Workflow
可控核聚变
icon
Search documents
万亿赛道“奇点”降临!核聚变板块涨停潮起,第二轮行情启动?
Ge Long Hui· 2025-10-09 06:05
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 | ...
刚刚!A股重大突破!科技股集体暴涨,发生了什么?
天天基金网· 2025-10-09 05:11
Core Viewpoint - The A-share market has entered a bullish phase, with the Shanghai Composite Index surpassing 3900 points for the first time since August 2015, indicating a significant market recovery and investor optimism [3][4]. Technology Sector - The technology sector is experiencing a strong rally, particularly in the semiconductor industry, with storage chips and advanced packaging leading the gains. Notable stocks such as Tongfu Microelectronics and SMIC have reached historical highs [6][7][10]. - Key drivers for the technology sector include price increases in storage chips, with major companies like Samsung and Micron announcing price hikes of 15% to 30% for DRAM and 5% to 10% for NAND flash [9][10]. Precious Metals Sector - The precious metals sector has seen substantial gains, with gold prices reaching new highs, surpassing $4000 per ounce during the National Day holiday. Major stocks like Sichuan Gold and Shandong Gold have hit their daily limits [12][15]. - China's gold reserves have increased, with the central bank adding 40,000 ounces in September, marking the 11th consecutive month of gold accumulation [15]. Industrial Metals Sector - The industrial metals sector is also performing well, with stocks like Yunnan Copper and Jiangxi Copper hitting their daily limits. Energy metals, including lithium stocks like Ganfeng Lithium and Tianqi Lithium, have shown significant increases [12][14]. Market Performance - The Shanghai Composite Index rose by 1.24% to close at 3931.07 points, while the Shenzhen Component and ChiNext Index increased by 1.75% and 1.77%, respectively. The market's half-day trading volume exceeded 1.72 trillion yuan [4].
A股午评:三大指数高开高走,沪指时隔10年再站上3900点!黄金、有色金属、半导体爆发,超3200股上涨,成交17269亿放量3571亿
Ge Long Hui· 2025-10-09 05:11
格隆汇10月9日|节后首个交易日,A股三大指数高开高走,沪指涨1.24%,时隔逾10年再度站上3900 点,深成指涨1.75%,创业板指涨1.77%,北证50涨0.25%。沪深京三市半日成交额17269亿元,较上日 放量3571亿元,全市场3200只个股上涨。 (责任编辑:宋政 HN002) 【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 盘面上,国际金价昨日突破4000美元大关后屡创新高,黄金、有色金属板块大涨,赤峰黄金(600988)、 四川黄金、江西铜业(600362)、白银有色(601212)等涨停;可控核聚变概念表现强势,国光电气、哈焊 华通、中洲特材20cm涨停,近日中国核聚变装置BEST建设取得关键突破;半导体板块爆发,灿芯股 份、华虹公司20cm涨停,均创历史新高;稀土永磁概念股集体上涨,安泰科技涨停,金力永磁 (300748)、中矿资源(002738)涨超8%,商务部对境外相关稀土物项实 ...
节后“开门红”,沪指创十年新高
Mei Ri Jing Ji Xin Wen· 2025-10-09 05:07
每经记者|刘明涛 每经编辑|彭水萍 节后首个交易日,沪指站上3900点刷新十年新高。截至上午收盘,沪指上涨1.24%,报3931.07点;深成指上涨1.75%,报13763.88点;创业板指上涨1.77%, 报3295.58点;科创50指数上涨5.59%,报1578.88点;北证50指数上涨0.25%,报1532.43点。 板块方面,贵金属、可控核聚变、高带宽内存、超导概念等涨幅靠前,免税概念、影视概念、酿酒行业、教育表现不佳,领跌市场。 | | 板块名称 | 均涨幅% | | 板块名称 | 均涨幅%1 | | --- | --- | --- | --- | --- | --- | | 1 | 可控核聚变 | 5.99 | 1 | 免税概念 | -1.53 | | 2 | 超导概念 | 5.50 | 2 | 租购同权 | -1.39 | | 3 | 钻金属 | 4.61 | 3 | 短剧 游戏 | -1.37 | | 4 | 黄金概念 | 3.68 | ম | 虫害防治 | -1.22 | | 5 | 存储芯片 | 3.65 | 5 | 旅游概念 | -1.15 | | 6 | 稀缺资源 | 3.52 | 6 ...
大爆发,涨停潮!
Zhong Guo Ji Jin Bao· 2025-10-09 05:07
【导读】上午A股三大股指大涨,沪指突破3900点,创10年来新高;黄金、可控核聚变板块爆发,传统消费板块低迷 大家好,今天是国庆中秋长假后的第一个交易日,基金君和你一起关注今天上午的市场行情! 10月9日上午,A股三大股指集体上涨,沪指突破3900点,创近10年新高;科创50指数盘中涨超5%。 截至午间收盘,沪指报3931.07点,涨1.24%;深证成指涨1.75%,创业板指涨1.77%。 沪深两市半日成交额为1.72万亿元,较上个交易日放量3547亿元。个股涨多跌少,市场共3235只个股上涨,81只个股涨停,2048只个股下跌。 现货黄金持续强势。国庆中秋长假期间,现货黄金价格一度飙升至4059.31美元/盎司,最高涨幅达200美元,续创历史新高。 从板块看,大科技普涨,半导体芯片板块高开高走,核聚变、半导体硅片等板块表现活跃,贵金属、发电设备板块大幅上涨;而大消费板块出现回调,餐 饮旅游、房地产板块走弱。 截至发稿,现货黄金报4026.76美元/盎司,日内跌0.34%。 国庆中秋长假期间暴涨200美元 可控核聚变概念板块爆发 现货黄金站上4050美元/盎司 上午,黄金板块集体走强,贵金属板块暴涨超7%,相 ...
沪指突破3900点,两大主线强势上涨!
Sou Hu Cai Jing· 2025-10-09 05:06
Core Viewpoint - The A-share and Hong Kong stock markets have shown strong performance post-holiday, driven by the synergy of policy benefits and industry trends, with significant gains in technology growth sectors and cyclical resource products [1] Market Performance - A-share market indices have demonstrated strong growth, with the Shanghai Composite Index rising 1.24% to 3931.07 points, marking a ten-year high; the ChiNext Index increased by 1.77% to 3295.58 points, and the Sci-Tech 50 Index surged 5.59% [2] - Over 3200 stocks in the A-share market rose, with a notable concentration of gains in nuclear power, gold, and semiconductor sectors, indicating a clear market focus on technology and resource sectors [2] - The Hong Kong market showed a slight recovery, with the Hang Seng Index up 0.04% to 26840.95 points, and the Hang Seng Tech Index rising 0.63% [2] Industry Highlights and Driving Logic - The A-share market's technology and resource sectors have formed a leading growth tier, with the metals sector rising 6.51% and gold stocks benefiting from international gold prices exceeding $4000 per ounce [3] - The semiconductor industry remains robust, with a projected 27% share of AI data center semiconductor sales by 2025, driven by price reversals in storage chips and domestic substitution logic [3] - In the Hong Kong market, cyclical and infrastructure sectors have performed well, with copper prices driven by supply shortages and demand from computing power [3] Underperforming Sectors and Driving Logic - Traditional consumer and cyclical sectors in the A-share market are under pressure, with the media sector down 1.5% due to disappointing box office results, and real estate stocks experiencing widespread declines [4] - The Hong Kong market's pharmaceutical and consumer electronics sectors are struggling, with innovative drug stocks facing policy risks and valuation adjustments [4] Investment Strategy Recommendations - The current market is positioned at a critical juncture of "intensive policy implementation and accelerated industry trends," with three main investment themes suggested for Q4 [5] - The technology growth sector remains a core focus, particularly in the AI industry chain, with opportunities in semiconductor equipment, storage chips, and AI applications [5] - The cyclical and resource sectors present significant supply-demand mismatch opportunities, particularly in precious metals and chemical sectors, with expectations of performance recovery [5] Policy-Driven Opportunities - The "14th Five-Year Plan" emphasizes new productivity areas such as AI and high-end manufacturing, with increased policy support for critical sectors like controlled nuclear fusion and semiconductor equipment [6] - The consumer sector may see marginal improvements, with low-valuation categories like home appliances and food and beverage potentially benefiting from upcoming consumption stimulus policies [6]
算力“牛股” 一字跌停
10月首个交易日,A股市场延续强势表现,沪指早盘持续冲高,时隔十年重返3900点关口。截至午间休市,上证指数报3931.07点,涨 1.24%;深证成指、创业板指分别涨1.75%和1.77%;科创50指数半日大涨5.59%。 A股主要股指早盘表现 受假期国际金价再创新高提振,A股贵金属板块"无悬念"高开,四川黄金一字涨停。截至10月8日收盘,COMEX黄金期货主力合约报 4060.6美元/盎司,国庆假期累计上涨4.45%。 可控核聚变概念早盘掀涨停潮,哈焊华通、中洲特材等收获20%幅度涨停。据央视新闻报道,10月1日,中国核聚变装置BEST建设取得 关键突破,重达400余吨的底座成功安装就位,将用来承载总重约6700吨的BEST主机,标志着这一大国重器主机全面开建。 跌幅方面,前期算力热门股海南华铁遭遇一字跌停,跌停板封单超过293万手。9月30日晚间,海南华铁公告称,全资子公司华铁大黄蜂 与杭州X公司签订的近37亿元算力订单解除。(详见603300,算力订单取消,章建平已撤退,上交所紧急发函!) 可控核聚变概念早盘涨幅排名 黄金股开盘大涨 A股黄金股开盘大涨。截至午盘,申万贵金属指数上涨7.89%,涨幅居所 ...
核能领域迎重大利好!可控核聚变板块午盘大涨超6%,多股涨停
我国聚变研究工程应用研究迎重要进展,资本市场反应热烈。 10月9日,国庆中秋"双节"假期后的首个交易日,可控核聚变(886065.TI)板块集体爆发。截至午盘,板块指数上涨6.34%,成交金额达556亿元。 个股方面,常辅股份(920396.BJ)飙涨23.5%领跑,国光电气(688776.SH)、哈焊华通(301137.SZ)、中洲特材(300963.SZ)"20cm"涨停,西部超导 (688122.SH)、久盛电气(301082.SZ)、天力复合(920576.BJ)等紧随其后,板块内涨幅超10%个股达21只。 据21世纪经济报道此前报道,上述BEST装置的供应链,由16家A股上市公司构成。其中,上海电气(601727.SH)供应了项目的TF线圈盒,西部超导 (688122.SH)为BEST项目批量供应超导线材, 百利电气(600468.SH)参与了BEST项目的杜瓦结构研发与制造,安泰科技(000969.SZ)子公司则为 BEST项目研制了钨铜复合片。截至午盘,西部超导涨幅超15%,上海电气、安泰科技均涨停。 民生证券电新行业邓永康团队在研报中指出,近年来中国可控核聚变逐渐开启了商业化道路,民营企业和民 ...
沪指突破3900点,A股“王者归来”,这一概念掀涨停潮
Zheng Quan Shi Bao· 2025-10-09 04:55
10月9日,是国庆长假后首个交易日,A股全面高开高走,上证指数突破3900点,再创10年新高,科创50则盘中大涨逾6%,创4年多来新高,深证成指、 创业板指、沪深300等也纷纷创出多年新高。市场成交呈快速放大趋势,开盘不到1小时成交就超过万亿元。 时隔10年,上证指数再次突破3900点。科创50盘中大涨逾6%。 我国可控核聚变领域亦再迎重大进展,位于安徽合肥的紧凑型聚变能实验装置(BEST)项目建设取得关键突破。 国际能源署日前发布的《2025年可再生能源》报告预测,未来5年全球可再生能源新增装机容量将达到之前5年增量的两倍。2025至2030年期间,全球可再 生能源装机容量将增加4600吉瓦,大致相当于中国、欧盟和日本当前装机容量总和。 | 名称 | 序号 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | 上证指数 | 1 | 3931.07 | 48.29 | 1.24% | | 深证成指 | 2 | 13763.88 | 237.37 | 1.75% | | 北证50 | 3 | 1532.43 | 3.80 | 0.25% | | 万得全A | 4 ...
时隔3700余天 沪指重返3900点
今日上午,上证指数突破3900点。上一次A股"见到"3900点,是在2015年8月18日,距今已有3700余天。 盘面上,"科技+有色金属"成为最强双主线。有色金属板块中,贵金属板块领涨,工业金属、小金属、稀土永磁等板块上涨。两大龙头股紫金矿业、洛阳 钼业联手大涨,盘中股价均创历史新高。 科技股全面发酵,存储芯片、消费电子等板块涨幅居前。通富微电"一字"涨停,晶圆代工双雄中芯国际涨超7%、华虹公司"20CM"涨停,兆易创新、澜起 科技、中微公司、拓荆科技等龙头股也大涨,这些龙头股盘中股价均创历史新高。 此外,可控核聚变、固态电池、量子科技等板块也大涨。 上午收盘,上证指数上涨1.24%,报3931.07点,深证成指上涨1.75%,创业板指上涨1.77%。市场半日成交超1.72万亿元。 科技股全面走强 今天上午,科技股全面走强,半导体产业链大涨,存储芯片、先进封装等板块涨幅居前。消费电子概念上涨,AI PC、AI手机等板块涨幅居前。算力产业 链表现活跃,PCB、光模块等板块上涨。 | 德邦科技 ■ 688035 | 63.18 | 14.56% | 89.9 Z | | --- | --- | --- | -- ...