Group 1 - The ChiNext Index experienced a decline in the afternoon after rising over 1% in the morning [1] - The North Stock 50 Index saw a significant increase, rising over 5% [2] - The stock of Tianli Composite surged by 30%, hitting the daily limit [2] Group 2 - The controlled nuclear fusion concept stocks saw a short-term rally, with Haohan Huaton rising over 10%, and Shenghui Technology and Xuguang Electronics also gaining [3] - Semiconductor equipment stocks strengthened, with Yaxiang Integration hitting the daily limit and reaching a historical high, while other stocks like Zhongke Feicai, Xuguang Electronics, Shenghui Integration, Huahai Qingke, and Jingce Electronics also rose [3] - According to the International Semiconductor Industry Association, the global semiconductor equipment shipment value is expected to grow by 11% year-on-year to $33.66 billion by Q3 2025, with a quarter-on-quarter increase of 2% [3] Group 3 - In the Hong Kong stock market, the Hang Seng Technology Index expanded its decline to 1%, while the Hang Seng Index experienced a slight drop [4]

Group 1 - The controllable nuclear fusion concept saw a short-term surge in the afternoon, indicating increased investor interest in this sector [2] - Companies such as Haheng Huaton experienced a rise of over 10%, while Shenghui Technology and Xuguang Electronics also saw gains [2]

每日经济新闻 每经AI快讯，可控核聚变概念表现活跃，雪人集团拉升封板，永鼎股份此前涨停，精达股份、哈焊华 通、东方电气、西部超导等涨幅居前。 ...

证券之星消息，12月8日，哈焊华通（301137）融资买入5027.84万元，融资偿还4782.17万元，融资净买 入245.67万元，融资余额1.69亿元，近3个交易日已连续净买入累计2921.2万元。 | 交易日 | 融资净买入(元) | 融资余额(元) | 占流通市值比 | | --- | --- | --- | --- | | 2025-12-08 | 245.67万 | 1.69Z | 2.08% | | 2025-12-05 | 1991.13万 | 1.66亿 | 2.09% | | 2025-12-04 | 684.41万 | 1.46亿 | 1.97% | | 2025-12-03 | 24.77万 | 1.39亿 | 1.88% | | 2025-12-02 | -408.15万 | 1.39 Z | 1.86% | 小知识 融资融券：融资融券交易又称"证券信用交易"或保证金交易，是指投资者向具有融资融券业务资格的证 券公司提供担保物，借入资金买入证券（融资交易）或借入证券并卖出（融券交易）的行为。包括券商 对投资者的融资、融券和金融机构对券商的融资、融券。 以上内容为证券之星据公开信息整 ...

Core Viewpoint - The A-share market is witnessing strong performance in controllable nuclear fusion concept stocks, driven by recent policy developments and research advancements in nuclear technology [1] Group 1: Stock Performance - Changguang Huaxin has reached a 20% limit up, while Juguang Technology and Sry New Materials have increased by over 11% [1] - Yongding Co. and Guoji Heavy Industry have also hit a 10% limit up, with other stocks like Ice Wheel Environment and several others showing gains of over 5% [1][2] - The year-to-date performance of key stocks includes Changguang Huaxin at 230.39%, Juguang Technology at 126.45%, and Sry New Materials at 185.61% [2] Group 2: Policy and Research Developments - The 15th cooperation protocol between the China National Atomic Energy Agency and the French Atomic Energy and Alternative Energies Commission emphasizes strengthening cooperation in nuclear research and technology applications [1] - CICC's report indicates that the 14th Five-Year Plan has officially included controllable nuclear fusion in the national future industrial system, marking its transition from frontier scientific exploration to a strategic technological focus [1] Group 3: Investment Opportunities - Controllable nuclear fusion is highlighted as a clean base-load energy source that can support carbon reduction in high-energy-consuming industries and has potential applications across multiple fields [1] - The report suggests focusing on investment opportunities in the upstream and downstream industrial chain, particularly in superconducting cables, lasers, and sensor monitoring and control systems [1]

谁都没想到，就在散户们疯狂抛售可控核聚变概念股的时候，外资却在悄悄做一件完全相反的事。 上海电气跌了25.85%，西部超导从90块砸到65块，海陆 重工、中国核建也都跌超25%，整个板块一片哀嚎。 就在这场暴跌中，北向资金和外资机构不仅没有逃跑，反而在2025年三季度新进了五家小盘央国企。 这些公司的市值大多在30亿到90亿之间，看似不起 眼，却藏着外资的深意。 让人意外的是，这些被外资看中的企业，有一个共同特点：它们不是那些被游资爆炒的"概念股"，而是实打实参与国家重大科技项目的企业。 比如中核科 技，它正在为聚变堆研发阀门；比如理工光科，它的传感器用在了"中国环流三号"装置上。 外资这一次的选股思路，和普通散户完全相反。 哈焊华通更受外资青睐，巴克莱、J.P摩根、美林三家机构一起重仓。 这家公司做的是熔焊材料，听起来传统，但它的产品已经用在了可控核聚变项目上。 三季度以来，它的股价逆势涨了17%。 理工光科的市值只有33亿，但它提供的传感器是"中国环流三号"的核心部件。 J.P摩根新进了66万股，位列第六大股东。 这种小市值的科技型央企，正好符 合外资"低位布局"的口味。 百利电气的情况有点特殊。 它的子 ...

（文章来源：证券日报） 证券日报网讯哈焊华通11月24日在互动平台回答投资者提问时表示，公司2025年11月20日股东户数为 21958户。 ...

Core Viewpoint - The A-share market's controllable nuclear fusion sector experienced a collective rise, driven by the launch of the "Burning Plasma" international scientific program by the Chinese Academy of Sciences, which aims to ignite the "artificial sun" [1] Company Performance - Srei New Materials (688102) saw a significant increase of 9.13%, with a total market capitalization of 18.5 billion and a year-to-date increase of 172.94% [2] - Ha Welding Huaton (301137) rose by 5.78%, with a market cap of 7.62 billion and a year-to-date increase of 140.51% [2] - Si Chuang Electronics (600990) increased by 5.47%, with a market cap of 6.948 billion and a year-to-date increase of 20.44% [2] - He Dung Intelligent (603011) rose by 4.88%, with a market cap of 9.982 billion and a year-to-date increase of 194.74% [2] - Yongding Co., Ltd. (600105) increased by 3.95%, with a market cap of 20.8 billion and a year-to-date increase of 188.55% [2] - Snowman Group (002639) rose by 3.82%, with a market cap of 10.9 billion and a year-to-date increase of 106.13% [2] - Changfu Co., Ltd. (920396) increased by 3.62%, with a market cap of 2.214 billion and a year-to-date increase of 132.43% [2] - Aerospace Morning Light (600501) rose by 3.61%, with a market cap of 8.852 billion and a year-to-date increase of 14.06% [2] - Lanshi Heavy Equipment (603169) increased by 3.39%, with a market cap of 14.3 billion and a year-to-date increase of 101.28% [2]

Core Insights - The controllable nuclear fusion sector experienced a significant short-term surge on November 24, with multiple companies seeing notable stock price increases, including Zhongtian Rocket reaching its daily limit up [1] Group 1: Stock Performance - Zhongtian Rocket (003009) saw a price increase of 10.00%, with a market capitalization of 85.62 billion and a current price of 55.10 [2] - Srey New Materials (688102) increased by 9.45%, with a market capitalization of 185.47 billion and a current price of 23.97 [2] - Yongding Co., Ltd. (600105) experienced a rise of 5.34%, with a market capitalization of 210.417 billion and a current price of 14.43 [2] - Other companies such as Hahwa Huadong (301137), Changfu Co. (920396), and Hezhu Intelligent (603011) also saw increases ranging from 3.46% to 5.25% [2] Group 2: International Collaboration - The Chinese Academy of Sciences officially launched the International Scientific Program on Combustion Plasma in Hefei, coinciding with the global release of the research plan for the compact fusion energy experimental device BEST [1][2] - Scientists from over ten countries, including France, the UK, Germany, and Italy, gathered in Hefei to sign the "Hefei Fusion Declaration," calling for enhanced international cooperation to advance fusion energy research [2]

Core Viewpoint - The controlled nuclear fusion sector experienced a significant short-term surge, with multiple companies seeing notable stock price increases following the launch of a new international scientific initiative in Hefei, China [1][2]. Group 1: Stock Performance - Zhongtian Rocket (003009) saw a price increase of 10.00%, with a market capitalization of 85.62 billion and a current price of 55.10 [2]. - Srei New Materials (688102) increased by 49.45%, with a market capitalization of 185.47 billion and a current price of 23.97 [2]. - Yongding Co., Ltd. (600105) rose by 45.34%, with a market capitalization of 210.4 billion and a current price of 14.43 [2]. - Ha Welding Huayuan (301137) increased by 5.25%, with a market capitalization of 75.82 billion and a current price of 41.69 [2]. - Changfu Co., Ltd. (920396) rose by 4.09%, with a market capitalization of 22.247 billion and a current price of 30.80 [2]. - Hezhu Intelligent (603011) increased by 3.74%, with a market capitalization of 98.73 billion and a current price of 19.97 [2]. - Zhongzhou Special Materials (300963) rose by 3.46%, with a market capitalization of 84.947 billion and a current price of 18.52 [2]. - Juguang Technology (688167) increased by 3.45%, with a market capitalization of 110.1 billion and a current price of 122.47 [2]. - Dongfang Ling V (000a62) rose by 3.35%, with a market capitalization of 129.47 billion and a current price of 25.64 [2]. - Yingjie Electric (300820) increased by 3.04%, with a market capitalization of 132.0 billion and a current price of 59.58 [2]. Group 2: International Collaboration - The Chinese Academy of Sciences officially launched the International Scientific Program on Combustion Plasma in Hefei, coinciding with the global release of the research plan for the compact fusion energy experimental device BEST [2]. - Scientists from over ten countries, including France, the UK, Germany, and Italy, gathered in Hefei to sign the "Hefei Fusion Declaration," calling for enhanced international cooperation to advance fusion energy research [2].