（编辑 姚尧） 证券日报网讯 1月6日，顺钠股份在互动平台回答投资者提问时表示，公司控股孙公司顺特电气设备有 限公司是由顺特电气有限公司与法国施耐德电气共同设立的中外合资公司，双方建立了长期稳定的合作 关系。 ...

Core Insights - The domestic nuclear fusion industry is entering a phase of intensive bidding, with significant increases in tender amounts observed in recent months [1] - In October, the tender amount approached 500 million yuan, while November saw a staggering 3.9 billion yuan in tenders [1] - China Fusion Energy Co., Ltd. has announced a new tender budget of nearly 150 million yuan since the fourth quarter [1] Group 1: Tender Amounts - The tender amounts for the nuclear fusion sector have surged, with October's figure nearing 500 million yuan and November's reaching 3.9 billion yuan [1] - China Fusion Energy Co., Ltd. has a new tender budget of approximately 150 million yuan in the fourth quarter [1] Group 2: Winning Companies - Over ten A-share companies have won or are pre-qualified for significant nuclear fusion contracts, including Qi Fan Cable, Wangzi New Materials, and Western Superconducting [1] - Qi Fan Cable won a contract for the procurement of 35kV power cables worth over 1.15 million yuan [1] - Wangzi New Materials' subsidiary, Ningbo Xinrong Electric Technology Co., Ltd., secured a contract worth 79.8 million yuan [1] - Western Superconducting's subsidiary, Xi'an Juneng Superconducting Wire Technology Co., Ltd., won a contract for superconducting wire worth 55 million yuan [1] Group 3: Detailed Bidder Information - A table lists various companies and their respective winning bids, including: - Wangzi New Materials: 79.8 million yuan through its subsidiary [2] - Antai Technology: 69.9 million yuan [2] - Western Superconducting: 55 million yuan through its subsidiary [2] - Other notable companies include Oriental Precision Engineering, China Construction, and others with bids ranging from 1.2 million to 49.1 million yuan [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].

Core Viewpoint - Shun Sodium Co., Ltd. has shown a significant stock price increase of 33.33% year-to-date, with recent trading activity indicating strong market interest and liquidity [1][2]. Group 1: Stock Performance - As of November 28, Shun Sodium's stock price rose by 2.02% to 8.08 CNY per share, with a trading volume of 206 million CNY and a turnover rate of 3.77%, resulting in a total market capitalization of 5.582 billion CNY [1]. - The stock has experienced a 2.80% increase over the last five trading days, a 17.10% increase over the last 20 days, and an 8.17% increase over the last 60 days [1]. - The company has appeared on the daily trading leaderboard 15 times this year, with the most recent appearance on November 14, where it recorded a net buy of -163 million CNY [1]. Group 2: Financial Performance - For the period from January to September 2025, Shun Sodium reported a revenue of 1.608 billion CNY, reflecting a year-on-year decrease of 5.23%, while the net profit attributable to shareholders was 80.5149 million CNY, showing a year-on-year increase of 12.94% [2]. - The company has distributed a total of 402 million CNY in dividends since its A-share listing, with no dividends distributed in the last three years [2]. Group 3: Company Overview - Shun Sodium Co., Ltd. is located in Shunde District, Foshan City, Guangdong Province, and was established on October 28, 1992, with its listing date on January 3, 1994 [1]. - The company's main business involves power distribution and transmission equipment, with 99.79% of its revenue coming from this segment, while property management and other services contribute 0.21% [1].

Core Viewpoint - Shun Sodium Co., Ltd. experienced a stock price decline of 2.02% on November 21, with a current price of 8.26 CNY per share and a market capitalization of 5.706 billion CNY [1] Group 1: Stock Performance - The stock price of Shun Sodium has increased by 36.30% year-to-date, but has decreased by 11.47% in the last five trading days [1] - Over the past 20 days, the stock has risen by 19.71%, while it has increased by 6.03% over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" 15 times this year, with the most recent appearance on November 14, where it recorded a net buy of -163 million CNY [1] Group 2: Financial Performance - For the period from January to September 2025, Shun Sodium reported a revenue of 1.608 billion CNY, a year-on-year decrease of 5.23% [2] - The net profit attributable to the parent company was 80.5149 million CNY, reflecting a year-on-year increase of 12.94% [2] - The company has distributed a total of 402 million CNY in dividends since its A-share listing, with no dividends distributed in the last three years [2] Group 3: Company Overview - Shun Sodium Co., Ltd. is located in Shunde District, Foshan City, Guangdong Province, and was established on October 28, 1992, with its listing date on January 3, 1994 [1] - The company's main business involves power distribution and transmission equipment, with 99.79% of its revenue coming from this sector [2] - The company is classified under the electrical equipment industry, specifically in power grid equipment and transmission and transformation equipment [2]

Market Overview - The electric grid equipment sector experienced a decline of 2.26% on the previous trading day, with Zhongneng Electric leading the drop [1] - The Shanghai Composite Index closed at 3939.81, down 0.81%, while the Shenzhen Component Index closed at 13080.49, down 0.92% [1] Stock Performance - Notable gainers in the electric grid equipment sector included: - Rongxun Co., Ltd. (603829) with a closing price of 24.17, up 10.01% [1] - Hongxiang Co., Ltd. (300427) with a closing price of 9.21, up 5.98% [1] - Shuangjie Electric (300444) with a closing price of 11.28, up 4.93% [1] - Major decliners included: - Zhongneng Electric (300062) with a closing price of 9.52, down 14.77% [2] - Sun Cable (002300) with a closing price of 7.44, down 10.04% [2] - Moen Electric (002451) with a closing price of 12.93, down 10.02% [2] Capital Flow - The electric grid equipment sector saw a net outflow of 3.804 billion yuan from institutional investors, while retail investors contributed a net inflow of 3.433 billion yuan [2] - The table of capital flow indicates that major stocks like Luokai Co., Ltd. (603829) and Shuangjie Electric (300444) experienced varying levels of net inflow and outflow from different investor types [3]

证券代码：000533 证券简称：顺钠股份 公告编号：2025-029 广东顺钠电气股份有限公司 2025年第一次临时股东大会决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： 1、本次股东大会未出现否决议案的情形。 2、本次股东大会未涉及变更以往股东大会已通过的决议。 一、会议召开和出席情况 （一）会议召开情况 1、现场会议召开时间：2025年11月17日下午14:30开始 2、网络投票时间：通过深圳证券交易所交易系统进行网络投票的时间为： 2025年11月17日上午9:15―9:25，9:30―11:30，下午13:00―15:00；通过深圳 证券交易所互联网投票系统进行网络投票的时间为：2025年11月17日9:15― 15:00期间的任意时间。 3、会议召集人：公司董事会 通过现场和网络投票的股东 609 人，代表股份 271,398,768 股，占公司有表 决权股份总数的 39.2867％。 其中：通过现场投票的股东 2 人，代表股份 147,374,168 股，占公司有表决 权股份总数的 21.3333％。 通过网络投票的股东 6 ...

广东省广州市天河区珠江新城华夏路 10 号富力中心 23 楼整层及 31 楼 01、04 单元 邮编：510623 23/F, Units 01 & 04 of 31/F, R&F Center, 10 Huaxia Road, Zhujiang New Town, Tianhe District Guangzhou, Guangdong 510623, P. R. China 电话/Tel : +86 20 2826 1688 传真/Fax : +86 20 2826 1666 www.zhonglun.com 北京市中伦（广州）律师事务所 北京市中伦（广州）律师事务所 关于广东顺钠电气股份有限公司 2025 年第一次临时股东大会的 法律意见书 二〇二五年十一月 关于广东顺钠电气股份有限公司 2025 年第一次临时 股东大会的法律意见书 致：广东顺钠电气股份有限公司 北京市中伦（广州）律师事务所（以下简称"本所"）受广东顺钠电气股份 有限公司（以下简称"公司"）的委托，指派本所金涛律师、缪子仪律师（以下 简称"本所律师"）出席公司 2025 年第一次临时股东大会（以下简称"本次股 东大会"）。本所律师根据《 ...

Summary of Key Points Core Viewpoint - On November 14, a total of 42 stocks were involved with institutional investors, with 20 stocks showing net buying and 22 stocks showing net selling [1]. Institutional Net Buying - The top three stocks with the highest net buying by institutions were: - Shikong Technology: Net buying amount of 208 million yuan, with a price increase of 6.70% [2] - Hailu Heavy Industry: Net buying amount of 141 million yuan, with a price decrease of 1.57% [2] - Zhongyi Technology: Net buying amount of 113 million yuan, with a price increase of 19.99% [2] Institutional Net Selling - The top three stocks with the highest net selling by institutions were: - Zhongsheng Pharmaceutical: Net outflow amount of 237 million yuan, with a price increase of 9.98% [3] - Huasen Lithium Battery: Net outflow amount of 121 million yuan, with a price increase of 9.98% [3] - Shun Sodium Co., Ltd.: Net outflow amount of 90.6 million yuan, with a price decrease of 10.03% [3]