Core Viewpoint - The metal new materials sector experienced a significant decline, with a drop of 3.39% on January 13, led by Tianli Composite, which fell by 16.24% [1][2]. Group 1: Market Performance - The Shanghai Composite Index closed at 4138.76, down 0.64%, while the Shenzhen Component Index closed at 14169.4, down 1.37% [1]. - Major stocks in the metal new materials sector showed mixed performance, with notable gainers including Fuda Alloy (+2.77%) and Antai Technology (+2.09%) [1]. - Tianli Composite was the biggest loser, closing at 100.50 with a decline of 16.24% [2]. Group 2: Trading Volume and Capital Flow - The trading volume for the metal new materials sector was substantial, with Antai Technology recording a volume of 2.14 million shares and a transaction value of 6.11 billion [1]. - The sector saw a net outflow of 1.692 billion from institutional investors, while retail investors contributed a net inflow of 1.532 billion [2][3]. - The capital flow data indicates that New Laifu had a net inflow of 32.04 million from institutional investors, while Dragon Magnetic Technology experienced a net outflow of 16.61 million [3].

两融数据显示，该股最新（1月12日）两融余额为10.96亿元，其中，融资余额为10.89亿元，近10日增加 1.01亿元，环比增长10.20%。 公司发布的三季报数据显示，前三季度公司共实现营业收入58.18亿元，同比下降0.60%，实现净利润 2.82亿元，同比下降17.19%，基本每股收益为0.2702元，加权平均净资产收益率5.12%。（数据宝） （文章来源：证券时报网） 安泰科技股价创出历史新高，截至9:35，该股上涨4.47%，股价报28.95元，成交量4018.80万股，成交金 额11.69亿元，换手率3.89%，该股最新A股总市值达304.13亿元，该股A股流通市值299.27亿元。 证券时报·数据宝统计显示，安泰科技所属的有色金属行业，目前整体跌幅为0.22%，行业内，目前股价 上涨的有40只，涨幅居前的有铂科新材、安泰科技、湖南白银等，涨幅分别为4.72%、4.47%、3.82%。 股价下跌的有101只，跌幅居前的有天力复合、银邦股份、西部材料等，跌幅分别为11.84%、10.21%、 9.98%。 ...

近日该股表现 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2026.01.12 | 10.00 | 7.11 | 1825.04 | | 2026.01.09 | 10.00 | 10.75 | 63248.65 | | 2026.01.08 | 1.82 | 12.55 | -4200.80 | | 2026.01.07 | 5.34 | 11.80 | 10547.44 | | 2026.01.06 | -0.42 | 7.06 | -8403.06 | | 2026.01.05 | 2.05 | 9.87 | 3052.47 | | 2025.12.31 | 1.55 | 8.45 | 4563.07 | | 2025.12.30 | 1.82 | 9.09 | 6148.68 | | 2025.12.29 | -1.55 | 5.81 | -9075.93 | | 2025.12.26 | 1.33 | 8.99 | 4357.30 | （文章来源：证券时报网） 安泰科技盘中涨停，已连收3个涨停板，截至9:2 ...

Core Viewpoint - The A-share controllable nuclear fusion sector is experiencing significant growth, with the sector index rising by 4.74% and several stocks reaching their daily limit up, driven by recent technological breakthroughs and industry advancements in the nuclear fusion field [1][2]. Industry Developments - The global nuclear fusion market is projected to reach $496.55 billion by 2030 and exceed $1 trillion by 2050, indicating substantial growth potential for upstream and downstream companies in the industry [2]. - The controllable nuclear fusion industry encompasses high-barrier segments such as ultra-low temperature refrigeration and superconducting materials, creating a competitive moat for companies with core patents and national project certifications [2]. Company Highlights - Snowman Group, a leader in nuclear fusion equipment, produces helium compressors essential for large scientific projects, achieving international leading standards in technology with applications in major national research projects [3]. - Zhongtai Deep Cold Technology Co., Ltd. has established a strong position in deep cooling technology for nuclear fusion projects, collaborating with universities for ongoing research and development [3]. - Antai Technology recently won a significant contract worth 69.9 million yuan for a critical component in nuclear fusion technology, reinforcing its technical capabilities and positioning for future projects [3]. Market Sentiment and Future Outlook - Other companies in the sector are also making progress in nuclear fusion-related business, although some report that their contributions to overall orders remain limited [4]. - Experts suggest that recent breakthroughs in key technologies are transitioning the industry from research and development to engineering validation, which will lead to increased order releases and benefits for companies with core supply capabilities [4]. - The A-share technology sector is shifting focus from mature AI applications to advanced manufacturing, with controllable nuclear fusion aligning with high-end manufacturing and national strategic interests, indicating a potential new investment focus [4].

中泰股份20%涨停，中国核建、雪人集团、安泰科技、合锻智能等涨停，哈焊华通、常辅股份、西部超 导等多股涨逾10%。 1月12日，可控核聚变概念股午后拉升，截至发稿，板块指数涨超4%。 | 代码 名称 | | 涨幅号 | 总金额 | 总市值 | 现价 | | --- | --- | --- | --- | --- | --- | | a20576 | 天力复合 | +28.20% | 12.19 Z | 134.1 乙 | 122.83 | | 300435 | 中泰股份 | +20.02% | 14.49 Z | 121.9 Z | 31.60 | | 688102 斯瑞新材 | | +19.95% | 30.047 | 435.1 乙 | 56.15 | | 688776 | 国光电气 | +17.81% | 11.96 Z | 149.4 乙 | 137.88 | | 688122 | 内部起导 | +16.73% | 66.02 Z | 704.9 Z | 108.38 | | 301522 | 上大股份 | +14.77% | 18.41 / | 184.9 Z | 49.73 | | 301137 ...

中泰股份20%涨停，中国核建、雪人集团、安泰科技、合锻智能等涨停， 哈焊华通、常辅股份、西部 超导等多股涨逾10%。 编辑丨瑜见 1月12日，可控核聚变概念股午后拉升，截至发稿，板块指数涨超4%。 | 代码 | 名称 | 涨幅号 | 总金额 | 息市值 | 现价 | | --- | --- | --- | --- | --- | --- | | azo576 | 天力复合 | +28.20% | 12.19 乙 | 134.1 乙 | 122.83 | | 300435 | 中泰股份 | +20.02% | 14.49 Z | 121.9 乙 | 31.60 | | 688102 | 斯瑞新材 | +19.95% | 30.04亿 | 435.1 乙 | 56.15 | | 688776 | 国光电气 | +17.81% | 11.96 乙 | 149.4亿 | 137.88 | | 688122 | 四部超导 | +16.73% | 66.02 Z | 704.9 乙 | 108.38 | | 301522 上大股份 | | +14.77% | 18.41 乙 | 184.9 乙 | 49.73 | | 3 ...

Group 1 - The core viewpoint of the news is that the rare earth permanent magnet concept stocks in the A-share market experienced a significant increase, with several stocks hitting the daily limit up [1] - Notable performers include Antai Technology, Jiaozuo Wanfang, and Zhong Rare Earth, all of which reached a 10% increase [1] - Other stocks such as Longhua Technology, Yujing Co., Zhongkuang Resources, Northern Rare Earth, and China Rare Earth also saw substantial gains, with increases ranging from 3% to over 7% [1] Group 2 - The table lists specific stocks along with their performance metrics, showing that Antai Technology (code 000969) has a market capitalization of 29.1 billion and a year-to-date increase of 31.89% [2] - Jiaozuo Wanfang (code 000612) also reached a 10% increase, with a market cap of 15.9 billion and a year-to-date increase of 20.78% [2] - Zhong Rare Earth (code 600111) has a market cap of 184.8 billion and a year-to-date increase of 10.86%, reflecting a positive trend in the sector [2]

Group 1 - Antai Technology's stock price increased by 6.79% on January 12, reaching 26.90 CNY per share, with a trading volume of 284 million CNY and a turnover rate of 1.02%, resulting in a total market capitalization of 28.259 billion CNY [1] - The stock has risen for three consecutive days, with a cumulative increase of 17.99% during this period [1] - Antai Technology, established on December 30, 1998, and listed on May 29, 2000, focuses on the research, development, and sales of advanced metal new materials and products [1] Group 2 - The main revenue composition of Antai Technology includes advanced functional materials and devices (38.53%), special powder metallurgy materials and products (36.75%), and high-quality special steel and welding materials (24.71%) [1] - Among the top ten circulating shareholders, Huaxia Fund's Huaxia CSI 1000 ETF (159845) reduced its holdings by 5,700 shares in the third quarter, holding 3.9971 million shares, which accounts for 0.39% of the circulating shares [2] - The Huaxia CSI 1000 ETF has generated a floating profit of approximately 6.835 million CNY today and a total floating profit of 15.3489 million CNY during the three-day increase [2]

Core Viewpoint - Antai Technology anticipates a decline in its rare earth permanent magnet industry performance in the first half of 2025 due to fluctuations in raw material prices, tariff policies, and market competition, despite a 9.9% increase in new contract amounts [2] Group 1: Financial Performance - The company's performance is expected to be under pressure in the first half of 2025, with a year-on-year decline [2] - New contract amounts have increased by 9.9% [2] - Overall growth is anticipated in the second half of the year [2] Group 2: Production Capacity and Market Position - The current production capacity for magnetic materials is 12,000 tons [2] - The Antai Northern 5,000-ton high-end rare earth permanent magnet product project is in the ramp-up phase [2] - The company is experiencing a steady increase in market share [2] Group 3: Strategic Focus and Development - The company views emerging fields such as humanoid robots and low-altitude economy as key growth areas [2] - High-performance NdFeB magnetic materials are identified as core components for robotic joint servo motors [2] - A dedicated team has been established to focus on product development that meets high performance and consistency requirements for these fields [2] - The company is currently in the market expansion and sample verification stage for related businesses [2] - The company aims to seize opportunities arising from industry explosions [2]

Core Viewpoint - The company anticipates steady growth in its amorphous materials industry through 2025, driven by strategic initiatives and market opportunities [2] Financial Performance - In the first half of the year, the amorphous materials segment achieved revenue of 508 million yuan, representing a year-on-year increase of 12.88% [2] - The net profit for the same period was 40.64 million yuan, showing a significant year-on-year growth of 81.8% [2] Market Dynamics - Although overseas exports experienced a slight decline in the second half due to external factors, sales of nanocrystalline strip materials continued to grow [2] - The export of iron core products surpassed 600 tons for the first time [2] Domestic Market Position - In the domestic market for strip materials used in three-dimensional coil transformers, monthly sales exceeded 1,800 tons for the first time, further solidifying the company's leading position [2] Future Initiatives - A new 10,000-ton amorphous strip project has been completed and accepted on schedule, significantly enhancing the company's supply capacity for high-end energy-saving transformers [2] - The company plans to deepen its focus on the green power distribution sector, leveraging energy efficiency improvement policies to expand market share in high-efficiency energy-saving products [2] - Increased R&D efforts will target emerging market opportunities, although these markets have not yet contributed to revenue [2] - The company aims to collaborate with downstream customers to drive product development and technological breakthroughs while actively participating in industry standard-setting to strengthen its ecological leadership [2]