Group 1 - The controllable nuclear fusion sector in A-shares shows a strong upward trend, with stocks like Wangzi New Materials leading the surge, indicating heightened market interest in the sector due to favorable policies and technological breakthroughs [1] - The trading volume in the sector increased significantly in the morning session, reflecting effective release of market energy and supporting stock price increases [1] - The sector is expected to receive dual benefits from technological breakthroughs and policy improvements by January 2026, with significant developments in China's "artificial sun" experiment confirming the existence of the density free zone [1] Group 2 - The Chinese government has included controllable nuclear fusion as a key growth point in the 14th Five-Year Plan, defining four core industrial chain segments: superconducting magnets, vacuum chambers, divertors, and supporting equipment [2] - Leading enterprises are already positioning themselves in these segments, accelerating the commercialization process of the "artificial sun" and driving significant benefits across the supply chain [2] - The superconducting materials industry is expected to see sustained demand growth, as superconducting magnets are critical for high-temperature plasma confinement, with low-temperature superconducting magnets accounting for 28% of the total cost of international ITER devices [2] Group 3 - The extreme environment materials industry is crucial for the protective components of controllable nuclear fusion devices, which must withstand temperatures significantly higher than those experienced by spacecraft during re-entry [3] - Domestic companies have achieved technological breakthroughs in tungsten-based composite materials, reaching international advanced levels [3] - The core equipment manufacturing sector is essential for constructing controllable nuclear fusion devices, with components like vacuum chambers and cooling systems requiring high precision and strict technical standards [3]

1月5日，A股三大指数集体高开。截至发稿，深证成指和创业板指涨超1%，科创50指数涨逾2%。 盘面上，人脑工程、航空、有色、通信设备、半导体等板块涨幅居前；公共交通、通用机械、运输服 务、传媒娱乐等板块跌幅居前。 保险板块盘中拉升，新华保险涨超6%，创历史新高，中国平安、中国人寿、中国人保、中国太保纷纷 上扬。 | 行情报价 封板竞价 | | | | | | --- | --- | --- | --- | --- | | ▼指 代码 名称 · · 涨幅%, | | | 现价 | 涨跌 | | 1 | 601336 新华保险 | R 6.93 | 74.53 | 4.83 | | 2 | 601318 中国平安 | R 4.27 71.32 71.32 | | 2.92 | | 3 | 601601 中国太保 | 4.18 R = | 43.66 | 1.75 | | ব | 601628 中国人寿 | p 3.71 47.19 | | 1.69 | | ഗ | 601319 中国人保 | 3.69 -------- Read | 9.28 | 0.33 | 白酒概念盘初拉升，怡亚通涨超3%，贵州茅台涨近2%， ...

作者 | 一财 阿驴 11:31 A股午盘丨沪指重返4000点 截至午盘，沪指涨1.07%，深成指涨1.87%，创业板指涨2.15%，科创综指涨超3%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | vam | 4011.45 | 42.61 | 1.07% | | 399001 | 深证成指 | | 13777.32 | 252.29 | 1.87% | | 399006 | 创业板指 | | 3272.07 | 68.90 | 2.15% | | 000680 | 科创综指 | Vim | 1689.67 | 52.97 | 3.24% | 盘面上，保险股涨幅居前，脑机接口概念股掀涨停潮，半导体产业链爆发，AI应用、商业航天题材 活跃。海南自贸区、石油板块调整。 | 板块名称 | 涨幅号 | 涨速 | 涨停数 | | --- | --- | --- | --- | | 脑机接口 | +13.06% | +0.19% | 26 | | 高压氧舱 | +7.12% | +0.1 ...

A股2026年首个交易日，三大股指集合竞价集体高开，上证指数高开0.46%，深证成指高开0.8%，创业板指高开0.84%。截至发稿时，上证指数上涨 0.66%，深证成指上涨1.32%，创业板指上涨1.49%。 | NYMEX WTI原油 | ICE布油 | ICE轻质低硫原油 | | --- | --- | --- | | 57.48 | 60.98 | 57.00 | | +0.16 +0.28% | +0.23 +0.38% | -0.01 -0.02% | | INE原油 | INE低硫燃料油 | NYMEX天然气 | | 429.4 | 2932 | 3.459 | | -7.1 -1.63% | -24 -0.81% | -0.159 -4.39% | 三是科技股走强，半导体产业链和消费电子概念领涨，AI应用主线表现活跃。具体来看，半导体产业链中，存储芯片板块大涨，香农芯创、江波龙等个 股大涨。 盘面上，市场主要有以下几条主线走强： 一是新兴产业类主题赛道。脑机接口板块早盘大涨，倍益康、三博脑科等个股大涨。商业航天、可控核聚变等板块上涨。 消息面上，埃隆·马斯克近日在社交媒体上表示，其脑机接口公司" ...

每经AI快讯，可控核聚变概念震荡走高，王子新材涨停，西部超导、哈焊华通、中洲特材、安泰科技 跟涨。 （文章来源：每日经济新闻） ...

可控核聚变板块持续拉升，王子新材涨停，精达股份、斯瑞新材、西部超导、永鼎股份、中洲特材、安 泰科技跟涨。 ...

Market News - On January 3, 2026, the US stock market closed mixed, with the Nasdaq down 0.03%, the S&P 500 up 0.19%, and the Dow Jones up 0.66%. Notable tech stocks showed mixed performance, with Micron Technology rising over 10% and reaching a historical high, while Tesla and Microsoft fell over 2% [1] - Crude oil prices saw slight declines, with WTI at $57.33 per barrel and Brent at $60.80 per barrel. Gold prices increased slightly, with spot gold at $4,329.32 per ounce [1] Industry Insights - The commercial space sector in China is set for significant growth, with multiple rocket launches planned for 2025. The Shanghai Stock Exchange has issued guidelines for commercial rocket companies to list on the Sci-Tech Innovation Board, indicating a clear path for companies like Blue Arrow Aerospace and Star River Power [2] - The satellite communication industry is projected to reach between $200 billion and $400 billion by 2030, with an annual growth rate of 10%-28%. This sector is transitioning from concept validation to large-scale application, driven by technological advancements and cost reductions [2] - The EAST nuclear fusion experiment has confirmed the existence of a density-free zone, providing critical insights for high-density operation in magnetic confinement fusion devices. This research is pivotal for the future of clean energy generation [3] - The digital RMB app has been upgraded to version 2.0, enhancing user experience and consolidating wallet management for digital currency assets. Since its launch in January 2022, the app has undergone 54 updates [4] - The People's Bank of China is advancing the digital RMB for cross-border payments, potentially allowing 38% of global trade to bypass the SWIFT system. This initiative aims to establish a robust cross-border payment system connecting nearly 100 countries [5]

Core Viewpoint - The A-share market is expected to perform positively in 2025, driven by the enhancement of China's economic strength, technological capabilities, and overall national power [1] Industry and Company Insights - The "14th Five-Year Plan" will solidify the foundation and fully exert efforts, aiming to continue the rapid economic development and long-term social stability by 2026, which may lead to a "bull market" in the capital market [1] - In terms of sector allocation, three recommendations are provided: 1. Focus on industries with high overseas business ratios, such as electronics, home appliances, automobiles, and power equipment, as the third quarter report of 2025 indicates a strong correlation between economic prosperity and exports [1] 2. As the economic cycle recovers and inflation rises as a lagging indicator, cyclical stocks are likely to attract incremental funds in the later stages of a bull market [1] 3. Pay attention to industries with potential bottom reversals, such as food and beverage, agriculture, social services, and pharmaceuticals, which have high odds of recovery [1] Thematic Investment Opportunities - Emphasis should be placed on breakthroughs in frontier technologies and industrial transformations, including AIDC (Artificial Intelligence Data Centers), embodied intelligence, brain-computer interfaces, controllable nuclear fusion, and quantum computing [1] Policy Recommendations - To enhance the capital market's function of coordinating investment and financing, suggestions include improving flexibility and confidentiality, diversifying listing standards, optimizing investor structure, building a technology-finance ecosystem, and deepening integration with Hong Kong and international collaboration [1]

Core Viewpoint - The A-share market is expected to perform positively in 2025, driven by the enhancement of China's economic strength, technological capabilities, and overall national power [1] Industry Insights - Three key recommendations for industry sector allocation in 2025 include: 1. Focus on industries with high overseas business exposure, such as electronics, home appliances, automobiles, and power equipment, as indicated by the third-quarter reports and industry data showing a correlation with export strength [1] 2. As the economic cycle recovers, cyclical stocks are likely to attract incremental capital in the later stages of a bull market due to inflation being a lagging indicator [1] 3. Monitor industries with potential bottom reversals, including food and beverage, agriculture, social services, and pharmaceuticals, which offer high odds of recovery [1] Thematic Investment Opportunities - Emphasis on breakthroughs in frontier technologies and industrial transformations, such as AIDC (Artificial Intelligence Data Center), embodied intelligence, brain-computer interfaces, controllable nuclear fusion, and quantum computing [1] Policy Recommendations - Suggestions to enhance the capital market functions that coordinate investment and financing include improving flexibility and confidentiality, diversifying listing standards, optimizing investor structure, building a technology finance ecosystem, and deepening integration with Hong Kong and international collaboration [1]

争 匆 - 联创光电中标资阳商业航天发射技术研究院项目,合同金额 1,960万元, ● 标志着其商业航天电磁发射技术首个工程化订单成功交付,为未来批量化 订单积累经验,公司正积极准备产能以应对潜在的大规模需求。 可控核聚变被视为终极能源,2025年被认为是资本开支元年,联创光电 ● 基于超导磁体产品进行前瞻布局。2025年11月该领域招标额激增至 40 亿元,预示未来成都、南昌、上海等地将加大投入,为联创光电带来市场 机会。 可控核聚变核心投资逻辑在于其技术和市场潜力。联创光电在托卡马克装 ● 置中高温超导磁体设计和生产具备优势,价值量占比约 40%。参与南昌星 火 1 号反应堆项目,预计启动局将带来约 50 亿元订单。 联创光电在激光反无人机领域取得进展,"光刃一代"和"光刃二代"已 完成设计、研编和验收，主要用于短距离打击无人机，随着下游需求损害人。" 产品凝影搬家，主要用于短距离打击无人机，随着下游需求损需求损害骗小】 shuimu2026 bet 产品逐步成熟并具备广阔市场前景。 行研报 ： 方面,智能控制产品和背光源业务通过调整业务结构,提升管理能力,改 善盈利能力。2025年前三季度,公司毛利率达 ...