证券之星消息，8月1日其他电源设备板块较上一交易日上涨0.02%，融发核电领涨。当日上证指数报收 于3559.95，下跌0.37%。深证成指报收于10991.32，下跌0.17%。其他电源设备板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002366 融发核电 | | 1.80 Z | 8.28% | -5340.44万 | -2.45% | -1.27 Z | -5.83% | | 002851 | 麦格米特 | 1.29亿 | 5.50% | -1953.36万 | -0.83% | -1.09 Z | -4.67% | | 300693 盛引股份 | | 6303.04万 | 7.14% | -2518.99万 | -2.85% | -3784.05万 | -4.29% | | 601727 上海电气 | | 5474.33万 | 4.43% | -1846.71万 | -1.50% | ...

资金流向方面，今日主力资金净流入1.80亿元，占比成交额8.28%。其中，超大单净流入1.83亿元、占 成交额8.42%，大单净流出304.14万元、占成交额0.14%，中单净流出流出5340.44万元、占成交额 2.45%，小单净流出12701.31万元、占成交额5.83%。 融发核电最新一期业绩显示，截至2025一季报，公司营业总收入1.55亿元、同比增长11.54%，归属净利 润311.29万元，同比增长307.80%，扣非净利润105.26万元，同比增长2656.13%，流动比率3.172、速动 比率2.419、资产负债率36.25%。 天眼查商业履历信息显示，融发核电设备股份有限公司，成立于1997年，位于眉山市，是一家以从事通 用设备制造业为主的企业。企业注册资本208093.764万人民币，实缴资本9999.9695万人民币。公司法定 代表人为陈伟。 金融界消息 截至2025年8月1日收盘，融发核电（002366）报收于8.29元，上涨6.69%，换手率21.47%， 成交量269.75万手，成交金额21.79亿元。 通过天眼查大数据分析，融发核电设备股份有限公司共对外投资了6家企业，参与招投标 ...

Group 1 - The stock price of Rongfa Nuclear Power increased by 6.56% on August 1, reaching 8.28 CNY per share, with a trading volume of 1.572 billion CNY and a turnover rate of 15.66%, resulting in a total market capitalization of 17.23 billion CNY [1] - Rongfa Nuclear Power Equipment Co., Ltd. is located in Qingxin County, Sichuan Province, and specializes in the research and production of nuclear power equipment materials, focusing on the production and service of large and medium-sized nuclear-grade castings and forgings [1] - The company was established in 2006 and is the only global supplier capable of producing both Generation II and Generation III AP1000 reactor main pipeline equipment simultaneously [1] Group 2 - As of March 31, Rongfa Nuclear Power had 109,000 shareholders, with an average of 11,500 circulating shares per shareholder [2] - For the first quarter of 2025, Rongfa Nuclear Power achieved operating revenue of 155 million CNY, representing a year-on-year growth of 11.54%, and a net profit attributable to shareholders of 3.1129 million CNY, reflecting a year-on-year increase of 307.80% [2]

Group 1 - The concept of controllable nuclear fusion has led to a partial surge in related stocks [1] - Rongfa Nuclear Power increased by nearly 8% [1] - Xue Ren Group rose by over 3% [1] Group 2 - Other companies such as Ha Welding Huaton, Shun Sodium Co., and He Duan Intelligent also saw significant gains [1]

A股可控核聚变概念局部拉升，融发核电涨近8%，雪人集团涨逾3%，哈焊华通、顺钠股份、合锻智能 等涨幅居前。 ...

Core Viewpoint - The construction of the first commercial controlled nuclear fusion power plant in the U.S. by Helion Energy marks a significant step towards the commercialization of fusion energy, with plans to supply power to Microsoft by 2028 [3][5]. Group 1: Company Developments - Helion Energy has initiated site construction for its controlled nuclear fusion power plant named "Orion" in Chelan County, Washington, which is a crucial milestone for integrating fusion power into the grid [3]. - The company has signed a power purchase agreement with Microsoft to supply 50 MW annually starting in 2028 [5]. - Helion's technology utilizes a magnetic inertial confinement approach, specifically the Field-Reversed Configuration (FRC) method, which is simpler and more cost-effective compared to the Tokamak technology, with construction costs estimated to be only 1/5 to 1/10 of Tokamak systems [5]. Group 2: Industry Context - Other companies in China, such as Hanhai Fusion and Xingneng Xuanguang, are also pursuing similar FRC technology, indicating a growing interest in fusion energy [6]. - A recent industry seminar in Shanghai attracted over 20 companies and nearly 30 financial institutions to discuss the future of controlled nuclear fusion, highlighting its status as a hot topic in the capital market [7]. - Nearly 50 controlled nuclear fusion concept stocks have been actively researched by investors this year, with significant interest in companies like Ice Wheel Environment and Antai Technology, which have received multiple investor inquiries [7]. Group 3: Financial Performance - Several controlled nuclear fusion concept stocks have reported significant earnings growth for the first half of 2025, with Yongding Co. expecting a net profit increase of 731% to 922% year-on-year, primarily due to increased investment income [8]. - Baosheng Co. anticipates a net profit increase of 167.98% to 301.98% for the same period, driven by the market recognition of high-value products [8].

Group 1 - The core viewpoint of the news is that融发核电 (Rongfa Nuclear Power) has shown significant growth in its financial performance, with notable increases in revenue and net profit for the first quarter of 2025 [1][3] - As of July 31, 2025,融发核电's stock closed at 7.77 yuan, down 0.89%, with a turnover rate of 7.33% and a trading volume of 921,400 hands, amounting to a transaction value of 722 million yuan [1] - The company reported total operating revenue of 155 million yuan for Q1 2025, representing a year-on-year growth of 11.54%, while net profit attributable to shareholders reached 3.11 million yuan, up 307.80% [1] Group 2 - The company has a current ratio of 3.172, a quick ratio of 2.419, and a debt-to-asset ratio of 36.25%, indicating a strong liquidity position [1] -融发核电 has made investments in 6 external companies and participated in 2 bidding projects, showcasing its active engagement in the industry [2] - The company was established in 1997 and is primarily involved in the manufacturing of general equipment, with a registered capital of approximately 2.08 billion yuan [1][2]

Group 1 - The core viewpoint of the news is that Rongfa Nuclear Power (002366) has shown a decline in stock price and a mixed performance in capital flow, despite reporting significant growth in revenue and net profit for the first quarter of 2025 [1][3] - As of July 30, 2025, Rongfa Nuclear Power's stock closed at 7.84 yuan, down 1.13%, with a turnover rate of 7.25% and a trading volume of 910,700 hands, amounting to 717 million yuan [1] - The company experienced a net outflow of main funds amounting to 11.29 million yuan, which accounted for 1.57% of the total transaction amount, with significant outflows from large and medium orders [1] Group 2 - For the first quarter of 2025, Rongfa Nuclear Power reported total operating revenue of 155 million yuan, representing a year-on-year increase of 11.54%, and a net profit attributable to shareholders of 3.11 million yuan, up 307.80% [1] - The company's non-recurring net profit reached 1.05 million yuan, showing a remarkable year-on-year growth of 2656.13% [1] - Financial ratios indicate a current ratio of 3.172, a quick ratio of 2.419, and a debt-to-asset ratio of 36.25% [1] Group 3 - Rongfa Nuclear Power Equipment Co., Ltd. was established in 1997 and is located in Meishan City, primarily engaged in the manufacturing of general equipment [2] - The company has made investments in six enterprises, participated in two bidding projects, and holds six patents, along with two administrative licenses [2]

Group 1 - The core point of the news is that Yantai Taihai Group Co., Ltd. has undergone a judicial transfer of 32,100,347 shares of Rongfa Nuclear Power Equipment Co., Ltd., reducing its ownership from 12.61% to 11.07% due to bankruptcy restructuring [1] - The judicial transfer was initiated by Lhasa Economic and Technological Development Zone Xianglong Investment Co., Ltd. as part of the bankruptcy proceedings against Yantai Taihai Group, which has been declared to lack the ability to repay debts [1] - The restructuring plan for Yantai Taihai Group has been executed, and the judicial transfer of shares has been completed with the relevant registration at the China Securities Depository and Clearing Corporation [1] Group 2 - The shareholding change is significant as it affects the company's equity structure and ongoing operations, with Yantai Taihai Group being a major shareholder [1] - The total number of shares held by Yantai Taihai Group before the transfer was 262,436,862, which has now decreased to 230,336,515 shares [1] - The percentage decrease in shareholding due to the judicial transfer is 1.54% [1]

2020 年 11 月 11 日，台海集团债权人祥隆企业集团有限公司以台海集团资不 抵债且明显缺乏清偿能力为由，向烟台市中级人民法院申请台海集团破产重整， 2020 年 11 月 30 日，烟台市中级人民法院裁定受理，由烟台市莱山区人民法院 （以下简称"莱山区法院"）管辖，并指定破产重整管理人，台海集团按照破产重 整程序开展工作。相关进展情况详情见公司于 2020 年 12 月 2 日、2021 年 3 月 13 日、2021 年 5 月 25 日、2021 年 9 月 11 日、2021 年 12 月 3 日、2022 年 5 月 7 日 披露的《关于控股股东收到民事裁定书的公告》《关于控股股东及其部分子公司被 法院裁定实质合并重整的公告》《关于控股股东合并重整案第一次债权人会议表决 结果公告》《关于控股股东收到民事裁定书的公告》《关于控股股东收到民事裁定 书的公告》《关于控股股东收到民事裁定书的公告》（公告编号：2020-081、 2021-023/045/061/082、2022-027）。 证券代码：002366 证券简称：融发核电 公告编号：2025-045 融发核电设备股份有限公司 关于持股5%以 ...