证券日报网讯 12月18日晚间，中洲特材发布公告称，控股股东冯明明及其一致行动人上海盾佳合计持 股降至183，455，942股，占公司总股本的40.0000%，权益变动触及5%整数倍。 （文章来源：证券日报） ...

随着2027年BEST装置发电演示工作的推进，以及EAST装置长脉冲运行纪录不断刷新，这个行业已经进入多个技术路线竞争、资本集中投入的新阶段。 可控核聚变板块持续走强，西部材料盘中创新高，王子新材、雪人集团、海陆重工涨停，常辅股份涨超15%，哈焊华通、爱科赛博涨超10%，国光电气、 辰光医疗、百利电气、中洲特材、中国核建跟涨。相关ETF方面，电力ETF(159611)成交额625.5万元。 可控核聚变对国家能源安全和科技自主至关重要，目前它的产业化正从实验验证阶段逐步推进到工程示范阶段，进度不断加快。 从资本市场来看，可控核聚变相关板块一直受到资金关注。 2025年以来，板块周线沿着20周线持续上涨，本周收出几乎光头阳线，成交量温和放大，消化了之前所有套牢盘，还创下了新高，这或意味着板块可能已 开启新一轮行情！ 12月12日，板块内的个股表现都相当活跃，华菱线缆连续一字涨停，雪人集团、四创电子开盘半小时内也跟着上涨，爱科赛博、斯瑞新材等个股涨幅明 显，北交所的天力复合表现格外突出，本周涨幅翻了一倍以上。 在核聚变产业化加速推进的背景下，A股投资者该如何聚焦核心企业，精准抓住投资机会呢？ 材料性能能否突破，是核 ...

南财智讯12月18日电，中洲特材公告，本次权益变动前，冯明明及其一致行动人上海盾佳投资管理有限 公司合计持有公司股份52,092,000股，占公司总股本的43.4100%。截至本报告书签署日，冯明明及其一 致行动人上海盾佳合计持有公司股份183,455,942股，占公司目前总股本458,640,000股的40.0000%，持 股比例减少3.41个百分点。本次权益变动系因冯明明通过二级市场增持及自身资金需求减持，上海盾佳 因持股平台股东资金需求减持，以及公司实施权益分派所致。上述权益变动完成后，冯明明仍为公司控 股股东、实际控制人。截至本报告书签署之日，信息披露义务人所持公司股份不存在质押、冻结等权利 受限情形。 ...

中洲特材公告，信息披露义务人冯明明及其一致行动人上海盾佳因自身资金需求及持股平台股东资金需 求，合计持有公司股份比例由43.4100%降至40.0000%，触及5%的整数倍。本次权益变动后，冯明明及 其一致行动人合计持有公司股份1.83亿股，占公司目前总股本4.59亿股的40.0000%。 ...

上海中洲特种合金材料股份有限公司 简式权益变动报告书 上市公司名称：上海中洲特种合金材料股份有限公司 股票上市地点：深圳证券交易所 股票简称：中洲特材 股票代码：300963 信息披露义务人一：冯明明 住所/通讯地址：上海市静安区长寿路**** 信息披露义务人二：上海盾佳投资管理有限公司 住所/通讯地址：上海市嘉定区嘉定工业区叶城路1630号2幢1283室 股份变动性质：减少 签署日期：2025年12月18日 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国公司法》《中华人民共和国证券法》 《上市公司收购管理办法》《公开发行证券的公司信息披露内容与格式准则第 15 号—权 益变动报告书》等相关法律、法规编写本报告书。 二、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不违反信息 披露义务人章程或内部规则中的任何条款，或与之相冲突。 三、依据《中华人民共和国公司法》《中华人民共和国证券法》《上市公司收购管 理办法》《公开发行证券的公司信息披露内容与格式准则第 15 号—权益变动报告书》的 规定，本报告书已全面披露了信息披露义务人在上海中洲特种合金材料股份有限公司中 拥有权益的股份变动情况。 ...

证券代码：300963 证券简称：中洲特材 公告编号：2025-062 上海中洲特种合金材料股份有限公司 2、本次权益变动不会导致公司控股股东及实际控制人发生变化； 关于控股股东、实际控制人及其一致行动人权益变动触及 5%整数倍的提示性公告 公司控股股东、实际控制人冯明明及其一致行动人上海盾佳投资管理有限公 司保证向本公司提供的信息内容真实、准确、完整，没有虚假记载、误导性陈述 或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 1、本次权益变动不触及要约收购； 3、本次权益变动后，冯明明先生及其一致行动人上海盾佳投资管理有限公 司（以下简称"上海盾佳"）合计持有上海中洲特种合金材料股份有限公司（以 下简称"公司"、"本公司"）股份 183,455,942 股，占公司总股本的 40.0000%， 权益变动触及 5%的整数倍。 公司于 2025 年 11 月 10 日在巨潮资讯网（www.cninfo.com.cn）披露了《关 于控股股东、实际控制人减持股份预披露公告》（公告编号：2025-060），持有 本公司股份 162,997,128 股（占本公司总股本比例 35 ...

证券之星消息，12月18日金属新材料板块较上一交易日下跌1.03%，中洲特材领跌。当日上证指数报收 于3876.37，上涨0.16%。深证成指报收于13053.98，下跌1.29%。金属新材料板块个股涨跌见下表： 从资金流向上来看，当日金属新材料板块主力资金净流出4.68亿元，游资资金净流出5248.46万元，散户 资金净流入5.2亿元。金属新材料板块个股资金流向见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 ...

Group 1 - The core viewpoint of the articles highlights the remarkable performance of the non-ferrous metal sector in 2025, with significant stock price increases, particularly in companies like Srei New Materials, which saw a 340.01% rise, and several others exceeding 150% [1][2] - A historical analysis indicates that the non-ferrous metal industry has never topped the annual performance rankings since 2000, achieving second place twice but failing to maintain consecutive years in the top five [1][4] - The upcoming 2026 year poses a critical question: whether the non-ferrous metal sector will follow historical patterns of correction or break the "consecutive champion" curse, which has never been achieved [1][5] Group 2 - The 2025 non-ferrous metal market is characterized by a comprehensive boom across precious and industrial metals, driven by factors such as central bank gold purchases, weakened dollar credit systems, and geopolitical risks [2][7] - Precious metals, particularly gold and silver, have seen substantial price increases, with gold rising by 227.71% for companies like Zhaojin Gold, while silver prices have surged over 100% due to supply-demand dynamics [2][3][7] - Industrial metals are experiencing increased demand driven by sectors like new energy vehicles and renewable energy investments, indicating a long-term growth narrative for metals like copper and aluminum [2][3] Group 3 - Data shows that energy metals like cobalt and lithium, along with precious metals, have performed well, while others like zinc and magnesium have lagged behind [3] - The historical volatility of the non-ferrous metal sector is noted, with past performance cycles showing significant fluctuations and a tendency to follow commodity supercycles [4][5] - The high valuation levels of the non-ferrous metal sector present challenges for continued growth into 2026, with the sector index reaching 7499.07 points, a 73.67% increase for the year, yet still 17% below its historical peak [5][6] Group 4 - The divergence between stock price increases and declining company earnings raises concerns about speculative investments, as seen in companies like Tianli Composite and Zhongzhou Special Materials, which reported significant revenue and profit declines despite high stock performance [6] - The outlook for 2026 hinges on the balance of metal prices and demand, with various institutions outlining clear driving logic for different sub-sectors, such as gold's reliance on credit and risk aversion, and copper's supply constraints [6][7]

Market Overview - The Shanghai Composite Index closed down 0.55% at 3867.92 points on December 15, with 76 stocks listed on the Dragon and Tiger List [1] Top Stocks and Investment Trends - The top stocks with significant net buying include: - Dongfang Risen: 20.02% increase with a net buy of 213 million [2] - Leike Defense: 10.03% increase with a net buy of 196 million [2] - Jinko Technology: 10.09% increase with a net buy of 85.44 million [2] - Antai Group: 10.07% increase with a net buy of 75.47 million [2] - Xue Ren Group: 10.02% increase with a net buy of 58.71 million [2] Investment by Major Funds - Quantitative trading saw a net buy of 519 million, with notable purchases in: - Letong Co.: 4.76% increase with a net buy of 8.58 million [2] - Jinying Co.: 9.96% increase with a net buy of 7.77 million [2] - Chen Xiaoqun's net buy reached 288 million, focusing on: - Solar Cable: 10.01% increase with a net buy of 160 million [2] - Chengdu-based funds had a net buy of 194 million, particularly in: - Happy Home: 19.98% increase with a net buy of 70.66 million [2] Trading Activity - The trading activity on the Dragon and Tiger List indicates a mix of buying and selling, with some stocks experiencing significant declines: - Zhongzhou Special Materials: -4.92% with a net sell of 36.04 million [4] - Xinhe Shares: -7.82% with a net sell of 1.98 million [4] - Major selling activities were noted in: - Xue Ren Group: 10.02% increase but a net sell of 44.91 million [4] - China Uranium Industry: 8.20% increase but a net sell of 105 million [4] Brokerage Activity - The top brokerage seats by net buying include: - Kaiyuan Securities: 54.73 million in net buying across multiple stocks [6] - Dongfang Securities: 27.65 million in net buying [6] - Guotai Junan Securities: 20.70 million in net buying [6]

证券之星消息，12月15日金属新材料板块较上一交易日下跌0.43%，中洲特材领跌。当日上证指数报收 于3867.92，下跌0.55%。深证成指报收于13112.09，下跌1.1%。金属新材料板块个股涨跌见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 从资金流向上来看，当日金属新材料板块主力资金净流出13.45亿元，游资资金净流入2.15亿元，散户资 金净流入11.29亿元。金属新材料板块个股资金流向见下表： ...