凤凰网财经讯 1月8日，三大指数涨跌不一，沪指翻红，深成指跌幅收窄。截至午间收盘，沪指涨 0.09%，深成指跌0.2%，创业板指跌0.52%。沪深两市半日成交额1.77万亿，较上个交易日缩量701亿。 | | | | | 沪深京重要指数 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 *● | 咸新 | 沼帳幅% | | 涨跌 涨跌家数 | | 总手 | 现手 金额 | | 上证指数 | 4089.45 | 0.09 | 3.68 | 1468/776 | 0.00 | 4.08 7. | 3.80万 7430.76亿 | | 深证成指 | 14003.09 | -0.20 | -27.47 | 2071/752 | -0.04 | 5.74 Z | 932 1.02万亿 | | 北证50 | 1508.34 | 0.81 | 12.06 | 204/78 | 0.06 | 632 7 | 1513 165.96 7. | | 创业板指 | 3312.47 | 11-11-57 | -17.22 | 1061/313 | -0.03 ...

Market Overview - On January 8, the A-share market experienced fluctuations, with the ChiNext Index initially dropping over 1% before recovering slightly [1] - The Shanghai Composite Index closed at 4084.95, down 0.82% [2] - The ChiNext Index closed at 3319.33, down 0.31% [2] Sector Performance - The controllable nuclear fusion concept stocks continued to show strength, with companies like China First Heavy Industries and China Nuclear Engineering hitting the daily limit [7] - The industrial machinery sector saw gains, with stocks such as Shaoyang Hydraulic and East China Numerical Control reaching their daily limits [8][10] - Conversely, sectors like insurance, brokerage, and automotive experienced declines [3][4] Key Stock Movements - Notable declines were observed in major companies such as Lenovo Group (-4.62%), China Life Insurance (-3.27%), and Baidu Group (-3.24%) [6] - The industrial machinery stocks showed significant increases, with Shaoyang Hydraulic rising by 20.01% and other companies like Changfu Co. and Weihong Co. also posting gains [10] Nuclear Fusion Sector Developments - Recent breakthroughs in controllable nuclear fusion technology were reported, with the EAST experiment confirming the existence of a density-free zone, providing important physical evidence for high-density operation [7] - The upcoming 2026 Nuclear Fusion Energy Technology and Industry Conference is expected to accelerate funding and technological cooperation in the nuclear fusion industry [7] Policy and Industry Trends - The Ministry of Industry and Information Technology and other departments issued a directive to promote the integration of artificial intelligence in manufacturing, focusing on intelligent equipment and robotics [10]

今日早盘三大指数涨跌不一，沪指翻红，深成指跌幅收窄。 沪深两市半日成交额1.77万亿，较上个交易日缩量701亿。 盘面上热点快速轮动，全市场超3700只个股上涨，其中有80只个股涨停。 从板块来看，商业航天概念反复活跃，十余只成分股涨停，鲁信创投10天8板，银河电子4连板，通宇通讯2连板。 AI应用概念爆发，久其软件、宝信软件等多股涨停。脑机接口概念走强，创新医疗、普利特、南京熊猫4连板。可控核聚变概念表现活跃， 中国一重、国机重装、中国核建2连板。 下跌方面，证券板块走弱，华林证券触及跌停。 截至收盘，沪指涨0.09%，深成指跌0.2%，创业板指跌0.52%。 两市成交额: 1.77万亿 市场热度： 62 0 较上一日: - 701亿 今日预测量能: 50 0 100 2.78万亿 -703亿 涨停表现 封板率 75.00% 封板 64 触及 21 昨涨停今表现 上证指数 创业板指 深证成指 -4089.45 ▼14003.09 ▼3312.47 +3.68 +0.09% -17.23 -0.52% -27.47 -0.20% 市场概况 53.86%用户看涨 > 2628 1280 661 223 231 ...

Market Overview - A-shares showed mixed performance with the Shanghai Composite Index rising by 0.09% to 4089.45 points, while the Shenzhen Component Index fell by 0.2% to 14003.09 points, and the ChiNext Index decreased by 0.52% to 3312.47 points [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.77 trillion yuan, with over 3700 stocks rising, including 80 stocks hitting the daily limit [1] Key Sectors Commercial Aerospace - The commercial aerospace sector remained strong, with multiple stocks hitting the daily limit, including Galaxy Electronics with four consecutive limit-ups [3] - The sector is entering a new phase of rapid development, with significant catalysts expected in the near future [3] Controlled Nuclear Fusion - The controlled nuclear fusion sector continued its strong performance, with several stocks, including China Nuclear Engineering, hitting the daily limit [2] - The sector is gaining attention due to breakthroughs in high-temperature superconductors and artificial intelligence, with a focus on engineering and commercial viability [2] Computing Power Chips - The computing power chip sector saw gains, with Haiguang Information rising over 10% [4] - The Ministry of Industry and Information Technology has issued guidelines to enhance AI computing power supply, supporting the development of key technologies [4] Electronic Chemicals - The electronic chemicals sector experienced an uptick, with stocks like Sanfu Co. and Heyuan Gas hitting the daily limit [5] - The Ministry of Commerce has initiated an anti-dumping investigation into imported dichlorodihydrosilane from Japan, which may impact the domestic industry [5] Institutional Insights Citic Securities - Citic Securities suggests a higher probability of market upward movement in 2026, driven by the balance between external and internal demand [6] - The firm recommends focusing on sectors with lower concentration but increasing attention and catalysts, such as chemicals and engineering machinery [7] Zhongtai Securities - Zhongtai Securities maintains a cautiously optimistic view on the technology sector, suggesting that funds may tighten temporarily but could lead to buying opportunities [8] - The firm emphasizes the importance of direction selection and rhythm control in investment strategies [8] Everbright Securities - Everbright Securities notes increasing divergence among market funds, indicating potential volatility risks [9] - The firm highlights the AI concept on the edge, with an upcoming AI hardware exhibition expected to stimulate related sectors [9]

A股三大指数涨跌不一，截至午间收盘，沪指涨0.09%报4089.45点，深成指跌0.2%，创业板指跌 0.52%，北证50指数涨0.81%。沪深京三市半日成交额17815亿元，较上日缩量722亿元，全市场超3700 只个股上涨。 盘面上，我国可控核聚变技术持续迎新突破，相关概念股全线大涨，中国核建、融发核电等多股涨停； 脑机接口板块再度活跃，南京熊猫、普利特、创新医疗4连板；美国猛增军费预算，军工股走强，航天 电子涨停。商业航天、短剧游戏、风电设备板块涨幅居前。券商、保险股普遍回调。 ...

Market Overview - The A-share market experienced fluctuations on January 8, with the ChiNext index initially dropping over 1% before recovering slightly [2] - The trading volume reached 850.4 billion, with a predicted total of 2.69 trillion, reflecting a decrease of 196.01 billion [3] Sector Performance - The controllable nuclear fusion concept stocks continued to show strength, with significant gains in sectors such as internet, semiconductors, and industrial machinery, while insurance, brokerage, and automotive sectors faced declines [5] - The controllable nuclear fusion sector index rose by 5.01%, leading the market [6] Key Companies and Stocks - Notable stocks in the controllable nuclear fusion sector that hit the daily limit include China First Heavy Industries, China Nuclear Engineering, Baoli Electric, and China National Machinery Industry Corporation [7] - The industrial machinery sector saw a rebound, with companies like Shaoyang Hydraulic and East China Numerical Control reaching their daily limit [10][12] Recent Developments - A breakthrough in controllable nuclear fusion technology was announced by the Hefei Institute of Physical Science, confirming the existence of a density-free zone in the Tokamak, which is crucial for high-density operation [8] - The 2026 Nuclear Fusion Energy Technology and Industry Conference is scheduled for January 16-17 in Hefei, aiming to promote collaboration and innovation in the nuclear fusion industry [8] Government Initiatives - The Ministry of Industry and Information Technology, along with eight other departments, issued an implementation opinion on the "Artificial Intelligence + Manufacturing" initiative, emphasizing the acceleration of intelligent equipment development [12]

Group 1 - The A-share market saw a significant rise in controllable nuclear fusion concept stocks, with notable increases such as Hahai Huaton up over 14% and Hekang New Energy up over 11% [1] - The Chinese Academy of Sciences' Hefei Institute of Physical Science announced breakthroughs in controllable nuclear fusion technology, confirming the existence of a density-free zone in the Tokamak and providing important physical evidence for high-density operation of magnetic confinement fusion devices [1] - The global first fully high-temperature superconducting Tokamak fusion experimental device, developed by a commercial company, achieved a steady-state long pulse plasma operation of 120 seconds during its 5319th experiment, marking a significant milestone in nuclear fusion research [1] Group 2 - The 2026 Nuclear Fusion Energy Technology and Industry Conference is scheduled to be held from January 16 to 17 in Hefei, focusing on technological engineering and commercial feasibility breakthroughs in the controllable nuclear fusion industry [2] - CITIC Securities reports that the current focus in the controllable nuclear fusion industry is on engineering technology and commercial viability, with large scientific installations and experimental reactors generating substantial orders and high-value investment opportunities concentrated in the mid-to-upstream segments [2] Group 3 - Notable stock performances include: - Hahai Huaton (301137) up 14.39% with a market cap of 11 billion and a year-to-date increase of 28.89% [3] - Hekang New Energy (300048) up 11.86% with a market cap of 7.876 billion and a year-to-date increase of 17.31% [3] - Xue Ren Group (002639) up 10.02% with a market cap of 18.7 billion and a year-to-date increase of 29.89% [3] - Other companies such as China Nuclear Engineering (601611) and Guoji Heavy Equipment (601399) also showed significant gains, with increases around 10% and market caps exceeding 400 billion [3]

Group 1 - The A-share market saw a significant rise in controllable nuclear fusion concept stocks, with notable increases such as Haheng Huaton up over 14% and Hekang New Energy up over 11% [1] - The Chinese Academy of Sciences' Hefei Institute of Physical Science announced breakthroughs in controllable nuclear fusion technology, confirming the existence of a density-free zone in the Tokamak, which provides important physical evidence for high-density operation of magnetic confinement fusion devices [1] - Energy Singularity announced the successful operation of the world's first fully high-temperature superconducting Tokamak fusion experimental device, achieving a steady-state long pulse plasma operation of 120 seconds [1] Group 2 - The 2026 Nuclear Fusion Energy Technology and Industry Conference is scheduled for January 16-17 in Hefei, focusing on technological engineering and commercial feasibility breakthroughs in the controllable nuclear fusion industry [2] - CITIC Construction Investment Securities reports that significant investment opportunities are concentrated in the upstream sector due to the construction of large scientific devices and experimental reactors [2] Group 3 - Notable stock performances include: - Haheng Huaton (301137) up 14.39% with a market cap of 11 billion and a year-to-date increase of 28.89% [3] - Hekang New Energy (300048) up 11.86% with a market cap of 7.876 billion and a year-to-date increase of 17.31% [3] - Xue Ren Group (002639) up 10.02% with a market cap of 18.7 billion and a year-to-date increase of 29.89% [3] - Other companies such as China Nuclear Engineering (601611) and Guoji Heavy Equipment (601399) also saw significant increases of 10.01% and 9.98% respectively, with market caps of 51 billion and 43.7 billion [3]

Core Viewpoint - The concept of controllable nuclear fusion is experiencing a strong market performance, with significant stock price increases for several companies following a breakthrough in nuclear fusion technology in China [1] Group 1: Market Performance - Stocks related to controllable nuclear fusion have shown strong gains, with Haohuan Huaton reaching a 20% limit up, marking a historical high; Changfu Co. increased over 14%, Tianli Composite over 10%, and several others including Xue Ren Group and China Nuclear Engineering hitting the limit up [1] Group 2: Technological Breakthrough - The Hefei Institute of Physical Science of the Chinese Academy of Sciences announced a significant breakthrough in controllable nuclear fusion technology, confirming the existence of a density-free zone in the Tokamak, which provides important physical evidence for high-density operation of magnetic confinement fusion devices [1] - The research results were published in the international academic journal "Science Advances" [1] Group 3: Future Prospects - Open Source Securities noted that the development and construction of controllable nuclear fusion devices are progressing steadily, with projects like BEST, Xinghuo No. 1, Xianjue Juyuan, and Huanliu No. 4 expected to commence soon, leading to a continuous release of core component orders [1] - The merger of TMTG and TAE aims to create the world's first publicly listed commercial fusion company, which is expected to boost sentiment in the FRC sector [1] - Helion has announced plans to achieve power generation verification by 2025, and if the feasibility of the FRC technology route is validated, domestic startups in this field may accelerate their projects [1] - The "14th Five-Year Plan" suggests a forward-looking layout in the nuclear fusion energy sector, indicating a positive long-term development outlook for the industry, with a focus on core components such as magnets, main engines, and power sources [1]

Market Performance - On January 8, the controllable nuclear fusion sector saw a collective surge, with companies like Far East Holdings achieving three consecutive daily limits, and others such as Hongxun Technology, China First Heavy Industries, and China Nuclear Engineering experiencing two consecutive daily limits [1] Events - The 2026 Nuclear Fusion Energy Technology and Industry Conference is scheduled to be held in Hefei, Anhui from January 16 to 17, 2026, with participation from top global research institutions, leading enterprises, and financial institutions to accelerate industry chain collaboration and results transformation [3] - On January 7, 2026, Energy Singularity announced the successful operation of the world's first full high-temperature superconducting Tokamak nuclear fusion experimental device, achieving 120 seconds of steady-state long-pulse plasma operation, marking a significant milestone for commercial companies [3] - TAE and Trump Media Technology Group announced a merger, creating the world's first publicly listed nuclear fusion company, with plans to start construction of a utility-scale fusion power plant in 2026 [3] - In late December 2025, the Hefei Institute of Plasma Physics and Fusion New Energy in Anhui collectively won projects worth 521 million yuan, including four projects exceeding 50 million yuan, with various companies winning orders for core components [3] Institutional Insights - In the context of major power competition, controllable nuclear fusion has become a strategic focus, with China's National Development and Reform Commission emphasizing the need for technological breakthroughs in nuclear fusion, indicating a shift from basic research to engineering and industrialization [4] - The industry has seen a significant acceleration in project wins, with the Hefei Institute and Fusion New Energy winning over 1 billion yuan in contracts, primarily for core components like magnets and power supplies [5] - The industry is entering a phase of engineering feasibility verification, with strong demand and supply driving order volumes. The global power demand is expected to grow exponentially due to AI capabilities, highlighting the importance of controllable nuclear fusion as a "ultimate energy" source [5] - The global nuclear fusion equipment market is projected to reach an average annual scale of 266 billion yuan by 2035, with domestic projects expected to invest 145.6 billion yuan, benefiting various segments of the supply chain [5]