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原子能法1月15日施行!核电新机组开工+可控核聚变技术突破+规划护航,多重利好筑牢能源安全硬核逻辑
Xin Lang Cai Jing· 2026-01-08 11:42
Group 1 - Company沃尔核材 (002130) is a leading domestic high polymer nuclear radiation modified material enterprise, focusing on the research and supply of insulation and protection materials for fusion devices, with core products including radiation-resistant heat shrink tubing and high-temperature insulation sleeves [1][35] - The radiation-resistant heat shrink tubing is made from specially modified polymer materials, capable of withstanding strong radiation and high-temperature environments within fusion devices, used for insulating superconducting magnet coils and signal cables [1][35] - The high-temperature insulation sleeves developed by the company can withstand temperatures above 200℃, meeting the insulation needs of cables inside the fusion reactor vacuum chamber, and possess excellent corrosion resistance and aging resistance [1][35] Group 2 - Company宝胜股份 (600973) is a leading domestic wire and cable enterprise, focusing on the research and manufacturing of special cables for fusion devices, with core products including radiation-resistant low-smoke halogen-free cables and low-temperature superconducting cable accessories [2][36] - The radiation-resistant cables utilize cross-linked polyethylene insulation materials with added radiation stabilizers, capable of long-term stable operation in radiation doses of 10^6 Gy, already applied in the power distribution system of fusion experimental devices [2][36] - The company is also developing control cables specifically for fusion reactors, optimizing the cable shielding structure to enhance electromagnetic interference resistance, ensuring stable transmission of control signals [2][36] Group 3 - Company西部超导 (688122) is a leading domestic high-end titanium alloy and superconducting materials enterprise, focusing on the research of titanium alloy structural materials and superconducting strip substrates for superconducting magnets in fusion devices [3][37] - The high-strength and high-toughness titanium alloy produced by the company is a core material for the support frame of superconducting magnets, capable of withstanding the enormous electromagnetic forces generated during magnet excitation [3][37] - The company is also developing seamless titanium alloy pipes that are resistant to high pressure and corrosion, used for medium transmission in the cooling system of fusion reactors, becoming an important supplier in the nuclear fusion materials field [3][37] Group 4 - Company钢研高纳 (300034) is a leading domestic high-temperature alloy enterprise, focusing on the research of high-temperature alloy materials for core components of fusion reactors, with core products including nickel-based high-temperature alloys and refractory metal alloys [4][38] - The nickel-based high-temperature alloys developed by the company can withstand temperatures above 1200℃ and possess excellent radiation swelling resistance, suitable for components like the first wall and divertor in fusion reactors [4][38] - The company collaborates with research institutions to conduct research on surface coating technology for high-temperature alloys, enhancing the materials' high-temperature and corrosion resistance [4][38] Group 5 - Company中密控股 (300470) is a leading domestic mechanical sealing enterprise, focusing on the research and manufacturing of sealing components for fluid systems in fusion devices, with core products including high-temperature mechanical seals and vacuum seals [5][39] - The high-temperature mechanical seals can withstand high-temperature and high-pressure media in the cooling system of fusion reactors, with zero leakage sealing performance, already applied in the main circulation pump sealing system of fusion experimental devices [5][39] - The company is also developing dynamic sealing components for fusion devices, addressing sealing challenges for rotating components in fusion reactors [5][39] Group 6 - Company中泰股份 (300435) is a leading domestic deep cooling technology equipment enterprise, focusing on the research and manufacturing of low-temperature refrigeration systems for fusion devices, with core products including large liquid nitrogen refrigeration units and liquid helium temperature refrigeration equipment [6][40] - The large liquid nitrogen refrigeration units can provide a low-temperature cold source of -196℃, supporting the primary cooling of superconducting magnets [6][40] - The company is also developing integrated technology for low-temperature systems in fusion reactors, providing a comprehensive solution of "refrigeration equipment + low-temperature pipelines + insulation systems" [6][40] Group 7 - Company汉钟精机 (002158) is a leading domestic screw compressor enterprise, focusing on the research and manufacturing of vacuum pumps for the vacuum systems of fusion devices, with core products including dry screw vacuum pumps and Roots vacuum pumps [7][42] - The dry screw vacuum pumps can reduce the pressure in the vacuum chamber to 10^-5 Pa, featuring radiation resistance and low vibration, preventing oil vapor contamination in the vacuum environment [7][42] - The company is also optimizing the rotor structure design of vacuum pumps to enhance fatigue resistance and extend the service life in extreme environments of fusion devices [7][42] Group 8 - Company中科三环 (000970) is a leading domestic rare earth permanent magnet materials enterprise, focusing on the research of permanent magnet materials for the magnet systems of fusion devices, with core products including high-performance NdFeB permanent magnets [8][43] - The high coercivity NdFeB permanent magnets produced by the company have excellent magnetic performance and temperature stability, used in auxiliary magnet systems for fusion devices [8][43] - The company is also developing radiation-resistant NdFeB permanent magnets, optimizing the composition by adding niobium and dysprosium to reduce the impact of radiation on magnetic performance [8][43] Group 9 - Company安泰环境 (300179) is a leading domestic high-end environmental and energy chemical equipment enterprise, focusing on the research of gas purification and treatment systems for fusion devices, with core products including high-purity gas purifiers and waste gas treatment devices [9][44] - The gas purifiers can enhance the purity of deuterium-tritium gas to 99.9999%, removing impurities such as oxygen and moisture, ensuring efficient fusion reactions [9][44] - The company is also developing equipment for the recovery and reuse of deuterium-tritium gas, improving fuel utilization rates in fusion reactors [9][44] Group 10 - Company万华化学 (600309) is a leading domestic chemical new materials enterprise, focusing on the research and supply of high-performance polymer materials for fusion devices, with core products including radiation-resistant polyimide films and high-temperature fluoroplastics [10][45] - The radiation-resistant polyimide films have excellent insulation and radiation resistance, used for the insulation layer of superconducting magnets, preventing short circuits in magnet coils [10][45] - The company is also developing high-sealing, radiation-resistant silicone sealants for fusion devices, ensuring the sealing performance of various components [10][45] Group 11 - Company中核科技 (000777) is a leading domestic nuclear-grade valve enterprise, focusing on the research and manufacturing of special nuclear-grade valves for fusion devices, with core products including nuclear-grade shut-off valves, safety valves, and vacuum isolation valves [11][46] - The nuclear-grade shut-off valves are designed to withstand high temperatures, high pressures, and strong radiation, ensuring safe operation in fusion reactors [11][46] - The company is also developing vacuum isolation valves with a sealing vacuum degree of 10^-6 Pa, isolating the vacuum chamber of fusion reactors from external systems [11][46] Group 12 - Company海陆重工 (002255) is a leading domestic industrial furnace and nuclear power equipment enterprise, focusing on the research and manufacturing of heat treatment equipment for high-temperature components in fusion devices, with core products including vacuum heat treatment furnaces and high-temperature sintering furnaces [12][47] - The vacuum heat treatment furnaces can operate in a vacuum environment of 10^-3 Pa, enhancing the density and mechanical strength of components [12][47] - The company is also developing customized heat treatment solutions for fusion device components, optimizing their performance [12][47] Group 13 - Company盾安环境 (002011) is a leading domestic refrigeration and air conditioning equipment enterprise, focusing on the research and manufacturing of temperature control systems for fusion devices, with core products including high-precision constant temperature control systems and low-temperature cooling units [13][48] - The high-precision constant temperature control systems can maintain a temperature accuracy of ±0.1℃, ensuring stable operation of electronic devices in fusion reactors [13][48] - The company is also developing integrated temperature control systems for fusion devices, providing a comprehensive solution of "cooling equipment + temperature sensors + control systems" [13][48] Group 14 - Company抚顺特钢 (600399) is a leading domestic special steel enterprise, focusing on the research and supply of special alloy steels for fusion devices, with core products including martensitic stainless steel and precipitation-hardened stainless steel [14][49] - The martensitic stainless steel produced by the company has high strength and corrosion resistance, suitable for the shell manufacturing of vacuum chambers in fusion reactors [14][49] - The company is also conducting research on the radiation resistance of steel used in fusion devices, optimizing compositions by adding rare earth elements [14][49] Group 15 - Company东华科技 (002140) is a leading domestic engineering design and general contracting enterprise, focusing on the engineering design and system integration of fusion devices, providing full-chain services from process design to construction installation [15][50] - The company has participated in multiple engineering design projects for domestic fusion experimental devices, optimizing the layout design of vacuum chambers, cooling systems, and power systems [15][50] - The company is also developing technical reserves for the engineering design of commercial fusion power plants, supporting future construction [15][50]
中核科技涨4.33%,成交额2.66亿元,主力资金净流出267.53万元
Xin Lang Zheng Quan· 2026-01-08 01:48
Group 1 - The core stock price of China Nuclear Technology increased by 4.33% on January 8, reaching 28.93 CNY per share, with a total market capitalization of 11.09 billion CNY [1] - The company has seen a year-to-date stock price increase of 11.91%, with a 39.89% increase over the past 20 days and a 34.19% increase over the past 60 days [1] - The main business revenue composition includes nuclear power and nuclear chemical products (44.17%), petroleum and petrochemical products (29.26%), and other valves (22.16%) [1] Group 2 - As of September 30, the number of shareholders for China Nuclear Technology was 72,000, a decrease of 6.99% from the previous period [2] - For the period from January to September 2025, the company achieved operating revenue of 1.083 billion CNY, a year-on-year increase of 5.60%, while the net profit attributable to shareholders decreased by 3.58% to 112 million CNY [2] - The company has distributed a total of 623 million CNY in dividends since its A-share listing, with 201 million CNY distributed in the last three years [3]
中核科技(000777.SZ):参股公司涉税事项,预计将影响公司2025年度归母净利润约0.75亿元
Ge Long Hui A P P· 2026-01-04 08:11
格隆汇1月4日丨中核科技(000777.SZ)公布,公司参股公司深圳市中核海得威生物科技有限公司(简 称"海得威")近日补缴2021年1月1日至2024年12月31日企业所得税、增值税等税费1.88亿元及滞纳金, 合计约2.71亿元,主要涉及海得威前述年度期间的销售费用、存货非正常损失等事项,不涉及行政处 罚。海得威已完成该税费缴纳,预计上述事项将影响公司2025年度归母净利润约0.75亿元,实际以2025 年度经审计的财务报表为准。 ...
中核科技:参股公司涉税事项,预计将影响公司2025年度归母净利润约0.75亿元
Ge Long Hui· 2026-01-04 08:01
格隆汇1月4日丨中核科技(000777.SZ)公布,公司参股公司深圳市中核海得威生物科技有限公司(简 称"海得威")近日补缴2021年1月1日至2024年12月31日企业所得税、增值税等税费1.88亿元及滞纳金, 合计约2.71亿元,主要涉及海得威前述年度期间的销售费用、存货非正常损失等事项,不涉及行政处 罚。海得威已完成该税费缴纳,预计上述事项将影响公司2025年度归母净利润约0.75亿元,实际以2025 年度经审计的财务报表为准。 ...
中核科技(000777) - 关于参股公司涉税事项的公告
2026-01-04 07:46
关于参股公司涉税事项的公告 证券代码:000777 证券简称:中核科技 公告编号:2025-072 中核苏阀科技实业股份有限公司 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。 中核苏阀科技实业股份有限公司(以下简称"公司")参股公司深圳市中核海得威生物 科技有限公司(以下简称"海得威")近日补缴 2021 年 1 月 1 日至 2024 年 12 月 31 日企业 所得税、增值税等税费 1.88 亿元及滞纳金,合计约 2.71 亿元,主要涉及海得威前述年度期 间的销售费用、存货非正常损失等事项,不涉及行政处罚。 海得威已完成该税费缴纳,预计上述事项将影响公司2025年度归母净利润约0.75亿元, 实际以 2025 年度经审计的财务报表为准。 公司指定信息披露媒体为《证券时报》和巨潮资讯网 www.cninfo.com.cn,有关公司的 信息均以在上述指定媒体刊登的信息为准,敬请广大投资者理性投资,注意风险。 中核苏阀科技实业股份有限公司董事会 2025 年 12 月 31 日 1 特此公告。 ...
中核科技(000777.SZ):公司在航天领域主要与科研院所开展合作
Ge Long Hui· 2025-12-30 10:21
Group 1 - The company, China Nuclear Technology (000777.SZ), is primarily collaborating with research institutes in the aerospace sector [1]
中核苏阀科技实业股份有限公司 股票交易异常波动公告
Zheng Quan Shi Bao· 2025-12-28 18:00
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。 一、公司股票交易异常波动的情况介绍 中核苏阀科技实业股份有限公司(股票简称:中核科技,股票代码:000777)交易价格于2025年12月24 日、12月25日、12月26日连续三个交易日收盘价格涨幅偏离值累计达到 20.05%,属于股票交易的异常 波动情形。 二、公司关注并核实的情况 针对公司股票交易异常波动的情况,公司董事会就相关事项进行了自查,并向控股股东、实际控制人进 行了书面核实,现就有关情况说明如下: 1、公司前期所披露的信息,不存在需要更正、补充之处。 2、公司未发现近期公共媒体报道了可能或已经对公司股票交易价格产生较大影响的未公开重大信息。 四、必要的风险提示 3、近期公司经营情况及内外部经营环境未发生重大变化。 1、经自查,公司不存在违反信息公平披露的情形。 4、公司、控股股东及实际控制人不存在关于公司的应披露而未披露的重大事项,或处于筹划阶段的重 大事项。 5、在公司本次股票异常波动期间,公司控股股东、实际控制人及其一致行动人不存在买卖公司股票的 情况。 6、公司不存在违反公平信息披露规定的情形 ...
中核科技:连续三个交易日收盘价格涨幅偏离值累计达20.05%
证券日报网讯 12月28日,中核科技发布公告称,公司股价于2025年12月24日至26日连续3个交易日收盘 涨幅偏离值累计达20.05%,属异常波动。经自查及向控股股东、实控人核实,前期披露信息无需更 正,无未披露重大事项,经营环境未变,控股股东及一致行动人期间未买卖股票,公司不存在违反公平 信息披露情形。 (编辑 王江浩) ...
中核科技:股票交易异常波动
南财智讯12月28日电,中核科技公告,公司股票交易价格于2025年12月24日、12月25日、12月26日连续 三个交易日收盘价格涨幅偏离值累计达到20.05%,属于股票交易的异常波动情形。经公司董事会自 查,并向控股股东、实际控制人书面核实,确认公司前期披露的信息不存在需要更正或补充之处;近期 未有公共媒体报道可能对公司股价产生重大影响的未公开信息;经营情况及内外部环境未发生重大变 化;公司、控股股东及实际控制人不存在应披露而未披露的重大事项,也未在筹划相关重大事项;在本 次股票异常波动期间,控股股东、实际控制人及其一致行动人未买卖公司股票;公司不存在违反公平信 息披露规定的情形。 ...
中核科技:股票交易异常波动,不存在应披露未披露事项
Xin Lang Cai Jing· 2025-12-28 07:55
中核科技公告,公司交易价格于2025年12月24日、12月25日、12月26日连续三个交易日收盘价格涨幅偏 离值累计达到20.05%,属于股票交易的异常波动情形。公司前期所披露的信息,不存在需要更正、补 充之处。公司未发现近期公共媒体报道了可能或已经对公司股票交易价格产生较大影响的未公开重大信 息。近期公司经营情况及内外部经营环境未发生重大变化。公司、控股股东及实际控制人不存在关于公 司的应披露而未披露的重大事项,或处于筹划阶段的重大事项。在公司本次股票异常波动期间,公司控 股股东、实际控制人及其一致行动人不存在买卖公司股票的情况。公司不存在违反公平信息披露规定的 情形。 ...