏滤器、特种合金材料、真空室等精密核心部件，要求材料具备 耐高温、抗辐射、高强度等特性且加工精度极高。新项目招标将带动具备高端制造与前沿材料研发能力 的企业订单增长。 高端装备与系统集成板块：聚变工程涉及大型实验堆、示范堆的整体设计与系统集成，包括冷却系统、 系泊系统等配套装备。随着项目规模扩大，拥有全流程供货能力或系统设计经验的企业将迎来规模化发 展机遇。 电源与控制系统板块：可控核聚变装置需要稳定的磁场电源、加热电源等关键系统，对电源的功率密 度、可靠性与控制精度要求极高。长期为科研项目提供配套服务的企业将在产业化阶段获得批量订单。 股票频道更多独家策划、专家专栏，免费查阅>> 早盘，可控核聚变板块表现活跃。板块内2只个股涨停。天力复合盘中大涨30%，雪人集团、国机重 装、法尔胜、中国一重涨停，中洲特材涨超8%，常辅股份、久盛 ...

Core Insights - The news highlights the significant advancements and competitive advantages of various companies in the nuclear fusion materials and technology sector, emphasizing their roles in the ITER project and domestic fusion initiatives. Company Summaries - **West Superconducting (688122)**: As a leading player in low-temperature superconducting materials, the company is the sole domestic supplier for ITER's low-temperature superconducting wire, with its products being critical for fusion device superconducting magnets. The company has achieved international standards in key performance metrics and has established a comprehensive production chain, positioning itself to benefit from the growing demand for superconducting materials as fusion projects accelerate [1][23]. - **Lianchuang Optoelectronics (600363)**: The company focuses on high-temperature superconducting technology, being the only domestic entity capable of designing and manufacturing large-diameter high-temperature superconducting magnets. It has successfully applied its technology in the "Spark One" project and aims to capture high-end market share as high-temperature superconducting technology expands in the fusion sector [2][24]. - **Antai Technology (000969)**: A leader in core materials for nuclear fusion components, the company supplies critical materials for ITER's first wall and blanket modules. Its advanced tungsten-copper composite components meet international standards, and it has a strong foothold in the supply chain for fusion experiments, poised to benefit from increased orders as fusion projects ramp up [3][25]. - **Guoguang Electric (688776)**: The company is a key supplier for plasma control and core components in fusion devices, holding a 60% market share for ITER's divertor. It has secured significant contracts, including an 18 billion yuan package for the CFETR project, indicating strong demand for its products as global fusion construction progresses [4][27]. - **Yongding Co., Ltd. (600105)**: The company specializes in high-temperature superconducting tape, with a projected 80% revenue growth in its superconducting business for 2024. It is involved in the development of superconducting magnets for fusion reactors, leveraging its parent company's resources to create a comprehensive industrial layout [5][28]. - **Xiamen Tungsten (600549)**: The company holds a monopoly in tungsten-based materials for nuclear fusion, being the only supplier with full-process certification for ITER's tungsten-copper divertor components. It is expanding its production capacity to meet growing demand as fusion engineering progresses [6][29]. - **Baosheng Co., Ltd. (600973)**: A leader in special cables for nuclear fusion, the company has secured all cable orders for the "Chinese Circulator No. 3" project, amounting to 5.2 billion yuan. Its products meet international standards, and it is positioned to benefit from the increasing demand for specialized cables in fusion projects [7][30]. - **Guangda Special Materials (688186)**: The company has developed materials for superconducting coil armor, achieving batch production and securing significant orders. Its products are critical for fusion devices, and it is well-positioned to benefit from the growing demand as fusion projects expand [8][31]. - **Hongxun Technology (603015)**: Through its subsidiary in Italy, the company supplies high-precision power systems for ITER, which are essential for plasma control. As domestic fusion projects accelerate, the demand for its power systems is expected to grow significantly [9][32]. - **Wangzi New Materials (002735)**: The company focuses on special capacitors for fusion pulse power systems, being the only domestic supplier certified by ITER. Its products are crucial for plasma heating and confinement, and it is expected to see increased demand as fusion projects move towards commercialization [10][33]. - **Jiusheng Electric (301082)**: A niche leader in special cables for nuclear fusion, the company has a market share exceeding 40% in nuclear power special cables. Its products are already in use in ITER, and it is well-positioned to benefit from the growing demand for specialized cables in fusion applications [11][34]. - **Hedong Intelligent (603011)**: The company is a key player in manufacturing core structural components for fusion, focusing on vacuum chambers. It has secured significant contracts and is expected to benefit from the increasing demand for large structural components as fusion projects advance [12][35]. - **Zhongzhou Special Materials (300963)**: The company specializes in high-temperature and corrosion-resistant materials for fusion applications, supplying critical components for major fusion projects. Its products are expected to see increased demand as fusion engineering progresses [13][37]. - **China Nuclear Construction (601611)**: As a core member of the "national team," the company plays a leading role in the construction of fusion projects, leveraging its extensive experience in nuclear engineering to meet complex project demands [14][38]. - **China Nuclear Power (601985)**: The company is positioned as a long-term beneficiary of the nuclear fusion industry, actively participating in major fusion projects and leveraging its expertise in nuclear power operations to support the commercialization of fusion energy [15][39]. - **Hancable Co., Ltd. (002498)**: The company is a significant player in special and superconducting cables for fusion, with a focus on meeting the extreme conditions of fusion environments. It is expected to capture a substantial market share as demand for specialized cables grows [16][40]. - **Wol Nuclear Materials (002130)**: The company focuses on insulation materials and special components for fusion, leveraging its expertise in nuclear-grade materials to meet the stringent requirements of fusion applications [17][41]. - **Dongfang Tantalum (000962)**: The company is a hidden champion in core materials for nuclear fusion, holding a dominant market position in beryllium materials and superconducting niobium. It is expected to benefit significantly from the upcoming surge in fusion project orders [18][43]. - **Nuiwei Co., Ltd. (603699)**: The company is a core player in the nuclear fusion valve market, holding over 80% market share. It has secured significant contracts for ITER and is expanding its international presence, positioning itself for substantial growth as global fusion projects accelerate [19][20]. - **Hailu Heavy Industry (002255)**: The company is a leading supplier of core structural components and vacuum systems for fusion, with significant contracts in place for ITER and domestic projects. It is well-positioned to benefit from the growing demand for these critical components as fusion engineering progresses [21][42].

| 002533 | 金杯电 | 1.84 | 3.13 | 2358.47 | 9.63 | | --- | --- | --- | --- | --- | --- | | | 工 | | | | | | 600468 | 百利电 | 2.24 | 4.73 | 1301.84 | 3.95 | | | 气 | | | | | | 301266 | 宇邦新 | -4.27 | 5.81 | 1294.37 | 5.86 | | | 材 | | | | | | 600363 | 联创光 | 0.30 | 2.02 | 1213.65 | 2.33 | | | 电 | | | | | | 301289 | 国缆检 | 1.04 | 2.73 | 804.97 | 6.44 | | | 测 | | | | | | 001255 | 博菲电 | -2.93 | 2.07 | -28.60 | -0.61 | | | 气 | | | | | | 688096 | 京源环 保 | -3.41 | 1.78 | -179.32 | -5.72 | | 600307 | 酒钢宏 兴 | -1.23 | 0.44 | -41 ...

股票频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 消息面上，美联储联邦公开市场委员会(FOMC)发布了最新的利率决议，宣布降息25个基点，将联邦基 金利率目标区间降至3.50%-3.75%。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅%。 | | --- | --- | --- | --- | --- | --- | | 002428 | 云南省业 | 1 | 8.75 | 209亿 | 69.90 | | 000975 | 山金国际 | 1 | 8.43 | 671亿 | 60.18 | | 688231 | 隆达股份 | 1 | 8.25 | 70.28亿 | 102.84 | | 001280 | 中国知业 | 1 | 6.43 | 1406亿 | 280.04 | | 600961 | 株冶集团 | | 6.01 | 169亿 | 99.62 | | 688122 | 西部船号 | 1 | 5.36 | 460亿 | 67.43 | | 300963 | 中洲特材 | 演 | 3.44 | 88.24 乙 | 208.86 | | 000962 | 东方铝业 | ...

Core Insights - The A-share market saw a strong performance in the non-ferrous metal sector, with notable gains from companies such as Yunnan Zhenye, Shanjin International, and Longda Co., which rose over 8% [1] - The Federal Open Market Committee (FOMC) of the Federal Reserve announced a 25 basis point interest rate cut, lowering the federal funds rate target range to 3.50%-3.75% [1] Company Performance - Yunnan Zhenye: Increased by 8.75%, with a total market capitalization of 20.9 billion and a year-to-date increase of 69.90% [2] - Shanjin International: Rose by 8.43%, with a market cap of 67.1 billion and a year-to-date increase of 60.18% [2] - Longda Co.: Gained 8.25%, with a market cap of 7.028 billion and a year-to-date increase of 102.84% [2] - China Uranium Industry: Increased by 6.43%, with a market cap of 140.6 billion and a year-to-date increase of 280.04% [2] - Zhuhai Group: Rose by 6.01%, with a market cap of 16.9 billion and a year-to-date increase of 99.62% [2] - Western Superconducting: Increased by 5.36%, with a market cap of 46 billion and a year-to-date increase of 67.43% [2]

每日经济新闻 每经AI快讯，可控核聚变概念表现活跃，雪人集团拉升封板，永鼎股份此前涨停，精达股份、哈焊华 通、东方电气、西部超导等涨幅居前。 ...

（文章来源：每日经济新闻） 每经AI快讯，12月11日，超导指数盘中涨2%，成分股呈现普涨态势，法尔胜、永鼎股份涨停，汉缆股 份涨8.94%，西部超导涨2.74%，百利电气涨2.72%。 ...

超导概念早盘拉升，永鼎股份涨停，西部超导、精达股份、东方钽业跟涨。 ...

Group 1 - The core viewpoint of the articles highlights the performance of the Zhongzheng High-end Equipment Sub-index 50, which has seen a decline of 1.00% as of December 9, 2025, with mixed performance among constituent stocks [1] - The military industry is experiencing an upward trend, driven by commercial aerospace developments, including the successful launch of the Zhuque-3 reusable rocket and a partnership between "Qianfan Constellation" and Airbus [1] - The report from Open Source Securities indicates that the demand for space computing and the maturation of reusable rocket technology are expected to lead to a significant reduction in costs and an increase in launch capabilities within China's commercial aerospace sector [1] Group 2 - The top ten weighted stocks in the Zhongzheng High-end Equipment Sub-index account for 44.74% of the index, with key players including AVIC Shenyang Aircraft, Aero Engine Corporation of China, and China Aerospace Science and Technology Corporation [1] - The High-end Equipment ETF (159638) closely tracks the Zhongzheng High-end Equipment Sub-index, focusing on leading companies in aerospace, military equipment, and satellite navigation sectors [1] - Investors can access industry rotation opportunities through the Zhongzheng High-end Equipment Sub-index ETF linked fund (018028) [2]