Core Viewpoint - Multiple listed companies in the Shanghai and Shenzhen markets have announced significant developments, providing insights for investors [2] Group 1: Company Announcements - Shenghong Technology has preliminarily set the inquiry transfer price at 65.85 CNY per share, with 24 institutional investors participating and a total of 25.73 million shares to be transferred [3] - Foton Motor plans to establish a joint venture with EVE Energy, investing 500 million CNY to expand its new energy heavy truck business, with a 50% ownership stake [4] - Jiadu Technology disposed of 7.6647 million shares of CloudWalk Technology, realizing a post-tax investment loss of 16.29 million CNY, which is 14.18% of its 2024 net profit [6] - Chongqing Steel has decided to terminate the absorption merger of its wholly-owned subsidiary, believing that independent operation will better leverage its logistics capabilities [8] - Ha Welding Communication's products can be used in controllable nuclear fusion projects, but the revenue from this sector is currently minimal [9] Group 2: Shareholding Changes - Xinhua Medical's controlling shareholder plans to increase its stake in the company by 100 million to 200 million CNY within the next 12 months [10] Group 3: Major Contracts - Pingzhi Information signed a framework agreement for AI computing power technology services with China Telecom, totaling approximately 246 million CNY, which will not significantly impact the company's annual performance [12]

Group 1 - State-owned enterprises are required to gradually adjust and optimize their equity structure based on functional positioning, and to clarify their main responsibilities and industries to prevent blind and disorderly diversification [1] - The chief China equity strategist at Goldman Sachs indicates that the potential resilience of the RMB supports an overweight stance on the Chinese stock market, with expectations of a moderate improvement in corporate earnings outlook and an increase in foreign capital inflow into the Chinese stock market [1] - The third round of the fourth batch of central ecological and environmental protection inspections has been fully launched, with eight inspection teams conducting inspections in five provinces and regions, and also targeting three central enterprises [1] Group 2 - Longi Green Energy's CEO Li Zhenguo has resigned from his position as general manager and legal representative [2] - Zhongyida has stated that if there are further significant anomalies in the company's stock trading, it will apply for a suspension of trading for verification [2] - Suzhou Longjie has seen its TTM price-to-earnings ratio slightly above the industry median level [2]

Group 1 - Shenghong Technology has preliminarily determined the inquiry transfer price at 65.85 yuan per share, with 24 institutional investors participating and a total of 25.73 million shares to be transferred [1] - Foton Motor plans to establish a new energy technology company with EVE Energy, investing 500 million yuan to enhance its new energy heavy truck business and battery leasing solutions [1] - Jiadu Technology disposed of 7.6647 million shares of CloudWalk Technology, realizing a post-tax investment loss of 16.29 million yuan, which is 14.18% of the company's audited net profit for 2024 [1] Group 2 - Rongsheng Environmental's controlling shareholder and actual controller, Feng Ronghua, has been subjected to compulsory measures by the police, but this matter is unrelated to the company, which continues normal operations [2] - Chongqing Steel has terminated the absorption merger of its wholly-owned subsidiary, New Port Changlong, to leverage its independent operational advantages in logistics and supply chain services [3] - Ha Welding Huatong's products can be used in controllable nuclear fusion projects, but the revenue from this sector is currently minimal, and there are no significant changes in the company's operations [4] Group 3 - Xinhua Medical's controlling shareholder plans to increase its stake in the company by 100 million to 200 million yuan within the next 12 months [4] - Pingzhi Information signed a framework agreement for AI computing power technology services with China Telecom, totaling approximately 246 million yuan, which will not significantly impact the company's annual performance [5]

截至5月26日收盘，可控核聚变概念上涨5.14%，位居概念板块涨幅第1，板块内，63股上涨，哈焊华通 20%涨停，大西洋、保变电气、合锻智能等涨停，常辅股份、久盛电气、国光电气等涨幅居前，分别上 涨16.56%、13.25%、10.49%。跌幅居前的有王子新材、四创电子等，分别下跌3.38%、1.48%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 可控核聚变 | 5.14 | 仿制药一致性评价 | -1.55 | | 电子竞技 | 3.30 | 重组蛋白 | -1.53 | | 超导概念 | 3.12 | 创新药 | -1.53 | | 核电 | 3.03 | 猴痘概念 | -1.36 | | 云游戏 | 2.69 | 肝炎概念 | -1.36 | | 人脸识别 | 2.67 | 减肥药 | -1.26 | | 电子身份证 | 2.60 | 流感 | -1.26 | | 拼多多概念 | 2.47 | CRO概念 | -1.16 | | 移动支付 | 2.41 | 阿尔茨海默概念 | -1.10 | | ...

Market Overview - The market experienced fluctuations throughout the day, with the ChiNext Index leading the decline. Nuclear power and controllable nuclear fusion concepts surged, with over ten stocks including China Nuclear Technology and Ha Welding Technology hitting the daily limit. The IP economy concept was also active, with stocks like Yuanwanggu and Jinghua Laser reaching their limits. Conversely, the pharmaceutical sector saw a collective adjustment, with Haichen Pharmaceutical dropping nearly 10%. Overall, more than 3,800 stocks in the Shanghai and Shenzhen markets rose, with a total transaction volume of 1.03 trillion [1]. Key Highlights Nuclear Fusion - The nuclear fusion sector continued to rise, with stocks like Shangwei Co. and Ha Welding Technology achieving consecutive limit-ups. The catalyst for this surge was an executive order signed by Trump, which mandates the Department of Energy to promote the construction of ten large reactors by 2030 and provide financing support for upgrades to existing reactors. This news led to a collective rise in U.S. nuclear power stocks [4][6]. - The Chinese government has shown strong support for the development of fourth-generation nuclear power technology and small modular reactors, with significant progress reported in domestic projects like the BEST fusion energy experimental device [6]. State-Owned Enterprises and Reform - Stocks related to the Chinese Academy of Sciences and state-owned enterprise reforms performed well, with companies like China Science Communication and Inspur Software hitting their limits. A strategic restructuring announcement between Zhongke Shuguang and Haiguang Information was made, aiming to optimize the industrial layout from chips to software [7][9]. Autonomous Driving - The autonomous driving sector saw significant gains, with companies like Tongda Electric and Yunnai Power reaching their limits. Key industry developments included Tesla's upcoming Robotaxi service launch and Waymo's successful completion of 10 million rides. Additionally, the domestic autonomous driving company, Pony.ai, reported a staggering 395% increase in its stock price over the past month [11][13]. - Analysts predict explosive growth in the low-speed unmanned logistics vehicle market, with potential delivery volumes reaching thousands of units by 2025, driven by cost reductions and policy support [12]. Other Active Sectors - The IP economy, consumer goods, and artificial intelligence sectors showed localized activity, while the chemical, restructuring, and pharmaceutical sectors faced declines [13].

哈焊所华通（常州）焊业股份有限公司 股票交易异常波动公告 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。 一、股票交易异常波动的具体情况 哈焊所华通（常州）焊业股份有限公司（以下简称"公司"）股票（证券简 称：哈焊华通，证券代码：301137）于 2025 年 5 月 23 日、2025 年 5 月 26 日连 续两个交易日收盘价格涨幅偏离值累计超过 30%，根据《深圳证券交易所交易规 则》的相关规定，属于股票交易异常波动。 二、公司关注并核实相关情况的说明 针对公司股票异常波动情况，公司董事会通过通讯及书面询问等方式，对公 司控股股东、实际控制人就相关事项进行了核实，现就相关情况说明如下： 证券代码：301137 证券简称：哈焊华通 公告编号：2025-037 三、是否存在应披露而未披露信息的说明 本公司董事会确认，本公司目前没有任何根据《深圳证券交易所创业板股票 上市规则》等有关规定应予以披露而未披露的事项或与该事项有关的筹划、商谈、 意向、协议等；董事会也未获悉公司有根据《深圳证券交易所创业板股票上市规 则》等有关规定应予以披露而未披露的、对本公司股票及 ...

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 recent surge in nuclear energy stocks in A-shares is linked to the positive developments in the U.S. nuclear energy sector, particularly following President Trump's signing of executive orders aimed at reforming the nuclear industry [1][3]. Group 1: Market Performance - A-shares nuclear energy stocks saw significant gains, with nearly 20 related stocks hitting the daily limit or rising over 10% [1][3]. - In the Hong Kong market, China National Nuclear Corporation experienced a surge of over 180% [1]. - The U.S. nuclear energy stocks also rallied, with Lightbridge rising by 42.59% and NANO Nuclear increasing by over 30% [1]. Group 2: U.S. Policy Impact - Trump's executive orders aim to accelerate the approval process for nuclear reactors used for defense and AI, with a goal to quadruple nuclear power output in the next 25 years [3]. - The orders also include provisions for the construction of 10 large reactors by 2030 and adjustments to regulatory processes for experimental reactors [3]. Group 3: Global Nuclear Energy Trends - The nuclear energy revival cycle has been ongoing since 2019, with developing countries like China continuing to approve and construct new nuclear units [3][4]. - The anticipated increase in nuclear power demand is expected to benefit uranium as a nuclear fuel, leading to a tighter supply-demand balance [3][4]. Group 4: Nuclear Energy Advantages - Nuclear power is highlighted as a clean, safe, and efficient energy source, with annual utilization hours exceeding 7000, making it the most efficient among all energy sources [4]. - The role of nuclear energy in addressing climate change and promoting energy transition is emphasized, with potential applications in desalination, hydrogen production, and medical protection [4]. Group 5: Nuclear Fusion Developments - The nuclear fusion sector has entered a phase of intensive catalysis, with significant gains in related stocks since early May, particularly in controlled nuclear fusion [5][7]. - The ITER project, a major international collaboration, has achieved significant milestones, marking progress towards commercializing controlled nuclear fusion [6][7]. - Continued investment and project developments in nuclear fusion are expected to accelerate industry growth, benefiting related companies [6][7].

Core Viewpoint - The A-share controllable nuclear fusion sector is experiencing significant gains, with multiple stocks reaching their daily limit up, indicating strong investor interest and market momentum [1] Group 1: Stock Performance - Changfu Co., Ltd. has seen its stock price increase by over 17% [1] - Guoguang Electric has risen by more than 11% [1] - Hezhuan Intelligent has hit the daily limit up [1] - Haheng Huadong has also reached a daily limit up of 20% [1] - Other stocks such as Rongfa Nuclear Power and Xue Ren Co., Ltd. have also hit their daily limit up [1]