Core Insights - The news highlights the significant advancements and competitive advantages of various companies in the nuclear fusion materials and technology sector, emphasizing their roles in the ITER project and domestic fusion initiatives. Company Summaries - **West Superconducting (688122)**: As a leading player in low-temperature superconducting materials, the company is the sole domestic supplier for ITER's low-temperature superconducting wire, with its products being critical for fusion device superconducting magnets. The company has achieved international standards in key performance metrics and has established a comprehensive production chain, positioning itself to benefit from the growing demand for superconducting materials as fusion projects accelerate [1][23]. - **Lianchuang Optoelectronics (600363)**: The company focuses on high-temperature superconducting technology, being the only domestic entity capable of designing and manufacturing large-diameter high-temperature superconducting magnets. It has successfully applied its technology in the "Spark One" project and aims to capture high-end market share as high-temperature superconducting technology expands in the fusion sector [2][24]. - **Antai Technology (000969)**: A leader in core materials for nuclear fusion components, the company supplies critical materials for ITER's first wall and blanket modules. Its advanced tungsten-copper composite components meet international standards, and it has a strong foothold in the supply chain for fusion experiments, poised to benefit from increased orders as fusion projects ramp up [3][25]. - **Guoguang Electric (688776)**: The company is a key supplier for plasma control and core components in fusion devices, holding a 60% market share for ITER's divertor. It has secured significant contracts, including an 18 billion yuan package for the CFETR project, indicating strong demand for its products as global fusion construction progresses [4][27]. - **Yongding Co., Ltd. (600105)**: The company specializes in high-temperature superconducting tape, with a projected 80% revenue growth in its superconducting business for 2024. It is involved in the development of superconducting magnets for fusion reactors, leveraging its parent company's resources to create a comprehensive industrial layout [5][28]. - **Xiamen Tungsten (600549)**: The company holds a monopoly in tungsten-based materials for nuclear fusion, being the only supplier with full-process certification for ITER's tungsten-copper divertor components. It is expanding its production capacity to meet growing demand as fusion engineering progresses [6][29]. - **Baosheng Co., Ltd. (600973)**: A leader in special cables for nuclear fusion, the company has secured all cable orders for the "Chinese Circulator No. 3" project, amounting to 5.2 billion yuan. Its products meet international standards, and it is positioned to benefit from the increasing demand for specialized cables in fusion projects [7][30]. - **Guangda Special Materials (688186)**: The company has developed materials for superconducting coil armor, achieving batch production and securing significant orders. Its products are critical for fusion devices, and it is well-positioned to benefit from the growing demand as fusion projects expand [8][31]. - **Hongxun Technology (603015)**: Through its subsidiary in Italy, the company supplies high-precision power systems for ITER, which are essential for plasma control. As domestic fusion projects accelerate, the demand for its power systems is expected to grow significantly [9][32]. - **Wangzi New Materials (002735)**: The company focuses on special capacitors for fusion pulse power systems, being the only domestic supplier certified by ITER. Its products are crucial for plasma heating and confinement, and it is expected to see increased demand as fusion projects move towards commercialization [10][33]. - **Jiusheng Electric (301082)**: A niche leader in special cables for nuclear fusion, the company has a market share exceeding 40% in nuclear power special cables. Its products are already in use in ITER, and it is well-positioned to benefit from the growing demand for specialized cables in fusion applications [11][34]. - **Hedong Intelligent (603011)**: The company is a key player in manufacturing core structural components for fusion, focusing on vacuum chambers. It has secured significant contracts and is expected to benefit from the increasing demand for large structural components as fusion projects advance [12][35]. - **Zhongzhou Special Materials (300963)**: The company specializes in high-temperature and corrosion-resistant materials for fusion applications, supplying critical components for major fusion projects. Its products are expected to see increased demand as fusion engineering progresses [13][37]. - **China Nuclear Construction (601611)**: As a core member of the "national team," the company plays a leading role in the construction of fusion projects, leveraging its extensive experience in nuclear engineering to meet complex project demands [14][38]. - **China Nuclear Power (601985)**: The company is positioned as a long-term beneficiary of the nuclear fusion industry, actively participating in major fusion projects and leveraging its expertise in nuclear power operations to support the commercialization of fusion energy [15][39]. - **Hancable Co., Ltd. (002498)**: The company is a significant player in special and superconducting cables for fusion, with a focus on meeting the extreme conditions of fusion environments. It is expected to capture a substantial market share as demand for specialized cables grows [16][40]. - **Wol Nuclear Materials (002130)**: The company focuses on insulation materials and special components for fusion, leveraging its expertise in nuclear-grade materials to meet the stringent requirements of fusion applications [17][41]. - **Dongfang Tantalum (000962)**: The company is a hidden champion in core materials for nuclear fusion, holding a dominant market position in beryllium materials and superconducting niobium. It is expected to benefit significantly from the upcoming surge in fusion project orders [18][43]. - **Nuiwei Co., Ltd. (603699)**: The company is a core player in the nuclear fusion valve market, holding over 80% market share. It has secured significant contracts for ITER and is expanding its international presence, positioning itself for substantial growth as global fusion projects accelerate [19][20]. - **Hailu Heavy Industry (002255)**: The company is a leading supplier of core structural components and vacuum systems for fusion, with significant contracts in place for ITER and domestic projects. It is well-positioned to benefit from the growing demand for these critical components as fusion engineering progresses [21][42].

Core Viewpoint - The article highlights the significant market movements in the electric power infrastructure and commercial aerospace sectors, driven by recent developments and investor interest. Electric Power Infrastructure Sector - The electric power infrastructure chain showed active performance, with flexible DC transmission, grid equipment, and ultra-high voltage sectors experiencing notable increases [5][9]. - Specific stocks such as Tongguang Cable and Zhongchao Holdings saw substantial gains, with Tongguang Cable rising by 19.98% [6]. - The global demand for electricity is expected to surge due to the expansion of AI data centers, which is creating a critical need for upgraded grid infrastructure [9]. - Citigroup's recent report indicates that the global electricity demand is set to expand exponentially, potentially becoming a bottleneck for AI technology development [9]. - The Chinese government's "14th Five-Year Plan" emphasizes the importance of a new energy system, which supports long-term opportunities in ultra-high voltage and smart grid sectors [9]. Commercial Aerospace Sector - The commercial aerospace sector continued its upward trend, with companies like Zhenlei Technology and Keqiang Co. experiencing significant stock price increases [11]. - Recent successful satellite launches and the establishment of new aerospace companies in China are contributing to the sector's growth [12]. - The launch of the first energy engineering satellite in China marks a significant milestone, showcasing advancements in radar remote sensing technology [12].

来源：上海证券报·中国证券网 上证报中国证券网讯（记者 王文嫣）截至12月11日10点47分，万得特高压概念指数涨幅超2%。通光线 缆、汉缆股份、华菱线缆等涨停，电科院、节能环境、特变电工等涨幅居前。 消息面上，近期，四川省发展改革委发布关于攀西特高压交流工程项目核准的批复。甘肃－浙江等多条 特高压工程建设取得关键进展。多种输配电设备大额中标信息接连发布。东吴证券、国联民生证券电新 团队近期研报均提到了对特高压领域的关注。 来源：上海证券报·中国证券网 上证报中国证券网讯（记者 王文嫣）截至12月11日10点47分，万得特高压概念指数涨幅超2%。通光线 缆、汉缆股份、华菱线缆等涨停，电科院、节能环境、特变电工等涨幅居前。 消息面上，近期，四川省发展改革委发布关于攀西特高压交流工程项目核准的批复。甘肃－浙江等多条 特高压工程建设取得关键进展。多种输配电设备大额中标信息接连发布。东吴证券、国联民生证券电新 团队近期研报均提到了对特高压领域的关注。 ...

12月11日，A股市场储能概念板块表现强劲，多只个股强势拉升，成为市场关注的热点板块之一。 截至记者发稿，中国天楹（000035）（000035.SZ）、汉缆股份（002498）（002498.SZ）、中利集团（002309） （002309.SZ）等多只储能概念股强势涨停，南都电源（300068）（300068.SZ）涨幅高达13.84%。此外，国机重装 （601399）（601399.SH）、苏文电能（300982）（300982.SZ）、今创集团（603680）（603680.SH）等个股也有不俗 表现，涨幅均超过6%。 | 序号 代码 | | 名称 | ● | 最新 | 涨幅%↓ | 涨跌 | 成交量 | 现手 | 涨速% | 换手% | 成交额 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 300068 | 南都电源 | 1 | 19.25 | 13.84 | 2.34 | 64.50万 | 534 | 0.47 | 7.56 | 12.01亿 | | 2 | 000035 | 中国 ...

Core Viewpoint - The A-share market for energy storage concept stocks has shown significant strength, with various companies experiencing substantial gains, indicating a positive outlook for the energy storage sector driven by ongoing demand and market developments [1]. Group 1: Market Performance - On December 11, energy storage concept stocks collectively surged, with notable gains including Nandu Power rising over 12%, Shenghui Technology over 10%, and several others reaching the daily limit of 10% [1]. - Key stocks and their performance include: - Nandu Power: +12.18%, Market Cap: 17 billion - Shenghui Technology: +10.67%, Market Cap: 4.179 billion - China Tianying: +10.09%, Market Cap: 14.6 billion - Hancable: +10.03%, Market Cap: 13.5 billion - Jinchuan Group: +9.98%, Market Cap: 11.1 billion - Goldwind Technology: +9.97%, Market Cap: 71.7 billion - Zhongli Group: +9.97%, Market Cap: 10.9 billion - Galaxy Electronics: +7.68%, Market Cap: 7.581 billion - Dongfang Electric: +6.41%, Market Cap: 78.1 billion - Guoji Heavy Industry: +6.12%, Market Cap: 36.3 billion [2]. Group 2: Industry Outlook - According to CICC, the demand for the energy storage industry is expected to remain robust through 2026 due to several factors: 1. The ongoing global energy transition, which increases the reliance on energy storage and grid infrastructure as the share of wind and solar installations rises, alongside the anticipated growth of AI-related energy storage projects [1]. 2. Significant tendering and project planning in major markets such as China, the U.S., and Europe, along with emerging demand in regions like the Middle East, India, Australia, and Chile [1]. 3. Continued strong demand for household and commercial energy storage solutions, driven by persistent electricity shortages in emerging markets [1].

特高压概念11日盘中强势拉升，截至发稿，通光线缆20%涨停，汉缆股份、中超控股、华菱线缆均涨 停，红相股份涨超9%。 该机构认为，2026年作为"十五五"规划的开局之年，电力设备行业将迎来内需预期定调与外需景气释放 的双重机遇，行业整体有望呈现"内需稳增筑底、外需突破放量"的格局，内需的预期交易与外需的成长 交易可双向并行，行业具备显著的配置价值。 中信证券指出，"十五五"时期电网投资预计将维持稳定增长态势，结合用电量增长预期与"十四五"时期 电源建设强度判断，预计2026年—2030年国家能源局口径下的电网基本建设投资完成额将达到约3.8万 亿元，对应年均投资额约7500亿元。核心驱动因素来自用电量的持续增长，预计"十五五"时期用电量年 均增速为5%—6%，增速相较GDP增速弹性维持在1.2—1.25区间。市场对内需的交易呈现明显的预期前 置特征，特高压、数智化等在2025年面临较大压力后已出现触底反转预期，主网架与互联互济等环节保 持向好态势，上述板块将在新的五年规划的窗口期下具备布局价值。 ...

Core Viewpoint - The A-share market's energy storage concept stocks have collectively strengthened, indicating a positive outlook for the energy storage industry driven by ongoing global energy transition trends and strong demand in various markets [1]. Industry Summary - The energy storage sector is expected to maintain high demand through 2026 due to several factors: 1. Continuous global energy transition trends necessitating grid and energy storage construction as the share of wind and solar installations increases, alongside the anticipated rise in AI-related energy storage projects [1]. 2. Significant tendering and planned projects in major markets including China, the U.S., and Europe, as well as emerging demand in the Middle East, India, Australia, and Chile [1]. 3. Strong demand for household and industrial energy storage solutions, with persistent electricity shortages in emerging markets [1]. Company Performance - Notable stock performances in the energy storage sector include: - Nandu Power (南都电源) increased by 12.18%, with a market cap of 17 billion and a year-to-date increase of 17.53% [2]. - Shenghui Technology (昇辉科技) rose by 10.67%, with a market cap of 4.179 billion and a year-to-date increase of 21.39% [2]. - China Tianying (中国天楹) saw a 10.09% increase, with a market cap of 14.6 billion and a year-to-date increase of 26.33% [2]. - Other companies such as Hancable (汉缆股份), Jinchuan Group (今创集团), and Goldwind Technology (金风科技) also experienced significant gains, with increases ranging from approximately 5% to nearly 10% [2].

（文章来源：每日经济新闻） 每经AI快讯，12月11日，特高压指数上涨2%，成分股表现亮眼，通光线缆涨停，汉缆股份涨7.32%，电 科院涨6.80%，通达股份涨4.25%，许继电气涨2.99%。 ...

（文章来源：每日经济新闻） 每经AI快讯，12月11日，超导指数盘中涨2%，成分股呈现普涨态势，法尔胜、永鼎股份涨停，汉缆股 份涨8.94%，西部超导涨2.74%，百利电气涨2.72%。 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002498 证券简称：汉缆股份 公告编号：2025-042 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。 青岛汉缆股份有限公司（以下简称"公司"）第六届董事会任期即将届满，根据《公司法》《深圳证券交 易所股票上市规则》《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》《公 司章程》等有关规定的有关规定，公司于2025年12月9日召开第六届董事会第二十四次会议，审议通过 了《关于董事会换届选举非独立董事的议案》和《关于董事会换届选举独立董事的议案》。 公司第六届董事会由9名董事组成，其中非独立董事5名，职工代表董事1名（由公司职工代表大会选举 产生），独立董事3名。经公司董事会提名委员会审慎核查，公司董事会提名张立刚先生、张林军先 生、徐洪威先生、马志远先生、董坚先生为第七届董事会非独立董事候选人；提名赵健康先生、王咏梅 女士、杨新法先生为第七届董事会独立董事候选人，上述各位候选人简历详见附件。独立董事候选人的 任职资格和独立性尚需经深圳证券交易所审核无异议后，公司股东会方可进行表 ...