可控核聚变，是指在地球上通过科学装置模仿太阳发光发热的原理产生巨大能量。"十五五"规划建议提出，前瞻布局未来产业，推动氢能和核聚变能等成为 新的经济增长点，这标志着可控核聚变能被明确纳入国家未来产业体系。 "十五五"时期将是中国聚变能源发展的关键阶段，在这场"追光逐日"的征程中，如何按下加速键？在安徽合肥，三个核聚变领域的大科学装置正在形成集群 力量。 走进紧凑型聚变能实验装置BEST园区，工地上机器轰鸣，现场一片忙碌的建设场景。目前，这项关乎人类未来能源的宏大工程，已经进入工程总装阶段， 正在将真空室、磁体重力支撑等在内的聚变堆"心脏"部件精确安装到主机基坑内。 中国科学院合肥物质科学研究院副院长 宋云涛：紧凑型就是既要用到高温超导磁体，又要用到低温超导磁体，把高温和低温超导磁体技术都用到这个装置 上。同时我们要用很多先进诊断，不要让这个装置做得太庞大。甚至我们把AI技术都用到等离子控制上，实际上整个装置做得更加集成，是为了聚变能解 决面向未来聚变的应用的一系列科学和技术问题。 紧凑型聚变能实验装置BEST，是在地球上模仿太阳发光发热的原理产生能量，也就是核聚变反应，并让这种反应持续稳定运行。按计划，BES ...

每经AI快讯，有投资者在投资者互动平台提问：公司是否有可控核聚变相关业务，贵公司有被邀请至 将于1月16日召开的核聚变大会吗？ （记者 张喜威） 锡装股份（001332.SZ）1月13日在投资者互动平台表示， 1、 公司在可控核聚变领域尚未形成销售收 入。目前公司已与国内核聚变领域权威科研院所签署联合开发框架协议，共同开发聚变应用大型低温泵 产品，该类产品作为可控核聚变所需的关键设备之一。但相关产品研发和业务开拓具有不确定性，请注 意投资风险。 2、 公司已报名参加2026核聚变能科技与产业大会，届时公司会有相关人员参加该会议。 ...

Group 1: Government Investment Fund Regulations - The article discusses the introduction of a systematic regulation for government investment funds by multiple departments, focusing on investment direction, methodology, and management [2][3] - The new regulations emphasize supporting major strategies and key areas, promoting technological and industrial innovation, and encouraging long-term investments in hard technology [2] - The regulations aim to optimize fund assessment systems by considering industry uncertainties and integrating the concept of "due diligence exemption" into government investment funds [2][3] Group 2: Satellite Applications - China has submitted an application for 203,000 new satellites to the International Telecommunication Union, marking the largest frequency and orbit resource application in the country's history [4][5] - The application includes various entities beyond traditional satellite operators, indicating a strategic reserve for future satellite deployment [4] - The need for a large-scale satellite network is highlighted, as low-orbit satellites require extensive deployment to provide continuous service [5] Group 3: Robotic Vacuum Market - Chinese brands dominate the global robotic vacuum market, accounting for nearly 70% of total shipments, with significant growth in emerging markets [6][7] - The rapid transformation in the industry is attributed to technological advancements and competitive pressures that have led to innovation and cost control [6] - The entry of various tech companies into the robotic vacuum sector indicates that market competition is far from over [7] Group 4: Smartphone Market Trends - Global smartphone shipments are projected to grow by 2% in 2025, with Apple leading the market share at 20% [8][9] - The demand in emerging markets is a key driver for this growth, while high-end smartphone models are gaining popularity [8] - The article notes potential challenges in the smartphone market due to rising chip prices and the emergence of alternative electronic products [9] Group 5: ETF Dividend Announcement - Huatai-PB Fund announced a record cash dividend for its CSI 300 ETF, marking the first time the dividend exceeds 1 yuan per 10 shares [10][11] - The total dividend amount could reach 11 billion yuan, reflecting the growing trend of index ETFs and their increasing scale [10] - The article explains that ETF dividends do not change total asset value but allow for early realization of profits for investors [11] Group 6: A-share Margin Trading - In 2025, new margin trading accounts in A-shares reached 1.5421 million, the highest in nearly a decade, indicating strong market interest [12][13] - The total margin balance increased significantly, reflecting a robust demand for leveraged trading amid a rising market [12] - The article warns that while margin trading has surged, it remains below the peak levels seen in 2015, and brokers are taking precautionary measures [13] Group 7: Gold Price Surge - Spot gold prices have surpassed $4,600 per ounce for the first time, driven by global uncertainties and rising geopolitical risks [14][15] - The article attributes the price increase to various factors, including rising fiscal deficits and central banks' ongoing gold purchases [14] - While short-term price fluctuations may occur, the long-term outlook for gold remains bullish, with expectations for new highs [15] Group 8: Stock Market Performance - The stock market experienced a significant rally, with major indices rising over 1%, and trading volume reaching a historical high [16][17] - The surge was driven by strong performances in AI applications and commercial aerospace sectors, attracting substantial market interest [16] - The article notes that extreme market emotions can lead to corrections, but the strong start to the year may validate previous expectations for market performance [17]

Group 1 - The concept of controlled nuclear fusion is gaining significant attention due to its potential as a "ultimate energy" source, characterized by abundant raw materials, environmental cleanliness, high safety, and low costs [2][5] - The Wande Nuclear Fusion Concept Index rose by 4.97% on January 12, with several stocks reaching their daily limit, and the index has seen a cumulative increase of nearly 20% in just six trading days [1] - Recent advancements in nuclear fusion technology include the successful excitation of a high-temperature superconducting magnet to 20.8 Tesla by Energy Singularity, marking a significant milestone in the field [2][3] Group 2 - Energy Singularity has developed a 20 Tesla material performance measurement platform, which allows for efficient testing of superconducting materials, addressing the limitations of existing commercial measurement systems [3] - The East Experimental Fusion Reactor, known as the "artificial sun," has confirmed the existence of a density-free zone, providing important physical evidence for high-density operation in magnetic confinement fusion devices [4] - Companies like Xibu Superconductor and China Aviation Optical-Electrical are positioning themselves within the nuclear fusion supply chain, with Xibu supplying materials for international fusion projects and China Aviation Optical-Electrical developing components for fusion systems [6][7] Group 3 - The FRC (Field-Reversed Configuration) approach is gaining traction among domestic and international commercial fusion companies, with notable advancements from Nova Fusion and Hanhai Energy, which are focusing on modular reactor designs [7][8] - Nova Fusion has completed a 500 million yuan angel round of financing, indicating strong investor interest in the FRC technology route [7] - Helion Energy, a U.S. company utilizing the FRC approach, has accelerated its progress with plans to construct the world's first fusion power plant, aiming to deliver fusion electricity by 2028 [8]

Core Viewpoint - Controlled nuclear fusion is recognized as a significant future energy source, with the Chinese government incorporating it into the national future industrial system as part of the "14th Five-Year Plan" [1] Group 1 - The "14th Five-Year Plan" emphasizes the strategic layout of future industries, highlighting hydrogen energy and nuclear fusion as new economic growth points [1] - Controlled nuclear fusion aims to replicate the sun's energy production on Earth, generating substantial energy through scientific devices [1]

华见早安之声 请各位听众升级为见闻最新版APP，以便成功收听以下音频。 市场概述 美国司法部对美联储主席鲍威尔调查，美国市场周一开盘时，股债汇三杀，金银和加密货币上涨。随后市场很快消化了这一消息，美股、美债从日低反弹。 标普500抹去盘中跌幅并收创历史新高。小型股表现出色。特朗普呼吁信用卡公司将利率上限定在10%，Capital One跌近8%、美国运通跌超4%。谷歌市值 突破4万亿美元，公司确认与苹果达成多年期AI技术合作。 中概股指数大涨4.3%，阿里涨超10%。人民币创2023年5月来最高。 美债收益率收高，但远低于早盘的高点，10年期收益率微涨1个基点。美联储独立性受质疑，美元终结连涨、较日高一度跌近0.6%。 比特币日内振幅近2.6%，较昨日尾盘微涨。 避险需求叠加疲软美元，贵金属价格飙升。现货黄金涨近2%，一度突破4600美元。期银飙升7.6%。市场关注伊朗局势，WTI原油涨1.8%。 亚洲时段，A股成交额再创新高，沪指豪取17连阳，AI应用、商业航天大爆发，港股智谱狂飙30%，沪银涨超14%。 要闻 中俄只能在美方控制下购买委内瑞拉原油？外交部发言人毛宁表示，拉美国家都是主权独立的国家，有权自主 ...

Market Performance - On January 12, the A-share market saw a significant increase in both volume and price, with the Shanghai Composite Index closing at 4165.29 points, up 1.09%, and reaching a peak of 4168.36 points during the day [1] - The Shanghai Composite Index recorded a 17-day consecutive rise, while the Shenzhen Component Index and the ChiNext Index rose by 1.75% and 1.82%, respectively [1] - Over 4100 stocks rose on that day, accounting for approximately three-quarters of all A-share stocks, with more than 200 stocks hitting the daily limit up, indicating a notable increase in market activity [1] Sector Performance - The media and computer sectors both experienced significant gains, with closing increases exceeding 7%, leading to a surge in related stocks [1] - Other sectors such as defense, social services, and telecommunications also performed well, contributing to the overall market strength [1] - Concept sectors related to artificial intelligence saw substantial gains, enhancing market sentiment, while commercial aerospace and controllable nuclear fusion concepts also showed active performance [1] Trading Volume - The total trading volume in the A-share market reached a historical high of 3.64 trillion yuan, marking the second consecutive day of exceeding 3 trillion yuan [1] - The number of stocks with trading volumes exceeding 10 billion yuan increased to 27, indicating a higher level of trading activity compared to recent periods [1] Investment Outlook - Zhongyuan Securities noted that the market's trading activity has become more vibrant since January, with an increase in margin financing balances and signs of new capital entering the market [2] - The continuous decline in domestic risk-free interest rates and the trend of residents moving deposits to equity markets have provided a favorable liquidity environment [2] - The firm anticipates that the current market rally may continue, suggesting a focus on both technological innovation and the recovery of traditional industries for investment opportunities [2]

民营聚变企业单笔融资纪录再次被刷新！ 1月12日，证券时报记者从星环聚能科技有限公司（以下简称"星环聚能"）落地嘉定暨融资签约仪式上获悉，星环聚能顺利完成A轮融资，融资金额10亿 元，创下国内民营聚变企业单笔融资纪录。此前，行业单笔融资最高额为5亿元。 星环聚能本轮投资人堪称豪华，由上海国投公司旗下上海科创集团、上海未来产业基金领投，中金资本、上海嘉定科投集团联合领投，中银资产、曦晨资 本、武岳峰科创、龙格科技、飞图创投、山东能源上海兖矿资产、中集环科、尚融资本、元禾璞华、申万宏源、彬复资本、臻一资产等机构和个人共同投 资，Pre-A轮领投方上海科创集团旗下知识产权基金继续跟投。 在签约现场，星环聚能CEO陈锐在接受证券时报记者独家采访时表示，公司累计融资约15亿元，投资人超过50家，"很快将进行股份制改革，未来在政策 允许的范围内或将考虑科创板上市"。 据悉，星环聚能A轮融资将用于全力推进下一代聚变装置建设。根据该公司规划，2028年前后彻底完成工程验证，启动商业示范堆建设，2032年左右建成 一个可输出电能的聚变反应示范堆。 星环聚能此次完成A轮融资并落地上海，意味着公司正式融入上海未来产业布局。陈锐说， ...

新华财经上海1月12日电（记者郭慕清）国内可控核聚变商业化进程再获重要突破。记者1月12日获悉， 星环聚能科技有限公司（下称"星环聚能"）落地上海签约仪式在嘉定成功举办，同时宣布完成10亿元A 轮融资，标志着这项被誉为"终极能源"的技术正从实验室加速走向工程示范阶段。 记者了解到，本轮融资由上海国投公司旗下上海科创集团、上海未来产业基金领投，中金资本、嘉定科 技投资集团联合领投，中银资产、武岳峰科创、山东能源旗下兖矿资产等十余家知名机构及个人跟投， Pre-A轮领投方上海科创集团知识产权基金继续加注。融资资金将用于全力推进下一代聚变装置建设。 公司规划于2028年前后彻底完成工程验证，启动商业示范堆建设，2032年前后建成一个可输出电能的聚 变反应示范堆，逐步实现从"科学实验"到"商业应用"的关键跨越。 值得一提还有，在签约仪式上，嘉定区徐行镇人民政府与星环聚能签署项目落地合作协议，上海科创集 团、嘉定区科投集团、武岳峰科创、兖矿资产、中金资本等投资机构与星环聚能签署投资协议。根据协 议，星环聚能将落户嘉定区徐行镇，设立研发中心及实验基地，重点推进"星环一号"聚变装置的研发与 产业化进程。该实验基地占地约25 ...

Group 1: AI and Transportation - Didi and Zhizhu have announced a strategic partnership to explore the application of General Artificial Intelligence (AGI) in the transportation sector, marking a significant step towards the industrialization of travel agents [1] - This collaboration is expected to serve as a model for the application of AGI technology in real-world scenarios, potentially influencing the global landscape of AGI applications [1] Group 2: Nuclear Fusion - The 2026 Nuclear Fusion Energy Technology and Industry Conference will be held in Hefei, Anhui, focusing on opportunities for the development of nuclear fusion energy and fostering collaboration among various stakeholders [2] - The International Energy Agency estimates that the global fusion market could exceed $100 billion by 2030, indicating significant long-term growth potential for the industry [2] Group 3: Beidou Navigation - Zhejiang Province is seeking public input on its "14th Five-Year" digital economy and infrastructure plan, which includes optimizing the Beidou navigation system and enhancing its integration with other communication systems [3] - The Beidou system is expected to see increased application across various sectors, with 95% coverage in low-altitude economic activities and 98% of smartphones supporting Beidou technology [3] Group 4: Financial IT - The A-share market has seen a significant increase in trading volume, with a record turnover of 3.6 trillion yuan on January 12, 2025, indicating heightened market activity [4] - The number of new margin trading accounts reached 1.54 million in 2025, the highest in nearly a decade, reflecting strong investor interest in margin trading [4] - Financial IT companies are expected to benefit from the increased trading activity and the ongoing digital transformation in the financial sector, driven by policy support and technological advancements [4]