（文章来源：证券日报） 证券日报网讯 12月26日，安泰科技在互动平台回答投资者提问时表示，航空航天一直是公司重要的市 场领域，公司难熔合金、软磁合金、精密合金及带材等多项产品目前已应用于航空航天领域。 ...

Market Overview - On December 26, the metal new materials sector rose by 0.03% compared to the previous trading day, with Shenzhen Xinxing leading the gains [1] - The Shanghai Composite Index closed at 3963.68, up 0.1%, while the Shenzhen Component Index closed at 13603.89, up 0.54% [1] Stock Performance - Shenzhen Xinxing (603978) closed at 31.71, with a significant increase of 9.99% and a trading volume of 297,800 shares [1] - Youyan Powder Materials (688456) saw a rise of 5.36%, closing at 75.49 with a trading volume of 126,400 shares [1] - Other notable performers include: - Shangda Co., Ltd. (301522) up 3.43% at 39.80 [1] - Antai Technology (000969) up 1.33% at 20.64 [1] - Zhengke Materials (600255) up 0.75% at 4.01 [1] Fund Flow Analysis - The metal new materials sector experienced a net outflow of 446 million yuan from institutional investors, while retail investors saw a net inflow of 537 million yuan [2] - The overall fund flow indicates a mixed sentiment, with institutional investors withdrawing capital while retail investors are actively buying [2] Individual Stock Fund Flow - Shenzhen Xinxing (603978) had a net inflow of 213 million yuan from institutional investors, but a net outflow of 89.12 million yuan from retail investors [3] - Antai Technology (000969) reported a net inflow of 56.89 million yuan from institutional investors, while retail investors had a net outflow of 89.80 million yuan [3] - Other stocks like Longmag Technology (300835) and Dadi Bear (688077) also showed varied fund flows, indicating differing investor sentiments across the sector [3]

登录新浪财经APP 搜索【信披】查看更多考评等级 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 一、通知债权人的原由 安泰科技股份有限公司（以下简称"公司"）分别于2025年10月28日、2025年11月14日召开公司第九届董 事会第六次会议、2025年第一次临时股东会，审议通过了《关于安泰科技股份有限公司回购注销限制性 股票激励计划部分限制性股票及调整回购价格的议案》，同意回购注销公司限制性股票激励计划4名激 励对象已获授但尚未解除限售的合计198,700股的限制性股票。 具体内容详见公司于2025年10月30日、2025年11月15日在巨潮资讯网（www.cninfo.com.cn）上的相关 公告。 二、需债权人知晓的相关信息 公司回购注销部分股权激励限制性股票注销完成后，公司注册资本金将减少198,700元，由1,050,718,097 元变更为1,050,519,397元（具体以实际核准的注销股数为准）。 鉴于公司本次回购注销部分股权激励限制性股票将导致注册资本减少，根据《中华人民共和国公司法》 等相关法律法规的规定，公司特此通知债权人，债权人自本公 ...

安泰科技股份有限公司 关于回购注销部分限制性股票通知债权人的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假记载、误 导性陈述或重大遗漏。 证券代码：000969 证券简称：安泰科技 公告编号：2025-059 安泰科技股份有限公司（以下简称"公司"）分别于 2025 年 10 月 28 日、 2025 年 11 月 14 日召开公司第九届董事会第六次会议、2025 年第一次临时股东 会，审议通过了《关于安泰科技股份有限公司回购注销限制性股票激励计划部分 限制性股票及调整回购价格的议案》，同意回购注销公司限制性股票激励计划 4 名激励对象已获授但尚未解除限售的合计 198,700 股的限制性股票。 具体内容详见公司于 2025 年 10 月 30 日、2025 年 11 月 15 日在巨潮资讯网 （www.cninfo.com.cn）上的相关公告。 二、需债权人知晓的相关信息 公司回购注销部分股权激励限制性股票注销完成后，公司注册资本金将减少 198,700 元，由 1,050,718,097 元变更为 1,050,519,397 元（具体以实际核准的 注销股数为准）。 鉴于公司本次回 ...

Investment Rating - The report assigns an "Accumulate" rating for the controllable nuclear fusion industry [5]. Core Insights - The controllable nuclear fusion industry is experiencing a significant acceleration in bidding, with major contracts focusing on components such as magnets and power supplies. The total amount of contracts awarded has exceeded 1 billion RMB [3][4]. - Trump Media Technology has announced a final merger agreement with TAE Technologies, valued at over 6 billion USD, aimed at building large fusion power plants to meet energy demands driven by artificial intelligence [4][18]. - The U.S. Department of Energy has invested 87 million USD to promote the application of artificial intelligence in fusion energy research, indicating a strong governmental push towards technological advancements in this field [24]. Summary by Sections Market Performance - During the week of December 15-19, the nuclear fusion index fell by 0.59%, underperforming the broader market by 0.62 percentage points [8][11]. Bidding and Contract Information - The report highlights that the bidding activity has significantly increased, with major contracts awarded primarily for magnets and power supplies. Notable companies involved in recent contracts include Aike Saibo and Qifan Cable [4][10]. Domestic and International News - Gyro Swin, an AI tool developed by a research team, has achieved a 1000-fold increase in the speed of 5D plasma modeling, reducing computation time from days to seconds [13]. - Thea Energy has unveiled the Helios concept design for a commercial fusion power station, which aims to simplify the manufacturing of complex magnetic fields necessary for plasma confinement [16][17]. Investment Dynamics - The merger between Trump Media Technology and TAE Technologies is expected to facilitate the construction of the first utility-scale fusion power plant, with an initial capacity of 50 MW and plans for future expansion [19][23]. - The report emphasizes the importance of focusing on key components such as magnets, power supplies, and other critical systems within the controllable nuclear fusion sector, identifying several key domestic suppliers [27].

人民财讯12月20日电，安泰科技（000969）在互动平台表示，航空航天一直是公司重要的市场领域，公 司安泰天龙的多款难熔合金产品应用于航空航天、卫星等相关产业。商业航天也是公司未来拓展业务的 目标领域之一，但目前公司尚没有形成订单业务。 ...

安泰科技（000969.SZ）12月20日在投资者互动平台表示，航空航天一直是公司重要的市场领域，公司 安泰天龙的多款难熔合金产品应用于航空航天、卫星等相关产业。商业航天也是公司未来拓展业务的目 标领域之一，但目前公司尚没有形成订单业务。 每经AI快讯，有投资者在投资者互动平台提问：请问下贵公司安泰天龙的现有高端材料，是否适配未 来的商业航天产业链？ （文章来源：每日经济新闻） ...

每经AI快讯，有投资者在投资者互动平台提问：请问公司非晶产品是否可以用于非晶变压器和非晶电 机？ （文章来源：每日经济新闻） 安泰科技（000969.SZ）12月20日在投资者互动平台表示，非晶合金具有优异的高磁导率、低损耗特 性，公司生产的非晶合金带材广泛应用于非晶节能变压器，非晶节能变压器的空载损耗可降低60%以 上。非晶电机主要也是利用非晶合金上述特性，采用非晶定转子铁芯更容易实现电机的高速化、节能化 和轻量化，适合于新能源汽车驱动和飞行汽车等驱动应用场景。非晶电机作为非晶材料行业市场应用的 热点，公司一直密切关注，并持续跟进研究。具体应用信息请以公司公告为准。 ...

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]

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 ...