证券之星消息，12月26日包装印刷板块较上一交易日上涨0.5%，嘉美包装领涨。当日上证指数报收于 3963.68，上涨0.1%。深证成指报收于13603.89，上涨0.54%。包装印刷板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002969 | 嘉美包装 | 9.79 | 10.00% | 2.59万 | | 2534.13万 | | 002752 | 营兴股份 | 8.81 | 9.99% | 123.09万 | | 10.38亿 | | 000659 | 珠海中富 | 3.53 | 9.97% | 71.48万 | | 2.46亿 | | 920274 | 宏裕包材 | 42.30 | 9.02% | 10.80万 | | 4.26亿 | | 301355 | 南土科技 | 16.15 | 5.28% | 44.01万 | | 6.79亿 | | 002735 | 王子新材 | 17.48 | 2.94% | 71.64万 | | 12.27亿 | ...

证券代码：002735 证券简称：王子新材 公告编号：2025-075 深圳王子新材料股份有限公司 关于归还闲置募集资金用于暂时补充流动资金的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 深圳王子新材料股份有限公司（以下简称"公司"）于 2025 年 1 月 17 日召开第 五届董事会第二十四次会议、第五届监事会第二十三次会议，审议通过了关于使用 部分闲置募集资金暂时补充流动资金的议案，同意公司在确保不影响募集资金投资 项目建设进度的情况下，使用不超过人民币 1.5 亿元（含本数）闲置募集资金暂时 补充流动资金，使用期限自董事会审议通过之日起不超过 12 个月，公司承诺在到期 日之前及时归还至募集资金专户。具体内容详见公司于 2025 年 1 月 18 日在指定信 息披露媒体上披露的《关于使用部分闲置募集资金暂时补充流动资金的公告》（公告 编号：2025-008）。 在上述授权额度及期限内，根据募集资金使用安排，公司及子公司实际用于暂 时补充流动资金的募集资金共计 87,454,041.46 元。截至 2025 年 12 月 26 日，公司 及子公司已 ...

Group 1 - The core viewpoint of the news is that Wangzi New Materials has experienced a significant stock price increase of 79.95% this year, despite a recent decline of 2.00% in its stock price on December 26 [1] - As of December 26, the stock price of Wangzi New Materials is reported at 16.64 yuan per share, with a total market capitalization of 6.357 billion yuan [1] - The company has seen a net outflow of main funds amounting to 26.75 million yuan, with large orders showing a buy of 54.98 million yuan and a sell of 78.29 million yuan [1] Group 2 - Wangzi New Materials operates in the light industry manufacturing sector, specifically in plastic packaging, and has various concept sectors including military electronics and aerospace [2] - For the period from January to September 2025, the company achieved an operating income of 1.566 billion yuan, representing a year-on-year growth of 19.35%, and a net profit attributable to shareholders of 17.6962 million yuan, up 37.36% year-on-year [2] - The company has distributed a total of 1.09 billion yuan in dividends since its A-share listing, with 39.0958 million yuan distributed in the last three years [3]

Group 1 - The core viewpoint of the news is that Wangzi New Materials has shown significant stock performance, with an 82.33% increase in stock price year-to-date and a market capitalization of 6.441 billion yuan [1] - As of December 24, the stock price reached 16.86 yuan per share, with a trading volume of 3.76 billion yuan and a turnover rate of 8.12% [1] - The company has been active in the market, appearing on the trading leaderboard 20 times this year, with the most recent net buy of -192 million yuan on December 22 [1] Group 2 - Wangzi New Materials operates in the light industry manufacturing sector, specifically in plastic packaging, and is involved in various concept sectors including aerospace military and low-altitude economy [2] - For the period from January to September 2025, the company reported a revenue of 1.566 billion yuan, representing a year-on-year growth of 19.35%, and a net profit of 17.6962 million yuan, up 37.36% year-on-year [2] - The company has distributed a total of 109 million yuan in dividends since its A-share listing, with 39.0958 million yuan distributed in the last three years [3] Group 3 - As of September 30, 2025, the number of shareholders for Wangzi New Materials was 64,300, a decrease of 5.64% from the previous period, while the average circulating shares per person increased by 5.98% to 4,364 shares [2] - The top ten circulating shareholders include new entrants such as Xin'ao Cycle Power Mixed A and Zhaoshang Anben Growth Bond C, indicating a shift in institutional holdings [3]

据天眼查APP显示，深圳王子新材料股份有限公司成立于1997年05月28日，注册资本38200.6553万人民 币。（数据宝） （文章来源：证券时报网） 数据宝统计，截至14:50，王子新材成交额20.91亿元，创2025年6月4日以来新高。换手率40.81%。上一 交易日该股全天成交额为3.09亿元。 ...

Group 1 - The core focus of the market includes stocks such as Victory Energy, which has reached a trading limit for six consecutive days, and West Materials, a commercial aerospace concept stock, which opened up by 6.07% after 11 days of trading [1] - Intelligent driving concept stocks like Weiti Co. opened up by 4.14% after five consecutive days of trading, while Zhejiang Shibao reached a trading limit after four days [1] - Local stocks in Fujian, such as Jomoo King, opened up by 6.01% after four consecutive days, and Luyan Pharmaceutical opened up by 4.51% [1] Group 2 - Controlled nuclear fusion concept stocks like Xue Ren Group opened down by 0.69% after four consecutive days, while Prince New Materials opened up by 3.99% after two days [1] - The consumer sector saw Zhuangyuan Pastoral open up by 0.29% after three consecutive days, and Shanghai Jiubai opened up by 7.12% after two days [1]

Investment Rating - The report assigns an "Accumulate" rating for the controllable nuclear fusion industry [5]. Core Insights - The controllable nuclear fusion industry is experiencing a significant acceleration in bidding, with major contracts focusing on components such as magnets and power supplies. The total amount of contracts awarded has exceeded 1 billion RMB [3][4]. - Trump Media Technology has announced a final merger agreement with TAE Technologies, valued at over 6 billion USD, aimed at building large fusion power plants to meet energy demands driven by artificial intelligence [4][18]. - The U.S. Department of Energy has invested 87 million USD to promote the application of artificial intelligence in fusion energy research, indicating a strong governmental push towards technological advancements in this field [24]. Summary by Sections Market Performance - During the week of December 15-19, the nuclear fusion index fell by 0.59%, underperforming the broader market by 0.62 percentage points [8][11]. Bidding and Contract Information - The report highlights that the bidding activity has significantly increased, with major contracts awarded primarily for magnets and power supplies. Notable companies involved in recent contracts include Aike Saibo and Qifan Cable [4][10]. Domestic and International News - Gyro Swin, an AI tool developed by a research team, has achieved a 1000-fold increase in the speed of 5D plasma modeling, reducing computation time from days to seconds [13]. - Thea Energy has unveiled the Helios concept design for a commercial fusion power station, which aims to simplify the manufacturing of complex magnetic fields necessary for plasma confinement [16][17]. Investment Dynamics - The merger between Trump Media Technology and TAE Technologies is expected to facilitate the construction of the first utility-scale fusion power plant, with an initial capacity of 50 MW and plans for future expansion [19][23]. - The report emphasizes the importance of focusing on key components such as magnets, power supplies, and other critical systems within the controllable nuclear fusion sector, identifying several key domestic suppliers [27].

Group 1 - Trump Media Technology Group (DJT) signed a final merger agreement with TAE Technologies, valued at over $6 billion, leading to a significant stock price increase of nearly 42% on December 18, 2023 [1] - The A-share market saw a rise in the controllable nuclear fusion index by nearly 3% on December 19, 2023, with companies like Liyang Optical Science, Prince New Materials, and others hitting the daily limit [1] Group 2 - The global nuclear fusion sector attracted over $7.1 billion in investments from 2021 to 2024, with $900 million raised in 2024 alone [2] - Domestic nuclear fusion projects are entering a bidding phase, with significant increases in tender amounts, including nearly $5 billion in October and $3.9 billion in November 2023 [2] - Over 10 companies in the A-share market have won bids for nuclear fusion projects since the fourth quarter of 2023, including Qifan Cable and Prince New Materials [2][3] Group 3 - Six companies are expected to see net profit growth exceeding 10% in 2025 and 2026, including Prince New Materials and Western Superconducting [4] - Prince New Materials is projected to turn a profit in 2025, benefiting from the acceleration of industrial project construction [4] - Eastern Precision is forecasted to achieve a net profit increase of over 40% in 2025 and nearly 20% in 2026, following a recent successful bid for a nuclear fusion project [5]

Core Insights - The domestic nuclear fusion industry is entering a phase of intensive bidding, with significant increases in tender amounts observed in recent months [1] - In October, the tender amount approached 500 million yuan, while November saw a staggering 3.9 billion yuan in tenders [1] - China Fusion Energy Co., Ltd. has announced a new tender budget of nearly 150 million yuan since the fourth quarter [1] Group 1: Tender Amounts - The tender amounts for the nuclear fusion sector have surged, with October's figure nearing 500 million yuan and November's reaching 3.9 billion yuan [1] - China Fusion Energy Co., Ltd. has a new tender budget of approximately 150 million yuan in the fourth quarter [1] Group 2: Winning Companies - Over ten A-share companies have won or are pre-qualified for significant nuclear fusion contracts, including Qi Fan Cable, Wangzi New Materials, and Western Superconducting [1] - Qi Fan Cable won a contract for the procurement of 35kV power cables worth over 1.15 million yuan [1] - Wangzi New Materials' subsidiary, Ningbo Xinrong Electric Technology Co., Ltd., secured a contract worth 79.8 million yuan [1] - Western Superconducting's subsidiary, Xi'an Juneng Superconducting Wire Technology Co., Ltd., won a contract for superconducting wire worth 55 million yuan [1] Group 3: Detailed Bidder Information - A table lists various companies and their respective winning bids, including: - Wangzi New Materials: 79.8 million yuan through its subsidiary [2] - Antai Technology: 69.9 million yuan [2] - Western Superconducting: 55 million yuan through its subsidiary [2] - Other notable companies include Oriental Precision Engineering, China Construction, and others with bids ranging from 1.2 million to 49.1 million yuan [2]

Group 1 - The company held its sixth board meeting on December 19, 2025, where several resolutions were passed, including the use of idle raised funds for cash management [1][7] - The board approved the use of up to RMB 150 million of idle raised funds for cash management, ensuring it does not affect the construction of fundraising projects [1][7] - The company plans to invest in high-security, liquid cash management products with a maximum investment period of 12 months [1][7][18] Group 2 - The board confirmed a compensation plan for accounts receivable recovery from Wuhan Zhongdian Huarui Technology Development Co., Ltd., with a commitment to recover 90% of accounts receivable by December 31, 2024 [3][27] - As of December 31, 2024, the actual recovery was RMB 63.37 million, which is 51.84% of the total accounts receivable, leading to a compensation amount of RMB 103.09 million due to unmet commitments [3][33][39] - The company will actively pursue the recovery of the compensation amount to protect its interests and those of its shareholders [41]