上证报中国证券网讯 10月9日，创业板指涨超1%。截至9时39分，沪指涨0.27%，深成指涨0.83%，创业 板指涨1.02%。贵金属、可控核聚变、有色金属等板块涨幅居前。 来源：上海证券报·中国证券网 ...

(本文来自第一财经) 合锻智能、永鼎股份竞价涨停，天力复合涨超10%，常辅股份、西部超导、国光电气、兰石重装等涨逾 5%。 ...

格隆汇10月9日｜A股市场可控核聚变概念股走强，其中，常辅股份涨21%，国光电气涨超17%，天力复 合、西部超导涨超12%，浙富控股、融发核电、安泰科技、合锻智能（维权）、白银有色（维权）、永 鼎股份、上海电气涨停。 MACD金叉信号形成，这些股涨势不错！ | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 920396 | 常辅股份 | 1 | 21.82 | 25.11亿 | 164.49 | | 688776 | 国光电气 | | 17.51 | 106亿 | 108.07 | | 920576 | 天力复合 | | 12.65 | 35.51亿 | 57.89 | | 688122 | 西部超号 | 1 | 12.41 | 475亿 | 73.20 | | 002266 | 浙富控股 | 1 | 10.12 | 233亿 | 45.27 | | 002366 | 融发核电 | 报 | 10.07 | 173亿 | 81.05 | | 000969 | 安泰科技 | 1 | 10.03 | 157亿 ...

Market Overview - The A-share market opened higher on October 9, with the Shanghai Composite Index up 0.14%, the Shenzhen Component Index up 0.66%, and the ChiNext Index up 0.81% [1] - Key sectors showing strong performance include precious metals, nuclear fusion, and non-ferrous metals, while the film and tourism sectors experienced significant declines [1] Sector Highlights Precious Metals - The gold sector saw significant gains, with stocks like Sichuan Gold and Chifeng Jilong Gold hitting the daily limit, and others like Shandong Gold and Zhongjin Gold rising over 7% [2] - As of October 8, COMEX gold futures rose 1.42% to $4060.6 per ounce, with a cumulative increase of 4.45% during the National Day holiday [2] Nuclear Fusion - The controllable nuclear fusion sector experienced a surge, with stocks like Hezhong Intelligent and Yongding Co. hitting the daily limit, and others like Shanghai Electric and West Superconducting rising over 10% [3] - China's nuclear fusion device BEST is under construction, aiming to demonstrate nuclear fusion power generation by 2030 [3] Storage Chips - The storage chip sector showed renewed activity, with stocks like Shannon Chip and Jiangbo Long rising over 12% to new highs [4] - A report indicated that global storage chip prices have been rising, with server eSSD prices expected to increase by over 10% in Q4 2025 [4] Institutional Insights Zhao Securities - The market is expected to continue the upward trend observed in September, maintaining a low-slope upward trajectory, with ongoing inflow of incremental capital [5] - Key focus areas include AI computing, semiconductor autonomy, solid-state batteries, commercial aerospace, and controllable nuclear fusion [5] CITIC Securities - The technology and gold sectors are expected to gain further strength post-holiday, with a focus on AI and copper prices [5] - The A-share market is anticipated to maintain an upward trend supported by stable economic fundamentals and continuous capital inflow [5] Shenwan Hongyuan - The structural outlook remains focused on technology and select cyclical sectors, with an emphasis on AI applications and semiconductor manufacturing [6] - Investment priorities include independent logic-driven non-ferrous metals and sectors with accumulated gains like innovative drugs and energy storage [6] Industrial Securities - A new upward momentum is building after the market's consolidation in September, supported by a globally accommodative macro environment [6] - Key sectors to watch include innovative drugs, military industry, AI, and battery technologies [6]

消息面上，近期，可控核聚变赛道利好频出。据央视新闻报道，10月1日，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。BEST装置主机关键部件——杜瓦底座研制成功并顺利完成交 付，成功精准落位安装在BEST装置主机大厅内，标志着项目主体工程建设步入新阶段。方正证券认 为，聚变行业催化明显较7-8月份更加密集，国际原子能聚变能大会或有重大国家和国际进展公布，且 国内BEST项目在Q4有望再次开启第二次密集招标(包括第一壁、偏滤器、电源等高价值量产品)，其它 聚变装置也有望启动；巨头入局与海外装置点火重大进展。聚变年内第二次行情有望启动。 上海电气（601727）(02727)涨超8%，公司A股涨停，截至发稿，涨8.18%，报5.16港元，成交额10.14亿 港元。 据悉，上海电气自2000年起参与"人造太阳"核聚变项目，至今已成为国内核聚变主机系统核心装备供货 业绩最全面的装备制造企业之一。光大证券此前研报指出，在我国能源结构转型、产业结构调整的背景 下公司有望利用龙头优势进一步提升传统优势业务市占率，同时在公司技术研发优势的支撑下储能、氢 能和机器人等新兴业务也有望成为公司新的业绩增长点。 ...

据悉，上海电气自2000年起参与"人造太阳"核聚变项目，至今已成为国内核聚变主机系统核心装备供货 业绩最全面的装备制造企业之一。光大证券此前研报指出，在我国能源结构转型、产业结构调整的背景 下公司有望利用龙头优势进一步提升传统优势业务市占率，同时在公司技术研发优势的支撑下储能、氢 能和机器人等新兴业务也有望成为公司新的业绩增长点。 消息面上，近期，可控核聚变赛道利好频出。据央视新闻报道，10月1日，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。BEST装置主机关键部件——杜瓦底座研制成功并顺利完成交 付，成功精准落位安装在BEST装置主机大厅内，标志着项目主体工程建设步入新阶段。方正证券认 为，聚变行业催化明显较7-8月份更加密集，国际原子能聚变能大会或有重大国家和国际进展公布，且 国内BEST项目在Q4有望再次开启第二次密集招标（包括第一壁、偏滤器、电源等高价值量产品），其 它聚变装置也有望启动；巨头入局与海外装置点火重大进展。聚变年内第二次行情有望启动。 智通财经APP获悉，上海电气(02727)涨超8%，公司A股涨停，截至发稿，涨8.18%，报5.16港元，成交 额10.14亿港元。 ...

可控核聚变概念9日盘中强势拉升，截至发稿，常辅股份涨超25%，哈焊华通、中洲特材20%涨停，国 光电气、天力复合、西部超导等涨超14%。 消息面上，10月1日，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。BEST装置 主机关键部件——杜瓦底座研制成功并顺利完成交付，成功精准落位安装在BEST装置主机大厅内，标 志着项目主体工程建设步入新阶段。 此外，世界核聚变大会重大催化来临：10月13日—18日国际原子能聚变能大会（FEC2025）将在成都举 办，预计参会人数达2000人。此会议两年召开一次，本届为第30届会议，此前我国举办年份为2006年。 方正证券指出，聚变行业催化明显较7月—8月更加密集，国际原子能聚变能大会或有重大国家和国际进 展公布，且国内BEST项目在四季度有望开启第二次密集招标（包括第一壁、偏滤器、电源等高价值量 产品），其它聚变装置也有望启动；巨头入局与海外装置点火重大进展。聚变年内第二次行情有望启 动。 ...

Core Viewpoint - The report highlights the successful completion of China's first ship-based green methanol refueling operation at Ningbo Zhoushan Port, marking a significant milestone in the development of green fuel capabilities in the region [3]. Market Review - In September, the CSI 300 Index rose by 3.20%, while the public utility index increased by 0.41% and the environmental index by 0.77%. The relative monthly returns for these indices were -2.80% and -2.43% respectively [2]. - Among the 31 primary industry sectors, public utilities and environmental sectors ranked 13th and 11th in terms of growth. The environmental sector saw a 0.77% increase, while the electricity sector's thermal power rose by 2.34%, and hydropower fell by 3.08% [2]. Important Events - The successful refueling of the "COSCO Shipping Libra" with 230 tons of green methanol at Ningbo Zhoushan Port signifies the port's capability to handle LNG, biofuels, and methanol, enhancing its status as an international hub [3]. - This operation involved collaboration between China Ship Fuel, Zhejiang Port Group, and Ningbo Zhoushan Port Group, utilizing seven specialized methanol transport tankers and explosion-proof refueling equipment [3]. Investment Strategy - Public Utilities: Recommendations include Huadian International for thermal power, Longyuan Power and Three Gorges Energy for renewable energy, and China Nuclear Power for stable nuclear power operations [4][5]. - Environmental Sector: Focus on companies like China Everbright Environment and Zhongshan Public Utilities, as well as opportunities in the domestic waste oil recycling industry due to upcoming EU SAF policies [5].

Summary of Xi Zi Energy Conference Call Company Overview - **Company**: Xi Zi Energy - **Major Shareholder**: Xi Zi Holding Group, which owns Xi Zi Elevator and Xi Zi Aviation, providing strong financial backing [2][5] Key Points and Arguments - **Management Change**: The company has undergone a significant management change with Wang Kefi, son of the actual controller Wang Shuifu, taking over as chairman in May 2023. This shift indicates a transition from a professional management team to direct control by the actual controller, potentially bringing more resources and development momentum [2][4][9] - **Financial Health**: The company has a solid financial position with approximately 3.4 billion RMB in cash. It has successfully resolved convertible bond pressures and delisted the bonds, eliminating negative market factors and laying a foundation for future growth [2][8] - **Core Growth Drivers**: The primary growth drivers for the company are in the nuclear power and solar thermal sectors. The company has established long-term strategic partnerships with China General Nuclear Power Group and China National Nuclear Corporation. The first phase of the nuclear power workshop at the Tongxian base has been put into operation, and a joint venture has been established, which is expected to accelerate business growth [2][6][7] - **Future Profitability Forecast**: The company is projected to achieve profits of approximately 400 million RMB in 2025 and 500 million RMB in 2026. In the long term, within the next 3 to 5 years, it is expected to reach a profit potential of 800 million to 1 billion RMB. Breakthroughs in controlled nuclear fusion could further enhance the company's valuation [2][10][11] - **Valuation Potential**: Currently, the company's valuation is in the range of 20 to 30 times earnings, with significant potential for both earnings and valuation increases in the future [3][10][11] Additional Important Information - **New Initiatives**: The management change has led to the establishment of a new nuclear electronics company, emphasizing the importance of the nuclear power business and promoting overall business development through both organic growth and external expansion [2][9] - **Market Confidence**: The chairman's plan to increase his shareholding by investing between 30 million to 50 million RMB without a price cap within the next six months reflects confidence in the company's future development [4]

格隆汇10月9日｜国庆中秋假期后首个交易日，A股三大指数集体高开，沪指高开0.4%，深证成指高开 0.53%，创业板指高开0.4%。盘面上，黄金、有色金属板块大涨，赤峰黄金(600988)、四川黄金涨停， 山东黄金(600547)、西部黄金(601069)涨超7%，国际金价首次突破4000美元大关后屡创新高；可控核聚 变概念高开，合锻智能(603011)、永鼎股份(600105)涨停，近日中国核聚变装置BEST建设取得关键突 破；存储芯片板块盘初走高，灿芯股份、香农芯创涨超13%，深科技(000021)、通富微电(002156)涨 停。(格隆汇) （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 ...