Group 1 - The concept of controlled nuclear fusion is gaining momentum in the market, with several stocks experiencing significant gains, including China Nuclear Engineering (601611) and Snowman Group (002639), among others [1] - The Chinese Academy of Sciences has made a breakthrough in controlled nuclear fusion technology, confirming the existence of a density-free zone in the Tokamak, which is crucial for high-density operation of magnetic confinement fusion devices [1] - Controlled nuclear fusion is viewed as a solution to the energy revolution due to its abundant resources, environmental friendliness, and zero-carbon safety [1] Group 2 - The global fusion industry has seen explosive growth, with total investments rising from $1.9 billion in 2021 to $9.7 billion, and an additional $2.6 billion expected in 2024 [2] - The global nuclear fusion market is projected to reach $496.55 billion by 2030 and exceed $1 trillion by 2050, driven by advancements in high-temperature superconductors and artificial intelligence [2] - There are currently 59 stocks in the A-share market related to controlled nuclear fusion, with 22 companies allocating over 5% of their revenue to R&D, including Changguang Huaxin and Aikesaibo, which have R&D expenses exceeding 20% [2] Group 3 - Changguang Huaxin is developing high-efficiency laser chips and array modules for controlled laser nuclear fusion, focusing on low cost, high power, and efficiency [3] - Among the 22 companies, 16 reported an increase in R&D expenses, with Yujing Technology, Jingye Intelligent, and Aikesaibo showing the highest growth rates of 87.76%, 64.87%, and 42.62% respectively [3] - Zhongtai Co. has forecasted a net profit of 420 million to 480 million yuan for 2025, driven by overseas orders and successful application of its helium refrigeration technology in fusion research [3]

Core Viewpoint - The company, Haheng Huaton (301137), is involved in the controlled nuclear fusion industry, although its product contribution in this area is relatively low [1] Group 1: Company Focus and Strategy - The company focuses on the domestic nuclear fusion industry chain, emphasizing continuous innovation in core technologies that are self-controlled [1] - As a "nuclear grade" welding material certification enterprise, the company is committed to providing high-quality and stable welding materials [1] - The company aims to implement key processes to create long-term value for investors [1]

（编辑 任世碧） 证券日报网讯 1月5日，哈焊华通发布公告称，公司2025年12月12日召开了第五届董事会第四次会议， 并于2025年12月30日召开2025年第三次临时股东会，审议通过了《关于部分募投项目结项并将节余募集 资金永久补充流动资金的议案》，同意公司将本次已达到预定可使用状态的"特种高合金焊丝制备项 目"及"工程技术中心建设项目"两个募投项目结项，并将节余募集资金3，648.16万元（包括理财收益及 银行存款利息收入，具体金额以资金转出当日银行结算余额为准）永久补充流动资金，同时注销相关募 集资金专用账户。截至本公告披露日，上述两个募投项目的节余募集资金及银行利息已永久补充流动资 金用于项目待支付款项及公司日常生产经营活动，募投项目所对应的募集资金专项账户已注销完成，公 司与开户银行、保荐机构中信建投证券股份有限公司签订的《募集资金三方监管协议》也相应终止。 ...

证券代码：301137 证券简称：哈焊华通 公告编号：2026-001 哈焊所华通（常州）焊业股份有限公司 关于注销部分募集资金专项账户的公告 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、募集资金基本情况 经中国证券监督管理委员会《关于同意哈焊所华通（常州）焊业股份有限公 司首次公开发行股票注册的批复》证监许可〔2022〕128 号文核准，并经深圳证 券交易所同意，公司首次公开发行人民币普通股（A 股）股票 4,545.34 万股， 每股发行价格为人民币 15.37 元，募集资金总额为人民币 698,618,758.00 元， 减除发行费用（不含增值税）人民币 57,639,206.34 元后，募集资金净额为人民 币 640,979,551.66 元，超募资金为人民币 78,139,551.66 元。中汇会计师事务 所（特殊普通合伙）已于 2022 年 3 月 16 日对公司首次公开发行股票的资金到位 情况进行了审验，并出具【中汇会验[2022]0867 号】《验资报告》。 二、募集资金专项账户开户情况 为规范募集资金的管理和使用，提高资金使用效率和效 ...

每经AI快讯，可控核聚变概念震荡走高，王子新材涨停，西部超导、哈焊华通、中洲特材、安泰科技 跟涨。 （文章来源：每日经济新闻） ...

2025 年第三次临时股东会的 上海市锦天城律师事务所 关于哈焊所华通（常州）焊业股份有限公司 法律意见书 上海市锦天城律师事务所 法律意见书 上海市锦天城律师事务所 关于哈焊所华通（常州）焊业股份有限公司 2025 年第三次临时股东会的法律意见书 致：哈焊所华通（常州）焊业股份有限公司 上海市锦天城律师事务所（以下简称"本所"）接受哈焊所华通（常州）焊 业股份有限公司（以下简称"公司"）的委托，指派律师出席公司 2025 年第 三次临时股东会（以下简称"本次股东会"），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》（以下称"《证 券法》"）等法律、法规、规范性文件，以及《哈焊所华通（常州）焊业股 份有限公司章程》（以下简称"《公司章程》"）的有关规定出具本法律意见 书。 为出具本法律意见书，本所及本所律师依据《律师事务所从事证券法律 业务管理办法》和《律师事务所证券法律业务执业规则（试行）》等规定，严 格履行了法定职责，遵循了勤勉尽责和诚实信用原则。对本次股东会所涉及 的相关事项进行了必要的核查和验证，核查了本所认为出具本法律意见书所 需的相关文件、资料，并参加了公司本 ...

证券代码：301137 证券简称：哈焊华通 公告编号：2025-075 哈焊所华通（常州）焊业股份有限公司 2025 年第三次临时股东会决议公告 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。 特别提示： 1. 本次股东会未出现否决议案的情形； 2. 本次股东会不涉及变更以往股东会已通过的决议； 3. 本次股东会以现场投票与网络投票相结合的方式召开。 一、会议召开和出席情况 1、会议召开时间： （1）现场会议召开时间：2025 年 12 月 30 日（星期二）14:30 （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 12 月 30 日（星期二）上午 9:15-9:25，9:30-11:30，下午 13:00-15:00； 通过互联网系统投票的具体时间为 2025 年 12 月 30 日（星期二）上午 9:15 至下午 15:00 的任意时间。 2、会议召开地点：江苏省常州市武进区遥观镇长虹东路 386 号哈焊所华通 （常州）焊业股份有限公司（以下简称"公司"）六楼会议室。 3、会议召开方式：本次股东会采用现场表决与网络 ...

Core Viewpoint - The A-share market is experiencing a strong performance in the controllable nuclear fusion sector, with several companies showing significant stock price increases [1] Group 1: Company Performance - Hongwei Technology saw a stock increase of over 17% [1] - Changfu Co., Ltd. increased by over 15% [1] - Haheng Huatuo rose by over 10% [1] - Prince New Materials, Sichuang Electronics, Baili Electric, and Guotai Group all hit the 10% daily limit [1] - Xue Ren Group, Hailu Heavy Industry, and Guoji Heavy Equipment increased by over 9% [1] - China Nuclear Construction rose by over 6% [1] - Other companies such as Atlantic, Rongfa Nuclear Power, Aikesai Bo, Guoguang Electric, Western Superconducting, and Antai Technology increased by over 5% [1]

Group 1 - The controllable nuclear fusion sector is experiencing strong growth, with companies like Western Materials reaching new highs and several others, including Wangzi New Materials and Xue Ren Group, hitting the daily limit up [1] - The domestic production rate of key nuclear fusion equipment has exceeded 96%, with critical components like tungsten-based divertors and high-temperature superconducting tapes now being produced independently [1] - The industry is entering a new phase characterized by multiple competitive technological routes and concentrated capital investment, driven by advancements in the BEST device and EAST's long-pulse operation records [2] Group 2 - The nuclear fusion industry is progressing from experimental verification to engineering demonstration, with a clear three-step development plan: experimental pile, demonstration pile, and commercial pile, aiming for completion of the experimental pile by 2035 and commercial demonstration by 2050 [5] - AI technology is playing a significant role in accelerating the commercialization of nuclear fusion, optimizing reaction conditions, and predicting plasma behavior, which enhances the stability and efficiency of fusion reactions [8][13] - Material innovation is crucial for overcoming bottlenecks in the nuclear fusion industry, focusing on surface and structural innovations, optimizing superconducting materials, and enhancing material properties through modification [15][17] Group 3 - Leading companies in the energy equipment sector have made significant progress in the development of core components for nuclear fusion, with a clear path to industrialization and ongoing benefits in sub-sectors like superconductors and divertor materials [23][25] - Four Creation Electronics is the only domestic company to achieve the localization of superconducting magnet power supply modules for fusion devices, securing a significant market position [26][27] - An Tai Technology is a global supplier of core components for controllable nuclear fusion devices, providing a range of products that support various nuclear power technologies [30]

（文章来源：每日经济新闻） 每经AI快讯，12月19日，可控核聚变板块高开，王子新材涨停，常辅股份涨超10%，爱科赛博、哈焊华 通、宏微科技、雪人集团、英杰电气跟涨。 ...