Market Overview - The three major A-share indices collectively adjusted in the morning session, with the Shanghai Composite Index down 0.30%, the Shenzhen Component Index down 0.71%, and the ChiNext Index down 1.28% [1] - The total market turnover for the half-day was 661 billion, a decrease of 1 billion compared to the previous day, with 2,600 stocks in the market showing losses [1] Sector Performance - The controllable nuclear fusion, gaming, and beverage manufacturing sectors led the gains, while the innovative drug sector experienced the largest declines [2] - Notable stocks in the controllable nuclear fusion sector included Haohan Huadong (301137), Xue Ren Co., Ltd. (002639), and Rongfa Nuclear Power (002366), all hitting the daily limit [2] - Gaming stocks also performed well, with Youzu Network (002174) reaching the daily limit [2] - Beverage manufacturing stocks rebounded, with Junyao Health (605388) and Kuaijishan (601579) hitting the daily limit [2] - The autonomous driving sector showed strength, with Jinjiang Online (600650), Tongda Electric (603390), and Longzhou Co., Ltd. (002682) all reaching the daily limit [2] - The innovative drug sector saw significant declines, with Haichen Pharmaceutical (300584) dropping over 10%, and Hainan Hai Pharmaceutical (000566) and San Sheng Guojian also experiencing notable losses [2] Hotspot Overview - The nuclear power sector was highlighted as the strongest market focus, with 11 stocks hitting the daily limit and 5 stocks achieving consecutive limit-ups, including Shangwei Co., Ltd. and Zhongchao Holdings (002471) [7] - The military industry sector also saw 11 stocks hitting the daily limit, with 5 stocks achieving consecutive limit-ups [8] - The artificial intelligence sector had 9 stocks hitting the daily limit, with one stock achieving consecutive limit-ups [9] Key Developments - The controllable nuclear fusion sector is gaining attention following U.S. President Trump's recent executive orders aimed at launching the construction of 10 large nuclear power plants by 2030 and quadrupling the nuclear power capacity by 2050 [10] - The IP economy is also gaining traction, with stocks like Youzu Network and others seeing significant interest, particularly following the recent rise in the market value of Pop Mart in Hong Kong [11] - The autonomous driving sector is attracting capital, with recent funding rounds for companies like Jiushi Intelligent and New Stone Technology, indicating strong investor interest in this area [12]

Market Overview - A-shares showed mixed performance on May 26, with the Shanghai Composite Index rising by 0.21% while the Shenzhen Component and ChiNext Index fell by 0.06% and 0.26% respectively [1] - The market is expected to experience a short-term adjustment, maintaining a high central tendency in the second quarter [2][9] Active Sectors 1. Chinese Academy of Sciences Concept - The Chinese Academy of Sciences concept saw significant activity, with China Science Publishing and Media's stock hitting the daily limit [3] - Other notable performers included Senyuan Technology, Zhongke Information, and Hanwang Technology, which all showed substantial gains [4] 2. Controlled Nuclear Fusion Concept - The controlled nuclear fusion sector continued its strong performance, with Rongfa Nuclear Power achieving two consecutive daily limits [5] - The sector's momentum is supported by recent U.S. policy announcements aimed at expanding nuclear power capacity significantly by 2050 [5][6] Institutional Insights - CITIC Securities highlighted the emerging risks of crowded trading in micro-cap stocks and emphasized the importance of focusing on "new quality domestic demand growth" sectors [7] - Shenyin Wanguo maintained a view of a high central tendency in the A-share market, indicating potential for short-term adjustments while remaining optimistic about sectors like pharmaceuticals and precious metals [9] - Dongfang Securities noted that the market is likely to continue its range-bound oscillation, with quality thematic stocks and technology stocks being attractive for accumulation during dips [10]

可控核聚变概念多股高开，融发核电（002366）涨超9%，国光电气涨近4%，保变电气（600550）、雪 人股份（002639）、哈焊华通（301137）等跟涨。 暗盘资金一眼洞悉庄家意图>> ...

一、行情回顾 市场全天冲高回落，三大指数午后集体跳水。可控核聚变概念表现活跃，王子新材、尚纬股份、融发核电等多股涨停。创新药概念股再度大涨，海辰药业、 众生药业等封板，信立泰、科伦药业创历史新高。下跌方面，航运港口板块延续跌势，南京港、连云港跌停；电力股集体调整，西昌电力、乐山电力跌停。 个股跌多涨少，沪深京三市下跌个股超4200只，今日成交1.18万亿。 二、当日热点 1.核聚变 核聚变板块今日继续大涨，王子新材、中洲特材等继续涨停，尚纬股份2连板，融发核电涨停。 5月23日，行情数据显示，美核电股盘后集体大涨。Altman持股的Oklo涨幅从15.63%收窄至12.54%，Centrus能源涨12.4%，Nuscale涨10.15%，Uranium能源 涨8.14%等。 新浪财经消息称，称特朗普将签署核能命令，这些行政命令将试图简化新反应堆审批的监管流程，并加强燃料供应链。 国内方面核电领域近期也迎来重大催化。国家能源局近日发布关于促进能源领域民营经济发展若干举措的通知。其中提到，支持民营企业参股投资核电项 目，建立健全长效工作机制。国家今年新核准浙江三门、福建霞浦、山东海阳、广东台山、广西防城港等5个核 ...

Group 1 - The controllable nuclear fusion sector in A-shares experienced a significant surge, with the sector index rising over 4% and 30 stocks within the sector increasing in value [1][2] - Notable performers included Xue Ren Co., Ltd. (002639) and Rongfa Nuclear Power (002366), both hitting the daily limit up, while Chen Guang Medical (430300) saw an increase of over 26% [1][2] - The controllable nuclear fusion index reached 1476.66, reflecting a rise of 3.71% [2] Group 2 - The U.S. nuclear energy sector saw a collective surge in stock prices, which positively influenced Asian nuclear power stocks, leading to gains in the Hong Kong market [3][4] - The China General Nuclear Power Index (887716.WI) rose by 3.6%, while the Nuclear Power Index (884046.WI) increased by 2.32% [3][4] Group 3 - Recent developments in the nuclear energy sector indicate a critical phase in the construction of nuclear fusion experimental reactors, with significant progress expected [5] - The BEST reactor project has officially commenced assembly, aiming for completion by 2027, while the CRAFT reactor is projected to be completed by the end of 2025 [5] - The market anticipates a rapid development in the controllable nuclear fusion industry, with increased project tenders and commercialization efforts expected in 2025 [5]

Core Viewpoint - The A-share market for controllable nuclear fusion has experienced a significant surge, with multiple stocks reaching their daily limit up, driven by positive market sentiment and favorable policy developments [1][2][8]. Group 1: Market Performance - The A-share controllable nuclear fusion sector saw explosive growth on May 23, with stocks like Hahwa Huasheng and Chenguang Medical hitting the daily limit up, while others like Xue Ren Co. and Rongfa Nuclear Power also showed substantial gains [1][2]. - In the Hong Kong stock market, nuclear power and energy sectors also strengthened, with China General Nuclear Power Mining rising over 7%, influenced by movements in the US nuclear energy sector [3]. Group 2: Policy and Technological Developments - The global energy demand is rising, and traditional fossil fuel supplies are becoming scarce, leading to a shift towards clean energy, with nuclear energy being a key focus for many countries [4]. - The Chinese government is actively promoting the nuclear energy industry, with the establishment of a Nuclear Power Engineering Quota Expert Committee to oversee technical reviews [5]. - Significant technological advancements have been made, such as the completion of the world's largest superconducting magnet system for the International Thermonuclear Experimental Reactor (ITER), marking a crucial step towards controllable nuclear fusion [5]. Group 3: Industry Outlook - The nuclear energy sector is expected to grow significantly, with projections indicating that global nuclear power capacity could exceed 1.1 billion kilowatts by 2050, highlighting the potential for development in this area [6]. - Analysts are optimistic about the future of the nuclear fusion industry, with expectations that recent advancements in research and development will accelerate the commercialization process [7]. - The competitive landscape is intensifying, particularly between the US and China, as nuclear fusion emerges as a critical area for technological competition, similar to artificial intelligence [7].

可控核聚变板块再度拉升，融发核电（002366）、雪人股份（002639）、哈焊华通（301137）涨停，弘 讯科技（603015）、英杰电气（300820）、辰光医疗、久盛电气（301082）、常辅股份等纷纷走高。 暗盘资金流向曝光！提前捕捉庄家建仓信号>> ...

可控核聚变概念盘初走强 融发核电、哈焊华通双双涨停 智通财经5月23日电，早盘融发核电、哈焊华通涨停，辰光医疗、雪人股份、爱科赛博、中洲特材等涨 幅靠前。消息面上，国际热核聚变实验堆（ITER）组织官网宣布，经过数十年努力，由 30 多个国家参 与建造的 " 人造太阳 " 已完成其 " 电磁心脏 " ——世界最大、最强的脉冲超导电磁体系统的全部组件建 造。 ...

Meeting Overview - The company will hold a shareholder meeting on June 3, 2025, allowing both onsite and online voting to protect investors' rights [1] - Voting through the Shenzhen Stock Exchange system will be available from 9:15 AM to 3:00 PM on the same day [1] Meeting Agenda - The agenda includes proposals such as the special explanation of non-operating fund occupation and the verification report on the use of raised funds for 2024 [3] - Proposals 1, 3-16 have been approved by the company's board and were published in relevant announcements on April 24, 2025 [3] Registration and Voting Procedures - Individual shareholders must present their ID and securities account card for registration [4] - Corporate shareholders need to provide a copy of their business license, ID, and securities account card [4] - Proxy representatives must carry the necessary authorization documents and identification for registration [4] Online Voting Process - Shareholders can participate in online voting through the Shenzhen Stock Exchange's internet voting system [5] - Detailed procedures for online voting are provided in the attachments [5] Additional Information - Shareholders attending the meeting will bear their own accommodation and transportation costs [5] - The company will disclose the results of the voting promptly after the meeting [3]

证券代码：002366 证券简称：融发核电 公告编号：2025-027 融发核电设备股份有限公司 关于召开2024年年度股东大会的提示性公告 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"或"本公司"）于 2025 年 4 月 24 日公告了《关于召开 2024 年年度股东大会的通知》。本次股东大会采 用现场投票与网络投票表决相结合的方式，为保护投资者合法权益，方便各位 股东行使股东大会表决权，现将有关事项再次提示如下： 一、召开会议的基本情况 1．股东大会届次：2024 年年度股东大会。 2．股东大会的召集人：本公司董事会。 3．会议召开的合法、合规性：本次股东大会会议召开符合有关法律、行政 法规、部门规章、规范性文件和公司章程的相关规定。 二、会议审议事项 | 提案 | | 备注 | | --- | --- | --- | | 编码 | 提案名称 | 该列打勾的栏 | | | | 目可以投票 | | 1.00 | 关于《2024 年度董事会工作报告》的议案 | √ | | 2.00 | 关于《2024 年度监事会 ...