| | 排名 基金经理 经理核心策略 | | 从业年限 | 信号： 三 别 | 近1年平 रु सक | 公司简称 | 公司规模 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | 则的产品数 | 均收益 均收益 | | | | 1 | 林园 | 股票 | 37 | б | | 林园投资 | 100亿以上 | | 2 | 但斌 | 股票 | 33 | 62 | | 东方港湾 | 100亿以上 | | 3 | 李悟 | 多资产 | 19 | | 应监管理求 | 半夏投资 | 50-100亿 | | | | | | | 查看收益 | | | | 4 | 李到飞 | 多资产 | 14 | 3 | 烦请扫码 | 国源信达 | 20-50亿 | | 5 | 梁文涛 | 多资产 | 24 | 6 | | 泓湖私募 | 100亿以上 | | 6 | 물은 25 | 股票 | 18 | 9 | | 进化论资 | 100亿以上 | | 7 | 路文證 | 多资产 | 15 | | | 路远私募 | 5-10亿 | | 8 | 邓晓峰 | 服論 | 24 | ...

弘讯科技 20250603 摘要 宏讯科技深耕工业自动化领域，产品线覆盖自动化、数字化和新能源三 大事业部，提供从工业传感、驱动到控制层的全面解决方案，并积极拓 展海外市场，应对国内市场增长放缓的挑战。 公司通过自主研发核心芯片，解决了关键技术瓶颈，实现了产品的全数 字化通讯，并与台湾芯片设计公司深度合作，提升了产品在金属加工等 领域的自动化控制系统性能。 数字化事业部专注于边缘车间控制系统，通过自主研发芯片实现海量数 据采集与分析，优化生产流程，提升效率，并应用于供应链管理、设备 维护等领域，助力智能制造。 新能源事业部通过收购 EID 公司，进入特种电子电源设备领域，提供光 储系统和高精度电源转换器，并在核能研究方面与多个研究所合作，参 与国际热核聚变专项项目。 EID 公司在核聚变领域提供误差场矫正线圈电源管理系统，解决托卡马 克装置中的等离子体位移及磁岛问题，并参与 GT-60SA 和 ITER 等重要 项目，未来计划攻克更多核心技术难题。 Q&A 请介绍宏讯科技的业务及发展历程。 宏讯科技成立于 2001 年 9 月，技术继承自 1984 年在台湾成立的台湾宏讯科 技。公司主要提供塑料机械自动化行业 ...

这几只票暗盘资金正在偷偷流入，立即查看>> 可控核聚变概念盘初活跃，百利电气（600468）触及涨停，融发核电（002366）、中洲特材 （300963）、哈焊华通（301137）、雪人股份（002639）、合锻智能（603011）等跟涨。 ...

Market Overview - The US stock market saw an increase on Tuesday, driven by strong performance in chip stocks, with the Dow Jones Industrial Average rising by 214.16 points to close at 42519.64, a gain of 0.51% [4] - The S&P 500 index increased by 34.43 points to 5970.37, up 0.58%, while the Nasdaq Composite rose by 156.35 points to 19398.96, reflecting a gain of 0.81% [4] - The technology sector led the market, with the information technology sector up by 1.5%, and notable gains from chip leaders like Nvidia, which rose by 2.9%, and Broadcom, which increased by 3.2% to reach a record closing high [4] Commodity Market - International oil prices experienced an upward trend, with WTI crude oil futures rising by 1.42% to $63.41 per barrel, and Brent crude oil increasing by 1.55% to $65.63 per barrel [4] - Gold futures faced downward pressure, with COMEX gold futures declining by 0.59% to $3377.1 per ounce [4] Company News - Siwei Map announced a strategic cooperation framework agreement with Alibaba Cloud, focusing on deep collaboration in areas such as large model applications, assisted driving, and smart transportation over a five-year period [8] - Guangkang Biochemical disclosed plans by major shareholders to reduce their holdings by up to 6% of the company's shares, with specific plans to sell up to 222,000 shares, representing 3% of the total share capital [9] - Baili Electric stated that its revenue from controlled nuclear fusion-related business is minimal and will not significantly impact the company's overall performance, with related income accounting for less than 1% of total revenue in 2024 [10] - Seres reported that the cumulative sales of its Wanjie M9 model reached 50,500 units from January to May, marking a year-on-year increase of 19.46%, with May sales alone at 36,450 units, up 13.19% year-on-year [11] Regulatory Developments - The State Development and Reform Commission and the National Energy Administration issued opinions to enhance the "electricity access" service level, aiming to create a modern business environment for electricity by 2029 [5] - The "Regulations on Government Data Sharing" were announced, set to take effect on August 1, 2025, aimed at improving government digital governance and service efficiency [5]

Group 1 - Xiamen Tungsten has developed and produced various tungsten products and components for domestic and international fusion customers, including ITER [1] - The company is the first in China to possess the capability for precision machining of large-scale ITER-grade tungsten materials, meeting high standards for different magnetic confinement fusion devices [1] - This development enhances Xiamen Tungsten's technical strength and market position in the nuclear fusion field, potentially leading to more orders and positive long-term impacts on the company's growth [1] Group 2 - Baoli Electric reported that its revenue from fusion-related businesses is relatively small and will not significantly impact its performance [2] - The company highlighted that its stock has experienced abnormal trading fluctuations, with a cumulative price increase deviation of 20% over two trading days [2] - Baoli Electric's price-to-earnings and price-to-book ratios are above industry averages, indicating potential trading risks in the secondary market [2] Group 3 - Del's announcement of a 300 million yuan investment in new lithium battery pilot and industrialization projects, as well as smart motor industrialization projects, aims to expand its business in the new energy battery and smart motor sectors [3] - The investment aligns with national industrial policies and is expected to enhance the company's core competitiveness and industry influence [3] - The project will improve the company's industrial layout, optimize its structure, diversify its product line, reduce operational costs, and enhance economic benefits, contributing to sustainable operational capabilities [3]

Core Viewpoint - The stock of Tianjin Baile Electric Co., Ltd. experienced an abnormal trading fluctuation, with a cumulative closing price increase of 20% over two consecutive trading days, prompting a disclosure to investors regarding the situation and the company's operational status [2][4]. Group 1: Stock Trading Abnormalities - The company's stock price increased by a cumulative 20% on May 30 and June 3, 2025, which is classified as an abnormal trading fluctuation according to the Shanghai Stock Exchange regulations [2][4]. - The company conducted a self-examination and confirmed that there are no undisclosed significant information or major events that could affect the stock price [5][6]. Group 2: Business Operations and Financial Performance - The company reported that its production and operations are normal, with no significant changes in the internal and external business environment [5]. - The company’s 2024 annual report indicated a net loss attributable to shareholders of approximately 109.44 million yuan, a year-on-year decrease of 192.13% [3]. - The first quarter of 2025 showed a net profit of approximately 31.98 million yuan, a year-on-year decrease of 8.05% [3]. Group 3: Market Concepts and Revenue Impact - The company acknowledged the "controlled nuclear fusion" concept but clarified that its subsidiary, Liaoning Rongxin Xingye Electric Power Technology Co., Ltd., only participates in the design and manufacturing of specific equipment for the ITER project, contributing less than 1% to the overall revenue in 2024 [2][7]. - The subsidiary's main products are high-voltage dynamic reactive power compensation devices, which are not expected to significantly impact the company's overall performance [7]. Group 4: Financial Ratios - As of May 30, 2025, the company's price-to-earnings (P/E) ratio was -67.93, significantly higher than the industry average of 25.61, indicating a negative earnings situation [3]. - The company's price-to-book (P/B) ratio was 3.89, compared to the industry average of 2.44, suggesting a higher valuation relative to its book value [3].

Group 1: Industry Developments - Recent breakthroughs in controlled nuclear fusion in China, including the early start of the BEST project and the successful operation of the "Chinese Circulation No. 3" at high performance levels, indicate significant advancements in the field [1][2] - The Chinese government has increased policy support for controlled nuclear fusion, designating it as a key area for low-carbon technology development and future energy solutions [2][3] - Multiple projects in the controlled nuclear fusion sector are accelerating, with significant international collaboration, such as the completion of components for the world's largest superconducting electromagnetic system [3] Group 2: Market Opportunities - The controlled nuclear fusion industry is projected to create substantial opportunities for related upstream and downstream companies, with a focus on commercializing the technology [1][4] - A report indicates that 26 out of 37 surveyed commercial nuclear fusion companies expect to achieve their first grid-connected fusion reactor by 2035, signaling a shift towards commercial viability [3] - The domestic nuclear fusion sector is experiencing a surge in project tenders, marking a new phase of development and potential growth in the coming years [3][4] Group 3: Company Strategies - Companies in the nuclear fusion supply chain are actively positioning themselves to capitalize on the emerging market, with significant investments and strategic partnerships being formed [4][5] - Key players are focusing on the development of advanced materials and equipment, with notable contracts already signed for major projects, indicating a robust pipeline of opportunities [4][5] - The industry is encouraged to enhance collaboration across the supply chain and focus on technological advancements to secure a competitive edge in the evolving energy landscape [5][6]

中核集团透露，近日，新一代人造太阳"中国环流三号"实现百万安培亿度H模，即同时实现等离子体电流100万安培、离子温度1亿摄氏度、高约束模式 运行，创下中国聚变装置运行新纪录。 图源：新华社 5月1日，合肥紧凑型聚变能实验装置（BEST）项目工程总装工作比原计划提前两个月，在聚变堆主机关键系统综合研究设施园区正式启动。BEST装置 将在第一代中国人造太阳EAST装置的基础上，首次演示聚变能发电，引领燃烧等离子物理研究，为中国聚变能的发展做出前瞻性和开创性贡献。 可控核聚变作为"能源终极解决方案"，其燃料氘可从海水中提取，理论储量可供人类使用数百亿年。尽管核聚变能领域长期被冠以"永远还差五十年"的 标签，但近年来更多企业的入局表明，人类对这一终极能源的探索热情并未因技术挑战而消退。 目前，企业布局核聚变主要采取自主科研与战略投资两种方式。 能量奇点的计划是在2027年完成下一代强磁场高温超导托卡马克装置——洪荒170的建设，该装置以实现Q（氘氚等效能量增益）＞10为目标。 星环聚能 星环聚能成立于2021年10月，以建成中国首个商用可控聚变堆为目标，专注小型化、商业化、快速迭代的可控聚变能装置。其核心团队成员均毕 ...

舒泰神公告，子公司江苏贝捷泰生物科技有限公司于近日收到了国家药品监督管理局下发的关于"注 射用STSP-0601"境内生产药品注册上市许可申请的《受理通知书》，本次申请附条件批准上市的 适应症为：本品可促进快速止血，适用于伴抑制物的血友病A或B成人患者出血按需治疗。公司本次 注射用STSP-0601附条件上市申请获得国家药监局受理，不会对公司当前业绩产生重大影响。后续 能否获得生产批件、具备上市资格尚存在诸多不确定。 德邦股份：目前暂未实际应用无人驾驶物流车 德邦股份发布股票交易风险提示性公告，公司关注到近期市场有关于"无人驾驶物流车"的热点概 念，公司目前暂未实际应用无人驾驶物流车，目前相关热点概念不会对公司业绩产生影响。 2025.06. 03 6月3日晚间，沪深两市多家上市公司发布公告，以下是第一财经对一些重要公告的汇总，供投资者 参考。 【品大事】 舒泰神：注射用STSP-0601附条件上市申请获国家药监局受理 华控赛格：董事长、董事会秘书及副总经理辞职 华控赛格公告，公司董事会于2025年6月3日收到董事长卫炳章、董事会秘书丁勤、副总经理潘景辉 的书面辞职报告。卫炳章因控股股东华融泰人事安排调整申请 ...

当然今天板块方面创新药和新消费概念表现尤为亮眼，创新药板块涨停个股有11家，如舒泰神、华纳药厂、冠昊生物、北陆药业都是20cm涨停，联化科 技4连板，哈三联、万邦德、海南海药等都是2连板，首板涨停的也有很多。消息面上，跨国医药巨头百时美施贵宝宣布，与德国生物技术公司BioNTech 就新一代抗癌药物BNT327达成授权协议，协议的里程碑付款最高可达111亿美元。根据过往公告，BNT327早些年是中国药企普米斯开发的PM8002。 另一个就是新消费了，板块内若羽臣涨停，万辰集团涨超14%，双双创历史新高，乐惠国际、有友食品、顺灏股份涨停，其中还有一个均瑶健康更是上 演地天板。还有属于新消费范畴的IP经济概念股今天也持续走强，创源股份、曼卡龙、锦泓集团涨停，掌趣科技涨超14%，莱绅通灵、德艺文创等走 高。消息面上，港股泡泡玛特盘中涨超2%，股价续创新高。另外，可控核聚变由于上周四晚上王子新材被传监控拖累走弱，今天继续走弱没能走出反 包机会，钢铁、汽车整车板块跌幅居前。 受假期亚太股市下跌影响，今天A股三大指数早盘集体低开，但是低开后没有低走，而是低开高走转涨，全天维持红盘运行，这得益于国家队出手银行 股护盘作用。 ...