振华科技（000733.SZ）12月25日在投资者互动平台表示，公司真空灭弧室及熔断器等电路保护元件、 电阻电容等被动元件可用于核电领域，已经进行相关应用配套。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：公司的新型元件器是否用于核电？有哪些产品，是否 独家供应？ ...

Group 1 - The core viewpoint of the article is that Zhenhua Technology (000733.SZ) has confirmed its circuit protection components, such as vacuum extinguishing chambers and fuses, can be applied in the nuclear power sector [1] - The company has already conducted relevant application support for these components in the nuclear power field [1]

12月24日午间，港股因假期提前收市，本周交易收官。截至收盘，恒生指数涨0.17%，恒生科 技指数涨0.19%。 核电股涨幅居前 ，中广核矿业涨超5%； 芯片股走强 ，中芯国际、晶门半导体均涨超3%，华 虹半导体、上海复旦涨超1%； 光通讯概念股回升 ，剑桥科技涨超5%；除此以外，奶制品、 电力设备、食品、有色金属、建材水泥、黄金等概念股走强。影视、锂电池、家电、内银、港 口运输、创新药等概念股日内低迷。 | W | Wind香港半导体〔887132〕 | | | | --- | --- | --- | --- | | | 14267.68 311.74 2.23% | | | | and and and a line a life a long to be link a secula has been an del a mind a mind a mind a mind a ministed | | | | | 資料 | 成分 资讯 相关基金 | | 月度收益 | | 名称 | | 现价 | 涨跌前 -- | | 纳芯微 | | 117.000 | 4.56% | | 2676.HK | | | | | 晶 ...

智通财经APP讯，利柏特(605167.SH)发布股价异动公告称，针对市场将本公司列为"可控核聚变概念 股"、"核电概念股"，公司经核实后作如下澄清：公司主营业务为工业模块设计和制造及工程服务相关 业务，截至目前，公司不涉及可控核聚变业务，公司主营业务未发生改变。公司核电领域业务主要 为"5BDA、7BUG模块建造安装工程及临时泊位工程项目"，合同额为2.26亿元，占2024年度经审计营业 收入的6.48%，规模较小，相关合同正在执行中且盈利尚未确定。上述事项对公司当前主营业务的开展 无实质影响，敬请广大投资者审慎决策、理性投资。 ...

责任编辑：山上 股票频道更多独家策划、专家专栏，免费查阅>> 格隆汇12月23日丨利柏特(605167.SH)公布股票交易异常波动公告，针对市场将本公司列为"可控核聚变 概念股"、"核电概念股"，公司经核实后作如下澄清：公司主营业务为工业模块设计和制造及工程服务 相关业务，截至目前，公司不涉及可控核聚变业务，公司主营业务未发生改变。公司核电领域业务主要 为"5BDA、7BUG模块建造安装工程及临时泊位工程项目"，合同额为2.26亿元，占2024年度经审计营业 收入的6.48%，规模较小，相关合同正在执行中且盈利尚未确定。上述事项对公司当前主营业务的开展 无实质影响，敬请广大投资者审慎决策、理性投资。 ...

利柏特(605167.SH)发布异动公告，针对市场将本公司列为"可控核聚变概念股"、"核电概念股"，公司经 核实后作如下澄清：公司主营业务为工业模块设计和制造及工程服务相关业务，截至目前，公司不涉及 可控核聚变业务，公司主营业务未发生改变。公司核电领域业务主要为"5BDA、7BUG模块建造安装工 程及临时泊位工程项目"，合同额为2.26亿元，占2024年度经审计营业收入的6.48%，规模较小，相关合 同正在执行中且盈利尚未确定。上述事项对公司当前主营业务的开展无实质影响，敬请广大投资者审慎 决策、理性投资。 ...

核电概念普遍下跌，截至发稿，中核国际(02302)跌6.63%，报4.79港元；东方电气（600875）(01072)跌 5.79%，报22.8港元；上海电气（601727）(02727)跌4.84%，报3.93港元。 消息面上，埃隆.马斯克日前在社交平台上公开唱衰核聚变发电。其直言不讳道："在地球上建造小型核 聚变反应堆简直愚蠢至极。"马斯克指出，太阳本身已是天空中一个巨大的、免费的核聚变反应堆。太 阳产生的能量能够满足全太阳系所有的能源需求，而建造小型核聚变反应堆则是一种经济上的浪费。 值得一提的是，根据此前报道，英伟达计划本周将举办AI缺电峰会。国泰海通正确指出，关注到美国 缺电等全球电力供需问题，推荐关注泛电力相关资产的长期机会。该行认为当前横在美国电力系统面前 的问题，随着AI及极端天气冲击带来的持续高增的电力需求背后，美国当前的脱碳目标、电网可靠性 要求及AI数据中心要求的成本速度形成了限制电力系统的"不可能三角"。 ...

Group 1 - The nuclear power sector experienced a general decline, with China National Nuclear Power (02302) down 6.63% to HKD 4.79, Dongfang Electric (01072) down 5.79% to HKD 22.8, and Shanghai Electric (02727) down 4.84% to HKD 3.93 [1] - Elon Musk publicly criticized nuclear fusion power, stating that building small nuclear fusion reactors on Earth is economically foolish, as the Sun itself is a massive, free nuclear fusion reactor capable of meeting all energy needs in the solar system [1] - Nvidia is set to hold an AI power shortage summit, highlighting global electricity supply and demand issues, with a focus on long-term opportunities in power-related assets [1] Group 2 - The report from Guotai Junan pointed out that the current challenges facing the U.S. power system, driven by increasing electricity demand from AI and extreme weather, create a "trilemma" of decarbonization goals, grid reliability requirements, and cost-speed demands from AI data centers [1]

Core Insights - The nuclear power sector has seen a significant increase, with a rise of 2.83% as of the market close on December 12, ranking it fifth among concept sectors [1] - A total of 254 stocks within the nuclear power sector experienced gains, with notable performers including Tianli Composite, which hit the daily limit with a 30% increase, and other stocks like Zhongzhou Special Materials and Boying Special Welding, both reaching 20% [1][2] - The sector attracted a net inflow of 11.574 billion yuan from major funds, with 186 stocks receiving net inflows, and 31 stocks exceeding 100 million yuan in net inflows [2] Market Performance - The top-performing concept sectors for the day included Controlled Nuclear Fusion with a 4.98% increase and Superconducting Concept with a 3.37% increase, while sectors like Horse Racing Concept and Duty-Free Shops saw declines of 2.93% and 1.60% respectively [2] - The nuclear power sector's performance was bolstered by significant individual stock movements, with major stocks like Antai Technology and China West Electric seeing net inflows of 859 million yuan and 621 million yuan respectively [3][2] Fund Flow Analysis - Stocks with the highest net inflow ratios included Great Wall Electric with 77.33% and Hualing Cable with 73.22%, indicating strong investor interest in these companies [3] - The nuclear power sector's leading stocks in terms of net inflow included Antai Technology, China West Electric, and Liou Co., with respective net inflows of 859 million yuan, 621 million yuan, and 598 million yuan [3][4]

格隆汇12月9日丨万马股份(002276.SZ)在互动平台表示，公司线缆产品可应用于核电站项目，相关业务 主要涉及的是核电项目外围电力工程。 ...