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核电板块走强,中核国际午后飙升,一度涨超180%

Group 1 - China Nuclear International experienced a significant stock surge, rising over 180% at one point, and closing at 4.05 HKD, up 127.5% [1] - China Nuclear International is a member of China National Nuclear Corporation and serves as its only overseas uranium resource operation platform, actively seeking and expanding overseas uranium resource business [1] - The nuclear power sector in A-shares is also performing strongly, with multiple companies reaching their daily price limits and others seeing gains of over 10% [3] Group 2 - U.S. President Trump signed a series of executive orders aimed at launching the construction of 10 large nuclear power plants by 2030 and quadrupling U.S. nuclear power capacity by 2050, setting a new approval timeline for nuclear regulatory commissions [3] - Goldman Sachs reported that the nuclear power sector is entering a golden decade, with the uranium market facing a structural shortage due to aging mines and long production cycles for new projects [3] - The average stock price increase for over 30 nuclear power concept stocks in A-shares is 8.03% year-to-date, with some stocks like Guoguang Electric seeing a rise of 116.29% [3] Group 3 - The controllable nuclear fusion concept sector is active due to recent technological breakthroughs, creating market enthusiasm and attracting significant investment [4] - The Chinese government's dual carbon goals and strong support for clean energy have created a favorable policy environment for the development of controllable nuclear fusion [4] - International research collaboration is advancing, increasing industry interest and investment inflow, contributing to the sector's growth [4]