Core Viewpoint - The company, Guoguang Electric (688776.SH), has announced the lifting of the detention measures against Mr. Li Ning, who has returned to his position, indicating a return to normal operations for the company [1] Group 1 - The company received a notice from the Dinnan County Supervisory Committee regarding the change in detention measures for Mr. Li Ning, which has now been altered to a directive for pending investigation [1] - Mr. Li Ning has resumed his duties at the company, and the chairman, Mr. Zhang Ya, is no longer acting in the capacity of general manager and legal representative [1] - The company's production and operational status is reported to be normal following these developments [1]

Group 1 - The core point of the news is that Guoguang Electric has resumed normal operations after the release of its general manager from detention, indicating stability in the company's management and operations [1] - Guoguang Electric has over 60 years of experience in the research and production of microwave devices and has been involved in key national engineering projects, establishing stable partnerships with major domestic enterprises and research institutions [1] - The company is actively pursuing opportunities in the commercial aerospace small satellite sector and has achieved small-scale sales [1] Group 2 - The implementation of the new Atomic Energy Law in January encourages and supports controlled thermonuclear fusion research and technology development, providing institutional guarantees for innovation in fusion energy [2] - The domestic investment in nuclear fusion projects exceeds 150 billion yuan, with significant future growth potential as the industry progresses [2] - Guoguang Electric has adjusted its fundraising projects to focus on special vacuum components and nuclear industry-specific parts, capitalizing on opportunities in controlled nuclear fusion and commercial aerospace [2]

智通财经APP讯，国光电气(688776.SH)发布公告，近日，公司收到定南县监察委员会签发的《变更留 置通知书》，已解除对李泞先生的留置措施，变更为责令候查措施。目前，李泞先生已回到公司工作岗 位正常履职，公司董事长张亚先生不再代为履行总经理及法定代表人等职责，公司生产经营情况正常。 ...

国光电气(688776.SH)发布公告，近日，公司收到定南县监察委员会签发的《变更留置通知书》，已解 除对李泞先生的留置措施，变更为责令候查措施。目前，李泞先生已回到公司工作岗位正常履职，公司 董事长张亚先生不再代为履行总经理及法定代表人等职责，公司生产经营情况正常。 ...

证券代码：688776 证券简称：国光电气 公告编号：2026-001 成都国光电气股份有限公司 关于总经理解除留置并变更为责令候查的公告 成都国光电气股份有限公司（以下简称"公司"）于 2025 年 7 月 23 日披露 了《关于公司重大事项的公告》（公告编号：2025-031），公司董事、总经理李 泞先生被定南县监察委员会实施留置。 近日，公司收到定南县监察委员会签发的《变更留置通知书》，已解除对李 泞先生的留置措施，变更为责令候查措施。目前，李泞先生已回到公司工作岗位 正常履职，公司董事长张亚先生不再代为履行总经理及法定代表人等职责，公司 生产经营情况正常。 公司将持续关注上述事项的后续进展情况，并严格按照相关规定及时履行信 息披露义务。敬请广大投资者理性投资，注意投资风险。 特此公告。 成都国光电气股份有限公司董事会 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。 2026 年 1 月 5 日 ...

南财智讯1月4日电，国光电气公告称，公司总经理李泞已解除留置措施，目前已能正常履行职责，公司 生产经营情况正常。董事长张亚不再代为履行公司总经理及法定代表人职责。 ...

Group 1 - The controlled nuclear fusion industry has gained significant market attention, with the Wande controllable nuclear fusion concept index showing a cumulative increase of 83.19% in 2025 [1] - The implementation of the "Atomic Energy Law of the People's Republic of China" in 2026 will encourage and support controlled nuclear fusion research, providing institutional guarantees for innovation in fusion energy [1] - The controlled nuclear fusion sector is highlighted as a key forward-looking industry in China's 14th Five-Year Plan, with regions like Anhui, Sichuan, and Shanghai focusing on its development [1] Group 2 - The recent Jinjiang Forum indicated that global fusion energy research has entered a new engineering phase, with major fusion devices' progress becoming a direct window into the field's development [2] - The ITER project, the world's largest nuclear fusion experiment, aims to simulate the sun's fusion process and is expected to achieve full power operation by 2035, with significant advancements in construction since 2025 [2] - Chinese institutions have made substantial progress in the ITER project, including the completion of key components and contracts for essential systems [2][3] Group 3 - Major domestic fusion devices like EAST, BEST, and the Chinese Circulation III and IV are making notable advancements, with EAST achieving a high plasma temperature of 100 million degrees Celsius and stable operation for 1066 seconds in 2025 [3] - The BEST project in Anhui is set to be completed by 2027, with a bidding budget of 2.043 billion yuan in 2025, while the Chinese Circulation IV aims to validate the reliability of large high-temperature superconducting magnets [4][5] Group 4 - The fusion energy industry is seeing a surge in investment, with over 150 billion yuan planned for ongoing or upcoming projects, and expected investments of 14.9 billion yuan, 24.5 billion yuan, and 17.4 billion yuan from 2025 to 2027 [11] - The industry is anticipated to enter a peak bidding period, benefiting upstream raw material suppliers, midstream equipment manufacturers, and downstream operational sectors as fusion technology progresses [10][11] Group 5 - Regions like Anhui, Sichuan, and Shanghai are intensifying their focus on nuclear fusion, with Anhui emerging as a significant hub for fusion research and industry, housing nearly 60 related enterprises [7] - Shanghai is accelerating the development of cutting-edge technologies in fusion energy, with initiatives to enhance collaboration and innovation in the sector [8] - Sichuan's historical connection to controlled nuclear fusion is being revitalized, with plans to develop new industries and technologies related to fusion energy [9]

Core Viewpoint - The A-share market is experiencing a localized surge in the controlled nuclear fusion concept, with notable stocks such as Wangzi New Materials hitting the daily limit up and Libet approaching the limit up [1] Group 1: Market Performance - Wangzi New Materials has reached the daily limit up, indicating strong investor interest [1] - Libet has seen significant price movement, nearing the daily limit up [1] - Other companies such as Guoguang Electric, Guoji Heavy Industry, Hezhuan Intelligent, Changfu Shares, and Chenguang Medical are also experiencing upward trends [1] Group 2: Industry Outlook - The 2026 Nuclear Fusion Energy Technology and Industry Conference is scheduled to take place from January 16 to 17, 2026, in Hefei, Anhui [1] - According to a report by Zheshang Securities, the global nuclear fusion equipment market is expected to reach an average annual scale of 266 billion yuan by 2035 [1]

证券时报·数据宝统计显示，国光电气今日收盘价为98.45元，下跌3.20%，日换手率为4.91%，成交额为 5.28亿元，全天主力资金净流出6549.89万元，近5日该股累计上涨10.71%，近5日资金合计净流出 4734.93万元。 两融数据显示，该股最新融资余额为3.99亿元，近5日减少5313.84万元，降幅为11.74%。 国光电气12月30日大宗交易平台出现一笔成交，成交量5.94万股，成交金额492.82万元，大宗交易成交 价为83.00元，相对今日收盘价折价15.69%。该笔交易的买方营业部为瑞银证券有限责任公司上海花园 石桥路证券营业部，卖方营业部为华泰证券股份有限公司成都锦晖西二街证券营业部。 进一步统计，近3个月内该股累计发生28笔大宗交易，合计成交金额为1.79亿元。 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） 12月30日国光电气大宗交易一览 | 成交量 | 成交金额 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | （万 | （万元 ...

Summary of Key Points Core Viewpoint - On December 30, a total of 10 stocks from the STAR Market experienced block trading, with a cumulative transaction amount of 172 million yuan, indicating active trading in the sector [1]. Group 1: Trading Activity - A total of 17 block trades were recorded, with a cumulative trading volume of 2.4415 million shares [1]. - The stock with the highest transaction amount was Tuojing Technology, with a trading volume of 310,000 shares and a transaction amount of 103 million yuan [1]. - Other notable stocks in terms of transaction amounts included Canxin Co. and Jianlong Micro-Nano, with transaction amounts of 18.4941 million yuan and 13.2 million yuan, respectively [1]. Group 2: Price Performance - All stocks involved in block trading were sold at a discount, with the highest discount rates observed for Shijia Photon, Guoguang Electric, and Aerospace Hongtu, with discount rates of 21.08%, 15.73%, and 13.49% respectively [1]. - The STAR 50 Index rose by 1.01%, with 226 stocks (37.73%) in the STAR Market experiencing price increases [1]. - Among the stocks that underwent block trading, the average price change was a decline of 0.30%, with Canxin Co., Aifute, and Shijia Photon showing the highest increases of 4.49%, 3.76%, and 1.41% respectively [1]. Group 3: Institutional Participation - There were 3 transactions involving institutional buyers or sellers, with the highest institutional buying amounts for Tuojing Technology, Huayi Technology, and Aifute, amounting to 103 million yuan, 2.4712 million yuan, and 2.0041 million yuan respectively [2]. - In terms of capital flow, 4 stocks saw net inflows from major funds, with the highest net inflows for Shijia Photon, Canxin Co., and Tuojing Technology, amounting to 57.6398 million yuan, 42.5456 million yuan, and 32.3065 million yuan respectively [2]. - Conversely, Guoguang Electric, Aerospace Hongtu, and Huaguang New Materials experienced the highest net outflows, totaling 65.4989 million yuan, 28.5148 million yuan, and 25.9997 million yuan respectively [2].