3、特种电源与储能板块：聚变反应需要瞬时大功率脉冲电源，对特种电源、大功率电容器等需求激 增，相关电源与储能设备供应商迎来市场扩张机遇。 4、关键材料与部件板块：钨基偏滤器、第一壁、耐高温合金等核心部件是装置稳定运行的基础，材料 与部件供应商有望持续获得高价值订单。 5、工程建设与系统集成板块：随着示范堆和商业堆建设加速，具备核能工程经验与总包能力的公司将 深度参与聚变电站建设，产业链分工进一步明确。 相关上市公司梳理 据东方财富研究中心12月19日消息，今日可控核聚变概念股再度爆发，宏微科技涨超12%，王子新材、 百利电气、雪人集团等多股涨停。 消息面上，当地时间周四，特朗普媒体与科技集团(DJT)已同意与一家获得Alphabet支持的核聚变能源 公司进行全股票交易合并，交易总价值超过60亿美元。此次合并将使双方共同建设一系列大型聚变发电 厂，以满足人工智能(AI)浪潮带来的能源需求。周四，DJT股价大幅飙升，涨幅超过40%。 申万宏源研报指出，随着技术的持续突破、政策不断落地以及国内相关装置建设加速，核聚变技术的工 程化与商业化进程有望加快。国际能源署则预测，到2030年，全球核聚变市场规模有望接近500 ...

本次会议是否有被否决议案：无 一、 会议召开和出席情况 证券代码：688776 证券简称：国光电气 公告编号：2025-047 成都国光电气股份有限公司 2025年第一次临时股东大会决议公告 本公司董事会及除李泞先生外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： （一） 股东大会召开的时间：2025 年 12 月 19 日 （二） 股东大会召开的地点：成都国光电气股份有限公司会议室 （三） 出席会议的普通股股东、特别表决权股东、恢复表决权的优先股股东及 其持有表决权数量的情况： | 1、出席会议的股东和代理人人数 | 85 | | --- | --- | | 普通股股东人数 | 85 | | 2、出席会议的股东所持有的表决权数量 | 63,657,549 | | 普通股股东所持有表决权数量 | 63,657,549 | | 3、出席会议的股东所持有表决权数量占公司表决权数量的比 | 58.7336 | | 例（%） | | | 普通股股东所持有表决权数量占公司表决权数量的比例（%） | 58.7336 | （四） 表决 ...

北京德恒律师事务所 关于 成都国光电气股份有限公司 2025 年第一次临时股东大会的 法律意见 北京市西城区金融街 19 号富凯大厦 B 座 12 层 电话：010-52682888 传真：010-52682999 邮编：100033 北京德恒律师事务所 关于成都国光电气股份有限公司 2025 年第一次临时股东大会的法律意见 北京德恒律师事务所 关于 成都国光电气股份有限公司 2025 年第一次临时股东大会的 法律意见 德恒 01G20250810-01 号 致：成都国光电气股份有限公司 北京德恒律师事务所受成都国光电气股份有限公司（以下简称"国光电气" 或"公司"）委托，指派侯慧杰律师、成传耀律师（以下简称"本所见证律师"） 出席国光电气 2025 年第一次临时股东大会（以下简称"本次股东大会"），对 本次股东大会的合法性进行见证并出具本见证意见。 本所见证律师根据《中华人民共和国公司法》(以下简称"《公司法》")、 《中华人民共和国证券法》（以下简称"《证券法》"）、《上海证券交易所科 创板上市公司自律监管指引第 1 号——规范运作》（以下简称"《科创板上市公 司自律监管指引第 1 号》"）等现行有效的法 ...

| 序号 | 代码 | 名称 | 现价 | 涨跌幅 ▼ | HV. < 3 7 | | --- | --- | --- | --- | --- | --- | | T | 688387 | 信科移动-U | 10.19 | 12.72% | 18.91亿 | | 2 | 300455 | 航天智装 | 27.69 | 6.42% | 15.10亿 | | 3 | 600118 | 中国卫星 | 59.83 | 6.25% | 46.08亿 | | 4 | 300680 | 隆盛科技 | 48.58 | 4.81% | 3.60亿 | | 5 | 688433 | 华曙高科 | 58.01 | 4.24% | 1.05 Z | | 6 | 300053 | 航宇微 | 18.31 | 3.74% | 11.17亿 | | 7 | 300136 | 信维通信 | 37.62 | 3.61% | 16.53亿 | | 8 | 688776 | 国光电气 | 94.11 | 2.94% | 3.69亿 | | 9 | 002025 | 航天电器 | 47.21 | 2.74% | 7.20亿 | | 10 | 002 ...

格隆汇12月19日｜A股市场可控核聚变股走强，其中，宏微科技涨超17%，常辅股份涨超15%，哈焊华 通涨超10%，王子新材、四创电子、百利电气、国泰集团10CM涨停，雪人集团、海陆重工、国机重装 涨超9%，中国核建涨超6%，大西洋、融发核电、爱科赛博、国光电气、西部超导、安泰科技涨超5%。 ...

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 ...

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，当日军工电子板块主力资金净流出9.98亿元，游资资金净流出1.6亿元，散户资金净 流入11.58亿元。军工电子板块个股资金流向见下表： 证券之星消息，12月16日军工电子板块较上一交易日下跌0.82%，国光电气领跌。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%。军工电子板块个股涨跌见下表： ...

两融数据显示，该股最新融资余额为4.53亿元，近5日减少913.71万元，降幅为1.98%。 据天眼查APP显示，成都国光电气股份有限公司成立于1981年10月08日，注册资本10838.3419万人民 币。（数据宝） | 成交 量 | 成交 | 成交价 | 相对当 日 | | | | --- | --- | --- | --- | --- | --- | | | 金额 | 格 | 收盘折 | 买方营业部 | 卖方营业部 | | （万 | （万 | （元） | 溢价 | | | | 股） | 元） | | （%） | | | | 4.00 | 324.00 | 81.00 | -19.02 | 华泰证券股份有限公司南京大光路证 | 华泰证券股份有限公司成都锦晖西 | | | | | | 券营业部 | 二街证券营业部 | | 4.00 | 324.00 | 81.00 | -19.02 | 华泰证券股份有限公司南京文澜路证 | 华泰证券股份有限公司成都锦晖西 | | | | | | 券营业部 | 二街证券营业部 | | 4.00 | 324.00 | 81.00 | -19.02 | 申万宏源西部证券有限公司乌 ...

成都国光电气股份有限公司 2025 年第一次临时股东大会 证券代码：688776 证券简称：国光电气 成都国光电气股份有限公司 2025年第一次临时股东大会会议资料 2025年12月 第 1 页 共 9 页 | 2025年第一次临时股东大会会议须知 . | | --- | | 2025年第一次临时股东大会会议议程 . | | 议案1:关于取消监事会及修订《公司章程》的议案 | | 议案2:关于修订公司治理制度的议案 | | 议案3:关于变更募集资金投资项目的议案 | 成都国光电气股份有限公司 2025 年第一次临时股东大会 成都国光电气股份有限公司 2025年第一次临时股东大会会议须知 为了维护全体股东的合法权益，确保股东大会的正常秩序和议事效率，保 证大会的顺利进行，根据《中华人民共和国公司法》（以下简称"《公司法》"）、 《中华人民共和国证券法》（以下简称"《证券法》"）、《上市公司股东会规则》 以及《成都国光电气股份有限公司章程》（以下简称"《公司章程》"）、《成都国 光电气股份有限公司股东大会议事规则》等相关规定，特制定成都国光电气股份 有限公司（以下简称"公司"）2025年第一次临时股东大会会议须知 ...

Core Insights - The news highlights the significant advancements and competitive advantages of various companies in the nuclear fusion materials and technology sector, emphasizing their roles in the ITER project and domestic fusion initiatives. Company Summaries - **West Superconducting (688122)**: As a leading player in low-temperature superconducting materials, the company is the sole domestic supplier for ITER's low-temperature superconducting wire, with its products being critical for fusion device superconducting magnets. The company has achieved international standards in key performance metrics and has established a comprehensive production chain, positioning itself to benefit from the growing demand for superconducting materials as fusion projects accelerate [1][23]. - **Lianchuang Optoelectronics (600363)**: The company focuses on high-temperature superconducting technology, being the only domestic entity capable of designing and manufacturing large-diameter high-temperature superconducting magnets. It has successfully applied its technology in the "Spark One" project and aims to capture high-end market share as high-temperature superconducting technology expands in the fusion sector [2][24]. - **Antai Technology (000969)**: A leader in core materials for nuclear fusion components, the company supplies critical materials for ITER's first wall and blanket modules. Its advanced tungsten-copper composite components meet international standards, and it has a strong foothold in the supply chain for fusion experiments, poised to benefit from increased orders as fusion projects ramp up [3][25]. - **Guoguang Electric (688776)**: The company is a key supplier for plasma control and core components in fusion devices, holding a 60% market share for ITER's divertor. It has secured significant contracts, including an 18 billion yuan package for the CFETR project, indicating strong demand for its products as global fusion construction progresses [4][27]. - **Yongding Co., Ltd. (600105)**: The company specializes in high-temperature superconducting tape, with a projected 80% revenue growth in its superconducting business for 2024. It is involved in the development of superconducting magnets for fusion reactors, leveraging its parent company's resources to create a comprehensive industrial layout [5][28]. - **Xiamen Tungsten (600549)**: The company holds a monopoly in tungsten-based materials for nuclear fusion, being the only supplier with full-process certification for ITER's tungsten-copper divertor components. It is expanding its production capacity to meet growing demand as fusion engineering progresses [6][29]. - **Baosheng Co., Ltd. (600973)**: A leader in special cables for nuclear fusion, the company has secured all cable orders for the "Chinese Circulator No. 3" project, amounting to 5.2 billion yuan. Its products meet international standards, and it is positioned to benefit from the increasing demand for specialized cables in fusion projects [7][30]. - **Guangda Special Materials (688186)**: The company has developed materials for superconducting coil armor, achieving batch production and securing significant orders. Its products are critical for fusion devices, and it is well-positioned to benefit from the growing demand as fusion projects expand [8][31]. - **Hongxun Technology (603015)**: Through its subsidiary in Italy, the company supplies high-precision power systems for ITER, which are essential for plasma control. As domestic fusion projects accelerate, the demand for its power systems is expected to grow significantly [9][32]. - **Wangzi New Materials (002735)**: The company focuses on special capacitors for fusion pulse power systems, being the only domestic supplier certified by ITER. Its products are crucial for plasma heating and confinement, and it is expected to see increased demand as fusion projects move towards commercialization [10][33]. - **Jiusheng Electric (301082)**: A niche leader in special cables for nuclear fusion, the company has a market share exceeding 40% in nuclear power special cables. Its products are already in use in ITER, and it is well-positioned to benefit from the growing demand for specialized cables in fusion applications [11][34]. - **Hedong Intelligent (603011)**: The company is a key player in manufacturing core structural components for fusion, focusing on vacuum chambers. It has secured significant contracts and is expected to benefit from the increasing demand for large structural components as fusion projects advance [12][35]. - **Zhongzhou Special Materials (300963)**: The company specializes in high-temperature and corrosion-resistant materials for fusion applications, supplying critical components for major fusion projects. Its products are expected to see increased demand as fusion engineering progresses [13][37]. - **China Nuclear Construction (601611)**: As a core member of the "national team," the company plays a leading role in the construction of fusion projects, leveraging its extensive experience in nuclear engineering to meet complex project demands [14][38]. - **China Nuclear Power (601985)**: The company is positioned as a long-term beneficiary of the nuclear fusion industry, actively participating in major fusion projects and leveraging its expertise in nuclear power operations to support the commercialization of fusion energy [15][39]. - **Hancable Co., Ltd. (002498)**: The company is a significant player in special and superconducting cables for fusion, with a focus on meeting the extreme conditions of fusion environments. It is expected to capture a substantial market share as demand for specialized cables grows [16][40]. - **Wol Nuclear Materials (002130)**: The company focuses on insulation materials and special components for fusion, leveraging its expertise in nuclear-grade materials to meet the stringent requirements of fusion applications [17][41]. - **Dongfang Tantalum (000962)**: The company is a hidden champion in core materials for nuclear fusion, holding a dominant market position in beryllium materials and superconducting niobium. It is expected to benefit significantly from the upcoming surge in fusion project orders [18][43]. - **Nuiwei Co., Ltd. (603699)**: The company is a core player in the nuclear fusion valve market, holding over 80% market share. It has secured significant contracts for ITER and is expanding its international presence, positioning itself for substantial growth as global fusion projects accelerate [19][20]. - **Hailu Heavy Industry (002255)**: The company is a leading supplier of core structural components and vacuum systems for fusion, with significant contracts in place for ITER and domestic projects. It is well-positioned to benefit from the growing demand for these critical components as fusion engineering progresses [21][42].