证券日报网讯12月12日，中国铀业（001280）在互动平台回答投资者提问时表示，公司已与华能核电签 署协议约定由公司保障华能核电的天然铀供应。 ...

Market Overview - The market experienced a rebound with all three major indices rising, driven by strong performances in sectors such as controlled nuclear fusion, electric grid equipment, and commercial aerospace [1] - Notable stocks that hit the daily limit include China Nuclear Engineering, China National Machinery, and others in the nuclear fusion sector [1] Sector Highlights Aerospace - The aerospace sector continued its upward trend with multiple stocks hitting the daily limit, including Aerospace Power and Shunhao Co [3] - A successful launch of the Long March 12 rocket on December 12, which deployed 16 low-orbit satellites, has boosted confidence in the domestic commercial aerospace industry [3] - The upcoming launch of Long March 12A in December 2025 is expected to further enhance the sector's prospects [3] Smart Grid - The smart grid concept saw significant gains, with stocks like Zhongchao Holdings and Tongguang Cable hitting the daily limit [7] - Nvidia is set to hold a closed-door summit to address potential power shortages in data centers, which could impact the smart grid sector [7] Nuclear Fusion - The nuclear fusion sector experienced a surge, with companies like China National Machinery and China First Heavy Industries seeing substantial stock increases [11] - The Central Economic Work Conference emphasized the importance of green transformation and energy system construction, which aligns with the nuclear fusion industry's growth [11] - The global nuclear fusion market is projected to approach $500 billion by 2030, indicating strong future growth potential [13] Investment Insights - The commercial aerospace market is expected to grow significantly, driven by advancements in reusable rocket technology and the miniaturization of satellites, which lower costs and expand applications [6] - The smart grid sector is poised for growth as AI development and energy policies evolve, with increasing demand for gas turbines and related technologies [10] - The nuclear fusion industry is anticipated to enter a phase of significant investment and development by 2027, benefiting core suppliers in the sector [13]

Core Viewpoint - China Nuclear International (02302) saw a significant increase of over 12%, currently trading at 5.28 HKD with a transaction volume of 7.63 million HKD, driven by positive market forecasts for the nuclear fusion sector [1] Group 1: Market Forecasts - The International Energy Agency predicts that the global nuclear fusion market could approach 500 billion USD (3.5 trillion RMB) by 2030 [1] - Guojin Securities reports that the Hefei BEST fusion project has seen monthly tenders exceeding 2 billion RMB, indicating a positive outlook for accelerated nuclear fusion tenders [1] Group 2: Policy and Industry Developments - The Central Economic Work Conference emphasized the need to advance energy-saving and carbon-reduction transformations in key industries, alongside the development of a national energy strategy and the expansion of green electricity applications [1] - The BEST project in Hefei is entering a critical phase, with tendering activity expected to accelerate as the project progresses [1]

消息面上，国际能源署预测，到2030年，全球核聚变市场规模有望接近5000亿美元(3.5万亿元人民币)。 此外，中央经济工作会议提出，深入推进重点行业节能降碳改造。制定能源强国建设规划纲要，加快新 型能源体系建设，扩大绿电应用。国金证券研报指出，合肥BEST聚变项目单月招标超20亿元，看好核 聚变招标加速。据不完全统计，11月BEST招标规模至少20亿元以上，随着合肥BEST项目建设进入关键 期，看好BEST聚变项目招标加速。 智通财经APP获悉，中核国际(02302)午后涨超12%，截至发稿，涨12.34%，报5.28港元，成交额763.19 万港元。 ...

Core Viewpoint - The A-share market is experiencing significant gains in stocks related to controllable nuclear fusion, with several companies reaching their daily price limits and showing substantial year-to-date performance increases [1][2]. Group 1: Stock Performance - Tianli Composite (920576) reached a 30% increase, with a total market value of 6.629 billion and a year-to-date increase of 194.75% [2] - Changfu Co., Ltd. (920396) saw a 19.74% rise, with a market value of 2.887 billion and a year-to-date increase of 203.01% [2] - Haotian Technology (301137) increased by 13.36%, with a market value of 10.3 billion and a year-to-date increase of 225.27% [2] - Srey New Materials (688102) rose by 10.55%, with a market value of 25.1 billion and a year-to-date increase of 269.89% [2] - China West Electric (601179) increased by 10.06%, with a market value of 46.5 billion and a year-to-date increase of 21.45% [2] - Other notable performers include Huadong Cable (10.03% increase), Sichuan Chuang (10% increase), and Snowman Group (9.99% increase) [1][2]. Group 2: Market Trends - The overall trend in the A-share market indicates a strong bullish sentiment, particularly in the controllable nuclear fusion sector, as evidenced by the formation of MACD golden cross signals [1]. - Companies such as Guotai Heavy Industries and China Nuclear Engineering also showed significant gains, with increases around 9.97% and 9.96% respectively [2]. - The performance of these stocks reflects a growing investor interest in the nuclear fusion industry, suggesting potential for further investment opportunities [1][2].

Core Viewpoint - The A-share market saw significant gains in stocks related to controlled nuclear fusion, with several companies reaching their daily limit increases, indicating strong investor interest and potential growth in this sector [1][2]. Group 1: Stock Performance - Tianli Composite reached a 30% increase, with a total market value of 6.629 billion and a year-to-date increase of 194.75% [2] - Changfu Co. saw a nearly 20% rise, with a market value of 2.887 billion and a year-to-date increase of 203.01% [2] - Ha Welding Huaton increased by over 13%, with a market value of 10.3 billion and a year-to-date increase of 225.27% [2] - Srey New Materials rose over 10%, with a market value of 25.1 billion and a year-to-date increase of 269.89% [2] - China XD Electric, Hualing Cable, Sichuan Chuang Electronics, Snowman Group, Antai Technology, China National Heavy Machinery, China Nuclear Engineering, and Shun Sodium Co. all reached a 10% increase [1][2]. Group 2: Additional Notable Stocks - Zhongtai Co. and Dongfang Electric increased by over 8%, with market values of 8.15 billion and 81.8 billion respectively [2] - Guoda Special Materials and Aike Saibo both saw increases of nearly 8%, with market values of 6.541 billion and 6.104 billion respectively [2] - Western Superconducting experienced a 7.1% increase, with a market value of 49 billion [2].

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：公司前五大客户销售占比超 77%，其中中核集团占比 近50%，关联交易占比较高，未来在开拓华能、国电投等其他核电集团客户方面，是否有明确的进展和 目标？ 中国铀业（001280.SZ）12月12日在投资者互动平台表示，公司已与华能核电签署协议，约定由公司保 障华能核电的天然铀供应。 ...

格隆汇12月12日丨中国铀业(001280.SZ)在投资者互动平台表示，公司已与华能核电签署协议约定由公 司保障华能核电的天然铀供应。 ...

人民财讯12月11日电，12月11日，在中国核工业集团有限公司、中国华能集团有限公司、清华大学的共 同倡议与战略指导下，由中核能源科技有限公司发起的高温气冷堆现代产业链联盟在京正式成立。 高温气冷堆是第四代先进核反应堆，具有固有安全、电热汽多用途、多模块灵活组合布置等独特优点。 目前，我国已全面掌握了高温气冷堆从设计、制造、建造、调试到运行、燃料循环的全部核心技术和知 识产权，实现了由跟跑到并跑再到领跑全球的根本性转变。 在此基础上，高温气冷堆现代产业链联盟将加强高温气冷堆上下游合作，打通产业壁垒，建立企业战略 合作伙伴关系，全面提升高温气冷堆产业链完整性、安全性、先进性和发展韧性。 ...

（记者 王瀚黎） 每经AI快讯，有投资者在投资者互动平台提问：贵公司有没有跟秦山核电站开展合作或者是业务？ 中国铀业（001280.SZ）12月11日在投资者互动平台表示，中国铀业已同中国核电签署了长贸协议 ，约 定向中国核电下属核电公司供应天然铀。 ...