周五，A股市场可控核聚变股掀起涨停潮。 其中，西部材料6天4板，华菱线缆、雪人集团2连板；天力复合30CM涨停，中洲特材20CM涨停。 光大证券指出，展望未来，国内聚变产业有望于2027年前后进入工程实验堆建设期，产业链上核心供应 商有望持续受益。 产业方面，据券商草根调研，继合肥的BEST项目后，江西"星火一号"与成都"先觉"等多个新项目已确 认将于年内启动前期招标。 中国西电、江苏神通、东方电气、海陆重工、四创电子、派克新材、安泰科技、国机重装、中国核建、 顺钠股份等10余股涨停。 | 代码 | 名称 | 现价 | 涨跌 | 涨幅 | 总市值 | | --- | --- | --- | --- | --- | --- | | 920576 | 天力复合 | 50.84 | +14.04 | +30.00% | 66.29 Z | | 300963 | 中洲特材 | 23.39 | +3.90 | +20.01% | 107.3 Z | | 688102 | 斯瑞新材 | 34.45 | +5.15 | +17.58% | 266.5 Z | | 688719 | 爱科赛博 | 55.25 | +6.25 ...

沪指12月12日上涨0.41%，申万所属行业中，今日上涨的有21个，涨幅居前的行业为有色金属、电子， 涨幅分别为1.50%、1.46%。有色金属行业位居今日涨幅榜首位。跌幅居前的行业为商贸零售、综合， 跌幅分别为1.28%、1.18%。 资金面上看，两市主力资金全天净流出48.72亿元，今日有14个行业主力资金净流入，电力设备行业主 力资金净流入规模居首，该行业今日上涨1.42%，全天净流入资金28.05亿元，其次是机械设备行业，日 涨幅为1.21%，净流入资金为17.71亿元。 主力资金净流出的行业有17个，电子行业主力资金净流出规模居首，全天净流出资金37.03亿元，其次 是计算机行业，净流出资金为25.01亿元，净流出资金较多的还有基础化工、商贸零售、医药生物等行 业。 有色金属行业今日上涨1.50%，全天主力资金净流入14.64亿元，该行业所属的个股共138只，今日上涨 的有106只，涨停的有3只；下跌的有32只。以资金流向数据进行统计，该行业资金净流入的个股有71 只，其中，净流入资金超亿元的有6只，净流入资金居首的是安泰科技，今日净流入资金8.59亿元，紧 随其后的是中洲特材、兴业银锡，净流入资金 ...

中洲特材今日涨停，全天换手率28.24%，成交额17.65亿元，振幅24.02%。龙虎榜数据显示，机构净卖 出57.58万元，营业部席位合计净买入1.51亿元。 深交所公开信息显示，当日该股因日收盘价涨幅达20.00%上榜，机构专用席位净卖出57.58万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交4.75亿元，其中，买入成交额为3.13亿 元，卖出成交额为1.62亿元，合计净买入1.51亿元。 具体来看，今日上榜的营业部中，共有4家机构专用席位现身，即买三、卖二、卖三、卖四、卖五，合 计买入金额9124.03万元，卖出金额9181.61万元，合计净卖出57.58万元。 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 开源证券股份有限公司西安西大街证券营业部 | 7288.86 | 8.24 | | 买二 | 国泰海通证券股份有限公司北京知春路证券营业部 | 7257.74 | 46.78 | | 买三 | 机构专用 | 4198.02 | 2793.36 | | 买四 ...

12月12日突破半年线个股乖离率排名 证券时报·数据宝统计，截至今日下午收盘，上证综指3889.35点，收于半年线之上，涨跌幅0.41%，A股 总成交额为21190.10亿元。到目前为止，今日有145只A股价格突破了半年线，其中乖离率较大的个股有 中洲特材、天宜新材、银星能源等，乖离率分别为12.36%、8.13%、8.00%；密封科技、福达合金、上 海建工等个股乖离率较小，刚刚站上半年线。 | 002735 王子新 | 5.29 | 26.08 | 15.71 | 16.32 | 3.89 | | --- | --- | --- | --- | --- | --- | | 材 | | | | | | | 西陇科 002584 | 10.00 | 13.00 | 9.01 | 9.35 | 3.81 | | 学 | | | | | | | 中自科 688737 | 5.32 | 3.79 | 22.90 | 23.75 | 3.73 | | 技 | | | | | | | 南风股 300004 | 6.80 | 6.68 | 10.45 | 10.84 | 3.72 | | 份 | | | | | | | 恒 ...

Core Viewpoint - The semiconductor sector showed strong performance in the afternoon trading session, with significant gains in various stocks, indicating a bullish trend in the market [2][4]. A-Share Market Summary - On the 12th, major A-share indices experienced a surge in the afternoon, driven by sectors such as brokerage, insurance, and semiconductors. The Shanghai Composite Index rose by 0.41% to 3889.35 points, while the Shenzhen Component increased by 0.84%, and the ChiNext Index gained 0.97% [2]. - The total trading volume in the Shanghai and Shenzhen markets reached 21.193 billion yuan, an increase of over 2.3 billion yuan compared to the previous day [2]. Semiconductor Sector Performance - The semiconductor sector saw a notable rise, with stocks like Jingfeng Mingyuan (688368) hitting the daily limit with a 20% increase, and others like Huahai Chengke and Tianyue Advanced rising over 10% [5][6]. - According to WSTS, the global semiconductor market is projected to grow by 22.5% year-on-year in 2025, driven by increased investments in data centers by major IT companies, particularly in memory and logic chips [6]. Nuclear Power Sector Surge - The nuclear power sector experienced a strong performance, with stocks such as Tianli Composite rising by 30% and others like Zhongzhou Special Materials and Boying Special Welding also hitting the daily limit [8][9]. - The demand for nuclear energy is expected to increase due to the surge in AI computing power needs, with significant projects underway in China [8]. Market Volatility of Moer Thread - Moer Thread (688795) experienced a significant drop, closing down 13.4% after a previous surge of approximately 28%. The stock's trading volume exceeded 10.38 billion yuan [11]. - The company warned of potential risks due to its recent stock price increase, which significantly outpaced related indices, and highlighted uncertainties regarding its new products and future profitability [11].

Market Overview - The A-share market saw a rebound with all three major indices rising: the Shanghai Composite Index increased by 0.41%, the Shenzhen Component Index rose by 0.84%, and the ChiNext Index gained 0.97%. The total market turnover was approximately 2.11 trillion yuan [2]. Sector Performance - The controllable nuclear fusion sector led the market, with Tianli Composite hitting a "30CM" limit up, achieving a historical high closing price of 60.84 yuan per share, and a five-day increase of 117.21% [5][8]. - The precious metals sector performed strongly, with companies like Zhaojin Mining, Xiaocheng Technology, and Western Gold rising over 6% [5]. - The semiconductor sector was active in the afternoon, with Jingfeng Mingyuan hitting a "20CM" limit up, and companies like Yandong Micro and Zhongke Feimiao rising over 10% [11][12]. Notable Stocks - Zhongzhou Special Materials saw a significant increase of 20.01% to 23.39 yuan, while Sry New Materials rose by 17.58% to 34.45 yuan [7]. - Aikesaibo and Changfu Co. also showed strong performance, with increases of 12.76% and 11.38%, respectively [7]. Policy and Industry Insights - A recent policy from Beijing Economic and Technological Development Zone aims to accelerate the cultivation of future energy industries, supporting various technological paths in fusion energy development [8]. - The report from Tianfeng Securities highlights challenges faced by U.S. power operators due to rising electricity demand and the need for flexible resource combinations, indicating potential opportunities for Chinese component manufacturers in the gas turbine sector [9]. Semiconductor Industry Outlook - China Galaxy Securities reports that the wafer manufacturing giant SMIC is expected to exceed a monthly production capacity of 1 million wafers by Q3 2025, with a utilization rate increase of 3.3 percentage points to 95.8% [12]. - The semiconductor sector's long-term growth logic remains intact, with a focus on companies with high revenue from semiconductor fields and clear technological barriers [12].

（文章来源：证券时报网） | 证券代 | 证券简 | 今日涨跌幅 | 今日换手率 | 半年线 | 最新价 | 乖离率 | | --- | --- | --- | --- | --- | --- | --- | | 码 | 称 | （%） | （%） | （元） | （元） | （%） | | 300963 | 中洲特 | 20.01 | 26.75 | 20.82 | 23.39 | 12.36 | | | 材 | | | | | | | 920396 | 常辅股 份 | 14.80 | 26.02 | 34.70 | 38.32 | 10.44 | | 688033 | 天宜新 材 | 10.03 | 9.71 | 6.74 | 7.35 | 9.01 | | 000862 | 银星能 源 | 9.93 | 6.91 | 5.74 | 6.20 | 8.00 | | 002347 | 泰尔股 份 | 9.96 | 10.75 | 7.39 | 7.95 | 7.58 | | 300442 | 润泽科 技 | 6.55 | 2.78 | 50.22 | 53.23 | 6.00 | | | 王子新 | | | ...

每经AI快讯，12月12日，可控核聚变概念持续拉升，中洲特材涨停，哈焊华通、常辅股份涨超12%，合 锻智能、海陆重工、中核科技、兰石重装跟涨。 （文章来源：每日经济新闻） ...

Core Insights - The controllable nuclear fusion sector is experiencing significant activity, with multiple stocks reaching their daily limit up, indicating strong investor interest and market momentum [1][2] - The market is driven by the promising prospects of controllable nuclear fusion as a "ultimate energy" source, transitioning from experimental validation to engineering demonstration phase, with new projects set to launch bidding soon [2][3] Stock Performance - Tianli Composite (920576) saw a price increase of 30%, with a year-to-date growth of 182.45% and a trading volume of 5.16 billion [2] - Xuren Group (002639) rose by 9.99%, with a year-to-date increase of 165.11% and a trading volume of 30.48 billion [2] - Other notable performers include Guojizhongzhuang (601399) up 9.98%, Falsen (000890) up 9.93%, and China First Heavy Industries (601106) up 9.89% [2] Market Trends - The International Energy Agency predicts that the global nuclear fusion market could approach $500 billion (3.5 trillion RMB) by 2030, highlighting the sector's growth potential [3] - Recent grassroots research indicates that multiple new projects, including "Xinghuo No. 1" in Jiangxi and "Xianjue" in Chengdu, are set to begin preliminary bidding within the year, marking a shift towards industrialization [3] Sector Analysis - The superconducting materials sector is expected to benefit significantly from the demand for high-performance superconducting magnets essential for plasma confinement in fusion devices [4] - The core component manufacturing sector will see increased orders for precision components like tungsten-based filters and vacuum chambers, which require high-temperature resistance and radiation tolerance [4] - The high-end equipment and system integration sector will experience growth opportunities as large experimental and demonstration reactors require comprehensive design and integration capabilities [4] Supporting Systems - The power supply and control systems sector is crucial for providing stable magnetic fields and heating power, with companies that have historically supported research projects likely to secure bulk orders during the industrialization phase [5]

可控核聚变概念走强，四创电子、国机重装涨停，爱科赛博、中洲特材跟涨。 ...