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可控核聚变“燃爆”A股!哈焊华通20CM狂飙,产业链风口正劲?
Ge Long Hui A P P· 2025-05-23 04:27
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、雪人股份涨停
news flash· 2025-05-23 01:35
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
news flash· 2025-05-23 01:34
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。 ...
融发核电: 关于召开2024年年度股东大会的提示性公告
Zheng Quan Zhi Xing· 2025-05-21 09:18
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]
融发核电(002366) - 关于召开2024年年度股东大会的提示性公告
2025-05-21 09:00
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 ...
融发核电(002366) - 002366融发核电投资者关系管理信息20250521
2025-05-21 08:46
Financial Performance - In 2024, the company achieved an operating revenue of 100,656.78 million yuan, representing a year-on-year growth of 35.14% [2] - The net profit attributable to shareholders, after deducting non-recurring gains and losses, was -3,477.11 million yuan, which indicates a reduction in losses by 8.38% compared to the previous year [2] Industry Outlook - The company focuses on the nuclear power equipment manufacturing industry, which is expected to benefit from China's "14th Five-Year Plan" emphasizing "carbon peak and carbon neutrality" and the promotion of third-generation nuclear power construction [3] - Over the next decade, the Shandong Peninsula region, centered around Yantai, is projected to establish a nuclear power project base with a planned installed capacity of 40 million kilowatts, involving significant investments exceeding 500 billion yuan in nuclear power equipment [3] Strategic Development - The company aims to diversify its products across various sectors, including special equipment, energy, petrochemicals, offshore engineering, and machinery, to enhance its risk management capabilities and achieve sustainable development [3] - The company has experienced a steady upward trend in performance over the past two years, positioning itself favorably compared to peers in the high-end equipment manufacturing and advanced materials sectors [3]
融发核电(002366) - 融发核电设备股份有限公司投资者关系活动记录表
2025-05-19 08:44
Group 1: Company Overview and Orders - The company currently has a sufficient backlog of orders, with ongoing production aligned with the production plan [2] - The competitive landscape for nuclear power products is relatively stable, with high entry barriers for new competitors [2][3] - The company has established a comprehensive nuclear quality assurance system and obtained all necessary manufacturing licenses [3] Group 2: Production and Capacity - The company operates on a "customer order-driven" production model, ensuring high alignment between capacity and orders [4] - The delivery cycle for nuclear products typically spans around 3 years, with a manufacturing period of over 2 years [6] Group 3: Revenue Recognition - Revenue is recognized when the company fulfills its contractual obligations, with specific methods for different product categories [7][8] - For certain products, revenue is recognized based on the progress of costs incurred relative to total estimated costs [7] Group 4: Future Development Plans - The company plans to focus on the nuclear equipment manufacturing sector while diversifying into energy, petrochemical, marine, and mechanical fields [8] - There will be increased investment in R&D for non-nuclear products and new materials to enhance market share and explore new markets [8]
融发核电: 关于控股股东部分股份进行股票质押式回购交易的公告
Zheng Quan Zhi Xing· 2025-05-09 10:28
证券代码:002366 证券简称:融发核电 公告编 量 比例 量 比例 号:2025-026 融发核电设备股份有限公司 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")近日收到控股股东青岛军 民融合发展集团有限公司(以下简称"融发集团")的通知,融发集团将其所持 有公司的部分股份质押给华福证券有限责任公司进行质押式回购交易,具体情 况如下: 一、本次质押的基本情况 股 | 股 | | | | | | | | | | | | 单位: | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 是否为控股 | | | | | | | | | | | | | | 股东 | 股东或第一 | 本次质押股份 | | 占其所持 | 占公司总 | 是否为 | 是否 | | | | | | | 为 | | | | | | | | 质押 | | | | | | | | | | | | | | 质押起始日 | | 质押到期 | | ...
融发核电(002366) - 关于控股股东部分股份进行股票质押式回购交易的公告
2025-05-09 09:16
证券代码:002366 证券简称:融发核电 公告编号:2025-026 截至本公告披露日,上述股东所持股份质押情况如下: 单位:股 | 已质押股份情况 未质押股份情况 | 占其所 | 占公司 | 累计被质押股 | 本次质押后质 | 已质押股 | 占已质 | 未质押股 | 占未质 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东名称 | 持股数量 持股比例 | 持股份 | 总股本 | 份数量 | 押股份数量 | 份冻结数 | 押股份 | 份冻结数 | 押股份 | 比例 | 比例 | | 量 | 比例 | 量 | 比例 | | | | | | | | | | 融发集团 561,853,163 | 27.00% 149,447,682 267,447,682 47.60% 12.85% | 0 | 0.00% | 0 | 0.00% | | | | | | | | 561,853,163 27.00% 149,447,682 267,447,682 47.60% 12.85% | 合计 | 0 ...
融发核电(002366) - 关于举行2024年度网上业绩说明会的公告
2025-05-06 08:45
融发核电设备股份有限公司 关于举行 2024 年度网上业绩说明会的公告 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")已于 2025 年 4 月 24 日披 露了《2024 年年度报告》。为使投资者更深入、全面地了解公司 2024 年年度报 告的内容,公司拟于 2025 年 5 月 21 日(星期三)15:00-16:00 举行 2024 年度网 上业绩说明会。 证券代码:002366 证券简称:融发核电 公告编号:2025-025 本次年度业绩说明会将采用网络远程的方式举行,投资者可登陆深圳证券 交易所"互动易"平台(http://irm.cninfo.com.cn),进入"云访谈"栏目参 与本次年度业绩说明会。 公司拟出席本次年度业绩说明会的人员有:董事长陈伟先生、独立董事魏利 平女士、财务负责人郝燕存女士、董事会秘书刘宝江先生,具体以当天实际参会 人员为准。 为充分尊重投资者、提升交流的针对性,现就公司 2024 年度业绩说明会提 前向投资者公开征集问题,广泛听取投资者的意见和建议。投资者可在本次年 度业绩说 ...