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可控核聚变突破在即,重构全球能源格局(附股)
Ge Long Hui A P P· 2025-12-19 01:52
随着2027年BEST装置发电演示工作的推进,以及EAST装置长脉冲运行纪录不断刷新,这个行业已经进入多个技术路线竞争、资本集中投入的新阶段。 可控核聚变板块持续走强,西部材料盘中创新高,王子新材、雪人集团、海陆重工涨停,常辅股份涨超15%,哈焊华通、爱科赛博涨超10%,国光电气、 辰光医疗、百利电气、中洲特材、中国核建跟涨。相关ETF方面,电力ETF(159611)成交额625.5万元。 可控核聚变对国家能源安全和科技自主至关重要,目前它的产业化正从实验验证阶段逐步推进到工程示范阶段,进度不断加快。 从资本市场来看,可控核聚变相关板块一直受到资金关注。 2025年以来,板块周线沿着20周线持续上涨,本周收出几乎光头阳线,成交量温和放大,消化了之前所有套牢盘,还创下了新高,这或意味着板块可能已 开启新一轮行情! 12月12日,板块内的个股表现都相当活跃,华菱线缆连续一字涨停,雪人集团、四创电子开盘半小时内也跟着上涨,爱科赛博、斯瑞新材等个股涨幅明 显,北交所的天力复合表现格外突出,本周涨幅翻了一倍以上。 在核聚变产业化加速推进的背景下,A股投资者该如何聚焦核心企业,精准抓住投资机会呢? 材料性能能否突破,是核 ...
可控核聚变板块高开,王子新材涨停
Mei Ri Jing Ji Xin Wen· 2025-12-19 01:45
(文章来源:每日经济新闻) 每经AI快讯,12月19日,可控核聚变板块高开,王子新材涨停,常辅股份涨超10%,爱科赛博、哈焊华 通、宏微科技、雪人集团、英杰电气跟涨。 ...
可控核聚变概念震荡走高 国机重装、王子新材双双涨停
Xin Lang Cai Jing· 2025-12-17 02:06
Core Viewpoint - The controlled nuclear fusion sector is experiencing a significant surge, with companies like Guojin Heavy Industry and Prince New Materials hitting their daily price limits, driven by a wave of project awards in December [1] Industry Summary - The nuclear fusion industry is witnessing an accelerated bidding process, with a concentration of project awards occurring in December [1] - From December 1 to December 12, the total value of projects announced by the Hefei Institute of Plasma Physics and Fusion New Energy in Anhui exceeded 2.4 billion yuan, with nine projects having a budget exceeding 50 million yuan [1]
爱科赛博:公司参展了第十五届中国国际航空航天博览会
Zheng Quan Ri Bao Wang· 2025-12-16 14:15
证券日报网讯12月16日,爱科赛博在互动平台回答投资者提问时表示,公司参展了第十五届中国国际航 空航天博览会(珠海航展),重点展示了砖型电源模块新品、航空保障电源、电源组件及应用于航空航天 系统的电源解决方案。 ...
爱科赛博:股东人数和持股情况已在2025年第三季度报告中披露
Zheng Quan Ri Bao Wang· 2025-12-16 13:44
证券日报网讯12月16日,爱科赛博在互动平台回答投资者提问时表示,公司的股东人数和持股情况已在 2025年第三季度报告中披露。 ...
爱科赛博(688719.SH):不涉及商业航天领域
Ge Long Hui· 2025-12-16 09:28
格隆汇12月16日丨爱科赛博(688719.SH)在投资者互动平台表示,公司目前不涉及商业航天领域。公司 也持续关注相关领域的市场机遇,积极服务国家战略需求。 (原标题:爱科赛博(688719.SH):不涉及商业航天领域) ...
其他电源设备板块12月16日跌3.45%,爱科赛博领跌,主力资金净流出12.27亿元
证券之星消息,12月16日其他电源设备板块较上一交易日下跌3.45%,爱科赛博领跌。当日上证指数报 收于3824.81,下跌1.11%。深证成指报收于12914.67,下跌1.51%。其他电源设备板块个股涨跌见下 表: 从资金流向上来看,当日其他电源设备板块主力资金净流出12.27亿元,游资资金净流入3.22亿元,散户 资金净流入9.05亿元。其他电源设备板块个股资金流向见下表: 以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。 ...
其他电源设备板块12月15日跌1.61%,爱科赛博领跌,主力资金净流出10.82亿元
以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。 从资金流向上来看,当日其他电源设备板块主力资金净流出10.82亿元,游资资金净流入4.15亿元,散户 资金净流入6.67亿元。其他电源设备板块个股资金流向见下表: 证券之星消息,12月15日其他电源设备板块较上一交易日下跌1.61%,爱科赛博领跌。当日上证指数报 收于3867.92,下跌0.55%。深证成指报收于13112.09,下跌1.1%。其他电源设备板块个股涨跌见下表: ...
A股异动丨可控核聚变概念股普跌,哈焊华通跌超8%
Ge Long Hui A P P· 2025-12-15 07:48
Core Insights - The A-share market for controllable nuclear fusion concept stocks experienced a significant decline, with major stocks like Ha Welding Huatong and Yongding Co. dropping over 8% [1] - Elon Musk publicly criticized nuclear fusion power on social media, stating that building small nuclear fusion reactors on Earth is economically foolish, as the Sun itself is a massive, free nuclear fusion reactor [1] Stock Performance Summary - Ha Welding Huatong: Decreased by 8.72%, market cap at 89.62 billion [2] - Yongding Co.: Decreased by 8.04%, market cap at 29.4 billion [2] - Ice Wheel Environment: Decreased by 6.98%, market cap at 16.8 billion [2] - Changfu Co.: Decreased by 6.46%, market cap at 2.512 billion [2] - Juguang Technology: Decreased by 5.45%, market cap at 14 billion [2] - Aike Saibo: Decreased by 4.62%, market cap at 6.081 billion [2] - Hezhuan Intelligent: Decreased by 4.35%, market cap at 11.7 billion [2] - Hailu Heavy Industry: Decreased by 3.76%, market cap at 10.6 billion [2] - Western Superconducting: Decreased by 3.73%, market cap at 47.2 billion [2] - Rongfa Nuclear Power: Decreased by 3.59%, market cap at 15.6 billion [2] - Changguang Huaxin: Decreased by 3.20%, market cap at 25.5 billion [2]
可控核聚变概念股普跌,哈焊华通跌超8%
Ge Long Hui· 2025-12-15 07:44
Group 1 - The core viewpoint of the news is that the controlled nuclear fusion concept stocks in the A-share market experienced a significant decline, influenced by Elon Musk's negative comments on nuclear fusion power generation [1] - Specific stocks that fell include: - Ha Huan Huatong down 8.72% with a market cap of 8.962 billion - Yongding Co. down 8.04% with a market cap of 29.4 billion - Ice Wheel Environment down 6.98% with a market cap of 16.8 billion - Changfu Co. down 6.46% with a market cap of 2.512 billion - Juguang Technology down 5.45% with a market cap of 14 billion [2] Group 2 - Elon Musk publicly criticized the idea of building small nuclear fusion reactors on Earth, calling it economically wasteful and stating that the Sun itself is a massive, free nuclear fusion reactor [1] - Musk emphasized that the energy produced by the Sun could meet all energy demands in the solar system, further questioning the feasibility of small-scale nuclear fusion projects [1]