以下文章来源于科创板日报 ，作者张真 科创板日报 . 公开资料显示，能量奇点成立于2021年，是国内第一家聚变能源商业公司，曾获米哈游投资。其聚焦于有商业发电潜力的高磁场、高参 数、紧凑型高温超导托卡马克装置及其运行控制软件系统研发。自2024年6月洪荒70首次运实现放电以来，已实现硬件性能和运行能力稳 步提升。 近期以来，国内核聚变领域进展不断：1月2日中国科学院合肥物质科学研究院等离子体物理研究所科研团队宣布，EAST实验证实托卡马克 密度自由区的存在，找到突破密度极限的方法，为磁约束核聚变装置高密度运行提供了重要的物理依据。 此外，2026核聚变能科技与产业大会将于1月16日至17日在安徽合肥举办，旨在促进核聚变产业链上下游协同创新与成果转化。会议指导 单位为中国物理学会、安徽省发展改革委、合肥市政府，拟邀国家部委、省市相关部门领导，国内外知名科学家，以及全球核聚变领域顶尖 科研机构、重点高校、产业链上下游龙头企业、知名金融机构及行业媒体负责人参与。 在海外，产业突破亦纷纷到来：TAE与特朗普媒体科技集团官宣合并，核聚变第一家装置上市公司诞生，目标于2026年选址并启动公用事 业规模聚变发电厂的建设。H ...

Market Overview - The A-share market showed a mixed performance today, with major indices mostly closing higher. The Shanghai Composite Index rose by 0.05% to close at 4085.77 points, while the Shenzhen Component increased by 0.06% to 14030.56 points. The ChiNext Index saw a gain of 0.31%, closing at 3329.69 points. Overall, there were 2164 stocks that rose, 3188 that fell, and 107 that remained unchanged. The total trading volume in the Shanghai and Shenzhen markets reached 285.41 billion yuan, an increase of 47.6 billion yuan compared to the previous trading day [1][10]. Industry Performance - Among the Shenwan first-level industries, the sectors that performed well included Comprehensive, Coal, Electronics, and Communications, with increases of 3.86%, 2.47%, 1.25%, and 1.24% respectively. Conversely, the sectors that experienced declines were Oil & Petrochemicals, Non-bank Financials, Beauty Care, Computers, and Banks, with decreases of 1.73%, 1.13%, 1.03%, 0.81%, and 0.72% respectively [1][10]. Concept Sector Performance - The concept sectors that saw the most significant gains today included Semiconductor Equipment, Lithography Machines, the SMIC International Supply Chain, Semiconductor Materials, Industrial Gases, Rare Earths, Semiconductor Wafers, CRO, Wafer Industry, Nuclear Fusion, Selected Coal Mining, Cobalt Mining, Optical Modules (CPO), National Big Fund, and Aquaculture [2].

1月7日，永鼎股份盘中上涨2.10%，截至09:49，报26.73元/股，成交13.35亿元，换手率3.49%，总市值 390.79亿元。 分红方面，永鼎股份A股上市后累计派现10.48亿元。近三年，累计派现1.74亿元。 机构持仓方面，截止2025年9月30日，永鼎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2477.66万股，相比上期增加1643.58万股。国泰中证全指通信设备ETF（515880）位居第 五大流通股东，持股704.76万股，为新进股东。长安成长优选混合A（012688）位居第八大流通股东， 持股450.00万股，相比上期减少100.00万股。 责任编辑：小浪快报 资料显示，江苏永鼎股份有限公司位于江苏省苏州市吴江区汾湖高新区江苏路1号，成立日期1994年6月 30日，上市日期1997年9月29日，公司主营业务涉及通信产品和通信软件产品的研发、生产及销售;电站 和输变电网的海外电力工程总承包;常规低压汽车整车线束、新能源高低压线束的设计研发、生产制造 和销售;超导材料产业。主营业务收入构成为：汽车线束34.63%，电力工程29.96%，光通信18.93%，超 导及铜导 ...

Core Viewpoint - The stock of Xuguang Electronics has shown a positive trend with a 7.51% increase since the beginning of the year, despite a 16.96% decline over the past 60 days, indicating potential volatility in its performance [1]. Group 1: Stock Performance - As of January 7, Xuguang Electronics' stock price rose by 2.00% to 17.33 CNY per share, with a trading volume of 100 million CNY and a turnover rate of 0.71%, resulting in a total market capitalization of 14.383 billion CNY [1]. - The stock has experienced a 6.91% increase over the last five trading days and an 11.45% increase over the last 20 trading days [1]. Group 2: Financial Performance - For the period from January to September 2025, Xuguang Electronics reported a revenue of 1.181 billion CNY, reflecting a year-on-year growth of 5.57%, and a net profit attributable to shareholders of 101 million CNY, which is a 25.04% increase compared to the previous year [2]. - The company has distributed a total of 327 million CNY in dividends since its A-share listing, with 83.044 million CNY distributed over the past three years [2]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Xuguang Electronics was 67,600, a decrease of 9.61% from the previous period, while the average circulating shares per person increased by 10.63% to 12,261 shares [2]. - Notable new institutional shareholders include Yongying Ruixin Mixed A, holding 14.4507 million shares, and Huaxia Innovation Driven Mixed A, holding 3.8166 million shares [2].

Core Viewpoint - The company, Rigol Optics (300557), has confirmed its optical fiber sensing products are applicable in the domestic large aircraft and nuclear fusion sectors, highlighting its involvement in significant national projects [1] Group 1: Company Developments - The company has won the bid for the HL-3 main unit optical fiber sensing monitoring system project, which provides core sensing technology support for China's self-developed next-generation artificial sun, the China Fusion Engineering Test Reactor (HL-3) [1]

Group 1 - The company, 理工光科, confirmed that its optical fiber sensing products can be applied in commercial aerospace and nuclear fusion fields [2] - The company has won the bid for the HL-3 main unit optical fiber sensing monitoring system project, which supports China's self-developed controllable nuclear fusion large scientific device, "China Fusion Engineering Test Reactor" (HL-3) [2]

Core Viewpoint - The company, 理工光科 (300557.SZ), has announced its optical fiber sensing products can be applied in the domestic large aircraft and nuclear fusion sectors, highlighting its involvement in significant technological advancements in China [1] Group 1 - The company has won the bid for the HL-3 main unit optical fiber sensing monitoring system project [1] - This project supports China's self-developed next-generation artificial sun, the "China Fusion Engineering Test Reactor" (HL-3), providing essential sensing technology [1]

Investment Rating - The investment rating for the company is "Buy" and is maintained [9] Core Viewpoints - The acceleration of nuclear power construction is a key industry driver for growth, with the company's modular business share increasing, which is expected to enhance profitability. The expansion of the convertible bond project will bring new development momentum [2][6] Summary by Relevant Sections Industry Overview - The nuclear power construction in China is accelerating, with a total of 28 new nuclear power projects approved over the past seven years, totaling 56 units. The number of approved and under-construction nuclear power units has reached 54, maintaining China's position as the world leader in nuclear power [7] Company Analysis - The company has a competitive advantage in modular manufacturing, which allows for the prefabrication and pre-assembly of large, complex devices, leading to cost and quality control benefits. Recent contracts, such as the 226 million yuan project for the Ningde Phase II modules, highlight this advantage [12] - The company's shareholder, China General Nuclear Power Group, may facilitate positive changes, such as an increase in modularization and progress in nuclear qualifications [12] - The company's nuclear gas separation devices contribute to its valuation and thematic flexibility, with significant involvement in fusion energy projects [12] Financial Performance - In the first three quarters, the company reported a revenue of 1.983 billion yuan, a year-on-year decrease of 23.44%, and a net profit of 178 million yuan, down 11.15%. However, the decline in profit was less than that of revenue, attributed to improved gross margins and reduced credit impairment losses [12] - The company is expanding its modular production capacity significantly, with the new convertible bond project covering an area of 487,800 square meters, which is 3.17 times the size of its main production base [12]

Core Viewpoint - China Xidian's stock price has shown a positive trend, with a year-to-date increase of 6.04% and significant gains over various time frames, indicating strong market performance and investor interest [1][2]. Group 1: Stock Performance - As of January 6, China Xidian's stock rose by 2.12%, reaching 9.65 CNY per share, with a trading volume of 859 million CNY and a turnover rate of 1.76%, resulting in a total market capitalization of 49.465 billion CNY [1]. - The stock has increased by 1.47% over the last five trading days, 13.80% over the last 20 days, and 34.40% over the last 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, China Xidian reported a revenue of 16.959 billion CNY, reflecting a year-on-year growth of 11.85%, and a net profit attributable to shareholders of 939 million CNY, which is a 19.29% increase compared to the previous year [2]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for China Xidian reached 178,900, an increase of 7.47% from the previous period, with an average of 28,658 circulating shares per shareholder, a decrease of 6.95% [2]. - The company has distributed a total of 4.670 billion CNY in dividends since its A-share listing, with 1.235 billion CNY distributed over the last three years [3].

Group 1 - The core viewpoint of the news is that Lianchuang Optoelectronics has shown significant stock price increases and positive financial performance in recent months, indicating potential growth in the semiconductor and optoelectronic sectors [1][2]. Group 2 - As of January 6, Lianchuang Optoelectronics' stock price increased by 2.01% to 67.61 CNY per share, with a total market capitalization of 30.485 billion CNY [1]. - The company has experienced a stock price increase of 7.22% year-to-date, 17.01% over the last five trading days, and 22.26% over the last 20 days [1]. - For the period from January to September 2025, Lianchuang Optoelectronics reported a revenue of 2.503 billion CNY, a year-on-year increase of 2.85%, and a net profit attributable to shareholders of 400 million CNY, up 19.37% [2]. Group 3 - The company's main business segments include intelligent control (49.81% of revenue), backlight sources and applications (36.15%), laser series and traditional LED chips (7.77%), and optoelectronic communication and intelligent equipment cables and metal materials (4.45%) [1]. - Lianchuang Optoelectronics has distributed a total of 408 million CNY in dividends since its A-share listing, with 85.455 million CNY distributed over the last three years [3]. - As of September 30, 2025, the number of shareholders increased by 9.19% to 48,700, while the average circulating shares per person decreased by 8.41% to 9,314 shares [2].