节后首个交易日（10月9日），国防军工板块早盘盘中水下直线拉起，代码有"八一"的国防军工ETF （512810）直线冲高1%！成份股方面，可控核聚变概念股活跃，西部超导一度冲击18%，联创光电大 涨超6%。 消息面上，位于安徽合肥未来大科学城的紧凑型聚变能实验装置（BEST）主机首个关键部件——杜瓦 底座成功落位安装，标志着项目主体工程建设步入新阶段，部件研制和工程安装开启"加速度"。 分析人士认为，"九三"后资金兑现调仓或已接近尾声，当前国防军工板块整体或已企稳，随着"十五 五"临近，新一阶段的装备建设即将启动，重点关注景气上行和新质新域方向。 风险提示：国防军工ETF被动跟踪中证军工指数，该指数基日为2004.12.31，发布于2013.12.26。2020- 2024年分年度历史收益分别为：67.91%、14.28%、-25.74%、-11.02%、8.20%。指数成份股构成根据该 指数编制规则适时调整，其回测历史业绩不预示指数未来表现。以上个股均为标的指数成份股，仅作展 示，个股描述不作为任何形式的投资建议，也不代表管理人旗下任何基金的持仓信息和交易动向。基金 管理人评估的本基金的风险等级为R3-中风 ...

或由于美联储持续降息预期，叠加长假期间，铜、黄金等大宗商品价格狂飙，今日（10月9日）揽尽有 色金属行业龙头的有色龙头ETF（159876）场内价格盘中飙涨超6.3%，现涨5.85%，刷新上市以来的高 点！实时成交额超8700万元，当前成交额已超前一交易日全天的成交额，交投火热！ ETF放量突破上市高点，或为资金买点信号！截至发稿，有色龙头ETF（159876）获资金实时净申购 6060万份！ 成份股方面，云南铜业、江西铜业、白银有色、四川黄金、山东黄金5股涨停！西部超导涨超15%，铜 陵有色、兴业银锡涨逾9%，赣锋锂业、中金黄金等个股大幅跟涨。 | 【宏观驱动】 | 前金 | 美联储降息周期+地缘扰动引发避险需求+央行增持 | | --- | --- | --- | | 【战略安全】 | 稀土、钨、锡 | 战略金属受益于全球博弈 | | 【政策护航】 | 锂、钴、镖 | "反内卷"逻辑影响,板块迎来估值修复 | | 【供需格局】 | 铜、铝等工业金属 | 新兴产业需求释放+供给增量有限,供需紧平衡 | 值得关注的是，深交所数据显示，上一交易日（9月30日），有色龙头ETF（159876）单日吸金3463万 ...

(本文来自第一财经) 合锻智能、永鼎股份竞价涨停，天力复合涨超10%，常辅股份、西部超导、国光电气、兰石重装等涨逾 5%。 ...

Group 1: Liquidity and Performance of Rare Metal ETFs - The rare metal ETF had an intraday turnover of 9.93%, with a transaction volume of 258 million yuan [3] - As of September 30, the average daily transaction volume of the rare metal ETF over the past month was 207 million yuan, ranking first among comparable funds [3] - Over the past three months, the rare metal ETF's scale increased by 1.611 billion yuan, also ranking first among comparable funds [3] - The ETF's net asset value increased by 9.15% over the past three years, with the highest monthly return since inception being 24.02% [3] - The longest consecutive monthly gain was five months, with a maximum increase of 66.25% and an average monthly return of 8.60% [3] Group 2: Government Involvement and Industry Dynamics - On October 6, the Trump administration discussed acquiring a stake in Critical Metals, potentially giving the U.S. direct ownership of Greenland's largest rare earth mining project [3] - The U.S. government has recently invested in lithium giant Lithium Americas and MP Materials, which owns the Mountain Pass rare earth mine [3] - There is a focus on rebuilding the domestic rare earth supply chain, although global production of rare earth permanent magnets remains highly concentrated in China [3] Group 3: Company Developments in Solid-State Battery Technology - Ganfeng Lithium is accelerating its layout in the solid-state battery sector, responding to numerous investor inquiries regarding technology routes, capacity planning, and commercialization progress [4] - The company announced breakthroughs in solid electrolyte research and pilot line yield data [4] Group 4: Top Holdings in Rare Metal Index - As of September 30, the top ten weighted stocks in the China Rare Metal Theme Index accounted for 59.91% of the index, including Northern Rare Earth, Luoyang Molybdenum, and Ganfeng Lithium [4] Group 5: Investment Opportunities - Investors can participate in the rare metal sector through the Rare Metal ETF linked fund (014111) [7]

格隆汇10月9日｜科创50指数涨幅扩大至超5%。中芯国际、华虹公司、江波龙、灿芯股份、芯联集成等 多只芯片股创历史新高。西部超导(688122)、芯原股份均涨超15%，中微公司(688012)涨超10%。 (责任编辑：宋政 HN002) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com ...

Core Viewpoint - The trading volume of Western Superconducting Technologies Co., Ltd. reached 2.041 billion RMB, marking the highest level since August 3, 2023, with a stock price increase of 11.72% and a turnover rate of 4.28% [2] Company Overview - Western Superconducting Technologies Co., Ltd. was established on February 28, 2003, with a registered capital of 649.664497 million RMB [2]

格隆汇10月9日｜A股市场可控核聚变概念股走强，其中，常辅股份涨21%，国光电气涨超17%，天力复 合、西部超导涨超12%，浙富控股、融发核电、安泰科技、合锻智能（维权）、白银有色（维权）、永 鼎股份、上海电气涨停。 MACD金叉信号形成，这些股涨势不错！ | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 920396 | 常辅股份 | 1 | 21.82 | 25.11亿 | 164.49 | | 688776 | 国光电气 | | 17.51 | 106亿 | 108.07 | | 920576 | 天力复合 | | 12.65 | 35.51亿 | 57.89 | | 688122 | 西部超号 | 1 | 12.41 | 475亿 | 73.20 | | 002266 | 浙富控股 | 1 | 10.12 | 233亿 | 45.27 | | 002366 | 融发核电 | 报 | 10.07 | 173亿 | 81.05 | | 000969 | 安泰科技 | 1 | 10.03 | 157亿 ...

流动性方面，A500ETF嘉实盘中换手0.86%，成交1.10亿元。拉长时间看，截至9月30日，A500ETF嘉实近1年日均成交22.77亿元。 截至2025年10月9日 09:47，中证A500指数上涨0.45%，成分股西部超导上涨15.12%，浙富控股上涨10.12%，通富微电上涨10.01%，雅克科技上涨10.01%， 江西铜业上涨10.00%。A500ETF嘉实(159351)上涨0.42%。 招商证券表示，10月市场将会延续9月的趋势，保持震荡上行且低斜率的走势。目前市场处在牛市第二阶段的判断没有发生变化，增量资金持续流入的态势 也没有发生变化，指数上行速度放缓后，增量资金更加平稳，是驱动市场稳健上行的关键力量。 规模方面，A500ETF嘉实最新规模达119.12亿元。资金流入方面，拉长时间看，近4个交易日内，合计"吸金"1.25亿元。 截至9月30日，A500ETF嘉实近1年净值上涨19.33%。从收益能力看，截至2025年9月30日，A500ETF嘉实自成立以来，最高单月回报为11.71%，最长连涨月 数为5个月，最长连涨涨幅为28.61%，上涨月份平均收益率为4.15%，月盈利概率为61.28 ...

可控核聚变板块持续走高，合锻智能、永鼎股份涨停，哈焊华通、天力复合、常辅股份涨超10%，上海 电气、中洲特材、浙富控股、西部超导、国光电气等跟涨。 ...

Group 1: Industry Developments - The BEST project in Hefei, Anhui, has achieved a key breakthrough with the successful development and delivery of the Dewar base, marking a new phase in the construction of the compact fusion energy experimental device [1] - The BEST device will demonstrate nuclear fusion power generation for the first time internationally, with total assembly work starting in May 2025 and expected completion in two years [1] - Germany's government has approved an action plan to build the world's first nuclear fusion power plant, with over €2 billion allocated for research and infrastructure by 2029 [1] Group 2: Policy Support - The "Atomic Energy Law" was passed in China, encouraging and supporting controlled thermonuclear fusion research and technology development, effective from January 15, 2026 [2] - The law establishes a management system for fusion fuel and facilities, promoting the application of nuclear fusion [2] Group 3: Market Outlook - Analysts predict a significant increase in net profits for fusion-related stocks, with companies like Yongding Co. expected to see a 451.02% increase in net profit by 2025 [3][6] - Shanghai Electric has been a key player in the nuclear fusion project since 2000, showcasing its core equipment at the recent industrial expo [5] - The global competition in controlled nuclear fusion is intensifying, with frequent financing activities among companies and significant investments anticipated in the future [2] Group 4: Company Performance - Shanghai Electric leads in net financing buy-ins among fusion concept stocks, with an amount of ¥16.38 billion [3] - West Superconducting has actively engaged in major domestic fusion projects, leveraging its superconducting wire products [5] - Institutions have shown strong interest in companies like China Nuclear Power and West Superconducting, indicating a positive outlook for the sector [5]