（文章来源：每日经济新闻） 每经AI快讯，9月25日，超导指数盘中涨超2%，成分股中百利电气涨6.80%、沃尔核材涨4.53%、国缆 检测涨4.43%、西部超导涨4.02%、联创光电涨3.82%。 ...

Core Viewpoint - The A-share market is witnessing strong performance in controllable nuclear fusion concept stocks, driven by the announcement of a new high-temperature superconducting fusion device named "Circulation No. 4" to be built in Shanghai by the national team in nuclear fusion [1] Group 1: Stock Performance - Hezhong Intelligent has reached the daily limit increase [1] - Changfu Co., Ltd. has increased by over 9% [1] - Jintian Co., Ltd. has increased by over 7% [1] - Gaolan Co., Ltd. has increased by over 6% [1] - Xuguang Electronics, Lianchuang Optoelectronics, and Hongwei Technology have all increased by over 5% [1] - Baili Electric, Western Superconducting, Tianli Composite, Aikesibo, and Antai Technology have all increased by over 4% [1]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688122 证券简称：西部超导 公告编号：2025-027 西部超导材料科技股份有限公司关于对陕西证监局行政监管措施决定书的整改报告 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、准确性和完整性依法承担法律责任。 西部超导材料科技股份有限公司（以下简称"公司"）于2025年8月26日收到中国证券监督管理委员会陕 西监管局（以下简称"陕西证监局"）出具的《关于对西部超导材料科技股份有限公司采取责令改正并对 冯勇、杜予晅、李魁芳、王凯旋采取出具警示函行政监管措施的决定》（陕证监措施字〔2025〕27号） （以下简称《决定书》）。相关内容详见公司于2025年8月27日披露的《关于公司及相关人员收到陕西 证监局行政监管措施决定书的公告》（公告编号：2025-024）。 收到上述《决定书》后，公司全体高度重视，立即召集相关部门和人员对《决定书》所述事项进行全面 的梳理分析，形成了责任明确、切实可行的整改方案，公司严格按照陕西证监局的要求，结合实际情 况，认真落实整改措施，现形成整改报告如下： 一、公司存 ...

西部超导表示，通过此次检查，深刻认识到自身不足，将汲取教训，加强合规意识，以整改为契机推动 合规建设常态化，维护股东合法权益。 点击查看公告原文>> 声明：市场有风险，投资需谨慎。 本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个人投资建议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因此本文内容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联 系biz@staff.sina.com.cn。 责任编辑：小浪快报 募集资金存放与使用不规范问题 2024年3月29日，公司拟用不超10.5亿元闲置募集资金进行现金管理，期限12个月；2025年4月18日，拟 用不超9.5亿元闲置募集资金进行现金管理，期限12个月。但在2025年3月30日至4月17日审议空窗期 内，公司存在使用闲置募集资金进行现金管理的情况。公司组织董事、高管及相关部门人员学习《上市 公司募集资金监管规则》和公司《募集资金管理制度》，提升合规意识，避免问题再次发生。整改责任 人包括 ...

Market Overview - The aviation equipment sector increased by 0.67% on September 24, with Zongheng Co. leading the gains [1] - The Shanghai Composite Index closed at 3853.64, up 0.83%, while the Shenzhen Component Index closed at 13356.14, up 1.8% [1] Stock Performance - Zongheng Co. (688070) closed at 57.10, rising by 8.06% with a trading volume of 29,800 lots and a transaction value of 163 million yuan [1] - Other notable performers included: - Hitec High-tech (002023) at 12.33, up 3.44% [1] - Aviation New Technology (300424) at 15.59, up 2.84% [1] - Western Superconducting (688122) at 58.49, up 2.60% [1] Capital Flow - The aviation equipment sector saw a net inflow of 57.50 million yuan from institutional investors, while retail investors contributed a net inflow of 29.80 million yuan [2] - However, speculative funds experienced a net outflow of 355 million yuan [2] Individual Stock Capital Flow - Key stocks with significant capital flow included: - Guangqi Technology (002625) with a net inflow of 21.20 million yuan from institutional investors [3] - AVIC Shenyang Aircraft (600760) with a net inflow of 97.23 million yuan [3] - AVIC Power (600893) with a net inflow of 49.86 million yuan [3]

证券代码：688122 证券简称：西部超导 公告编号：2025-027 西部超导材料科技股份有限公司 关于对陕西证监局行政监管措施决定书的整改报告 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、准确性和完整性依法承担法律责任。 西部超导材料科技股份有限公司（以下简称"公司"）于 2025 年 8 月 26 日 收到中国证券监督管理委员会陕西监管局（以下简称"陕西证监局"）出具的《关 于对西部超导材料科技股份有限公司采取责令改正并对冯勇、杜予晅、李魁芳、 王凯旋采取出具警示函行政监管措施的决定》（陕证监措施字〔2025〕27 号）（以 下简称《决定书》）。相关内容详见公司于 2025 年 8 月 27 日披露的《关于公司及 相关人员收到陕西证监局行政监管措施决定书的公告》（公告编号：2025-024）。 收到上述《决定书》后，公司全体高度重视，立即召集相关部门和人员对《决 定书》所述事项进行全面的梳理分析，形成了责任明确、切实可行的整改方案， 公司严格按照陕西证监局的要求，结合实际情况，认真落实整改措施，现形成整 改报告如下： 一、公司存在的问题及整改措施 ...

2025年8月26日，西部超导（688122）收到陕西证监局行政监管措施决定书。公司高度重视，形成整改 报告。公司存在收入核算不规范、募集资金存放与使用不规范、2024年年报前五大客户明细金额披露不 准确等问题。针对收入确认不及时，组织相关部门梳理，加强财务人员培训，规范单据流转；对于募集 资金管理空窗期使用问题，组织相关人员学习规则制度；就年报客户信息披露不准确，排查客户控制人 信息并加强复核。目前各项整改均已落实完成，后续将持续规范执行，提升合规建设水平，维护股东权 益。 ...

Core Viewpoint - Western Superconducting Technologies Co., Ltd. has shown significant stock performance and financial growth in 2023, with a notable increase in revenue and net profit, indicating strong operational capabilities and market position [2][3]. Stock Performance - As of September 24, Western Superconducting's stock price increased by 2.03% to 58.17 CNY per share, with a trading volume of 6.72 billion CNY and a market capitalization of 377.91 billion CNY [1]. - The stock has risen by 38.27% year-to-date, with a 1.02% increase over the last five trading days, 1.41% over the last twenty days, and 15.17% over the last sixty days [2]. Financial Performance - For the period from January to June 2025, the company achieved a revenue of 2.723 billion CNY, representing a year-on-year growth of 34.76%, and a net profit attributable to shareholders of 546 million CNY, reflecting a 56.72% increase [2]. - Cumulatively, the company has distributed 2.179 billion CNY in dividends since its A-share listing, with 1.406 billion CNY distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders increased by 7.91% to 26,900, with an average of 24,152 circulating shares per shareholder, a decrease of 7.33% [2]. - The top ten circulating shareholders include significant institutional investors, with notable changes in holdings among ETFs and other funds [3].

Group 1: Liquidity and Performance of Rare Metal ETFs - The rare metal ETF had an intraday turnover of 4.62%, with a transaction volume of 115 million yuan [1] - Over the past month, the average daily transaction volume of the rare metal ETF reached 218 million yuan, ranking first among comparable funds [1] - In the last two weeks, the rare metal ETF's scale increased by 53.46 million yuan, achieving significant growth and ranking first among comparable funds [1] - The ETF's shares grew by 13 million shares in the last two weeks, also ranking first among comparable funds [1] - In the last ten trading days, the rare metal ETF attracted a total of 195 million yuan in inflows [1] - As of September 22, 2025, the net value of the rare metal ETF increased by 86.19% over the past year [1] - The highest monthly return since inception was 24.02%, with the longest consecutive monthly gains being four months and a maximum increase of 58.56% [1] - The average return during the rising months was 8.77% [1] - The annualized return over the last three months exceeded the benchmark by 5.76% [1] Group 2: Market Dynamics and Policy Impact - The unique resource characteristics of minor metals lead to greater price elasticity, benefiting from high beta during market uptrends [2] - The Democratic Republic of Congo's cobalt export policy, effective September 21, extends the cobalt export ban until October 15, 2025, followed by a quota system [2] - The quota for October to December 2025 is set at 18,125 tons, with a total quota of 96,600 tons for 2026-2027, representing a 56% decrease from the 2024 production levels [2] - The Congolese government's firm pricing stance is expected to compel downstream companies to initiate large-scale inventory replenishment, driving cobalt prices upward [2] - As of August 29, 2025, the top ten weighted stocks in the China Rare Metal Theme Index accounted for 57.58% of the index, including companies like Northern Rare Earth, Luoyang Molybdenum, and Ganfeng Lithium [2] Group 3: Stock Performance Overview - The stock performance of key companies in the rare metals sector showed declines, with Northern Rare Earth down 4.79% and Ganfeng Lithium down 0.76% [4] - Other notable declines included Luoyang Molybdenum at -2.75% and Tianqi Lithium at -3.01% [4] - Investors can also participate in the rare metal sector through the rare metal ETF linked fund (014111) [4]

Core Viewpoint - The article discusses the performance of the Science and Technology Innovation Enhanced ETF (588520), highlighting its recent market activity and key holdings [1]. Group 1: ETF Performance - The Science and Technology Innovation Enhanced ETF (588520) opened with a gain of 0.31%, priced at 1.310 yuan [1]. - Since its inception on June 27, 2025, the fund has achieved a return of 30.89%, with a one-month return of 6.09% [1]. Group 2: Key Holdings - Major holdings in the ETF include: - Semiconductor Manufacturing International Corporation (down 0.99%) - Cambricon Technologies (up 0.14%) - Jianyuan Technology (up 6.32%) - Transsion Holdings (up 2.38%) - Zhuhai CosMX Battery Co., Ltd. (up 1.21%) - Western Superconducting Technologies (up 0.17%) - Xiangsheng Medical (up 0.81%) - Trina Solar (down 0.31%) - China Railway Signal & Communication Corp (unchanged) - Saintshine Medical (up 0.70%) [1].