（原标题：揭秘涨停丨核聚变概念股封单资金超6亿元） 今日（10月10日）A股市场收盘共72股涨停，剔除掉14只ST板块个股后58股涨停，40股封板未遂，整体封板率为72%。 涨停战场： 合锻智能封单资金超过6亿元 据证券时报·数据宝统计，从收盘涨停板封单量来看，金隅集团封单量最高，有29.25万手；其次是遥望科技、广东明珠、合锻智能，涨停板封单量 分别29.22万手、25.89万手、25.59万手。 从连续涨停天数来看，ST东易4连板，ST国华3连板，白银有色、海鸥住工、中国核建等14股2连板。 以封单金额计算，12股封单资金均超1亿元，合锻智能、凯美特气、长城军工封单资金居前，分别为6.09亿元、3.52亿元、2.23亿元。 合锻智能具有核聚变概念，公司在半年报中表示，可控核聚变行业当前已进入工程可行性验证阶段，Q值突破有望引爆商业化革命。公司立足聚 变堆核心部件制造、聚变堆安装工程等项目，致力于解决聚变堆建造的关键技术问题，努力抢占技术高地。 龙头点睛： 核聚变概念多股涨停 1. 核聚变 深振业A：公司上半年，在城中村业务方面，坚持政企协同，与宝安区和平旧村、光明区羌下旧村签约3个前期服务合同。 合肥城建 ...

每经AI快讯，有投资者在投资者互动平台提问：合锻智能贵公司与中国核工业二三建设有限公司合 作，已承接核聚变真空室构件的研制工作，这一消息是否真实？ 合锻智能（603011.SH）10月10日在投资者互动平台表示，您好，我司参与了BEST的核心部件真空室的 研制，目前已进入生产制造阶段。 （文章来源：每日经济新闻） ...

每经AI快讯，10月10日，有投资者问，公司与中国核工业二三建设有限公司合作，已承接核聚变真空 室构件的研制工作，这一消息是否真实？合锻智能（603011）在互动平台表示，公司参与了BEST的核 心部件真空室的研制，目前已进入生产制造阶段。 ...

消息面上，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，是我国核聚变领域近期取得的"里程碑"进展。 国金证券称，核聚变技术商业化路径逐渐清晰，全球投资持续加码，2024年行业累计融资金额超71亿美 元。行业有望在"十五五"期间迎来资本开支加速周期，相关零部件赛道的订单有望持续释放，潜在投资 机遇值得关注，但需要注意可控核聚变实验结果不及预期、可控核聚变资本开支不及预期的风险。 （文章来源：21世纪经济报道） 10月10日，A股市场全天震荡调整，三大指数集体下跌，沪指日跌0.94%，失守3900点，报3897.03点， 深成指跌2.70%，创业板指跌4.55%。板块上，核电板块表现活跃，合锻智能9天5板，中国核建、安泰 科技2连板。新特电气斩获20CM涨停，四方股份、国电南自、神马电力等近10股涨停，哈焊华通涨超 8%。 ...

Core Viewpoint - The company, Haocreat Ruitong (301668.SZ), has clarified that it is currently not involved in any nuclear fusion-related business [1] Group 1 - The company made a statement on its interactive platform regarding its business focus [1]

Domestic Market Overview - The A-share market opened positively in October, with the Shanghai Composite Index closing at 3933.97 points, up 1.32%, and the Shenzhen Component Index at 13725.56 points, up 1.47% [1][4][9] - The total trading volume of the entire A-share market reached 26,718 billion, showing an increase compared to the previous day [1][4][9] - Among the 30 sectors, 22 sectors saw an increase, with non-ferrous metals, steel, and coal leading the gains, while consumer services, media, and real estate experienced significant declines [1][4][9] Overseas Market Overview - The three major U.S. stock indices experienced slight declines, with the Dow Jones falling by 0.52%, the S&P 500 down by 0.28%, and the Nasdaq decreasing by 0.08% [2][4] - Boeing's stock dropped over 4%, leading the decline in the Dow, while the technology sector saw a slight increase, with Facebook rising over 2% and Nvidia up more than 1% [2][4] News Highlights - China has implemented export controls on rare earths, superhard materials, and lithium batteries, marking a significant regulatory move [3][11][14] - The National Development and Reform Commission and the State Administration for Market Regulation are addressing issues of price disorder to maintain a stable market price order [15] - The Ministry of Industry and Information Technology has adjusted the technical requirements for tax exemptions on new energy vehicles for 2026-2027 [16][17] - During the National Day and Mid-Autumn Festival holiday, domestic travel reached 888 million person-times, with total spending exceeding 809 billion [18]

Core Insights - The A-share market experienced a strong upward trend, with the Shanghai Composite Index breaking through 3900 points, indicating a recovery in market volume [2][5][13] - Key sectors leading the market include metals and mining (+6.96%), coal (+3.00%), public utilities (+2.65%), and electronics (+2.21%), while sectors such as social services (-1.67%) and media internet (-1.23%) saw declines [2][8][14] - The overall market performance showed the Shanghai Composite Index up by 1.32%, Shenzhen Component Index up by 1.47%, and the ChiNext Index up by 0.73%, with total market turnover around 2.67 trillion yuan [2][8][14] Market Analysis - The market sentiment is strong as it is the first trading day after the National Day holiday, with upstream cyclical sectors like non-ferrous metals, steel, and coal leading the gains [8][14] - The technology sector, including solid-state batteries, humanoid robots, and semiconductors, also showed overall growth, driven by breakthroughs in controllable nuclear fusion technology [8][14] - The report highlights that the market is expected to maintain a "slow bull" trend, supported by ample micro liquidity and the influx of long-term capital [13][14] Sector Performance - The report identifies that the AI and robotics sectors are at a critical commercialization window, while traditional sectors face supply surplus issues, necessitating policy support for recovery [14] - The focus on technology growth includes attention to the "Double Innovation" and Hang Seng Technology Index, as well as sectors like lithium batteries, military industry, and chemicals [14] - Value sectors showing improving conditions include metals, gaming, and Hong Kong internet, with a focus on industries with rising revenue growth and gross margins [14]

Market Overview - On October 9, the Hang Seng Index closed at 26,752 points, down 76 points, while the Hang Seng Tech Index fell 42 points to 6,471 points, with a trading volume of HKD 386.82 billion[1] - HSBC Holdings (5 HK) proposed privatization of Hang Seng Bank (11 HK), leading to a 6% drop in HSBC shares, while Hang Seng Bank shares surged 30%[1] - Semiconductor stocks, including SMIC (688981 CH), faced a sell-off after a financing adjustment, with shares dropping nearly 7% after an initial rise of 4%-9%[1] U.S. Market Dynamics - On October 9, the Dow Jones Index fell 243 points after reaching a record high, while the S&P 500 and Nasdaq dropped 0.28% and 0.08%, respectively[2] - Nvidia (NVDA US) gained 1.8% after receiving approval to sell chips to the UAE, reaching a record high[2] - Gold prices fell over 2%, dropping below USD 4,000, as Middle East tensions eased following a ceasefire agreement[2] Macroeconomic Trends - During the National Day and Mid-Autumn Festival holiday (October 1-7), retail and catering sales in China grew by 2.7% year-on-year[3] - Foot traffic and sales in monitored pedestrian streets increased by 8.8% and 6.0%, respectively, highlighting a shift towards green and smart consumption[3] - Sales of green organic food surged by 27.9%, while smart home products and domestic fashion saw increases of 14.3% and 14.1% respectively[3] Industry Insights - In the smart driving sector, Black Sesame Technologies (2533 HK) anticipates L3 autonomous driving technology to mature in the next 3-5 years, with shares rising 5.3%[4] - The Hang Seng Healthcare Index fell 4.96%, attributed to lower-than-expected milestone payments from Innovent Biologics (9969 HK), despite stable performance from WuXi AppTec (2359 HK) and WuXi Biologics (2269 HK)[4] - The renewable energy sector saw positive performance, with wind power stocks rising between 3.4% and 8.4%, reflecting market optimism for the second half of the year[5]

Group 1: Recent Developments in Nuclear Fusion - The field of controllable nuclear fusion has seen significant advancements, with the Southwest Institute of Physics announcing progress in intelligent control of magnetic confinement fusion plasma on October 8 [1] - The BEST project in Hefei achieved a major milestone with the successful installation of a 400-ton core component with millimeter-level precision [1] - The "China Circulation No. 4" R&D plan revealed by China Fusion Energy Co. has sparked heightened market interest in nuclear fusion technology [1] Group 2: Market Response - On October 9, nuclear fusion-related stocks surged, with the Wande Nuclear Fusion Concept Index rising by 7.82% and the Wande Superconducting Concept Index increasing by 6.17% [1] - Several companies, including Western Superconducting, Hanhai Huaton, and China Nuclear Construction, reached their daily trading limits [1] Group 3: Commercialization Efforts - Multiple enterprises are actively pursuing the commercialization of nuclear fusion, although achieving practical power generation from fusion will take time [2] - China Fusion, representing the "national team," aims for commercial fusion energy by 2050 and has established five business centers in Shanghai and Chengdu [2] - Hanhai Fusion, the first linear field reverse configuration fusion company in China, is utilizing neutrons generated during fusion for various applications, thereby realizing some commercial value ahead of full-scale fusion power [2] Group 4: Application Scenarios and Market Projections - Hanhai Fusion plans to achieve a market scale exceeding 1 billion in industry testing by 2026 and over 10 billion in nuclear medicine by 2027 [3] - The company aims for significant market scales in semiconductor neutron irradiation and environmental applications by 2029 [3] - New entrants from universities, such as Dongsheng Fusion and Honghu Fusion, are also making strides in the fusion sector [3] Group 5: A-Share Companies Involvement - Several A-share listed companies are entering the nuclear fusion sector, focusing on core components, key systems, and supporting materials [4] - Hongxun Technology is investing in key subsystems while collaborating with research institutions and private fusion companies [4] - Guo Da Special Materials has successfully won a bid for the BEST coil box machining project and has begun mass production of superconducting coil armor materials [4] Group 6: Technological Contributions - Zhongtai Co. is applying its cryogenic technology to the low-temperature aspects of controllable nuclear fusion, with successful operations in South Korea [5] - Guojin Securities believes that the commercialization path for nuclear fusion technology is becoming clearer, with global investments increasing [5] - The industry is expected to enter a capital expenditure acceleration cycle during the 14th Five-Year Plan period, presenting potential investment opportunities [5]

Core Viewpoint - Shanghai Electric, in collaboration with the Chinese Academy of Sciences, has delivered the world's largest Toroidal Field (TF) coil box for the CRAFT facility, a significant technological infrastructure project under China's 13th Five-Year Plan [1] Group 1: Product Details - The TF coil box is a critical structural component of the Toroidal Field magnet system, designed to protect the TF coil windings and support other superconducting magnets [1] - The dimensions of the CRAFT TF coil box are 21 meters in height, 12 meters in width, and it weighs 400 tons, making it the largest of its kind globally [1] - The overall size of the CRAFT TF coil box exceeds that of similar components in the International Thermonuclear Experimental Reactor (ITER) by more than 1.2 times, and its weight is approximately double that of ITER's equivalent [1] Group 2: Manufacturing Challenges - The manufacturing and testing difficulties associated with the CRAFT TF coil box are reported to be higher than those encountered in the ITER project [1]