Core Viewpoint - The controlled nuclear fusion concept is experiencing significant fluctuations, with several companies in the sector seeing notable stock price increases [1] Group 1: Company Performance - Zhejiang Fu Holding (002266) reached its daily limit increase [1] - Xue Ren Group (002639) and Western Materials (002149) also previously hit their daily limit increase [1] - China Nuclear Engineering (601611), Ha Welding Huaton (301137), and Prince New Materials (002735) followed with stock price increases [1]

声明：市场有风险，投资需谨慎。本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个人投资建议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因此本文内容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联 系biz@staff.sina.com.cn。 2026年1月22日，雪人集团（sz002639）触及涨停，涨停价22.79元，涨幅9.99%，总市值176.08亿元，流 通市值148.28亿元，截止发稿，总成交额28.52亿元。 根据喜娜AI异动分析，雪人集团涨停原因可能如下，氢能源+可控核聚变+营收增长： 1、雪人集团在氢 能源和可控核聚变等前沿技术领域取得显著突破。其氦气压缩机技术国际领先，应用于国家重大科研项 目；拥有全球化研发体系，金属极板燃料电池电堆完成开发，氢能源全产业链布局优势明显，这些技术 优势为公司长期发展奠定基础。2025年前三季度公司营收增长24.26%，达16.31亿元，显示业务规模不 断扩大。 2、行业方面，氢能源和可控 ...

（文章来源：证券日报） 证券日报网讯 1月19日，雪人集团在互动平台回答投资者提问时表示，截至2026年1月9日，公司股东总 户数为329195户。 ...

Group 1 - The core viewpoint of the article is that Xue Ren Group (002639.SZ) has developed a supercritical carbon dioxide compressor product, which is primarily used in the heat pump sector and does not currently have direct applications in supercritical power generation projects [1] Group 2 - The company has indicated that its supercritical carbon dioxide compressor is a key product in its portfolio [1] - The current application of the product is limited to the heat pump industry, highlighting a specific market focus [1] - There is no indication of plans or developments for the product's use in supercritical power generation at this time [1]

Group 1 - The company has supercritical carbon dioxide compressor products, which are currently mainly applied in the heat pump sector [2] - There are no products directly applied to supercritical power generation projects at this time [2]

一、股票交易异常波动的情况介绍 福建雪人集团股份有限公司（以下简称"公司"或"本公司"）股票（证券 简称：雪人集团，证券代码：002639）连续 2 个交易日内（1 月 15 日、1 月 16 日）日收盘价格跌幅偏离值累计超过 20%，根据《深圳证券交易所交易规则》的 有关规定，属于股票交易异常波动的情况。 二、公司关注、核实的相关情况 针对公司股票交易异常波动，公司对有关事项进行了核实，现就有关情况说 明如下： 证券代码：002639 证券简称：雪人集团 公告编号：2026-003 福建雪人集团股份有限公司 股票交易异常波动公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 2．公司董事会郑重提醒广大投资者：《证券时报》《中国证券报》和巨潮 资讯网（www.cninfo.com.cn）为公司选定的信息披露媒体，公司所有信息均以 在上述媒体披露的信息为准，请广大投资者理性投资，注意风险。 1. 经核查，前期披露的信息不存在需要更正、补充之处； 2. 公司未发现近期公共传媒报道了可能或已经对本公司股票交易价格产生 较大影响的未公开重大信息； 3. 近期公司生产 ...

格隆汇1月18日｜雪人集团发布公告，公司股票在1月15日、1月16日连续2个交易日内日收盘价格跌幅偏 离值累计超20%，属异常波动。经核查，前期披露信息无更正补充，公司经营正常，内外部环境无重大 变化。公司、控股股东和实控人林汝捷无应披露未披露重大事项，异常波动期间其未买卖公司股票。公 司不存在信披违规情形，提醒投资者以指定媒体披露信息为准，理性投资。 ...

雪人集团公告称，公司股票（证券代码：002639）在1月15日、1月16日连续2个交易日内日收盘价格跌 幅偏离值累计超20%，属异常波动。经核查，前期披露信息无更正补充，公司经营正常，内外部环境无 重大变化。公司、控股股东和实控人林汝捷无应披露未披露重大事项，异常波动期间其未买卖公司股 票。公司不存在信披违规情形，提醒投资者以指定媒体披露信息为准，理性投资。 ...

Investment Rating - The report indicates a positive outlook for the power equipment industry, particularly in the renewable energy sector, with significant investments and technological advancements expected to drive growth [1][2][4]. Core Insights - The report highlights that the State Grid's investment during the "14th Five-Year Plan" period is projected to reach 4 trillion yuan, marking a 40% increase compared to the previous plan [2]. - The report emphasizes the stability in polysilicon prices and the continuous rise in battery component prices, with N-type battery prices increasing to 0.40 yuan per watt [15][16]. - The report identifies three key areas of focus: supply-side reform leading to price increases in the industry chain, long-term growth opportunities from new technologies, and industrialization opportunities from perovskite GW-level layouts [16]. Summary by Sections 1. New Energy Generation 1.1 Photovoltaics - Polysilicon prices remain stable, while battery component prices are on the rise, with N-type battery prices reaching an average of 0.40 yuan per watt [15]. - The report notes that leading component companies are responding to industry self-discipline by raising component prices, with distributed sales prices reaching 0.72 yuan per watt [15][16]. - Key companies to watch include Tongwei Co., GCL-Poly, LONGi Green Energy, JA Solar, and Trina Solar [16]. 1.2 Wind Power & Grid - The UK AR7 offshore wind auction results exceeded expectations, with a total scale of approximately 8.4GW, validating the upward trend in European offshore wind [17]. - The State Grid's investment is expected to enhance transmission capacity significantly, addressing bottlenecks in renewable energy delivery [18]. - Companies to focus on include Goldwind, Yunda Wind Power, Mingyang Smart Energy, and Sany Heavy Energy [18]. 1.3 Hydrogen & Energy Storage - By 2025, the production and sales of fuel cell vehicles in China are projected to reach 7,797 units, reflecting a 44% year-on-year increase [20]. - The report anticipates that new energy storage installations will reach 58.6GW/175.3GWh by 2025, with significant growth expected in the energy storage sector [21]. - Key players in the hydrogen sector include Shuangliang Energy, Huadian Heavy Industries, and Shenghui Technology [20]. 2. New Energy Vehicles - Solid-state batteries are gaining traction, with several automakers making progress towards mass production by 2026 [29]. - Companies such as BYD, Changan Automobile, and Chery are expected to achieve significant milestones in solid-state battery technology [29]. - The report suggests monitoring companies like Xiamen Tungsten, Hailiang Co., and Nanjing Advanced Lithium Battery [29]. 3. Industry Trends - The report notes a 0.4% increase in the new energy equipment sector from January 12 to January 16, 2026, with a cumulative increase of 5.3% since the beginning of the year [12]. - The photovoltaic equipment sector saw a 3.52% increase, while the wind power equipment sector experienced a decline of 1.28% during the same period [13].

机构专用席位净买入金额最多的是雪人集团，该股今日收盘跌停，全天换手率为30.52%，成交额为44.65亿元。因日换手率达30.40%、日跌幅偏离 值达-9.87%上榜龙虎榜，前五大买卖营业部中有3家机构专用席位，为买一、买三、买五，合计净买入23406.96万元。同时上榜的还有深股通专用 席位，净买入665.56万元，营业部席位合计净卖出4.26亿元。资金流向方面，该股全天资金净流出5.67亿元。 通宇通讯，今日收盘下跌8.75%，全天换手率为34.05%，成交额为61.10亿元。因日换手率达34.05%上榜龙虎榜，前五大买卖营业部中有3家机构专 用席位，为买二、买三、买四，合计净买入21050.80万元。同时上榜的还有深股通专用席位，净买入2.18亿元，营业部席位合计净卖出8215.95万 元。资金流向方面，该股全天资金净流入2.60亿元。 红相股份，今日收盘上涨11.33%，全天换手率为40.36%，成交额为31.87亿元。因日换手率达40.36%上榜龙虎榜，前五大买卖营业部中有5家机构 专用席位，为买一、买二、买三、卖一、卖二，合计净买入20166.59万元。资金流向方面，该股全天资金净流入8997.2 ...