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].
突然引爆!这一板块集体狂飙,中核国际一度涨超180%