我们不是资讯的搬运工 而是有态度的发现者 万和财富早班车 2025年10月10日 ● 国内金融市场 · | | | | 品种 | 收盘 | 涨跌幅 | 品种 | 收盘 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 上证指数 | 3933.97 | 1.32% | 上证当月连续 | 3023.8 | 1.18% | | 深证成指 13725.56 | | 1.47% | 沪深当月连续 | 4706. 4 | 1.49% | | 创业板指 | 3261.82 | 0.73% | 恒生期货指数 | 34558. 69 | -0. 29% | 宏观消息汇总 1.近日,国家发展改革委已会同财政部,向地方下达了今年第四批 690亿元超长期特别国债支持消费品以旧换新资金。 2.据交通运输部消息,10月1日至8日(中秋国庆假期),累计全社会 跨区域人员流动量预计24.32亿人次,日均3.04亿人次,同比增长 6.2%。 二、行业最新动态 1.BEST项目建设取得关键突破，核聚变产业化加速，相关个股： 西部超导(688122)、新风光(688663)等。 2。可承受20000次 ...

Market Overview - A-shares experienced a strong opening on October 9, with the Shanghai Composite Index breaking through 3900 points, reaching a ten-year high at 3933.97 points, up 1.32% [1] - The Shenzhen Component Index rose 1.47% to 13725.56 points, while the ChiNext Index increased by 0.73% to 3261.82 points [1] - Total trading volume in the Shanghai and Shenzhen markets reached 26,532 billion yuan, a significant increase of 4,718 billion yuan compared to the previous trading day [1] Sector Performance - The majority of industry sectors saw gains, with precious metals, energy metals, and steel industries leading the rise, while tourism and real estate services faced declines [1] - The precious metals sector saw a notable increase, with 12 stocks in the sector, 4 of which hit the daily limit, and the smallest gain being 5.3% for Hunan Gold [2] Key Drivers - The market's upward momentum was attributed to two main factors: accelerated recovery of margin financing and positive performance in overseas markets, particularly in artificial intelligence and non-ferrous metals [1] - The price of gold surpassed 4000 USD/ounce, driven by increased risk aversion due to the U.S. government shutdown, ongoing global central bank gold purchases, and expectations of interest rate cuts by the Federal Reserve [2] Technical Analysis - The market showed strong bullish signals, with all three major indices in a bullish arrangement, particularly the Shanghai Composite Index, which is expected to continue rising and may reach 4000 points soon [3] - The MACD indicator showed a reduction in green bars, and the KDJ line indicated an upward trend, suggesting further upward movement in the coming days [3] Company Spotlight - Jinbei Electric, a company specializing in the research, production, and sales of wire and cable products, saw its stock hit the daily limit, primarily due to the favorable sentiment surrounding the controllable nuclear fusion concept [3] - The company reported a net profit of 296.28 million yuan for the first half of 2025, with a year-on-year growth rate of 7.46% [3] - Jinbei Electric's products are utilized in various nuclear power stations and are involved in projects related to the nuclear fusion industry, enhancing its market position [3]

Core Viewpoint - The A-share market experienced a historic breakthrough on October 9, with the Shanghai Composite Index closing at 3933.97 points, marking a 1.32% increase and reaching the 3900-point threshold for the first time in ten years, the highest since August 2015 [1][2][3]. Market Performance - The market exhibited a broad-based rally, with over 3100 stocks rising and nearly 100 stocks hitting the daily limit up. The total trading volume surged to 2.67 trillion yuan, an increase of 4746 billion yuan compared to the previous trading day, indicating heightened market activity [1][2]. - The Shanghai Composite Index opened above 3880 points and reached a peak of 3942.61 points during the day. The Shenzhen Component Index rose by 1.47% to 13725.56 points, while the ChiNext Index increased by 0.73% to 3261.82 points [2]. Sector Performance - Precious metals, technology, and resource stocks were the main drivers of the index's rise. The precious metals sector surged due to international gold prices exceeding $4000, leading to a wave of limit-up stocks [4]. - The semiconductor sector also saw significant gains, with companies like Huahong Semiconductor and SMIC reaching historical highs. The demand for AI is expected to boost semiconductor sales significantly, with projections indicating a rise from less than 5% in 2022 to 27% by 2025 [5]. - The technology sector experienced a "blooming" effect, particularly in controlled nuclear fusion concepts, which saw a 6% increase, reaching a historical high [4][6]. Investment Outlook - Various institutions maintain an optimistic outlook for the market, anticipating a "red October" driven by the upcoming third-quarter reports and favorable policy expectations. They suggest focusing on sectors with sustained high prosperity and potential recovery [7]. - Recommended sectors for investment include non-ferrous metals, power equipment, machinery, automotive, electronics, and media, with a particular emphasis on AI, semiconductors, and renewable energy [7].

市场概况 2025年10月9日，三大指数大幅上涨，其中沪指上涨1.32%，收报3933.97点；深证成指上涨1.47%，收报13725.56点；创业板 指上涨0.73%，收报3261.82点。今日两市成交额26527亿元，与上个交易日相比增加约4716亿元。 01 | 行业名称 | 今日涨跌幅↓ | 5日涨跌幅 | 30日涨跌幅 | 今年以来 | | --- | --- | --- | --- | --- | | 自每天懂 | 7.6% | 7.6% | 24.3% | 80.2% | | 钢铁 | 3.4% | 3.4% | 3.4% | 22.6% | | 煤炭 | 3.0% | 3.0% | 4.5% | -5.1% | | 必崩畫亦 | 2.6% | 2.6% | 2.8% | 3.5% | | 电子 | 2.2% | 2.2% | 12.5% | 56.9% | | 建筑装饰 | 2.2% | 2.2% | 3.0% | 7.8% | | 电力设备 | 2.0% | 2.0% | 27.5% | 46.6% | | 计算机 | 1.9% | 1.9% | -1.5% | 30.5% | | 基础化工 ...

经济观察网中油资本（000617）10月10日在互动平台表示，公司参股企业昆仑资本参与投资聚变新能 (安徽)有限公司，该公司将致力于可控核聚变领域的探索与发展。在中国石油集团加快绿色转型发展的 背景下，昆仑资本出资聚变新能是在未来能源领域进行战略布局的具体体现。 ...

A股开盘，三大指数低开，沪指低开0.47%报3915.48点，深证成指低开0.67%，创业板指低开0.96%。盘 面上，培育钻石、石墨电极概念高开，惠丰钻石涨超21%，四方达、黄河旋风双双涨停，商务部、海关 总署对超硬材料和人造石墨负极材料相关物项实施出口管制；可控核聚变概念延续涨势，哈焊华通涨约 15%，永鼎股份、合锻智能涨停，我国自主研发的先进稳态托卡马克装置(BEST)近期全面开建；黄金、 有色金属板块调整，晓程科技、西部黄金跌超5%；半导体板块低开，华虹公司、东芯股份跌超5%。(格 隆汇) ...

可控核聚变板块延续活跃，哈焊华通、合锻智能创新高，安泰科技2连板，永鼎股份涨停，上海电气、 国光电气、常辅股份、富煌钢构跟涨。 ...

格隆汇10月10日｜久立特材今日在互动平台表示，可控核聚变作为一项全球性科研课题，亦是国际科研 合作的重要领域，公司对此给予了高度关注，并持续加大科研投入力度。目前，公司正积极参与相关项 目，专注于研发与生产包括PF导管(方圆管)在内的关键材料，力求在材料性能、制造工艺等方面实现关 键突破，为推动可控核聚变研究的进程贡献力量。公司正不断强化在可控核聚变材料研发领域的战略投 入与前瞻布局，组建了专业化的研发团队，并与科研院所、高等院校及产业链上下游伙伴携手探索前沿 科技。 ...

长江商报消息●长江商报记者 沈右荣 国庆中秋长假后的首个交易日，可控核聚变概念爆发，西部超导（688122.SH）也以20CM的涨停呈 现。 公开信息显示，国庆期间，中国聚变研究工程应用研究迎来重要进展。 西部超导被列为可控核聚变概念股，与上海电气、东方电气等被称为核聚变"四强"。 2025年初以来，二级市场上，西部超导的股票累计已经上涨85.67%，目前市值达507.5亿元。 西部超导的竞争优势明显。公司称，其是低温超导材料领域目前全球唯一的NbTi锭棒、超导线材、超 导磁体的全流程生产企业，也是ITER用低温超导线材在中国的唯一供应商。 年内首次20CM涨停 可控核聚变概念火爆，西部超导收获了一个久违的20CM涨停。 10月9日早盘，西部超导高开高走，午后涨停。虽然在涨停线附近几经博弈，尾盘仍然封住了涨停。 西部超导涨停，市场认为与可控核聚变相关。 西部超导主营业务分为三大板块，即超导业务、高端钛合金材料业务、高性能高温合金材料业务。 整体而言，近年来，西部超导的经营业绩稳步增长。2024年，公司实现归母净利润约8亿元，同比增逾 6%。2025年上半年，公司营业收入逾27亿元，同比增长近35%；归母净利润 ...

人民财讯10月10日电，中油资本（000617）10月10日在互动平台表示，公司参股企业昆仑资本参与投资 聚变新能(安徽)有限公司，该公司将致力于可控核聚变领域的探索与发展。在中国石油集团加快绿色转 型发展的背景下，昆仑资本出资聚变新能是在未来能源领域进行战略布局的具体体现。 ...