金融界消息 截至2025年8月13日收盘，西部超导（688122）报收于56.77元，上涨3.01%，换手率 2.44%，成交量15.86万手，成交金额8.86亿元。 通过天眼查大数据分析，西部超导材料科技股份有限公司共对外投资了19家企业，参与招投标项目517 次，知识产权方面有商标信息32条，专利信息598条，此外企业还拥有行政许可142个。 资金流向方面，今日主力资金净流入2616.88万元，占比成交额2.95%。其中，超大单净流入2863.67万 元、占成交额3.23%，大单净流出246.79万元、占成交额0.28%，中单净流出流出3786.98万元、占成交 额4.27%，小单净流入1170.10万元、占成交额1.32%。 来源：金融界 西部超导最新一期业绩显示，截至2025一季报，公司营业总收入10.74亿元、同比增长35.31%，归属净 利润1.70亿元，同比增长53.85%，扣非净利润1.42亿元，同比增长52.73%，流动比率2.032、速动比率 1.277、资产负债率47.25%。 天眼查商业履历信息显示，西部超导材料科技股份有限公司，成立于2003年，位于西安市，是一家以从 事其他制造业为 ...

Market Performance - The A-share market is experiencing a significant rise, with the Kexin New Materials ETF (589180) increasing by 2.65% [1] - Notable stocks include China Shipbuilding Gas, which hit the daily limit with a 20% increase, and Guanggang Gas, which rose over 13% [1] New Materials Industry Outlook - The new materials sector is identified as a crucial direction for the chemical industry, currently witnessing rapid downstream demand growth [3] - With policy support and technological breakthroughs, the domestic new materials industry is expected to enter an accelerated growth phase [3] Sector Focus Areas 1. **Electronic Information Sector** - Key areas of focus include semiconductor materials, display materials, and 5G materials [4] - In Q2 2025, global silicon wafer shipments reached 3,327 million square inches, a 9.6% increase year-over-year [4] 2. **Aerospace Sector** - Focus on PI films, precision ceramics, and carbon fibers [5] - The successful launch of the "Forged Star 1" satellite marks a significant milestone in space manufacturing technology [5] 3. **New Energy Sector** - Key areas include photovoltaics, lithium-ion batteries, proton exchange membranes, and hydrogen storage materials [6] 4. **Biotechnology Sector** - Focus on synthetic biology and scientific services [7] - Hainan Province is enhancing cooperation in biomedicine and high-end consumer goods manufacturing [7] 5. **Energy Conservation and Environmental Protection Sector** - Focus on adsorbent resins, membrane materials, and biodegradable plastics [8] - A new action plan for heavy metal pollution prevention has been issued, aiming for significant improvements by 2030 [8]

Core Viewpoint - The company announced a cash dividend distribution of 0.65 RMB per share (including tax) for the fiscal year 2024, approved at the annual shareholders' meeting on June 25, 2025 [2][3]. Distribution Plan - The distribution is based on a total share capital of 649,664,497 shares, resulting in a total cash dividend payout of 422,281,923.05 RMB (including tax) [4]. - The distribution will be made to all shareholders registered with the China Securities Depository and Clearing Corporation Limited Shanghai Branch as of the close of trading on the registration date [3]. Implementation Dates - The cash dividends will be distributed through the clearing system of the China Securities Depository and Clearing Corporation Limited Shanghai Branch for shareholders who have completed designated transactions [5]. - Specific arrangements for certain shareholders, such as the Northwest Nonferrous Metal Research Institute and others, will be handled directly by the company [6]. Taxation Details - For individual shareholders holding shares for over one year, the dividend income is exempt from personal income tax, resulting in an actual cash dividend of 0.65 RMB per share [9]. - For shares held for less than one year, the company will not withhold personal income tax at the time of distribution, but tax will be calculated and deducted upon the transfer of shares [9]. - For Qualified Foreign Institutional Investors (QFIIs), a 10% corporate income tax will be withheld, leading to an actual cash dividend of 0.585 RMB per share [10]. - Hong Kong investors holding shares through the "Shanghai-Hong Kong Stock Connect" will also have a 10% tax withheld, resulting in the same net dividend of 0.585 RMB per share [11].

Group 1 - The company announced a cash dividend of 0.65 yuan per share (including tax) for the 2024 annual equity distribution plan [2] - The record date for the dividend is set for August 19, 2025, and the ex-dividend date is August 20, 2025 [2]

证券代码：688122 证券简称：西部超导 公告编号：2025-023 西部超导材料科技股份有限公司 本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、准确性和完整性依法承担法律责任。 重要内容提示： ? 是否涉及差异化分红送转：否 ? 每股分配比例 每股现金红利0.65元（含税） ? 相关日期 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。 本次利润分配以方案实施前的公司总股本649,664,497股为基数，每股派发现 金红利0.65元（含税），共计派发现金红利422,281,923.05元（含税）。 三、 相关日期 股权登记日 除权（息）日 现金红利发放日 四、 分配实施办法 股权登记日 除权（息）日 现金红利发放日 除公司自行发放的对象外，公司其余股东的现金红利委托中国结算上海分公 司通过其资金清算系统向股权登记日上海证券交易所收市后登记在册并在上海证 券交易所各会员办理了指定交易的股东派发。已办理指定交易的投资者可于红利 发放日在其指定的证券营业部领取现金红 ...

| 股权登记日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | | 2025/8/19 | 2025/8/20 | 2025/8/20 | 一、 通过分配方案的股东会届次和日期 本次利润分配方案经公司2025 年 6 月 25 日的2024年年度股东大会审议通过。 二、 分配方案 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。 3. 分配方案： 本次利润分配以方案实施前的公司总股本649,664,497股为基数，每股派发现 金红利0.65元（含税），共计派发现金红利422,281,923.05元（含税）。 证券代码：688122 证券简称：西部超导 公告编号：2025-023 西部超导材料科技股份有限公司 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、准确性和完整性依法承担法律责任。 重要内容提示： 是否涉及差异化分红送转：否 每股分配比例 每股现金红利0.65元（含税） 相关日期 1. 发放年度 ...

Core Viewpoint - The rare metals sector is experiencing fluctuations, with the China Rare Metals Theme Index down by 1.43% as of August 12, 2025, while the Rare Metals ETF has shown a significant increase of 7.68% over the past week [1][4]. Group 1: Market Performance - As of August 11, 2025, the Rare Metals ETF has reached a new high in scale at 1.404 billion yuan, ranking first among comparable funds [4]. - The ETF's latest share count is 2.098 billion, also a three-month high, maintaining its leading position among similar funds [4]. - The ETF has seen a net inflow of 102 million yuan recently, with a total of 131 million yuan over the past five trading days [4]. Group 2: Stock Performance - The top ten weighted stocks in the China Rare Metals Theme Index account for 55.85% of the index, with notable companies including Northern Rare Earth, Salt Lake Co., and Luoyang Molybdenum [5]. - The performance of individual stocks has varied, with Jiangte Electric leading with a 4.38% increase, while Yongshan Lithium and others have seen declines [1][7]. Group 3: Supply and Demand Dynamics - The suspension of the Jiangxia Lithium Mine by CATL is expected to reduce domestic lithium supply by 8,300 tons per month, impacting the market balance and potentially driving lithium prices up [5]. - The ongoing strong demand for lithium batteries and a decrease in overseas lithium salt imports are expected to sustain the upward trend in lithium prices [5].

Core Points - The Shanghai Composite Index rose by 0.34%, while the Shanghai Military Industry Index increased by 0.37%, closing at 8877.18 points with a trading volume of 45.532 billion yuan [1] - The Shanghai Military Industry Index has seen a 10.23% increase over the past month, a 19.66% increase over the past three months, and a year-to-date increase of 22.58% [1] - The index includes listed companies primarily engaged in the military industry, selected from the ten major military groups and other related firms, reflecting the overall performance of military industry stocks in the Shanghai market [1] Index Composition - The top ten weighted companies in the Shanghai Military Industry Index are: China Shipbuilding (9.78%), AVIC Shenyang Aircraft (7.89%), China Heavy Industry (6.59%), Aero Engine Corporation (6.39%), Aerospace Electronics (3.56%), AVIC Avionics (3.52%), China Power (3.07%), Ruichuang Micro-Nano (2.9%), Western Superconducting (2.89%), and AVIC High-Tech (2.53%) [1] - The index is fully composed of companies listed on the Shanghai Stock Exchange, with an industry composition of 77.78% in industrials, 11.88% in information technology, 5.55% in materials, 3.34% in communication services, and 1.44% in consumer discretionary [1] Index Adjustment - The index samples are adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December, with a sample adjustment ratio not exceeding 10% [2] - Weight factors are adjusted in accordance with the sample changes, remaining fixed until the next scheduled adjustment unless special circumstances arise [2]

证券之星消息，8月11日航空装备板块较上一交易日上涨0.22%，派克新材领涨。当日上证指数报收于 3647.55，上涨0.34%。深证成指报收于11291.43，上涨1.46%。航空装备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | | 成交额(元) | | --- | --- | --- | --- | --- | --- | --- | | 605123 | 派克新材 | 76.86 | 4.01% | | 2.88万 | 2.19亿 | | 688708 | 佳驰科技 | 80.86 | 3.34% | | 2.57万 | 2.06亿 | | 002625 | 光启技术 | 44.65 | 2.93% | | 40.16万 | 17.97亿 | | 688122 | 西部超导 | 55.03 | 1.83% | | 12.55万 | 6.95亿 | | 300581 | 晨曦航空 | 23.40 | 1.69% | | 58.72万 | 13.79亿 | | 688563 | 航材股份 | 58.39 | 1.42% | | 2.49万 | 1.45亿 | | 3 ...

Core Insights - The establishment of China Fusion Energy Company marks a significant milestone in China's efforts to commercialize nuclear fusion energy, with over 10 billion yuan in investments from major energy firms and capital institutions [2][11] - The global fusion industry has seen explosive growth, with total investments reaching $9.766 billion, a 414% increase since 2021, indicating strong investor confidence and technological advancements [4] - The competition in the fusion energy sector is intensifying, with significant breakthroughs in China's fusion projects and international collaborations accelerating the path to commercialization [5][7] Investment and Market Dynamics - China Fusion Energy Company is positioned as a national strategic player, with investments from key state-owned enterprises and private capital, reflecting a robust investment structure [11][12] - The supply chain for nuclear fusion is maturing, with several A-share listed companies entering the supply chain, indicating a growing interest in the fusion energy sector [14][15] - The fusion industry is expected to enter a critical decade, with many companies planning to operate commercial demonstration plants by 2035 [8][10] Technological Advancements - Major advancements in China's fusion devices have been reported, including record plasma confinement times and temperature achievements, positioning the country as a leader in plasma technology [5][6] - Internationally, significant projects like ITER and commercial agreements for fusion energy procurement are paving the way for the practical application of fusion technology [7][8] Future Outlook - The timeline for commercial fusion energy is becoming clearer, with expectations that the first fusion power plant could be operational by 2030 [7][8] - The integration of AI and high-temperature superconductors is expected to further accelerate the development of fusion technology, enhancing feasibility and cost-effectiveness [16]