Group 1 - The nuclear power sector experienced a significant rally on the 28th, with stocks such as Jiusheng Electric rising over 16% and Tianli Composite increasing by more than 13%, reaching new highs [1] - Notably, Rongfa Nuclear Power has seen a consecutive four-day limit-up, while Changcheng Electric and Huijin Tong achieved three consecutive limit-ups [1] - Changcheng Electric confirmed that its production and operations are normal, with no significant changes in market conditions or industry policies, although it still expects a net loss for 2024 compared to the previous year [1] Group 2 - Zhejiang Securities believes that Trump's new policies will further strengthen the global nuclear power development narrative, leading to increased capital expenditure in the industry [2] - As a direct fuel source for existing nuclear power technology, the demand for natural uranium is expected to grow alongside the expansion of the U.S. nuclear energy scale and the promotion of Small Modular Reactors (SMRs) [2] - The supply-demand imbalance for natural uranium, which has been alleviated in recent years, is anticipated to become more pronounced over time, driving up uranium prices and establishing a long-term bullish trend [2]

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Core Viewpoint - The nuclear power sector in Hong Kong and A-shares experienced significant gains following U.S. President Trump's signing of executive orders aimed at boosting nuclear energy, which is expected to increase uranium demand substantially [1][2][4]. Group 1: Market Reactions - Hong Kong nuclear power stocks surged, with China National Nuclear Power (02302.HK) rising by 129.78%, and other companies like China General Nuclear Power (01164.HK) and China General Nuclear Power Electric (01816.HK) also seeing notable increases [1]. - In the A-share market, several nuclear-related stocks hit their daily limit, including Atlantic (600558.SH) and Baobian Electric (600550.SH), with significant gains across the board [1]. Group 2: U.S. Nuclear Energy Initiatives - Trump's executive orders aim to initiate the construction of 10 large nuclear power plants by 2030 and quadruple U.S. nuclear power capacity by 2050, marking a significant intervention in the nuclear energy sector [1][2]. - Jefferies noted that these actions could lead to a substantial increase in uranium demand, indicating a major shift in U.S. nuclear policy [1]. Group 3: Underlying Factors - The recent activity in U.S. nuclear stocks is linked to the rising electricity demand driven by the rapid development of AI technologies, which is expected to create a power supply gap [2][3]. - Experts suggest that nuclear power, with its low emissions and stable output, is seen as a critical solution to the impending electricity crisis exacerbated by AI's growth [2][3]. Group 4: Uranium Market Outlook - The global uranium market is anticipated to enter a structural shortage phase, with existing mines depleting and new projects taking years to come online, leading to a projected uranium shortfall of 130 million pounds by 2040 [4]. - Analysts from institutions like Goldman Sachs and Zheshang Securities predict that the demand for natural uranium will significantly benefit from the expected growth in nuclear power needs, indicating a long-term bullish trend for uranium [4].

Core Viewpoint - The A-share market experienced fluctuations, but nuclear energy stocks showed strong performance, particularly in controllable nuclear fusion and nuclear power sectors, leading to a surge in stock prices [1][8]. Group 1: Market Performance - A-share indices showed volatility, but individual stocks remained active, with a notable surge in nuclear energy concept stocks [1]. - Key stocks that hit the daily limit include Ruichi Intelligent Manufacturing, Changfu Co., and Hahan Huadong, with increases of 30%, 24%, and 20% respectively [2][3]. - The controllable nuclear fusion index has seen a cumulative increase of over 20% since May [7]. Group 2: Company Highlights - Zhonghe International, a subsidiary of China National Nuclear Corporation, saw its stock price rise by over 180% at one point, closing with a gain of 128.09% [4]. - The company reported a significant increase in uranium trading, with annual sales of approximately 577,000 pounds of natural uranium and total revenue reaching HKD 1.841 billion, a year-on-year growth of 217% [4]. Group 3: Policy Impact - Recent U.S. policy changes under President Trump aim to reform nuclear energy management and expedite reactor testing, which is expected to enhance global nuclear energy development narratives [5][6]. - The anticipated increase in nuclear power demand is expected to benefit natural uranium, which may experience a long-term bullish trend due to tightening supply and demand dynamics [7].

Group 1 - The nuclear power and controllable nuclear fusion concepts continue to rise, with China Nuclear Technology hitting the daily limit up [1] - Several stocks including Huaneng Welding, Atlantic, Baobian Electric, Shangwei Co., China General Nuclear Power Technology, Rongfa Nuclear Power, and Harbin Air Conditioning have also seen significant gains [1] - Guoguang Electric, Jiusheng Electric, and Zhongzhou Special Materials have increased by over 10% [1] Group 2 - In the Hong Kong market, China Nuclear International experienced a surge of 180% at one point [1]

Core Viewpoint - The nuclear power and controllable nuclear fusion concepts are gaining momentum, leading to significant stock price increases for several companies in the sector [1] Group 1: Stock Performance - Companies such as Hezhong Intelligent, Haheng Huaton, Xue Ren Co., Baili Electric, and Rongfa Nuclear Power have seen their stock prices hit the daily limit, with Hezhong Intelligent reaching a new high in over 10 years [1] - Other companies like Ruichi Manufacturing, Changfu Co., Zhongzhou Special Materials, and Jiusheng Electric have experienced stock price increases exceeding 10% [1] Group 2: Government Initiatives - On May 23, U.S. President Trump signed four executive orders aimed at reforming the U.S. nuclear energy industry, which includes expanding nuclear energy capacity, enhancing the nuclear energy supply chain, and shortening the approval process for nuclear projects [1] Group 3: Investment Potential - According to CITIC Securities, the total investment for domestic controllable nuclear fusion experimental reactors may exceed 60 billion yuan, creating a certain demand for upstream component orders [1]

特别提示： 证券代码：301082 证券简称：久盛电气 公告编号：2025-020 久盛电气股份有限公司 2024 年年度股东大会决议公告 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。 1、本次股东大会不存在变更、否决议案的情形； 2、本次股东大会不涉及变更以往股东大会已通过的决议。 一、会议召开情况 1、现场会议召开时间：2025 年 5 月 21 日（星期三）14:00。 2、网络投票时间：通过深圳证券交易所交易系统进行网络投票的具体时间 为：2025 年 5 月 21 日 9:15—9:25，9:30—11:30，13:00—15:00；通过深交所 互联网投票系统投票的具体时间为：2025 年 5 月 21 日 9:15—15:00 期间的任意 时间。 3、会议召开方式：本次股东大会采取现场投票与网络投票相结合的方式。 4、会议召开地点：浙江省湖州市经济技术开发区彩凤路 1088 号久盛电气股 份有限公司三楼会议室。 5、会议召集人：公司第六届董事会。 6、会议主持人：董事长张建华先生。 7、本次会议的召集、召开符合有关法律、行政法规、部门规章、规范性 ...

国浩律师（杭州）事务所 法律意见书 国浩律师（杭州）事务所 关 于 久盛电气股份有限公司 2024 年年度股东大会的 法律意见书 杭州市老复兴路白塔公园 B 区 2 号、15 号楼（国浩律师楼） 邮编：310008 Grandall Building, No.2＆No.15, Block B, Baita Park, Old Fuxing Road, Hangzhou, Zhejiang, 310008, China 电话：0571-81676827 传真：0571-85775643 网址/Website: http://www.grandall.com.cn 二〇二五年五月 国浩律师（杭州）事务所 法律意见书 国浩律师（杭州）事务所 关 于 久盛电气股份有限公司 2024 年年度股东大会的 法律意见书 致：久盛电气股份有限公司 国浩律师（杭州）事务所（以下简称"本所"）接受久盛电气股份有限公司 （以下简称"公司"）委托，指派律师出席公司 2024 年年度股东大会（以下简 称"本次股东大会"），并依据《中华人民共和国公司法》（以下简称"《公司 法》"）、《中华人民共和国证券法》（以下简称"《证券法》"）、中国 ...

证券代码：301082 证券简称：久盛电气 久盛电气股份有限公司 3.公司在技术创新方面有哪些具体投入和成果？ 答:尊敬的投资者您好，公司在技术创新方面持续投入。成果 显著，系国家级高新技术企业等，技术中心获多项认定，新型铜芯 铜护套矿物绝缘电缆等产品获国家火炬计划项目验收认证，已取得 十多项发明专利、三十几项实用新型专利。感谢您对公司的关注。 4.在开发适用于高温、高压、高腐蚀及高辐射等特殊环境下使 用的特种电缆方面有何进展？ 答:尊敬的投资者您好,公司目前适用于特殊环境的特种电缆开 发按计划有序开展，进展顺利。一些成熟的新产品正在加大市场推 广，期望成为公司新的利润增长点。感谢您对公司的关注。 5.公司如何提升品牌知名度、美誉度以及溢价力，以更好地拓 展客户？ 答:尊敬的投资者您好,未来公司将从以下方面加强营销网络建 设，提升品牌知名度、美誉度以及溢价力以拓展客户：①加大品牌 推广，提升品牌知名度、美誉度以及溢价力，为拓广客户范畴提供 品牌基础；②进一步提升业务人员的信息敏感度，拓展投标覆盖， 增强竞标实力，提高中标能力；③加强对大型集采客户的挖掘覆盖 及服务能力，增强对创新应用领域的客户覆盖；④提升公司 ...

Core Viewpoint - The Chinese asset market is experiencing a strong rally, with significant gains in A-shares and Hong Kong stocks following the May Day holiday, driven by various sectors including consumer goods, nuclear fusion, and rare earths [2][3][8]. A-Share Market Performance - On the first trading day after the May Day holiday, A-shares saw a broad increase, with the Shanghai Composite Index rising over 1% to above 3300 points, and the Shenzhen Component and ChiNext Index increasing nearly 2% [2]. - The Shanghai Composite Index closed at 3316.11 points, up 1.13%, while the Shenzhen Component rose 1.84% to 10082.33 points, and the ChiNext Index gained 1.97% to 1986.41 points [2]. - The total trading volume in the Shanghai and Shenzhen markets reached 13646 billion yuan, an increase of over 1700 billion yuan compared to the previous day [2]. Nuclear Fusion Sector - The controlled nuclear fusion concept saw a significant surge, with stocks like Zhongzhou Special Materials and Jiusheng Electric hitting the 20% limit up [5]. - The Hefei compact fusion energy experimental device (BEST) project has commenced ahead of schedule, aiming to demonstrate fusion energy generation and advance plasma physics research [7]. - Analysts suggest that controlled nuclear fusion could be the ultimate energy solution for humanity, with a promising commercial development outlook [7]. Rare Earth Sector - The rare earth sector experienced a strong rally, with stocks like Jiuling Technology and Dadi Bear hitting the 30% limit up [8]. - Following China's announcement of export controls on certain rare earth items, prices for rare earth metals have surged, with dysprosium prices doubling to $850 per kilogram and terbium prices increasing over 210% to $3000 per kilogram [10]. - Analysts believe that the export controls will lead to a short-term surge in overseas rare earth prices, while domestic processing companies will benefit from expanded profit margins [10]. Consumer Sector - Consumer stocks showed strong performance, particularly in the Hong Kong market, with stocks like Andeli Juice and Tea Hundred Road seeing significant gains [12]. - In the A-share market, Andeli hit the limit up, and other food and beverage stocks also performed well, reflecting a 6.3% year-on-year increase in sales for key retail and catering enterprises during the May Day holiday [13]. - The positive consumer sentiment is expected to continue, supported by consumption-boosting policies [13].