Market Overview - On October 28, the metal new materials sector rose by 0.09% compared to the previous trading day, with Antai Technology leading the gains [1] - The Shanghai Composite Index closed at 3988.22, down 0.22%, while the Shenzhen Component Index closed at 13430.1, down 0.44% [1] Stock Performance - Antai Technology (60000) closed at 22.98, up 10.00% with a trading volume of 1,004,000 shares and a transaction value of 2.292 billion [1] - Other notable performers included Shenzhen New Star (603978) with a closing price of 25.18, up 4.22%, and Platinum New Materials (300811) at 82.15, up 4.07% [1] - Conversely, stocks like Longmag Technology (300835) and Yinxing Technology (301622) saw declines of 3.58% and 3.46% respectively [2] Capital Flow - The metal new materials sector experienced a net outflow of 821 million from institutional investors, while retail investors saw a net inflow of 859 million [2] - The overall capital flow indicates a mixed sentiment, with institutional investors pulling back while retail investors increased their positions [2] Individual Stock Capital Flow - Antai Technology had a net inflow of 154 million from institutional investors, but saw outflows from both retail and speculative investors [3] - Other stocks like Yunlu Co. (688190) and Yuedan New Materials (688786) also showed varied capital flows, with some experiencing net inflows from retail investors despite overall outflows from institutional and speculative investors [3]

Core Insights - The controlled nuclear fusion sector continues to show strong momentum, with companies like Antai Technology and Dongfang Tantalum experiencing significant stock price increases [1][4] - The Chinese Academy of Sciences has successfully developed a second-generation high-temperature superconducting tape core material, marking a significant advancement in clean energy materials [3] - The Chinese "artificial sun" project is expected to be completed by 2027, potentially becoming the first device to achieve fusion power generation in human history [4] Company Performance - Antai Technology (000969.SZ) saw a stock price increase of 10.00%, reaching 22.98 [2] - Dongfang Tantalum (000962.SZ) also experienced a 10.00% rise, with a stock price of 35.09 [2] - Other companies like Western Superconducting (688162.SH) and Yongding Co. (600105.SH) also reported gains of 8.62% and 7.92%, respectively [2] Industry Developments - The global nuclear fusion market is projected to exceed $40 trillion by 2050, according to the International Atomic Energy Agency [4] - As of September 2025, the total investment in domestic nuclear fusion projects is expected to surpass 150 billion yuan, indicating a phase of capital expenditure expansion in the industry [4] - Various technological routes in nuclear fusion, including magnetic confinement and Z-pinch, are experiencing significant changes, with private capital increasingly involved in planned projects [5]

Market Overview - The Shanghai Composite Index closed at 4005.44 points, up 0.21% [1] - The Shenzhen Component Index closed at 13559.57 points, up 0.52% [1] - The ChiNext Index rose by 1.35% and the Sci-Tech 50 Index increased by 0.56% [1] Stock Performance - Among the tradable A-shares, 2937 stocks rose, accounting for 57.03%, while 2001 stocks fell [1] - There were 65 stocks that hit the daily limit up, and 6 stocks hit the limit down [1] - The leading sectors for limit-up stocks included Computer, Machinery Equipment, and Construction Decoration, with 6, 5, and 5 stocks respectively [1] Notable Stocks - ST Zhongdi has achieved 8 consecutive limit-up days, the highest among all stocks [1] - The stock with the highest limit-up order volume was Yingxin Development, with 23384.46 million shares, followed by Pingtan Development and Helitai [1] - In terms of order value, Yingxin Development, Pingtan Development, and Shikong Technology had the highest amounts, with 746 million, 745 million, and 671 million respectively [1] Limit-Up Stocks Summary - A detailed table lists various stocks that hit the limit up, including their closing prices, turnover rates, limit-up order volumes, and industry classifications [1][2][3]

Core Viewpoint - The market experienced a significant upward movement, with the ChiNext Index rising over 1% and the Shanghai Composite Index surpassing the 4000-point mark, reaching a ten-year high [1] Market Performance - The total trading volume in the Shanghai and Shenzhen markets reached 1.35 trillion yuan, a decrease of 215.6 billion yuan compared to the previous trading day [1] - The Shanghai Composite Index closed up 0.21%, the Shenzhen Component Index rose by 0.52%, and the ChiNext Index increased by 1.35% [1] Sector Highlights - The market saw rapid rotation of hotspots, particularly in sectors such as Fujian, nuclear power, and commercial aerospace [1] - The Fujian sector was notably strong, with Pingtan Development achieving a significant increase, hitting the limit up for eight consecutive days and six boards [1] - The nuclear power sector was active, with Dongfang Tantalum Industry achieving three boards in four days and Antai Technology securing two consecutive boards [1] - The commercial aerospace sector continued its strong performance, with Aerospace Zhizhuang reaching a historical high [1] - The computing hardware concept remained active, with Zhongji Xuchuang again setting a historical high [1] Declining Sectors - The coal sector showed weakness, with Dayou Energy hitting the limit down [1] - Sectors such as coal and precious metals experienced the largest declines, while Fujian, superconductors, and quantum technology sectors saw the highest gains [1]

(责任编辑：宋政 HN002) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 格隆汇10月28日｜A股市场可控核聚变概念股继续集体上涨，其中，安泰科技、东方钽业(000962)涨 停，西部超导(688122)涨9%，爱科赛博涨超8%，永鼎股份(600105)涨超7%，金杯电工(002533)、精达股 份(600577)涨超5%。 | 代码 | 名称 | 0 | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 000969 | 安泰科技 | 重 | 10.00 | 241亿 | 109.29 | | 000962 | 东方铝业 | 1 | 10.00 | 177亿 | 157.41 | | 688122 | 西部超导 | 1 | 9.09 | 544亿 | 98.32 | | 688719 | 爱科塞博 | 1 | 8.47 ...

Core Insights - Nuwei Co., Dongfang Tantalum Industry reached new highs, while Antai Technology hit the daily limit up, indicating strong market performance in these companies [1] - Other companies such as Haheng Huaton, Changfu Co., Hezhuan Intelligent, and Western Superconducting also experienced upward movement, reflecting a positive trend in the sector [1] Company Performance - Nuwei Co. and Dongfang Tantalum Industry achieved record highs, showcasing their strong market position and investor confidence [1] - Antai Technology's stock reached the daily limit up, indicating significant investor interest and potential growth prospects [1] - Haheng Huaton, Changfu Co., Hezhuan Intelligent, and Western Superconducting followed suit with notable increases, suggesting a broader positive sentiment in the industry [1]

Core Viewpoint - The solid-state battery sector is experiencing a strong upward trend, with several companies seeing significant stock price increases [2] Group 1: Company Performance - Companies such as Duo Fluoride, Fangda Carbon, and Antai Technology have reached their daily price limit increase [2] - Jin Yin He and Zhenhua Co. have also seen substantial stock price rises [2]

Core Viewpoint - The concept of controllable nuclear fusion is gaining significant attention, leading to notable stock price increases in related companies [1] Company Performance - Dongfang Tanye has reached its daily limit increase in stock price - Antai Technology previously hit its daily limit increase - Other companies such as Western Superconducting, Yongding Co., HuoDuan Intelligent, Jinbei Electric, and Chuanjiang New Materials have also seen substantial stock price increases [1]

Core Viewpoint - Antai Technology experienced a significant increase in stock price, reaching the daily limit with a turnover rate of 16.73% and a transaction volume of 3.49 billion yuan, indicating strong market interest and activity [2]. Group 1: Stock Performance - The stock's price increased by 8.74%, leading to its listing on the Shenzhen Stock Exchange's watch list due to a deviation in daily price increase [2]. - The stock saw a net inflow of 7.19 billion yuan in main funds, with large orders contributing 6.13 billion yuan and big orders contributing 1.06 billion yuan [2]. Group 2: Institutional Activity - Institutional investors net bought 1.17 billion yuan worth of shares, while the Shenzhen Stock Connect saw a net purchase of 1.13 billion yuan [2]. - The top five trading departments accounted for a total transaction volume of 755 million yuan, with a net purchase of 331 million yuan [2]. Group 3: Margin Trading Data - As of October 24, the margin trading balance for Antai Technology was 1.098 billion yuan, with a financing balance of 1.095 billion yuan and a securities lending balance of 2.7 million yuan [3]. - Over the past five days, the financing balance decreased by 114 million yuan, representing a decline of 9.46%, while the securities lending balance decreased by 70.5 thousand yuan, a decline of 20.70% [3].

Core Insights - Antai Technology (000969.SZ) experienced a trading halt today, with a turnover rate of 16.73% and a transaction volume of 3.49 billion yuan [1] - The net buying from the Shenzhen Stock Connect amounted to 113 million yuan, with institutional investors net buying 117 million yuan [1] - The total net buying from various trading seats reached 331 million yuan, indicating strong market interest [1] Trading Activity - The top buying trading seats included: - Shenzhen Stock Connect: 168.88 million yuan, accounting for 4.84% of total transactions [1] - Zhongtai Securities Hubei Branch: 94.65 million yuan, representing 2.71% [1] - Institutional investors: 72.21 million yuan and 68.76 million yuan from two separate seats [1] - The top selling trading seats included: - Shenzhen Stock Connect: 168.88 million yuan, accounting for 4.84% of total transactions [1] - Dongfang Caifu Securities Lhasa Financial City: 19.35 million yuan, representing 0.55% [1] - Guoxin Securities Zhejiang Internet Branch: 11.78 million yuan, accounting for 0.34% [1]