分红方面，联发股份A股上市后累计派现18.88亿元。近三年，累计派现2.91亿元。 责任编辑：小浪快报 今年以来联发股份已经3次登上龙虎榜，最近一次登上龙虎榜为7月22日，当日龙虎榜净买入-155.36万 元；买入总计7740.64万元 ，占总成交额比10.06%；卖出总计7896.00万元 ，占总成交额比10.26%。 资料显示，江苏联发纺织股份有限公司位于江苏省南通市海安市城东镇恒联路88号，成立日期2002年11 月11日，上市日期2010年4月23日，公司主营业务涉及生产销售色织布、服装、纺织品。主营业务收入 构成为：面料61.38%，棉纱14.53%，其他13.10%，服装7.39%，电、汽、污水处理、压缩空气2.71%， 棉花0.89%。 联发股份所属申万行业为：纺织服饰-纺织制造-棉纺。所属概念板块包括：抗菌面料、一带一路、小 盘、光伏玻璃、太阳能等。 截至12月10日，联发股份股东户数2.11万，较上期减少3.57%；人均流通股15339股，较上期增加 3.70%。2025年1月-9月，联发股份实现营业收入29.74亿元，同比减少17.24%；归母净利润2.64亿元，同 比增长101.90%。 ...

资金流向方面，主力资金净流入1036.95万元，特大单买入552.85万元，占比4.29%，卖出234.84万元， 占比1.82%；大单买入2751.80万元，占比21.35%，卖出2032.86万元，占比15.77%。 资料显示，浙江万马股份有限公司位于浙江省杭州市临安区青山湖街道科技大道2159号,万马创新园， 成立日期1996年12月30日，上市日期2009年7月10日，公司主营业务涉及从事电力电缆的研发、生产和 销售。主营业务收入构成为：电力产品68.11%，高分子材料28.63%，通信产品1.70%，贸易、服务及其 他1.56%。 万马股份今年以来股价涨88.70%，近5个交易日跌1.79%，近20日涨3.79%，近60日跌12.80%。 今年以来万马股份已经11次登上龙虎榜，最近一次登上龙虎榜为9月24日，当日龙虎榜净买入-2531.67 万元；买入总计4.12亿元 ，占总成交额比10.63%；卖出总计4.38亿元 ，占总成交额比11.29%。 12月19日，万马股份盘中上涨2.19%，截至09:54，报15.87元/股，成交1.29亿元，换手率0.81%，总市值 160.46亿元。 分红方面，万 ...

Core Viewpoint - Elon Musk criticized the pursuit of small nuclear fusion reactors on Earth, arguing that the sun serves as a free and efficient nuclear fusion reactor, and called for a halt to investments in such projects unless they are purely for scientific experimentation [5][7]. Group 1: Investment Landscape in Nuclear Fusion - In Silicon Valley, nuclear fusion is viewed as a long-term infrastructure investment rather than a fleeting trend, with nearly $10 billion in private capital expected to flow into the sector by July 2025 [9]. - Major tech figures, including Bill Gates and Jeff Bezos, have made significant investments in nuclear fusion, with Gates' Breakthrough Energy Ventures focusing on long-term clean energy strategies [9][10]. - Commonwealth Fusion Systems (CFS) has raised nearly $3 billion, emerging as a leading contender in the fusion startup space due to its high-temperature superconducting tokamak technology [10][11]. Group 2: The Narrative of Nuclear Fusion - Nuclear fusion is often framed as an "infinite energy" solution, promising abundant fuel sources and minimal carbon emissions, which is particularly appealing in the context of rising energy demands from AI [16]. - The International Energy Agency (IEA) projects that global data center electricity demand will approach 945 terawatt-hours (TWh) by 2030, with AI-specific loads increasing fourfold [16]. - 84% of fusion companies believe they can achieve grid connection by the 2030s, with over half targeting completion by 2035, driven by technological advancements like high-temperature superconductors [16]. Group 3: Challenges and Criticism of Nuclear Fusion - Musk highlighted significant engineering challenges facing terrestrial nuclear fusion, including the need for reactors to produce more energy than they consume, which remains unproven [18][19]. - The cost of building the first commercial fusion reactors is projected to be in the hundreds of billions, with construction timelines exceeding ten years, raising questions about economic viability [19]. - Musk argues that solar energy, which has seen a cost reduction of over 89% in the past decade, is a more practical and cost-effective solution compared to the uncertain future of nuclear fusion [19]. Group 4: Alternative Energy Strategies - Musk advocates for solar energy and storage technologies as the most viable and economically sound energy solutions, proposing that a solar panel area of 100 miles by 100 miles could power the entire United States [20]. - Tesla is actively working on solar products and energy storage systems to address the intermittency issues of traditional solar energy [20][21]. - Musk's vision includes deploying solar energy satellites in space, which would provide continuous power without atmospheric interference, further enhancing energy reliability for AI applications [21][22]. Group 5: Conclusion on Energy Transition - The debate between Musk and other tech leaders reflects differing philosophies on risk and return in energy technology, with fusion representing high-risk, high-reward potential, while solar energy offers more immediate and certain returns [25]. - The future of energy will require balancing the uncertainties of emerging technologies like nuclear fusion with the pressing need for reliable energy sources in the AI era [25].

责任编辑：小浪快报 万马股份所属申万行业为：电力设备-电网设备-线缆部件及其他。所属概念板块包括：风能、海上风 电、核电、太阳能、储能等。 截至9月30日，万马股份股东户数17.34万，较上期减少5.34%；人均流通股5807股，较上期增加5.87%。 2025年1月-9月，万马股份实现营业收入141.09亿元，同比增长8.36%；归母净利润4.12亿元，同比增长 61.57%。 分红方面，万马股份A股上市后累计派现6.85亿元。近三年，累计派现1.55亿元。 机构持仓方面，截止2025年9月30日，万马股份十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股1347.81万股，相比上期增加800.01万股。南方中证1000ETF（512100）位居第四大流通股 东，持股742.40万股，相比上期减少6.82万股。华夏中证1000ETF（159845）位居第六大流通股东，持 股440.97万股，相比上期减少9100.00股。广发中证1000ETF（560010）位居第八大流通股东，持股 342.08万股，相比上期减少13.68万股。 12月18日，万马股份盘中下跌2.03%，截至14:25，报15. ...

12月18日，正邦科技盘中下跌2.23%，截至11:18，报3.51元/股，成交5.11亿元，换手率2.00%，总市值 324.68亿元。 资金流向方面，主力资金净流出7463.46万元，特大单买入3341.77万元，占比6.54%，卖出8711.19万 元，占比17.04%；大单买入8915.32万元，占比17.44%，卖出1.10亿元，占比21.53%。 正邦科技今年以来股价涨20.21%，近5个交易日涨1.74%，近20日涨19.39%，近60日涨12.14%。 今年以来正邦科技已经2次登上龙虎榜，最近一次登上龙虎榜为12月15日。 正邦科技所属申万行业为：农林牧渔-养殖业-生猪养殖。所属概念板块包括：中盘、融资融券、光伏玻 璃、太阳能、风能等。 截至11月20日，正邦科技股东户数15.62万，较上期减少5.45%；人均流通股46233股，较上期增加 6.76%。2025年1月-9月，正邦科技实现营业收入106.58亿元，同比增长82.58%；归母净利润826.56万 元，同比减少97.25%。 分红方面，正邦科技A股上市后累计派现28.64亿元。近三年，累计派现0.00元。 责任编辑：小浪快报 资料显 ...

12月18日，锦浪科技盘中下跌2.00%，截至10:44，报69.92元/股，成交2.07亿元，换手率0.91%，总市值 278.36亿元。 资金流向方面，主力资金净流出1736.82万元，特大单买入435.56万元，占比2.10%，卖出815.66万元， 占比3.94%；大单买入3951.11万元，占比19.09%，卖出5307.83万元，占比25.65%。 截至12月10日，锦浪科技股东户数7.05万，较上期减少2.47%；人均流通股4561股，较上期增加2.54%。 2025年1月-9月，锦浪科技实现营业收入56.63亿元，同比增长9.71%；归母净利润8.65亿元，同比增长 29.39%。 分红方面，锦浪科技A股上市后累计派现6.60亿元。近三年，累计派现3.18亿元。 机构持仓方面，截止2025年9月30日，锦浪科技十大流通股东中，香港中央结算有限公司位居第五大流 通股东，持股471.63万股，相比上期减少26.75万股。易方达创业板ETF（159915）位居第六大流通股 东，持股471.49万股，相比上期减少79.95万股。南方中证500ETF（510500）位居第八大流通股东，持 股348.93 ...

Core Viewpoint - Elon Musk criticized the investment in small nuclear fusion reactors, arguing that the sun serves as a free and efficient nuclear fusion reactor, making such investments "super dumb" [1][2]. Group 1: Investment Landscape in Nuclear Fusion - Significant investments in nuclear fusion have been made by prominent figures in Silicon Valley, including Bill Gates, Jeff Bezos, and Sam Altman, with nearly $10 billion in private capital expected to flow into the sector by July 2025 [5][6]. - The fusion industry is viewed as a long-term infrastructure investment rather than a typical "hot trend," with a focus on developing a "civilization-level infrastructure" that could reshape human technological capabilities [5][6]. - Commonwealth Fusion Systems (CFS) has raised nearly $3 billion, focusing on high-temperature superconducting tokamak technology, which is seen as a promising path toward practical fusion energy [6][7]. Group 2: Diverging Perspectives on Nuclear Fusion - Musk's skepticism towards nuclear fusion highlights the engineering challenges and economic impracticalities associated with terrestrial fusion reactors, which he believes cannot compete with solar energy [15][17]. - The narrative surrounding nuclear fusion as a source of "unlimited energy" continues to attract investment, despite repeated delays in its commercialization [13][14]. - Musk argues that the costs and complexities of developing nuclear fusion reactors are not justified when solar energy has become significantly cheaper and more efficient [16][18]. Group 3: Alternative Energy Strategies - Musk advocates for solar energy and energy storage technologies as the most viable and economically sound solutions for future energy needs, proposing a comprehensive approach that includes both terrestrial and space-based solar energy systems [18][19]. - The concept of deploying solar AI satellites in near-Earth orbit aims to leverage the advantages of space for energy collection, providing continuous power without the limitations faced by ground-based solar systems [19][20]. - The ongoing debate between nuclear fusion and solar energy reflects broader themes in energy transition, emphasizing the need for a balanced approach to risk and return in energy investments [21].

Group 1 - Gree Electric Appliances, led by Dong Mingzhu, will not adopt aluminum technology for air conditioning until it achieves the same level of technical assurance as copper [1] - The Chinese home appliance technology annual conference has released relevant standards to promote the application of aluminum in the air conditioning sector [1] Group 2 - Huawei's HarmonyOS installation has surpassed 30 million units, increasing by 3 million in less than a month [3] - The latest data shows that the number of devices equipped with HarmonyOS 5 and HarmonyOS 6 was 27 million as of November [3] Group 3 - The price of DDR5 memory has surged due to increased demand driven by AI, leading many users to revert to the AM4 platform due to its cost-effectiveness [4] - The AM4 platform is now seen as a viable option due to its mature technology and affordability, even contributing to environmental benefits [4] Group 4 - SPhotonix has announced a plan to implement its 5D glass storage technology in data centers, with a single 5-inch glass disc capable of storing up to 360TB of data [8] - The stability of this storage technology is projected to last for 13.8 billion years [8] Group 5 - The China Iron and Steel Association has called for steel companies to avoid "involution" and hopes for a response from automotive companies [10] - The demand for automotive steel is expected to grow in the future [10] Group 6 - China Mobile has released a white paper on 6G transmission technology, emphasizing the core concept of "beyond connectivity" [16] - The white paper details the architecture and key technological directions for 6G transmission networks [16]

以下文章来源于科创板日报 ，作者张真 今日，埃隆·马斯克在社交平台X上公开唱衰核聚变发电。其直言不讳道："在地球上建造小型核聚变反应堆简直愚蠢至极。" 马斯克指出，太阳本身已是天空中一个巨大的、免费的核聚变反应堆。太阳产生的能量能够满足全太阳系所有的能源需求，而建造小型核聚 变反应堆则是一种经济上的浪费。 科创板日报 . 专注科创板和科技创新，上海报业集团主管主办，界面财联社出品。 类似的观点早已有之，马斯克曾预言："太阳能电力将成为人类文明中绝对最重要的能源来源。"而在2023年的一档播客节目中，他提出， 我们在天上有一个巨大的核聚变反应堆，仅需一块100英里乘100英里的太阳能板，就足以满足整个美国的电力需求。 "在太空中，你可以利用持续的太阳能，实际上你不需要电池，因为太空永远阳光充足，而且太阳能电池板实际上会更便宜，因为你不需要 玻璃或框架，冷却也只是辐射冷却。"他解释称。 中信证券指出，由于太空环境中无法接入任何地面电网，而传统化石能源的补给成本极高，因此光伏几乎成为太空算力卫星使用的唯一高效 长期的能源供给形式。此外，太阳能帆板可折叠发射后在轨展开，易于根据算力需求扩展面积。 就在马斯克为太阳能持 ...

（责任编辑：宋政 HN002） 格隆汇12月15日｜埃隆·马斯克在社交平台X上公开唱衰核聚变发电。其直言不讳道："在地球上建造小 型核聚变反应堆简直愚蠢至极。"马斯克指出，太阳本身已是天空中一个巨大的、免费的核聚变反应 堆。太阳产生的能量能够满足全太阳系所有的能源需求，而建造小型核聚变反应堆则是一种经济上的浪 费。在马斯克最新的太空AI设想中，其计划每年部署100GW的太阳能(000591)AI卫星，规模堪比美国全 国电力的四分之一。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com ...