核聚变等
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光模块26年供不应求,哪些环节收益?| 1225 张博划重点
Hu Xiu· 2025-12-25 14:46
| 大涨板块 | 251225 (周4) | 251224 (周3) | 251223 (周2) | 251222 (周1) | 251219 (周5) | | --- | --- | --- | --- | --- | --- | | 1 | 航天42 | 航天37 | 锂电池8 | 海南自由贸易港23 | 大消费17 | | 2 | 机器人24 | 福建自贸/海西概念11 | 液冷服务器7 | 光通信12 | 海南自由贸易港7 | | 3 | 造纸4 | 液冷服务器3 | 海南自由贸易港5 | 国产的片17 | 核聚变8 | | ব | 跨境支付3 | 国产科学5 | PCB板4 | 民謡2 | 无人驾驶11 | | રે | 西部大开发3 | 光通信8 | 有色 · 钨2 | 航天10 | 航天15 | | 6 | ST股15 | ST股10 | ST股13 | ST股23 | ST股12 | | 7 | 国产科片9 | 大消费8 | 国产商片10 | 机器人9 | 医药6 | | 8 | 大消费7 | 云计算数据中心5 | 大消费7 | 大消费8 | 房地产6 | | ਰੇ | 股权转让4 | 海南自 ...
黄金站上4400,难道是新一轮上涨开始了?|1222 张博划重点
Hu Xiu· 2025-12-22 15:50
12月22日,市场高开高走,三大指数集体反弹,创业板指涨超2%。沪深两市成交额1.86万亿,较上一个交易日放量1360亿。 沪指站上3900点整数关和60日均线这一牛熊分界线,创业板指也强势反包收复10日均线。截至收盘,沪指涨0.69%,深成指 涨1.47%,创业板指涨2.23%。 | 大涨板块 | 251222 (周1) | 251219 (周5) | 251218 (周4) | 251217 (周3) | 251216 (周2) | | --- | --- | --- | --- | --- | --- | | 1 | 海南自由贸易港23 | 大消费17 | 玩天15 | 液冷服务器14 | 无人驾驶10 | | 2 | 光通信12 | 海南自由贸易港7 | AI医疗11 | 光通信16 | 大消费16 | | 3 | 国产芯片17 | 核聚变8 | 大消费22 | 锂电池10 | 数字人民币4 | | র্ব | 民爆2 | 无人驾驶11 | IP经济/谷子经济3 | PCB板9 | 航天12 | | ર | 师天10 | 师天15 | 光通信3 | 大消费8 | 智能电网2 | | 6 | ST股23 ...
20家央企,签约超70亿元!
中国能源报· 2025-10-17 00:57
Group 1 - The core viewpoint of the article is the collaboration between the State-owned Assets Supervision and Administration Commission (SASAC) and the Chinese Academy of Sciences (CAS) in various fields, with a signed agreement amounting to over 7 billion yuan [1][5]. - The cooperation involves 20 central enterprises and 21 research institutions under CAS, focusing on 40 key projects, including applications in ultra-large diameter shield machine main drive shaft and synthetic biology [1][5]. - In the past two years, SASAC and CAS have signed over 600 cooperation agreements, with total project funding nearing 10 billion yuan [5]. Group 2 - SASAC Director Zhang Yuzhuo stated that 58 central enterprises have established 97 original technology sources, highlighting the synergy between CAS's strong innovation capabilities and the market advantages of central enterprises [3]. - Future collaboration will focus on long-cycle, systematic, and integrated innovation efforts, emphasizing the importance of long-term planning and multi-field coordination [5]. - The collaboration will also address key national strategic areas such as integrated circuits, artificial intelligence, biotechnology, quantum technology, brain-machine interfaces, and nuclear fusion [6].