天眼查信息显示，合锻智能董事长严建文同时也是聚变新能（安徽）有限公司的董事长。2023年，中科 院等离子体物理研究所孵化成立聚变新能（安徽）有限公司，注册资本50亿元。截至目前，聚变新能 （安徽）有限公司注册资本已达到145亿元。官网资料显示，聚变新能（安徽）有限公司聚焦于可控核 聚变技术研发及产业化，正在围绕托卡马克路线完善产业配套，并以"工程化核聚变"为目标，聚焦聚变 堆关键部件制造、高温等离子体控制技术开发及聚变能商业化应用场景探索。 截至10月9日收盘，核聚变概念指数上涨7.82%，超导概念指数上涨6.17%。 西部超导、哈焊华通、中洲特材、中国核建、海陆重工、合锻智能、中核科技、东方电气、永鼎股份、 上海电气等一批个股收于涨停。 值得一提的是，核聚变和超导板块今年以来一直颇受市场追捧，核聚变指数今年以来累计涨幅达到 60.31%，超导指数今年以来累计涨幅达到53.02%。 从消息面来看，近日，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，精准安装于BEST装置主机大厅内，标志着 项目主体工程建设进入新阶段。 中国工程 ...

每经记者｜刘明涛 每经编辑｜彭水萍 节后首个交易日，沪指站上3900点刷新十年新高。截至上午收盘，沪指上涨1.24%，报3931.07点；深成指上涨1.75%，报13763.88点；创业板指上涨1.77%， 报3295.58点；科创50指数上涨5.59%，报1578.88点；北证50指数上涨0.25%，报1532.43点。 板块方面，贵金属、可控核聚变、高带宽内存、超导概念等涨幅靠前，免税概念、影视概念、酿酒行业、教育表现不佳，领跌市场。 | | 板块名称 | 均涨幅% | | 板块名称 | 均涨幅%1 | | --- | --- | --- | --- | --- | --- | | 1 | 可控核聚变 | 5.99 | 1 | 免税概念 | -1.53 | | 2 | 超导概念 | 5.50 | 2 | 租购同权 | -1.39 | | 3 | 钻金属 | 4.61 | 3 | 短剧 游戏 | -1.37 | | 4 | 黄金概念 | 3.68 | ম | 虫害防治 | -1.22 | | 5 | 存储芯片 | 3.65 | 5 | 旅游概念 | -1.15 | | 6 | 稀缺资源 | 3.52 | 6 ...

Education Sector - The National Smart Education Platform is advancing its application pilot work, emphasizing the role of digital technology, especially AI, in reshaping knowledge structures and educational methods [1] - The Chinese smart education market is projected to exceed 900 billion yuan by 2025, with a compound annual growth rate of 21% [1] - The Ministry of Education aims for 90% coverage of smart campuses in primary and secondary schools by 2025, indicating a shift from "tool empowerment" to "ecological reconstruction" in education [1] Superconducting Industry - A new world record of 35.1 Tesla for steady-state magnetic fields has been achieved by a collaborative effort led by the Chinese Academy of Sciences [2] - This breakthrough in superconducting technology is expected to enhance the domestic high-temperature superconducting materials industry and support applications in various fields such as MRI, aerospace, and efficient power transmission [2] - The global superconducting materials market is anticipated to exceed $25 billion by 2030, with significant growth expected in China's market share [2] Atomic-Level Manufacturing - The Central Political Bureau is discussing the inclusion of atomic-level manufacturing in the 14th Five-Year Plan, highlighting its strategic importance [3] - The focus will be on high-end manufacturing needs, including integrated circuits and aerospace, to enhance core materials and components [3] Macro and Industry News - The Central Political Bureau is formulating the 15th Five-Year Plan for economic and social development [4] - The National Development and Reform Commission is supporting the development of domestic computing power and models [4] - The Ministry of Industry and Information Technology aims for an average annual revenue growth of 3.5% in the machinery industry from 2025 to 2026 [4]

Group 1 - The core viewpoint of the article highlights that Zhongtian Technology is the most mentioned A-share superconducting concept stock, with 19 institutional reports recommending it positively [1] - Zhongtian Technology's subsidiary, Zhongtian Superconducting, has established an advanced superconducting technology R&D base in China, providing various superconducting solutions including superconducting magnets, current limiters, cables, transformers, and motors [1] - Other notable superconducting concept stocks with high institutional ratings include Western Superconducting, Zhongtung High-tech, Bowei Alloy, Zhongfu Industrial, and Guangda Special Materials [1] Group 2 - As of September 26, 2023, eight superconducting concept stocks have seen net financing purchases exceeding 100 million yuan since September, including Wolong Nuclear Materials, Shanghai Electric, Yongding Co., Zhongtian Technology, and Western Superconducting [1]

Market Overview - The A-share market showed mixed results, with the Shanghai Composite Index down 0.01% to 3853 points, while the Shenzhen Component Index rose by 0.67% and the ChiNext Index increased by 1.58%, reaching a three-year high [1][2] - The total market turnover was 2.39 trillion yuan, an increase of 446 billion yuan compared to the previous trading day, with over 3800 stocks declining [1] Index Performance - Shanghai Composite Index: 3853.30, down 0.01% [2] - Shenzhen Component Index: 13445.90, up 0.67% [2] - ChiNext Index: 3235.76, up 1.58% [2] - The total turnover of the market was 2.39 trillion yuan [1] Sector Performance - The gaming sector saw a boost with 145 domestic online games approved in September, leading to a nearly 7% increase in Ice Glacier Network (300533) [3] - The power equipment sector performed well, with Shanghai Electric (601727) and Jinshi Technology both hitting the daily limit [3] - The superconducting concept was active, with Wolong Nuclear Material (002130) rising nearly 8% [3] - Other sectors with notable gains included holographic technology, blind box economy, and copper cable high-speed connections [3] - Conversely, the precious metals sector declined, with Shandong Gold (600547) leading the losses [3] - The shipping and port sector fell, with Nanjing Port (002040) dropping over 6% [3] - Gas stocks also faced declines, with Dazhong Public Utilities (600635) hitting the daily limit down [3] - Other sectors that saw declines included titanium dioxide, jewelry, and automotive services [3]

（文章来源：每日经济新闻） 每经AI快讯，9月25日，超导指数盘中涨超2%，成分股中百利电气涨6.80%、沃尔核材涨4.53%、国缆 检测涨4.43%、西部超导涨4.02%、联创光电涨3.82%。 ...

Group 1 - The superconducting concept sector led the decline, falling by 1.41% [1] - Zhongtian Technology experienced a drop of 2.29% [1] - Dongfang Tantalum Industry decreased by 2.02% [1] - Lianchuang Optoelectronics fell by 2.01% [1]

Core Insights - A new iron-based superconducting wire material has been developed by researchers at the Chinese Academy of Sciences, achieving record performance metrics [1] - Superconducting concept stocks have seen an average increase of 34.1% this year, with seven stocks rising over 50% [1] - Ten superconducting concept stocks have received "positive" ratings from five or more institutions, with Zhongtian Technology being the most favored [1] Stock Performance - Zhongtian Technology has a market capitalization of 55.6 billion yuan and a rolling P/E ratio of 18.87, receiving ratings from 19 institutions [4] - Xibu Superconductor has a market capitalization of 39.3 billion yuan and a rolling P/E ratio of 39.37, with ratings from 16 institutions [4] - Other notable stocks include: - Zhongfu Industrial: 20.5 billion yuan market cap, P/E ratio of 21.20, 9 ratings [4] - Zhongtung High-tech: 43.9 billion yuan market cap, P/E ratio of 33.71, 9 ratings [4] - Guoda Special Materials: 7.6 billion yuan market cap, P/E ratio of 29.66, 8 ratings [4] Profit Growth Expectations - Five stocks among those with significant institutional interest are expected to have net profit growth exceeding 20% over the next two years, including Guoda Special Materials, Zhongfu Industrial, Lianchuang Optoelectronics, Dongfang Tantalum, and Xibu Superconductor [1]

Core Insights - Jiangxi Lianchuang Optoelectronics Technology Co., Ltd. reported a revenue of 1.648 billion yuan for the first half of 2025, representing a year-on-year growth of 6.51% [1] - The net profit attributable to shareholders reached 263 million yuan, an increase of 15.18% year-on-year, while the net profit after deducting non-recurring gains and losses was 237 million yuan, up 14.01% [1] - The company emphasized its strategic focus on technological innovation, industrial structure optimization, and market expansion, which have strengthened its core competitiveness and driven steady business growth [1] Business Performance - The laser series and traditional LED chip segment generated 128 million yuan in revenue, a significant increase of 176.87% year-on-year, attributed to breakthroughs in high-power laser devices and the optical blade series [1][2] - The backlight source and application products segment achieved revenue of 596 million yuan, reflecting a year-on-year growth of 17.95%, driven by product structure optimization and increased production efficiency [2] Technological Advancements - The company invested 80.63 million yuan in R&D during the first half of 2025, marking a 9.84% increase year-on-year [3] - Significant breakthroughs were made in the laser industry, including the development of high-performance pump sources and advanced laser systems for drone interception [3][4] - The company has established capabilities in designing and manufacturing high-temperature superconducting magnets, which are applicable in various fields such as induction heating and controlled nuclear fusion [4] Market Expansion - Lianchuang Optoelectronics showcased its optical blade series laser equipment at the Abu Dhabi Defense Exhibition, enhancing its global presence and industry influence [2] - The company is focusing on high-end and specialized technologies in the LED backlight source sector, particularly in industrial control, automotive, and tablet applications, leading to increased sales volume [2] Future Outlook - The commercialization of controlled nuclear fusion technology is expected to create broader market opportunities for high-temperature superconductors, positioning them as a key driver in global energy transformation [5] - The superconducting electromagnetic launch system is anticipated to provide essential infrastructure for low-cost space data centers and manufacturing facilities, reshaping the global aerospace competitive landscape [5]

Core Insights - The company reported a revenue of 1.617 billion yuan for the first half of 2025, representing a year-on-year growth of 7.15% [1] - The net profit attributable to shareholders reached 263 million yuan, marking a year-on-year increase of 15.18% [1] - The basic earnings per share stood at 0.58 yuan [1] Business Segments - The company's main business includes laser series and traditional LED chip products, smart control series products, backlight sources, optical communication, and intelligent equipment [1] - The laser and traditional LED chip segment achieved a significant revenue of 128 million yuan, with a remarkable year-on-year growth of 176.87% [1] Industry Trends - The laser industry has made significant advancements, increasingly replacing traditional weapons in border control and critical facility protection, becoming a strategic pillar in security systems [1] - According to Global Market Insights, the global laser weapon market is projected to grow from 6.7 billion USD in 2024 to 33.4 billion USD by 2034, with a compound annual growth rate of 17.6% [1] Technological Innovations - The company focuses on "technological innovation" and "market expansion," emphasizing four core areas: technology leadership, market breakthroughs, brand enhancement, and customer engagement [2] - Significant breakthroughs were achieved in high-power laser devices and the optical blade series, with key advancements in software algorithms for recognition accuracy and networking technology [2] Market Expansion - The company successfully showcased its optical blade laser equipment at the largest defense exhibition in Abu Dhabi, enhancing its global presence and industry influence [2] High-Temperature Superconductivity - The company's subsidiary, Jiangxi Lianchuang Superconducting Technology Co., Ltd., is involved in high-temperature superconductivity technology, addressing national high-tech development and green strategy needs [3] - The subsidiary's main business areas include high-temperature superconducting induction heating, magnetic control silicon single crystal growth, controllable nuclear fusion, and electromagnetic catapults [3] - In July 2025, the subsidiary won a project for developing a high-power low-temperature cooling system and superconducting magnet for the Ziyang Commercial Aerospace Launch Technology Research Institute [3]