《九院中标 5 亿氚工厂项目，NIF 完 成第十次点火—可控核聚变行业周 报》-2025.12.7 《BEST 研究计划首次发布，美国启动 创世纪计划—可控核聚变行业周报》 -2025.11.30 电力 2025 年 12 月 13 日 投资评级：看好（维持） 行业走势图 数据来源：聚源 -14% -7% 0% 7% 14% 22% 29% 2024-12 2025-04 2025-08 电力 沪深300 相关研究报告 《电改加速深化，预期有望趋稳—电 力行业 2026 年度投资策略》 -2025.11.27 日本首份聚变供电协议签署，BEST 订单持续释放 ——行业周报 | 周磊（分析师） | 黄懿轩（联系人） | | --- | --- | | zhoulei1@kysec.cn | huangyixuan1@kysec.cn | | 证书编号：S0790524090002 | 证书编号：S0790125070014 | 板块回顾：全部细分环节上涨，个股涨多跌少 本周（20251208-20251212）可控核聚变板块下，个股涨多跌少。具体来看，涨 幅前五标的分别为爱科赛博（+34.3%）、永鼎股份（+2 ...

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。 证券之星消息，12月12日其他电源设备板块较上一交易日上涨4.68%，爱科赛博领涨。当日上证指数报 收于3889.35，上涨0.41%。深证成指报收于13258.33，上涨0.84%。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入20.29亿元，游资资金净流出6.81亿元，散户 资金净流出13.48亿元。其他电源设备板块个股资金流向见下表： ...

Core Insights - The article highlights the strong performance of the Tianhong ETFs, particularly the Sci-Tech Index ETF and the Cloud Computing ETF, indicating a positive trend in the technology sector [1][2][3] Group 1: ETF Performance - The Sci-Tech Index ETF Tianhong (589860) saw a turnover of 9.41% with a transaction volume of 28.55 million yuan, while the underlying Shanghai Sci-Tech Board Composite Index (000680) rose by 1.22% [1] - Key component stocks such as Jingfeng Mingyuan (688368) and Yandong Micro (688172) experienced significant gains of 20.00% and 18.30%, respectively [1] - The Cloud Computing ETF Tianhong (517390) had a turnover of 3.51% with a transaction volume of 12.49 million yuan, tracking the CSI Hong Kong-Shanghai-Shenzhen Cloud Computing Industry Index (931470) which rose by over 1% [1] Group 2: Growth and Market Trends - The Cloud Computing Hong Kong-Shanghai ETF (517390) reported a substantial growth of 21.22 million yuan over the past six months, indicating a strong upward trend [2] - The Sci-Tech Index is characterized by its comprehensive coverage of 97% of the Sci-Tech Board's market capitalization, focusing on early-stage innovation investment opportunities [3] - The article emphasizes the importance of capturing opportunities in the AI-driven cloud computing sector, particularly through the Hong Kong-Shanghai-Shenzhen Cloud Computing ETF [3] Group 3: Policy and Industry Developments - The Central Economic Work Conference held on December 10-11 emphasized the need for innovation-driven growth and the cultivation of new economic drivers, which is expected to support the technology sector [3][4] - The launch of the local section of the China Computing Power Platform marks a significant step in optimizing computing resources across regions, enhancing the infrastructure for technology development [4] - Financial institutions like Caixin Securities predict that the technology growth trend will continue in the medium to long term, with a focus on the AI industry chain transitioning from hardware to application [4]

Core Viewpoint - The power equipment sector is experiencing significant strength, with notable stock price increases among key companies [2] Group 1: Company Performance - Aikosai Bo has seen its stock price rise over 9%, reaching a new high during intraday trading [2] - Hailu Heavy Industry and Dongfang Electric have hit the daily limit up [2] - Other companies such as Xizi Clean Energy, Oulu Tong, Rongfa Nuclear Power, Magpower, and Xinle Energy are also experiencing upward momentum [2]

Core Viewpoint - The A-share market is experiencing significant gains in stocks related to controllable nuclear fusion, with several companies reaching their daily price limits and showing substantial year-to-date performance increases [1][2]. Group 1: Stock Performance - Tianli Composite (920576) reached a 30% increase, with a total market value of 6.629 billion and a year-to-date increase of 194.75% [2] - Changfu Co., Ltd. (920396) saw a 19.74% rise, with a market value of 2.887 billion and a year-to-date increase of 203.01% [2] - Haotian Technology (301137) increased by 13.36%, with a market value of 10.3 billion and a year-to-date increase of 225.27% [2] - Srey New Materials (688102) rose by 10.55%, with a market value of 25.1 billion and a year-to-date increase of 269.89% [2] - China West Electric (601179) increased by 10.06%, with a market value of 46.5 billion and a year-to-date increase of 21.45% [2] - Other notable performers include Huadong Cable (10.03% increase), Sichuan Chuang (10% increase), and Snowman Group (9.99% increase) [1][2]. Group 2: Market Trends - The overall trend in the A-share market indicates a strong bullish sentiment, particularly in the controllable nuclear fusion sector, as evidenced by the formation of MACD golden cross signals [1]. - Companies such as Guotai Heavy Industries and China Nuclear Engineering also showed significant gains, with increases around 9.97% and 9.96% respectively [2]. - The performance of these stocks reflects a growing investor interest in the nuclear fusion industry, suggesting potential for further investment opportunities [1][2].

Core Viewpoint - The A-share market saw significant gains in stocks related to controlled nuclear fusion, with several companies reaching their daily limit increases, indicating strong investor interest and potential growth in this sector [1][2]. Group 1: Stock Performance - Tianli Composite reached a 30% increase, with a total market value of 6.629 billion and a year-to-date increase of 194.75% [2] - Changfu Co. saw a nearly 20% rise, with a market value of 2.887 billion and a year-to-date increase of 203.01% [2] - Ha Welding Huaton increased by over 13%, with a market value of 10.3 billion and a year-to-date increase of 225.27% [2] - Srey New Materials rose over 10%, with a market value of 25.1 billion and a year-to-date increase of 269.89% [2] - China XD Electric, Hualing Cable, Sichuan Chuang Electronics, Snowman Group, Antai Technology, China National Heavy Machinery, China Nuclear Engineering, and Shun Sodium Co. all reached a 10% increase [1][2]. Group 2: Additional Notable Stocks - Zhongtai Co. and Dongfang Electric increased by over 8%, with market values of 8.15 billion and 81.8 billion respectively [2] - Guoda Special Materials and Aike Saibo both saw increases of nearly 8%, with market values of 6.541 billion and 6.104 billion respectively [2] - Western Superconducting experienced a 7.1% increase, with a market value of 49 billion [2].

可控核聚变概念走强，四创电子、国机重装涨停，爱科赛博、中洲特材跟涨。 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688719 证券简称：爱科赛博 公告编号：2025-077 西安爱科赛博电气股份有限公司 关于公司股东权益变动的提示性公告 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。 重要内容提示： ● 本次权益变动系西安爱科赛博电气股份有限公司（以下简称"公司"）股东深圳市达晨创通股权投资企 业(有限合伙)（以下简称"达晨创通"）、深圳市达晨创鸿私募股权投资企业(有限合伙)（以下简称"达晨 创鸿"）作为一致行动人履行此前披露的减持股份计划所致，不触及要约收购。 ● 本次权益变动后，信息披露义务人持有上市公司股份5,769,181股，占上市公司总股本的4.9999%。 ● 本次权益变动为公司持股5%以上非第一大股东正常减持行为，不会对公司治理结构及持续经营产生 重大影响，不会导致公司控股股东、实际控制人发生变化。 公司于2025年12月10日收到股东达晨创通、达晨创鸿发来的《西安爱科赛博电气股份有限公司简式权益 变动报告书》，现将其有关权益变动情况公告如下： 一、本次权益变 ...

西安爱科赛博电气股份有限公司 简式权益变动报告书 股份变动性质：股份减少，合计持股比例下降至 5%以下。 上市公司名称：西安爱科赛博电气股份有限公司 股票简称：爱科赛博 股票代码：688719 股票上市地点：上海证券交易所 信息披露义务人（一）：深圳市达晨创通股权投资企业(有限合伙) 住所及通讯地址：深圳市福田区沙头街道天安社区深南大道深铁置业大厦三 十七层/三十八层 信息披露义务人（二）：深圳市达晨创鸿私募股权投资企业(有限合伙) 住所及通讯地址：深圳市福田区沙头街道天安社区深南大道深铁置业大厦三 十七层/三十八层 （信息披露义务人（一）、信息披露义务人（二）合称为信息披露义务人） 签署日期：2025 年 12 月 10 日 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国证券法》（以下简称为《证券法》）、 《上市公司收购管理办法》（以下简称《收购管理办法》）、《公开发行证券的 公司信息披露内容与格式准则第 15 号——权益变动报告书》（以下简称《准则 15 号》）及其他相关的法律、法规和规范性文件编写本报告书。 二、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不违 反信息披露义务人 ...

证券代码：688719 证券简称：爱科赛博 公告编号：2025-077 西安爱科赛博电气股份有限公司 关于公司股东权益变动的提示性公告 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。 重要内容提示： 本次权益变动系西安爱科赛博电气股份有限公司（以下简称"公司"） 股东深圳市达晨创通股权投资企业(有限合伙)（以下简称"达晨创通"）、深圳 市达晨创鸿私募股权投资企业(有限合伙)（以下简称"达晨创鸿"）作为一致行 动人履行此前披露的减持股份计划所致，不触及要约收购。 本次权益变动后，信息披露义务人持有上市公司股份 5,769,181 股，占 上市公司总股本的 4.9999%。 本次权益变动为公司持股 5%以上非第一大股东正常减持行为，不会对 公司治理结构及持续经营产生重大影响，不会导致公司控股股东、实际控制人发 生变化。 公司于 2025 年 12 月 10 日收到股东达晨创通、达晨创鸿发来的《西安爱科 赛博电气股份有限公司简式权益变动报告书》，现将其有关权益变动情况公告如 下： | | 招商财富资产管理有限公司出资比例 14. ...