我国可控核聚变领域再迎重大进展。近日，位于安徽合肥未来大科学城的紧凑型聚变能实验装置（BEST）项目 建设取得关键突破。BEST装置主机关键部件——杜瓦底座研制成功并顺利完成交付，精准安装在BEST装置主机 大厅内，标志着项目主体工程建设进入新阶段。 受消息刺激，10月9日，合锻智能（603011.SH）、永鼎股份（600105.SH）竞价一字涨停，开盘后，浙富控股 （002266.SZ）、融发核电（002366.SZ）等多只个股也快速封住涨停，可控核聚变概念集体走强。 西部超导已开发出核聚变用NbTi超导线材工程化生产技术，发明了单重达450公斤的大型复合包套一次组装技 术、高临界电流密度线材塑形加工和时效热处理技术，生产出最大长度达到9万米的多芯NbTi超导线材，各项性 能指标满足ITER项目的技术要求。 据了解，BEST是我国正在建设的燃烧等离子体物理实验装置，该装置采用紧凑高场超导托卡马克技术路线，运 用高性能超导磁体等新技术，为未来核聚变发电"探路"。该项目总装工作已于今年5月启动，预计两年后建成， 并在全球范围内首次进行聚变能发电演示。 目前，可控核聚变被视为能源领域的"终极解决方案"，其一旦实现 ...

Market Analysis - Global capital markets have shown significant increases during the holiday period, particularly in gold, US stocks, and copper, driven primarily by AI narratives [2] - The A-share market has returned to 3900 points after 10 years, with technology stocks being the main upward momentum, heavily influenced by external market sentiment and capital flow [2] - The continued rise of indices indicates signs of capital returning before the holiday, with October expected to be a competitive month for individual stocks [2] Gold Market Insights - Three anchors for gold pricing have been identified: reserve value, consumption value, and trading value [2] - With the ongoing expansion of dollar credit cracks, a long-term bull market for gold is anticipated, as the demand for gold is expected to grow [2] - By 2025, domestic gold jewelry companies are expected to see sales increases and performance improvements [2] Sector Performance - The gold concept stocks opened significantly higher, with several stocks reaching their daily limit, reflecting strong market interest [3] - The semiconductor sector is also active, with AMD's partnership with OpenAI leading to a notable increase in AMD's stock price [4] - Solid-state battery concept stocks have shown strong fluctuations, driven by advancements in battery technology [5] Index Performance - The Shanghai Composite Index has shown a strong upward trend post-holiday, with a focus on whether it can maintain above 3950 points [9] - The ChiNext Index has reached new highs, with technology stocks being the primary drivers, although the performance remains characterized by rotation rather than collective surges [9] Investment Outlook - The consensus among broker reports indicates a positive macro environment for A-shares following the holiday, with a focus on resource and AI sectors [15] - The long-term logic supporting gold's continued rise is centered around the restructuring of the global monetary credit system, with gold being viewed as a stabilizing asset during economic turbulence [15] - The ongoing accumulation of US debt poses risks to monetary credit, further enhancing gold's appeal as a safe-haven asset [16]

10月9日，A股节后开门红，截至收盘，上证指数收涨1.32%，刷新2015年8月以来新高；深证成指涨 1.47%，创业板指涨0.73%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 3 | 3933.97 | 51.20 | 1.32% | | 399001 | 深证成指 | nov | 13725.56 | 199.05 | 1.47% | | 399006 | 创业板指 | row | 3261.82 | 23.66 | 0.73% | | 000688 | 科创50 | participal | 1539.08 | 43.79 | 2.93% | 盘面上，有色金属、核电板块上演涨停潮。半导体产业链午后明显回落，地产、旅游、影视板块普遍下 挫。 沪深两市成交额2.65万亿，较上一个交易日放量4718亿。全市场超3100只个股上涨。 主力资金全天净流入有色金属、电力设备、计算机等板块，净流出证券、汽车整车、半导体等板块。 具体到个股来看，中兴通讯、北方稀土、海康威视获净流入 ...

Market Performance - On the first trading day of October, A-shares opened higher, with the Shanghai Composite Index surpassing 3900 points for the first time in ten years, closing at 3933.97 points, up 1.32% [1] - The Shenzhen Component Index rose by 1.47%, while the ChiNext Index increased by 0.73%, and the STAR Market 50 Index surged by 2.93% [1] - The total market turnover reached 2.67 trillion yuan, an increase of 474.6 billion yuan compared to the previous trading day, with over 3100 stocks rising and nearly 100 stocks hitting the daily limit [1] Sector Performance - Precious metals and gold sectors saw a surge, with multiple stocks like Zhaojin Mining and Zhongjin Gold hitting the daily limit due to rising international gold prices during the National Day holiday [1] - The controlled nuclear fusion sector experienced significant growth following recent milestone advancements, with Guoguang Electric hitting a 20% limit up [1] - The rare earth sector also rose due to export controls on related items, with stocks like Northern Rare Earth and Antai Rare Earth reaching their daily limits [1] - Other sectors such as small metals, non-ferrous metals, lithium mining concepts, and superconducting concepts showed strong performance [1] Declining Sectors - The tourism and hotel sector declined, with daily per capita consumption during the holiday dropping by 13% year-on-year, leading to a more than 8% drop in stocks like Caesar Travel [1] - The real estate service sector also faced losses, with Huangting International hitting the daily limit down [1] - The film and television sector weakened due to lower box office revenues compared to the previous year, with stocks like China Film and Hengdian Film hitting their daily limits down [1] - Other sectors such as duty-free, short drama concepts, and millet economy also experienced significant declines [1] Top Gainers and Fund Inflows - Precious metals topped the gainers list with a 9.28% increase, followed by basic metals at 6.52% and power generation equipment at 6.279% [2] - The electricity sector rose by 2.89%, while steel and coal sectors increased by 2.83% and 2.749% respectively [2]

A股三大指数今日集体上涨，截至收盘，上证指数涨1.32%，深证成指涨1.47%，创业板指涨0.73%，北 证50跌0.18%。沪深京三市全天成交额26718亿元，较上日放量4746亿元。全市场超3100只个股上涨。 板块题材上，贵金属、可控核聚变、稀土永磁、能源金属、风电设备、钢铁、存储芯片板块涨幅居前； 影视院线、旅游及酒店、白酒、免税店板块跌幅居前。盘面上，受国际金价大涨影响，有色金属、贵金 属板块集体爆发，兴业银锡、云南铜业、山东黄金、四川黄金、招金黄金等10余股涨停。可控核聚变板 块集体走强，西部超导、国光电气、哈焊华通等股20cm封板，海陆重工、中国核建、旭光电子等10余 股涨停。稀土永磁板块午后震荡拉升，北方稀土、中国稀土、中国瑞林涨停。此外，存储芯片、风电设 备、钢铁等板块盘中均有所表现。另一方面，影视院线板块多股大跌，博纳影业、横店影视、中国电影 盘中跌停。旅游及酒店板块同样表现不佳，凯撒旅业、天府文旅、西域旅游跌幅居前。 ...

(本文来自第一财经) 合锻智能、永鼎股份涨停，哈焊华通、天力复合、常辅股份涨超10%，上海电气、中洲特材、浙富控 股、西部超导、国光电气等跟涨。 ...

截至午间收盘，上证指数报3931.07点，涨1.24%，成交额7858亿元；深证成指报13763.88点，涨 1.75%，成交额9294亿元；创业板指报3295.58点，涨1.77%。沪深两市半日合计成交额1.72万亿元。 盘面上看，黄金概念、可控核聚变、存储芯片等板块涨幅居前，影视院线、旅游、零售等板块跌幅居 前。 来源：上海证券报·中国证券网 上证报中国证券网讯 10月9日，沪指半日涨超1%，突破3900点，续创10年新高。 ...

10月9日，A股可控核聚变板块爆发涨停潮。 截至发稿，国光电气、哈焊华通、中洲特材20CM涨停，天力复合、爱科赛博、久盛电气涨超12%，上 海电气、浙富控股、融发核电、海陆重工等多只个股涨停。 | 代码 | 名称 | 现价 | 涨跌 涨幅↓ | | --- | --- | --- | --- | | 9660Z6 | 常辅股份 | 36.06 | +7.42 +25.91% | | 688776 | 国光电气 | 100.20 | +16.70 +20.00% | | 301137 | 哈焊华通 | 46.10 | +7.68 +19.99% | | 300863 | 中洲特材 | 22.51 | +3.75 +19.99% | | 688122 | 内部超导 | 77.75 | +12.66 +19.42% | | 300820 | 英杰电气 | 59.14 | +7.26 +14.13% | | 920576 | 天力复合 | 32.65 | +3.72 +12.86% | | 688719 | 爱科赛博 | 44.05 | +4.77 +12.14% | | 301082 | 久盛电气 | 20.09 ...

Core Viewpoint - The defense and military industry sector is experiencing a positive trend, with the "Bayi" defense military ETF (512810) showing an increase of over 1%, indicating a potential for a three-day consecutive rise in daily trading [1] Group 1: Market Performance - The controlled nuclear fusion concept stocks are actively trading, with Western Superconducting reaching a 20% limit up, Lianchuang Optoelectronics rising over 6%, and Yingliu Co. increasing by over 5% [3] - Major stocks such as China Shipbuilding, Guangqi Technology, and Aero Engine Corporation are also showing positive performance [3] - The market is anticipating a rapid improvement in the industry fundamentals in the fourth quarter, as several defense and military listed companies are expected to announce 2025 restricted stock incentive plans or disclose new major contracts [4] Group 2: Industry Developments - The construction of China's nuclear fusion device BEST has commenced, which will be the first to demonstrate nuclear fusion power generation internationally, with expectations for operational capability by 2030 [3] - A recent report from AVIC Securities highlights the clear rotation characteristics within the military industry sector, including themes such as nuclear fusion, low-altitude economy, commercial aerospace, deep-sea technology, large aircraft, and military trade [5] - The defense military ETF (512810) is positioned as an efficient tool for investing in core assets of the defense military sector, covering various popular themes including controlled nuclear fusion, commercial aerospace, low-altitude economy, large aircraft, deep-sea technology, and military AI [5]

除BEST装置取得进展外，全球可控核聚变领域近期利好频频。国内方面，中核集团于9月24日正式亮相 其新成立的中国聚变公司，该公司注册资本高达150亿元，明确以2050年实现聚变能源商用的为目标， 将依托上海、成都两地的研发资源，并计划在上海新建"中国环流四号"高温超导聚变装置。 10月9日，A股可控核聚变板块爆发涨停潮。 截至发稿，国光电气、哈焊华通、中洲特材20CM涨停，天力复合、爱科赛博、久盛电气涨超12%，上 海电气、浙富控股、融发核电、海陆重工等多只个股涨停。 | 代码 | 名称 | 现价 | 涨跌 涨幅↓ | | --- | --- | --- | --- | | 9660Z6 | 常辅胶价 | 36.06 | +7.42 +25.91% | | 688776 | 国光电气 | 100.20 | +16.70 +20.00% | | 301137 | 哈焊华通 | 46.10 | +7.68 +19.99% | | 300963 | 中洲特材 | 22.51 | +3.75 +19.99% | | 688122 | 西部超导 | 77.75 | +12.66 +19.42% | | 300820 | ...