国庆期间，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以后，近期，资本市场对可控 核聚变领域的热情正以k线图的形式直观呈现。 目前，随着技术突破与政策红利的双重驱动，可控核聚变产业链已初步成型，形成"上游-原材料，中游-设备与工 程建设，下游-核电站运营"的产业链结构。有研究指出，核聚变能因其资源丰富、清洁绿色、安全高效等特点， 被视为未来理想终极能源的首要选择。 国际能源署预测，到2030年，全球核聚变市场规模有望达到4965.5亿美元，2024至2030年间复合年均增长率为 7.4%，市场潜力巨大。 技术突破引领板块强势突围 截至2025年10月13日，可控核聚变概念股龙头合锻智能实现4连板，报收26.16元/股。Wind数据显示，核聚变指数 （8841917.WI）逆势上涨3.44%，从10月9号至今，41家成分股中39家涨幅为正，年初至今已有11家企业股价实现 翻倍，指数累计涨幅为66.14%。 截至13日收盘，中洲特材（300963.SZ）以13.84%的涨幅领涨。公开资料显示，中洲特材凭借高温合金材料独家中 标BEST核聚变真空室支撑部件，订单额为1.8亿元。此外，中洲特材给 ...

Core Viewpoint - The stock of Xuguang Electronics (600353.SH) experienced a significant price fluctuation, with a cumulative increase of 20% over three consecutive trading days, prompting an investigation into potential undisclosed significant matters related to the company [1] Company Summary - Xuguang Electronics confirmed that there are no undisclosed significant matters related to the company involving the board of directors, controlling shareholders, or the second-largest shareholder [1] - The company is focusing on the "controlled nuclear fusion" concept, highlighting its self-developed high-power electronic tubes, which are components in radio frequency power supply devices for controlled nuclear fusion, used for heating plasma at temperatures exceeding one hundred million degrees Celsius [1] - In the first half of 2025, revenue from these products accounted for less than 1% of the company's main business income [1]

公司关注到"可控核聚变"热点概念。公司自主研发的百千瓦级、兆瓦级大功率电子管，是可控核聚变射 频电源装置中的器件，用于实现上亿度的等离子体加热。2025年上半年，该产品收入占公司主营业务收 入的比例不足1%。 智通财经APP讯， 旭光电子(600353.SH)发布公告，公司股票于2025年 10月9 日、10月10日、10月13日 连续三个交易日内收盘价涨幅偏离值累计达到20%。根据《上海证券交易所股票上市规则》等有关规 定，属于股票交易异常波动。 经核查，截至本公告披露日，公司董事会、控股股东及实际控制人、公司第二大股东，确认不存在与公 司有关的应披露而未披露的重大事项。 ...

★ 宏观动态 ★ 今晚下调油价，加满一箱油能少花3元 据央视财经从国家发展改革委了解到，受国际油价震荡下行影响，国内汽柴油价格将于10月13日24时下调。据 国家发展改革委价格监测中心监测，本轮成品油调价周期内（9月23日—10月11日）国际油价呈震荡下降走 势。从10月13日24时起，国内汽、柴油每吨分别下调70元和75元，全国平均来看，92号汽油、95号汽油和0号 柴油每升均下调0.06元。用92号汽油加满50升的油箱将少花3元。 美方扬言再加关税报复中方稀土管制，外交部：这不是同中方打交道的正确方式 据澎湃新闻，10月13日，外交部发言人林剑主持例行记者会。法新社记者提问，美国总统特朗普10日表示，美 国将从11月1日起对中国商品加征100%关税。他表示，此举是为了报复中国最近宣布的稀土出口管制措施。外 交部对此有何评论？如果美方关税最终实施，中国是否计划对来自美国的商品征收高额关税？ "中国商务部的发言人已经就此阐明了中方的立场。"林剑强调，近一段时间来，美方持续出台一系列对华限制 和制裁措施，严重损害中方利益。中方对此坚决反对，美方不仅没有反躬自省，反而以高关税相威胁，这不是 同中方打交道的正确方式 ...

Company Announcements - Northern Rare Earth received a warning letter from the Inner Mongolia Securities Regulatory Bureau due to undisclosed non-operating fund occupation by related parties, amounting to 8.9485 million yuan, which has been fully repaid [2] - Aosheng Electronics reported that revenue from controllable nuclear fusion-related products will account for less than 1% of its main business revenue in the first half of 2025 [2] - Yiyi Co. is planning to acquire a pet food company, leading to a stock suspension [3] - Sanmei Co. expects a net profit increase of 172%-193% year-on-year for the first three quarters, driven by a significant rise in the average price of fluorinated refrigerants [4] - Feirongda anticipates a net profit increase of 111%-130% year-on-year for the first three quarters, with growth in AI server cooling-related business revenue [4] - Zhongshi Technology expects a net profit increase of 74%-104% year-on-year for the first three quarters, benefiting from increased shipments of thermal materials and components [4] - Juxin Technology forecasts a net profit increase of 113% year-on-year for the first three quarters, with sales revenue from edge AI processor chips increasing significantly [4] - Chuangjiang New Materials expects a staggering net profit increase of 2058%-2243% year-on-year for the first three quarters [4] - New China Life Insurance anticipates a net profit increase of 45%-65% year-on-year for the first three quarters [4] Investment & Contracts - Fostda plans to invest 1 billion yuan in the construction of an intelligent manufacturing project for marine engineering and equipment [11] Shareholding Changes - Dongxin Co. has set an initial transfer price of 82.5 yuan per share for its inquiry transfer, which is a 16% discount from the closing price [11] - China Jushi has obtained a commitment letter for a stock repurchase loan of up to 630 million yuan [12] - Tianji Co. has reduced its holdings by 2.9996% of the company's shares and has terminated its reduction plan early [3] Performance & Operations - Yingweike reported a net profit of 183 million yuan for the third quarter, an increase of 8.35% year-on-year [13] - Chenguang Biological expects a net profit increase of 344%-402% year-on-year for the first three quarters [14] - Meili Ecology's subsidiary won a bid for a 2.375 billion yuan urban renewal project in Shenzhen [18] Stock Price Movements - Hezhu Intelligent has not generated any revenue related to nuclear fusion concepts [19] - Jinli Yongci confirmed that its recent stock price fluctuations are not due to undisclosed significant matters [20] Other Developments - Heng Rui Medicine's subsidiary received approval for clinical trials of SHR-1905 injection [24] - Renfu Medicine received a drug registration certificate for Dapoxetine Hydrochloride Tablets, which are expected to generate approximately 1.1 billion yuan in sales in 2024 [26]

关税扰动再起，10月13日，国防军工板块走出独立行情，行业涨幅在30个中信一级行业中高居第二，仅 次于有色金属。 | 序号 | 名称 | 涨跌幅 ▼ | 成交额 | | --- | --- | --- | --- | | 11 | 有色金属(中信) | 3.43% | 2165亿 | | 2 | 国防军工(中信) | 1.30% | 643亿 | | 3 | 钢铁(中信) | 1.11% | 226亿 | | 4 | 银行(中信) | 0.71% | 443亿 | | ટ | 商贸零售(中信) | 0.17% | 214亿 | 中航证券也认为，随着"十四五"收官和"十五五"开启，市场对新订单预期逐步增强，预期的逐步落地也 将进一步对预期进行强化，这也将成为国防军工行情持续夯实基础。 消息面对此也有印证，10月9日，国家国防科工局召开2025年工作推进会，加速加力推进第四季度重点 任务，确保全年工作高质量完成和"十四五"圆满收官。 回顾国防军工近期走势，自"9·3"以来，板块已沉寂近一月时间，伴随获利资金逐渐兑现出清，行情逐 步进入稳定阶段，近日呈现明显反弹趋势。 关税风波再起，国防军工为什么能逆市走强？ 展望 ...

旭光电子10月13日公告，公司股票在2025年10月9日、10月10日、10月13日连续三个交易日内收盘价涨 幅偏离值累计达到20%，属于股票交易异常波动情形。公司关注到"可控核聚变"热点概念。公司自主研 发的百千瓦级、兆瓦级大功率电子管，是可控核聚变射频电源装置中的器件，用于实现上亿度的等离子 体加热。2025年上半年，该产品收入占公司主营业务收入的比例不足1%。请广大投资者谨慎投资，注 意防范投资风险。 ...

智通财经10月13日讯，市场全天震荡回升，三大指数低开高走，科创50指数低开近3%，午后翻红大涨 逾1%。沪深两市成交额2.35万亿，较上一个交易日缩量1609亿。盘面上，市场热点轮番活跃。稀土永 磁板块持续走强，银河磁体、中国稀土、北方稀土等多股涨停。芯片产业链也掀起涨停潮，新莱应材、 凯美特气、至纯科技等10余股涨停。有色金属板块再度活跃，中国瑞林、西部黄金3天2板。板块方面， 稀土永磁、有色金属、半导体等板块涨幅居前，汽车零部件、游戏等板块跌幅居前。截至收盘，沪指跌 0.19%，深成指跌0.93%，创业板指跌1.11%。 稀土作为高端制造与战略新兴产业的核心资源，正呈现供需两端共振格局，一方面，我国通过配额管理 与出口管制强化了产业链的战略主动权，确保资源向高端应用环节倾斜；另一方面，全球绿色转型 与"双碳"目标持续推升镨、钕等关键元素需求，带动永磁材料等新兴应用快速扩容。在供给集中度提升 与需求结构升级的背景下，稀土产业链的战略地位有望进一步巩固，预计Q3和Q4稀土和磁材企业利润 明显改善。 板块方面 有色金属板块再度活跃，中国瑞林、白银有色、豫光金铅、西部黄金等多股涨停。消息面上，伦敦现货 黄金日内 ...

Market Overview - On October 13, the trading volume of the Shanghai and Shenzhen stock markets reached 2.35 trillion yuan, a decrease of 160.9 billion yuan compared to the previous trading day [1] - Sectors such as rare earth permanent magnets, precious metals, photolithography machines, semiconductors, small metals, and military equipment saw significant gains, while automotive parts, gaming, consumer electronics, cultural media, and weight loss drugs experienced declines [1] High-Performing Stocks - Bluefeng Biochemical achieved a 9.98% increase, marking its 8th consecutive trading day of gains [3] - Controlled nuclear fusion concept stock Hezhong Intelligent rose by 10.01%, with 6 consecutive days of gains [3] - Tianji Co., a lithium hexafluorophosphate concept stock, increased by 9.99%, with 5 days of gains [3] - Other notable stocks include Shida Shenghua (+9.99%), Shen Zhenye A (+9.97%), and Antai Technology (+9.99%) [4] Trading Dynamics - The top three net purchases on the daily leaderboard were China Rare Earths (267 million yuan), Duofluor (262 million yuan), and Wangzi New Materials (238 million yuan) [6] - The top three net sales were Ganfeng Lithium (165 million yuan), Baiyin Nonferrous Metals (153 million yuan), and Guanzhong Ecology (88.9 million yuan) [6] Sector Highlights - China Rare Earths saw a significant increase in its stock price following the announcement of export controls on certain rare earth equipment and materials, which is expected to enhance supply chain management [13] - Baogang Group and Northern Rare Earth raised the trading price of rare earth concentrates to 26,205 yuan per ton, a 37.13% increase, boosting industry profitability expectations [13] - Duofluor, involved in lithium hexafluorophosphate and solid-state batteries, reported a trading volume of 33.62 billion yuan with a 9.98% increase [14] - Wangzi New Materials, focusing on controlled nuclear fusion and military electronics, also saw a trading volume of 12.31 billion yuan with a 9.98% increase [17] Institutional Activity - Institutional net purchases were significant in stocks like Duofluor (177 million yuan), Wangzi New Materials (139 million yuan), and Northern Long Dragon (113 million yuan) [8] - Conversely, net sales were observed in Ganfeng Lithium, Tianji Co., and China Rare Earths, indicating a shift in institutional sentiment [9]

稀土永磁、可控核聚变等概念走强 *ST东易5连板 盘面上来看，行业板块、概念跌多涨少。其中，有色金属、钢铁、环保、国防军工、银行等行业涨幅靠 前；稀土永磁、可控核聚变、氦气、小金属、黄金、工业气体等概念走势活跃。汽车、家电、美容护 理、传媒、医药生物、石油石化、教育、保险等行业跌幅居前；智能电视、轮毂电机、减速器、减肥 药、短剧互动游戏、青蒿素、汽车热管理、人形机器人等概念走势较弱。涨停个股主要集中在有色金 属、电子、建筑装饰、计算机、化工等行业。 10月13日，上证指数、深证成指、创业板指、科创50指数早盘探底回升，临近午盘震荡回落，午后再度 回升。截至收盘，上证指数报3889.50点，跌0.19%，成交额10854亿元；深证成指报13231.47点，跌 0.93%，成交额12693.38亿元；创业板指报3078.76点，跌1.11%，成交额5780.12亿元；科创50指数报 1473.02点，涨1.4%，成交额1116亿元。沪深两市合计成交23547.38亿元，成交额较上一交易日减少 1605.31亿元。 个股涨跌情况，截至收盘，沪深两市合计1611只个股上涨，3434只个股下跌，平盘个股103只，停牌的 ...