Group 1 - The core viewpoint of the articles highlights the strong performance of controlled nuclear fusion concept stocks, driven by a significant partnership between Alphabet and a fusion energy company, marking a historic breakthrough in commercial power procurement for nuclear fusion energy [1][2] - The stock of Rongfa Nuclear Power surged to its daily limit, becoming the leading stock in the sector, with other companies like Haheng Huaton and Tianli also seeing gains of over 5% [1] - The market's optimism regarding the commercialization prospects of nuclear fusion technology has increased, leading to heightened activity in related concept stocks [1][2] Group 2 - Rongfa Nuclear Power is recognized as a key supplier of nuclear power equipment in China and has participated in the manufacturing of components for international fusion reactor projects [1] - The company has established a presence in fourth-generation nuclear technology and provides forgings for the Huaneng Shidaowan High-Temperature Gas-Cooled Reactor Power Station [1] - The strategic value of nuclear fusion technology is becoming more prominent due to the growing global demand for clean energy and the surge in electricity needs from emerging industries like artificial intelligence [1]

可控核聚变板块探底回升，融发核电（002366）触及涨停，哈焊华通（301137）涨超10%，天力复合、 雪人股份（002639）、久盛电气（301082）跟涨。 暗盘资金正涌入这些股票，点击速看>>> ...

Core Viewpoint - The company has approved the use of idle funds for cash management, allowing up to 300 million RMB for low-risk, high-liquidity investment products, with a maximum duration of 12 months [1] Group 1: Cash Management Approval - The company held its 15th board meeting and 10th supervisory meeting on April 22, 2025, and the annual shareholders' meeting on June 3, 2025, to approve the cash management proposal [1] - The board authorized the chairman to sign relevant contracts, with the finance department responsible for organizing the investment activities [1] Group 2: Investment Product Redemption - On June 27, 2024, the company disclosed that it continued to hold a 50 million RMB investment product purchased from China Post Fund Management Co., Ltd. [2] - The company redeemed the aforementioned investment product, recovering the principal of 50 million RMB and earning a total return of 4,486,089.75 RMB [2][3] Group 3: Recent Investment Management Status - As of the announcement date, the company and its subsidiaries have no outstanding idle funds invested in products that have not matured, remaining within the authorized limits set by the 2024 annual shareholders' meeting [6]

Market Overview - The Shanghai Composite Index rose by 0.39% on July 1, with 20 out of 28 sectors experiencing gains. The top-performing sectors were Comprehensive and Pharmaceutical & Biological, with increases of 2.60% and 1.80% respectively. Conversely, the Computer and Retail sectors saw declines of 1.18% and 0.79% [1]. Electric Equipment Industry - The Electric Equipment sector declined by 0.37%, with a net outflow of 5.163 billion yuan in main capital. Out of 358 stocks in this sector, 141 rose, 3 hit the daily limit up, while 210 fell, with 1 hitting the daily limit down [1]. - Among the stocks with net inflows, 112 saw capital inflows, with 11 stocks receiving over 50 million yuan. The top stock for net inflow was C Xintong, with 399 million yuan, followed by Weilan Lithium and Micro Light, with inflows of 218 million yuan and 132 million yuan respectively [1]. - The stocks with the highest net outflows included Rongfa Nuclear Power, Weike Technology, and Nord Shares, with outflows of 347 million yuan, 324 million yuan, and 323 million yuan respectively [1][2]. Capital Flow Rankings Inflow Rankings - C Xintong: +286.36%, turnover rate 82.61%, main capital flow 398.73 million yuan - Weilan Lithium: +5.30%, turnover rate 10.44%, main capital flow 217.95 million yuan - Micro Light: +10.01%, turnover rate 7.41%, main capital flow 131.92 million yuan [1]. Outflow Rankings - Rongfa Nuclear Power: +1.71%, turnover rate 33.83%, main capital flow -346.51 million yuan - Weike Technology: +3.55%, turnover rate 37.48%, main capital flow -324.04 million yuan - Nord Shares: -10.01%, turnover rate 23.39%, main capital flow -323.30 million yuan [2].

Market Overview - As of July 1, the Shanghai Composite Index closed at 3457.75 points, up 13.32 points, with a gain of 0.39% [1] - The Shenzhen Component Index closed at 10476.29 points, up 11.17 points, with a gain of 0.11% [1] - The ChiNext Index closed at 2147.92 points, down 5.10 points, with a loss of 0.24% [1] Trading Activity - A total of 140 A-shares had a turnover rate exceeding 20% on the same day [1] - Notable stocks with high turnover rates included: - C Xintong (证券代码: 001388) with a turnover rate of 82.61% and a price increase of 286.36% [1] - Beifang Changlong (证券代码: 301357) with a turnover rate of 65.99% and a price decrease of 7.75% [1] - Annie Co. (证券代码: 002235) with a turnover rate of 55.73% and a price increase of 10.00% [1] Notable Stocks - Other stocks with significant turnover rates included: - Haoshanghao (证券代码: 001298) with a turnover rate of 55.38% and a price increase of 3.45% [1] - Ruina Intelligent (证券代码: 301129) with a turnover rate of 52.53% and a price increase of 2.39% [1] - Zhili Fang (证券代码: 301312) with a turnover rate of 51.72% and a price increase of 5.79% [1] Additional Trading Insights - The trading data indicates a mix of high volatility among stocks, with some experiencing significant price increases while others faced declines [1][2][3][4] - The overall market sentiment appears to be cautious, as evidenced by the mixed performance of major indices and individual stocks [1][2][3][4]

证券代码：002366 证券简称：融发核电 公告编号：2025-041 融发核电设备股份有限公司 截至本公告披露日，公司及子公司不存在使用闲置自有资金购买理财产品未 到期的情形，未超出公司 2024 年年度股东大会关于公司使用闲置自有资金进行 现金管理的授权额度。 关于使用自有闲置资金进行现金管理的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有 虚假记载、误导性陈述或重大遗漏。 融发核电设备股份有限公司（以下简称"公司"）于 2025 年 4 月 22 日召开 第六届董事会第十五次会议、第六届监事会第十次会议及于 2025 年 6 月 3 日召 开 2024 年年度股东大会审议通过了《关于使用自有闲置资金进行现金管理的议 案》，同意在确保不影响公司正常经营并有效控制风险的前提下，可使用不超过 人民币 3 亿元的自有闲置资金购买低风险、高流动性的投资理财产品，期限不超 过 12 个月，在额度内可以循环滚动使用，使用期限自公司 2024 年年度股东大会 审议通过之日起至下次年度股东大会审议通过之日有效。在上述额度、期限范围 内，董事会授权公司董事长签署相关合同文件，具体投资活动由公司财务 ...

Market Overview - A-shares experienced a collective rise on June 30, with the Shanghai Composite Index up by 0.59%, the Shenzhen Component Index up by 0.83%, and the ChiNext Index up by 1.35% [1][2][3] - Over 4,000 stocks in the market closed in the green, indicating a broad-based rally [1] Performance Metrics - The Shanghai Composite Index recorded a cumulative increase of 2.76% in the first half of the year, while the North Star 50 Index surged nearly 40% [2] Sector Performance - The military equipment sector showed strong performance, with stocks like Changcheng Military Industry, Hunan Tianyan, and Beifang Navigation hitting the daily limit [5] - Other active sectors included gaming, brain-computer interfaces, and photovoltaics, while the financial sector underperformed [5] Capital Flow - Main capital inflows were observed in the defense, media, and electronics sectors, while there were net outflows from non-bank financials, banks, and non-ferrous metals [5] - Notable net inflows included Chengfei Integration (6.95 billion), Dongxin Peace (5.15 billion), and Rongfa Nuclear Power (5.13 billion) [5] - Conversely, Hengbao Co., Tianfeng Securities, and Dongfang Fortune experienced significant net outflows of 7.32 billion, 6.62 billion, and 5.33 billion respectively [5] Institutional Insights - Dongfang Securities highlighted the ongoing development of AI and the expanding potential in the gaming sector [7] - Boxin Securities projected that the market may continue to rebound in the second half of the year, potentially reaching above 3,600 points if trading volume supports the trend [9] - Guocheng Investment noted that the index has completed a bottoming process and may strongly approach 3,700 points in the latter half of the year [9]

Group 1 - The concept stocks related to controllable nuclear fusion have shown strong fluctuations, with Rongfa Nuclear Power (002366) rising over 8% [1] - Other companies such as Haheng Huaton (301137), Zhongzhou Special Materials (300963), China Nuclear Technology (000777), and Changfu Co., Ltd. have also experienced significant increases [1]

Group 1 - The ocean economy is a significant driver of GDP growth, with the national marine production value expected to exceed 10 trillion yuan in 2024, accounting for 7.8% of the GDP, and contributing 11.5% to economic growth [1][8] - The government has highlighted "deep-sea technology" in its reports, indicating its importance alongside commercial aerospace and low-altitude economy, suggesting a rapid development potential in deep-sea equipment and exploration [1][8] - The deep-sea technology sector is identified as a key pillar for building a maritime power, encompassing three main areas: deep-sea materials, deep-sea equipment manufacturing, and deep-sea digital applications [3][17] Group 2 - Various provinces and cities are accelerating the development of marine economy, with policies focusing on high-end, intelligent, and green development, and establishing multi-level industrial systems [2][13] - Shanghai's marine industry development plan (2025-2035) proposes a "3+5+X" industrial system, while Guangdong's regulations emphasize support for eight emerging marine industry clusters [2][14] - The deep-sea materials sector is crucial for deep-sea technology, involving structural and buoyancy materials necessary for the development of marine resources, with a focus on high-performance steel, alloy materials, and composite materials [3][21] Group 3 - The deep-sea equipment sector is essential for supporting deep-sea development, facing challenges from complex underwater environments, with significant growth in China's shipbuilding industry, which saw a 13.8% increase in completed shipbuilding volume in 2024 [4][26] - The deep-sea digitalization and intelligence sector is a vital direction for deep-sea technology development, aiming to create a "digital ocean" that enhances marine decision-making and governance through advanced information technologies [5][17] - The report suggests focusing on marine engineering equipment manufacturing, marine equipment components, and marine observation instruments as key areas for investment [4][26]

中国北京市朝阳区建国路 77 号华贸中心 3 号写字楼 34 层 邮政编码 100025 电话: (86-10) 5809-1000 传真: (86-10) 5809-1100 关于 融发核电设备股份有限公司 二〇二五年第一次临时股东大会的 法律意见书 致：融发核电设备股份有限公司 北京市竞天公诚律师事务所（以下简称"本所"）作为在中国取得律师执业 资格的律师事务所，接受融发核电设备股份有限公司（以下简称"公司"）的委 托，根据《中华人民共和国证券法》（以下简称"《证券法》"）、《中华人民共和 国公司法》（以下简称"《公司法》"）、《上市公司股东会规则》（以下简称"《股 东会规则》"）、《深圳证券交易所上市公司自律监管指引第 1 号——主板上市公 司规范运作》（以下简称"《自律监管指引第 1 号》"）等相关法律法规，就公司 2025 年第一次临时股东大会（以下简称"本次股东大会"）的有关事宜出具本 法律意见书。 本所律师根据《股东会规则》的要求，按照律师行业公认的业务标准、道 德规范和勤勉尽责精神，对公司提供的文件和有关事实进行了核查和验证，并 列席了本次股东大会，现出具法律意见如下： 一、 本次股东大会的召 ...