当天，西部超导股价收跌2.98%，最近一个月涨幅28.75%。（智通财经记者 杨漾） 西部超导（688122.SH）微信公号10月10日发布消息，近期公司运用粉末装管（PIT）技术制得的实用 化MgB₂高温超导线材成功实现量产，单根长度达到2万米以上，产品各项性能指标均达国际领先水平。 公司累计生产逾250公里MgB₂线材，作为关键材料为南方电网超导磁储能装置提供了有力技术支撑。与 此同时，西部超导在国际上首次通过中心镁扩散法制备出千米级多芯MgB₂线材。超导材料领域，该线 材在磁共振成像、超导磁储能、电力电缆和高场磁体等领域展现出巨大应用潜力，是实现高效、紧凑型 超导装置的关键材料之一。 ...

人民财讯10月10日电，西部超导发布消息，近期，西部超导公司运用粉末装管(PIT)技术制得的实用化 MgB高温超导线材成功实现量产，单根长度达到2万米以上。公司累计生产逾250公里MgB线材，作为 关键材料为南方电网超导磁储能装置提供了技术支撑。与此同时，西部超导在国际上首次通过中心镁扩 散法制备出千米级多芯MgB线材。 ...

长江商报消息●长江商报记者 沈右荣 国庆中秋长假后的首个交易日，可控核聚变概念爆发，西部超导（688122.SH）也以20CM的涨停呈 现。 公开信息显示，国庆期间，中国聚变研究工程应用研究迎来重要进展。 西部超导被列为可控核聚变概念股，与上海电气、东方电气等被称为核聚变"四强"。 2025年初以来，二级市场上，西部超导的股票累计已经上涨85.67%，目前市值达507.5亿元。 西部超导的竞争优势明显。公司称，其是低温超导材料领域目前全球唯一的NbTi锭棒、超导线材、超 导磁体的全流程生产企业，也是ITER用低温超导线材在中国的唯一供应商。 年内首次20CM涨停 可控核聚变概念火爆，西部超导收获了一个久违的20CM涨停。 10月9日早盘，西部超导高开高走，午后涨停。虽然在涨停线附近几经博弈，尾盘仍然封住了涨停。 西部超导涨停，市场认为与可控核聚变相关。 西部超导主营业务分为三大板块，即超导业务、高端钛合金材料业务、高性能高温合金材料业务。 整体而言，近年来，西部超导的经营业绩稳步增长。2024年，公司实现归母净利润约8亿元，同比增逾 6%。2025年上半年，公司营业收入逾27亿元，同比增长近35%；归母净利润 ...

流动性方面，A500ETF嘉实盘中换手0.86%，成交1.10亿元。拉长时间看，截至9月30日，A500ETF嘉实近1年日均成交22.77亿元。 截至2025年10月9日 09:47，中证A500指数上涨0.45%，成分股西部超导上涨15.12%，浙富控股上涨10.12%，通富微电上涨10.01%，雅克科技上涨10.01%， 江西铜业上涨10.00%。A500ETF嘉实(159351)上涨0.42%。 招商证券表示，10月市场将会延续9月的趋势，保持震荡上行且低斜率的走势。目前市场处在牛市第二阶段的判断没有发生变化，增量资金持续流入的态势 也没有发生变化，指数上行速度放缓后，增量资金更加平稳，是驱动市场稳健上行的关键力量。 规模方面，A500ETF嘉实最新规模达119.12亿元。资金流入方面，拉长时间看，近4个交易日内，合计"吸金"1.25亿元。 截至9月30日，A500ETF嘉实近1年净值上涨19.33%。从收益能力看，截至2025年9月30日，A500ETF嘉实自成立以来，最高单月回报为11.71%，最长连涨月 数为5个月，最长连涨涨幅为28.61%，上涨月份平均收益率为4.15%，月盈利概率为61.28 ...

新能源汽车产销量稳居世界首位，原生鸿蒙成为全球第三大移动操作系统，"灯塔工厂"数量全球第 一，DeepSeek和人形机器人"出手"即惊艳世界…… 当决胜"十四五"的冲锋号响起，一项项激动人心的成就昭示着，在这场波澜壮阔的科技革命与产业 变革中，中国企业正以中流砥柱之姿勇立潮头，将创新基因深植发展血脉，奏响科技与产业创新的时代 强音。 从研发经费的强劲投入到创新平台的蓬勃生长，从关键技术的攻坚突破到创新成果的产业化浪潮， 企业在科技创新决策、研发投入、科研组织、成果转化中的主体地位不断提升，彰显中国经济高质量发 展的底气与韧性。 中国式创新生态加速形成 量子计算机凭借其颠覆性的计算能力，被誉为未来科技和产业发展的"超级加速器"。 2024年年初，我国第三代自主超导量子计算机"本源悟空"上线运行，仅一年有余，便为143个国家 和地区完成50万次计算任务。这背后，是企业与科研院所联合攻克高密度微波互联模组技术，一举打破 国外垄断的生动实践。 企业是最活跃的科技创新主体。5年来，我国不断完善企业科技创新主体地位的制度安排，推动各 类创新要素向企业聚集：在安徽，近500家省级创新平台中，89%由企业牵头组建，构筑起产业 ...

Group 1 - The article discusses the significant economic and strategic importance of superconducting materials, which possess properties such as zero electrical resistance and complete magnetic resistance, enabling applications that conventional materials cannot achieve [4] - Superconducting materials are categorized into three types: high-temperature superconductors, low-temperature superconductors, and room-temperature superconductors [4] - The potential for high-temperature superconductors to expand application areas is highlighted, particularly in relation to nuclear fusion demand, which could unlock a market space worth billions [4] Group 2 - Guan Zhong Ecology (300948) resumed trading and saw its stock price hit a new high for the year, closing with a limit-up of 15.6 million shares on September 29 [2] - The company reported a total revenue of 0.53 million yuan for the first half of the year, a year-on-year decline of 52.33%, and a net loss of 3.1861 million yuan, marking the lowest level since its listing [2] - Guan Zhong Ecology plans to establish a dual-main business structure by acquiring a 51% stake in Hangzhou Actuary Artificial Intelligence Technology Co., Ltd., with an estimated valuation of no more than 560 million yuan [2] Group 3 - The successful development of a 35.1 Tesla steady-state superconducting magnet by a research team led by the Hefei Institute of Plasma Physics represents a new world record and a significant technological breakthrough [3] - This superconducting magnet utilizes a combination of high-temperature and low-temperature superconductors, achieving stable operation for 30 minutes, which validates the reliability of the technology [3] - The achievement is expected to drive advancements in the domestic high-temperature superconducting materials industry and support various applications, including nuclear magnetic resonance imaging and efficient power transmission [3] Group 4 - The article notes that institutional investors have shown strong interest in superconducting concept stocks, with Zhongtian Technology receiving the most positive ratings from 19 institutions [6] - Other notable superconducting concept stocks include Western Superconductor, Zhongtung High-tech, and Bo Wei Alloy, which have also attracted significant institutional attention [7] - Financing data indicates that several superconducting concept stocks have seen net purchases exceeding 100 million yuan since September, with Woer Nuclear Materials leading with 1.384 billion yuan [7]

Group 1: Company Overview - Guan Zhong Ecology focuses on ecological environment construction, covering natural environment restoration and artificial environment construction [3][4] - The company reported a total revenue of 0.53 million yuan in the first half of the year, a year-on-year decline of 52.33%, and a net loss of 3.1861 million yuan, marking the lowest level since its listing [3] - Guan Zhong Ecology's stock price hit a new high this year after resuming trading on September 29, with a closing price that reached the daily limit [2] Group 2: Strategic Developments - The company announced plans to transfer 15.5% of its shares to Hangzhou Deep Blue Financial Whale AI Technology Partnership, changing its controlling shareholder [4] - Guan Zhong Ecology intends to acquire 51% of Hangzhou Actuary AI Technology Co., Ltd. for a cash consideration not exceeding 560 million yuan, forming a dual business structure of "ecological restoration + financial tax intelligence" [4] Group 3: Industry Insights - The superconducting materials industry has significant long-term growth potential, characterized by properties such as zero resistance and complete magnetic levitation [6] - High-temperature superconductors are expected to expand application spaces, with market opportunities projected to exceed 100 billion yuan driven by nuclear fusion demand [6] - Recent advancements in superconducting technology, including the achievement of a 35.1 Tesla steady-state magnetic field, highlight China's leading position in the field [5][6]

Macro Highlights - The People's Bank of China, the China Securities Regulatory Commission, and the State Administration of Foreign Exchange jointly issued an announcement to support foreign institutional investors in conducting bond repurchase transactions in the Chinese bond market, enhancing liquidity management and promoting connectivity between onshore and offshore financial markets [1] Company News - New Dazheng (002968) disclosed a major asset restructuring plan on September 28, proposing to acquire 75.15% of Jiaxin Liheng's equity through a combination of issuing shares and cash payments, aiming to expand its business reach [4] - *ST Tianmao announced that its stock will be delisted on September 30, 2025 [5] - Duori Pharmaceutical is planning a change in control and will suspend trading from the 29th [6] - Zhonghuan Environmental Protection is also planning a change in control and will suspend trading from the 29th [7] - Yidao Information is planning to acquire Langguo Technology and become its controlling shareholder, suspending trading from the 29th [8] - Zhiguang Electric is planning to acquire minority stakes in its subsidiary Zhiguang Energy Storage, suspending trading from the 29th [9] - Guanzhong Ecology's controlling shareholder intends to change to Deep Blue Finance Whale, with trading resuming on the 29th; the company plans to acquire 51% of Hangzhou Actuary [10]

从基金十大重仓股角度 9月22日，永鼎股份涨5.1%，截至发稿，报10.51元/股，成交8.97亿元，换手率5.95%，总市值153.66亿 元。 资料显示，江苏永鼎股份有限公司位于江苏省苏州市吴江区汾湖高新区江苏路1号，成立日期1994年6月 30日，上市日期1997年9月29日，公司主营业务涉及通信产品和通信软件产品的研发、生产及销售;电站 和输变电网的海外电力工程总承包;常规低压汽车整车线束、新能源高低压线束的设计研发、生产制造 和销售;超导材料产业。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，浦银安盛基金旗下1只基金重仓永鼎股份。浦银安盛红利精选混合A（519115）二季度持有 股数52万股，占基金净值比例为2.82%，位居第六大重仓股。根据测算，今日浮盈赚取约26.52万元。 截至发稿，陈晨累计任职时间349天，现任基金资产总规模3.14亿元，任职期间最佳基金回报11.71%， 任职期间最差基金回报0.28%。 浦银安盛红利精 ...

数据显示，华夏基金旗下1只基金重仓永鼎股份。华夏高端制造混合A（002345）二季度减持222.47万 股，持有股数496.76万股，占基金净值比例为4.19%，位居第十大重仓股。根据测算，今日浮盈赚取约 253.35万元。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 华夏高端制造混合A（002345）成立日期2016年5月11日，最新规模8.99亿。今年以来收益23.05%，同 类排名3857/8244；近一年收益49.35%，同类排名3203/8066；成立以来收益49.5%。 责任编辑：小浪快报 9月22日，永鼎股份涨5.1%，截至发稿，报10.51元/股，成交8.97亿元，换手率5.95%，总市值153.66亿 元。 华夏高端制造混合A（002345）基金经理为吴昊。 资料显示，江苏永鼎股份有限公司位于江苏省苏州市吴江区汾湖高新区江苏路1号，成立日期1994年6月 30日，上市日期1997年9月29日，公司主营业务涉及通信产品和通信软件产品的研发、生产及销售; ...