国际原子能机构：截至目前，伊朗福尔多燃料浓缩厂尚未受到影响。 ...

Core Viewpoint - The International Atomic Energy Agency (IAEA) reported no increase in radiation levels at the Natanz nuclear facility, indicating stable operational conditions and compliance with safety standards [1] Group 1 - The IAEA's assessment confirms that the Natanz nuclear site is currently operating without any detectable radiation anomalies [1] - This finding may alleviate concerns regarding potential nuclear proliferation or safety issues associated with the facility [1]

国际原子能机构：正与伊朗就核辐射水平事宜保持联系 智通财经6月13日电，据央视新闻报道，国际原子能机构13日称，正在密切关注伊朗当前的局势。纳坦 兹核设施是以色列轰炸的目标之一，国际原子能机构正与伊朗方面就核辐射水平事宜保持联系。当天， 以空军对伊朗境内数十个与核计划和其他军事设施相关的目标发动空袭。伊朗国家电视台13日报道说， 以色列当天凌晨袭击了位于伊朗中部伊斯法罕省纳坦兹的核设施，目前"没有核污染的迹象"。 ...

我们不是资讯的搬运工 而是有态度的发现者 万和财富早班车 2025年6月13日 ● 国内金融市场 ● 股指期货 · | 品种 | 收盘 | 涨跌幅 | 品种 | 收盘 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 上证指数 | 3402.66 | 0.01% | 上证当月连续 | 2682.2 | 0.02% | | 深证成指 | 10234.33 | -0.11% | 沪深当月连续 | 3883.6 | 0.06% | | 创业板指 | 2067.15 | 0.26% | 恒生期货指数 | 31013.11 | -1.2% | 宏观消息汇总 1. 央行、外汇局:进一步加大金融支持海峡两岸融合发展力度, 为两岸融合发展示范区建设提供有力的金融支撑 三、上市公司聚焦 1。 矽电股份(301629)：公司是国内首家实现12吋晶圆探针台产业 化应用的设备厂商 2 南极光(300940)：公司是目前唯一通过任天堂认证的LCD背光 模组供应商,在Switch 2背光模组中的供应商地位较为稳固 3. 金现代(300830)：目前公司的轻骑兵低代码开发平台已经适配 Deep ...

每经记者｜杨建 每经编辑｜彭水萍 （一）重要市场新闻 1、据央行网站消息，近日，央行、国家外汇局联合印发《关于金融支持福建探索海峡两岸融合发展新 路 建设两岸融合发展示范区的若干措施》。《若干措施》支持福建探索海峡两岸融合发展新路，助力 两岸交流交往交融。《若干措施》从优化两岸共同"生活圈"金融生态，支持在福州、厦门、泉州开展跨 境贸易高水平开放试点，支持资本项下跨境投融资便利化，全面加强金融监管、有效防范化解金融风险 等四方面提出12条政策措施，对持续深化两岸融合发展示范区建设、推进金融高水平开放具有重要意 义。 2、美股三大指数小幅收涨，标普500指数涨0.38%，道指涨0.24%，纳指涨0.24%，其中，标普500指数 再创2月底以来收盘新高，道指再创3月初以来收盘新高；大型科技股涨跌不一，微软、英伟达涨超 1%，英特尔、苹果、亚马逊小幅上涨；特斯拉跌超2%，美国金融科技公司Chime上市首日涨超37%； 波音跌近5%，此前印度航空一架波音787坠毁。中概股涨跌不一，纳斯达克中国金龙指数跌0.41%；房 多多涨超7%，金山云涨超3%，理想汽车、阿里巴巴跌超1%。 3、国际金价走高，现货黄金涨0.93%， ...

美国总统特朗普兜售煤炭，天然气，以及核能。 ...

据最新消息，世界银行将解除长达数十年的核能融资禁令，支持延长现有反应堆寿命的努力，并帮助支持电网 升级和相关基础设施建设。此外，世界银行还计划帮助开发小型模块化反应堆。 核能领域，传出多则"利好"消息！ 此外，德国核聚变初创公司Proxima Fusion近日获得1.3亿欧元的融资，这是迄今为止欧洲核聚变领域最大的一 笔投资。国际原子能机构（IAEA）曾表示，如果核聚变能实现工业化复制，这项技术有望为全球提供几乎无 限的清洁、安全且价格合理的能源。 A股市场上，6月12日，可控核聚变板块再度异动，融发核电、弘讯科技涨停，利柏特、百利电气、应流股份 等纷纷跟涨。自5月以来，可控核聚变板块指数涨幅接近25%。多家券商表示，看好全球核聚变政策趋势持续 走强带来的产业链投资机遇。 世界银行将解除核能融资禁令 日前，彭博社、路透社等多家外媒报道称，世界银行（简称"世行"）将解除核能融资禁令，旨在加速低排放技 术的开发，以满足发展中国家不断增长的电力需求。 世界银行行长彭安杰周三表示，该行董事会取消了对核能项目的融资禁令，并正在讨论是否为天然气勘探和生 产提供资金，因为该行正在寻求加强电力供应的方法，以实现其核心发展目标 ...

Summary of the Conference Call for Yingliu Technology Company Overview - Yingliu Technology is a leading domestic player in the fields of gas turbine blades, combustion chamber nozzle rings, and aircraft engine blades, supplying major global companies such as GE and Siemens [2][3] Financial Performance - The company reported a non-recurring net profit of 136 million yuan in Q1 2025, with full-year revenue expected to accelerate to between 440 million and 450 million yuan, and projected revenues for the next two years to reach 600 million and over 800 million yuan, maintaining a growth rate of over 40% [2][6] - The gross margin for the two-machine business segment has consistently remained above 40% [2][6] Investment and Asset Development - As of the end of 2024, fixed assets are expected to reach 4.086 billion yuan, with ongoing construction projects around 1.6 billion yuan, and a research and development expense ratio maintained above 12% [2][5] Market Dynamics - The global gas turbine market is dominated by Mitsubishi, Siemens, Baker Hughes, and GE, which together hold approximately 80% of the market share. These leading companies are experiencing significant order growth and are actively expanding production, indicating accelerated industry demand [2][12] - Orders from major manufacturers are booked until 2029, reflecting strong future demand [2][12] Strategic Initiatives - Yingliu Technology is advancing its two-machine projects, including blade and casing processing coating projects, with expected future output value increasing to 1.5 billion yuan. Combined with nuclear energy projects, total output value is anticipated to increase by 2.1 billion yuan, enhancing production capacity and growth potential [2][7] Nuclear Energy Sector - The company has made significant strides in the nuclear energy sector, with clients including Emerson and Schlumberger. It is one of the few domestic manufacturers with nuclear-grade pump equipment qualifications [4][24] - The approval of nuclear power projects in China has remained steady, with at least 10 units expected to be approved annually, driving demand for equipment [4][24] Aerospace Sector - Yingliu Technology has established strategic partnerships with major players in the aerospace sector, including airlines and engine manufacturers, indicating a strong competitive position in this market [4][18][22] - The company has developed over 80 product varieties, including blades and structural components, and is expected to see a continuous increase in new orders due to rising demand in the aerospace market [22][23] Domestic Market Trends - China's civil aviation market is projected to grow significantly, with the number of passenger aircraft expected to exceed 10,000 in the next 20 years, positioning China as the largest single aviation market globally [20] - The domestic push for the localization of gas turbines and aircraft engines is accelerating, supported by government policies and recent technological advancements [21] Valuation Insights - Yingliu Technology's current valuation has just surpassed 30 times earnings, which is still lower compared to international leaders like GE and Howmet, whose valuations are typically between 50 to 60 times earnings. The company is expected to maintain a profit growth rate of at least 40% over the next three years [27] Conclusion - Yingliu Technology is well-positioned for growth in the gas turbine and aerospace sectors, with strong financial performance, strategic investments, and a favorable market outlook. The company's valuation appears to have significant upside potential given its growth trajectory and industry dynamics [27]

法国外交部：法国对伊朗宣布建设新浓缩设施表示关注并予以关注。 ...

伊朗核能主管：新的浓缩设施已建成，待配备设备后即可投入运营。 ...