Market Overview - On May 26, the Shanghai Composite Index closed down slightly by 0.05%, with nearly 3,400 stocks rising and over 1,400 stocks falling. Among them, 86 stocks hit the daily limit up, while 4 stocks hit the limit down [1] - The nuclear power sector remained strong, with stocks like Ruichi Intelligent Manufacturing hitting the daily limit up, along with Jinlihua Electric and Hahan Huatuo [1] - The gaming sector also performed well, with Youzu Network hitting the daily limit up and other stocks like Ice River Network and Dihun Network rising over 7%. The National Press and Publication Administration approved 130 domestic online games in May 2025 [1] Active Stocks - Four stocks had a turnover rate exceeding 50%, indicating that half of their shares changed hands. These stocks include Haisen Pharmaceutical, Prince New Materials, Xinbang Intelligent, and Ruichi Intelligent Manufacturing [2] - A total of 79 A-shares had a turnover rate above 20% on the same day [2] Historical Highs - 18 stocks reached their historical closing highs, with a focus on the machinery, non-ferrous metals, and basic chemicals sectors. The average increase for these stocks was 9.78% [3][4] - Notable stocks that hit historical highs include Ruichi Intelligent Manufacturing, Hahan Huatuo, and Zhongyou Technology, with significant daily increases [4][5] Company Announcements - Zhejiang Xineng plans to acquire a 29% stake in Chang'an Pumped Storage for 202 million yuan, increasing its ownership to 80% [6] - Jianyou Co. intends to repurchase shares worth 20 million to 40 million yuan for employee stock ownership plans, with a maximum price of 18.75 yuan per share [6] - HeMai Co. signed a cooperation agreement worth 1 billion yuan for household photovoltaic system equipment and maintenance services, expected to positively impact its future performance [7]

每经记者｜李娜 每经编辑｜彭水萍 5月26日，A股核电板块集体狂飙，尚纬股份、中核科技等近20股涨停，港股中核国际更单日暴涨近 130%，年内涨幅突破143%。全球铀价触底反弹叠加AI算力催生核电需求，多国加速核电复兴。高盛更 是认为核电迎来十年黄金周期。 5月26日，核电板块在A股市场表现亮眼。早盘，尚纬股份、锡装股份、融发核电强势涨停，哈空调、 上海电气、中国核建等相关个股纷纷跟涨。截至收盘，核电股集体爆发，瑞奇智造、中核科技等近20股 涨停。 国光电气作为板块龙头之一，截至5月26日收盘，年初以来股价累计涨幅达139.02%。海陆重工作为核 电能源龙头股之一，年内股价涨幅已超过78%，南风股份、应流股份、纽威股份等个股年内股价累计上 涨幅度也居前，分别为57.72%、48.59%、35.39%。 港股市场中，中核国际更是上演了一场惊心动魄的暴涨行情。午后2点多，中核国际股价直线拉升，涨 幅一度超过180%，成为港股市场的绝对明星。截至港股收盘，中核国际收报4.09港元/股，上涨 129.78%，成交量2043.8万股，成交额7889.97万港元，振幅185.39%，其年内涨幅也达到了143.45%。 另 ...

Market Overview - On May 26, Hong Kong's three major indices fell, with the Hang Seng Index down 1.35% to 23,282.33 points, the Hang Seng Tech Index down 1.7% to 5,157.65 points, and the Hang Seng China Enterprises Index down 1.7% to 8,437.64 points. The total market turnover was HKD 223.52 billion, with net selling by southbound funds amounting to HKD 1.507 billion [2][3]. Nuclear Power Sector - The nuclear power sector experienced significant gains, with China Nuclear International's stock surging by 129.78%, reaching a market capitalization of HKD 2.001 billion. Other nuclear-related stocks also saw increases, including CGN Mining up 8.43%, Shanghai Electric up 5.95%, and CGN Power up 3.92% [5]. - According to CITIC Securities, the total investment for domestic controllable nuclear fusion experimental reactors may exceed HKD 60 billion, indicating a strong demand for upstream component orders [5]. Automotive Sector - The automotive sector faced a downturn, with Geely Automobile leading the decline, falling 9.46% to HKD 18.38 per share. Over the past five trading days, it has dropped 4.47%, although it has increased by 31.66% over the past 30 days [5]. - Other notable declines included BYD down 8.60%, Leap Motor down 8.45%, and Xpeng Motors down over 4.44%. BYD has been implementing promotional activities, including limited-time price reductions and subsidies across various models [7]. Hong Kong IPO Market - Hong Kong's IPO fundraising has seen a significant increase, with over HKD 76 billion raised this year, more than seven times the amount from the same period last year, nearing 90% of last year's total IPO fundraising [8]. - The overall export value from Hong Kong increased by 14.7% year-on-year in April, with imports rising by 15.8%. The trade deficit for the first four months of the year was HKD 96.9 billion, equivalent to 5.7% of the import value [9].

5月26日，港股核电板块集体大涨。中核国际（02302.HK）收盘飙涨129.78%，中广核矿业 （01164.HK）涨8.43%，中广核电力（01816.HK）涨3.92%，中广核新能源（01811.HK）跟涨。 谷歌也曾警告称，美国正面临电力危机。谷歌能源市场开发全球主Caroline Golin表示，公司意识到可再 生能源可能导致电网不稳定后，开始探索核能应用。 在此背景下，作为核电燃料的核心原料，机构普遍认为，天然铀正迎来历史性配置窗口。 深入分析，近期美股核电股反复活跃，其深层逻辑与AI爆发式发展带来的电力危机有关。美国AI市场 发展较早，电力需求大且供给不足，故寻求可控核聚变等新能源支持。 而排放极低，输出稳定性较佳的核电被看作关键方向之一。业内不少专家发声，AI尽头是核电;。今 日，港A两市核电板块上涨，或也源于这波炒作热情。 近几年来，在AI技术浪潮下，大量数据中心涌现，给电力需求带来爆发式增长。 据机构测算，AI耗电在全球电力消耗中的占比，将从2023年的2%左右，提升到2030年的10%。未来如 果真正进入通用人工智能时代，耗电量只会更大，所造成电力行业的缺口也会更大。 此前，多位科技大佬 ...

Group 1 - The market is currently dominated by Yida, which is showing strong resilience and is expected to challenge new highs, indicating a potential five-wave market cycle [1][2] - The chemical sector remains the focal point for market profitability, with Yida's performance influencing other stocks like Yong'an and Huide, which are also part of the chemical sector [1][2] - The stock Yong'an is sensitive to Yida's movements, and its performance is expected to continue within a small cycle of consolidation, while Huide is experiencing accelerated gains as a follow-up to Yida's strength [2] Group 2 - The market is shifting focus from mere themes to graphical analysis, with the index showing a rebound but also experiencing a pullback, indicating a weak market structure [3] - Yida's strong cycle is likely to persist as the initiation of the next cycle requires a resonance with the overall market index [3] - The nuclear power sector, while currently under pressure, is expected to become active again, presenting another potential area for profitability outside the chemical sector [2]

Market Overview - The market experienced a collective decline in the morning but rebounded slightly in the afternoon, with small-cap and thematic stocks showing strength. The Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index closed down by 0.05%, 0.41%, and 0.8% respectively, while nearly 3,800 stocks rose and over 1,400 fell [1][2]. Nuclear Fusion Sector - The nuclear fusion sector saw significant gains, with stocks like Rongfa Nuclear Power, Haheng Huaton, and Xue Ren Co. achieving consecutive daily limits. The sector overall rose by 6.78% [8][9]. - On March 23, Trump signed four executive orders related to nuclear energy, which included accelerating reactor testing and allowing the construction of nuclear reactors on federal land, boosting the nuclear power stocks in the U.S. and subsequently in A-shares [5][6][7]. Autonomous Vehicles - The autonomous vehicle sector, particularly focusing on "unmanned logistics vehicles," saw a resurgence with stocks like Yuanwanggu, Xiangyou Technology, and Jinjiang Online hitting daily limits. The sector closed up by 0.52% and 2.39% for unmanned driving and smart logistics respectively [11][12][13]. Central Enterprise Restructuring - A strategic restructuring was announced between Zhongke Shuguang and Haiguang Information, marking the first absorption merger transaction since the revision of the major asset restructuring management measures. The central enterprise reform sector saw a slight increase of 1% [18][19]. Gaming Sector - The gaming sector experienced a sudden surge, with stocks like Youzu Network and Iceberg Network hitting daily limits. The sector closed up by 3.29%, while the related IP economy rose by 2.3% [21][24]. - The increase in gaming stocks may be linked to positive earnings reports from companies like NetEase, which saw a significant rise in revenue from new games [25][26].

证券代码：002366 证券简称：融发核电 公告编号：2025-029 融发核电设备股份有限公司 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有 虚假记载、误导性陈述或重大遗漏。 一、股票交易异常波动情况 融发核电设备股份有限公司（以下简称"公司"）股票（证券简称：融发 核电，证券代码：002366）于 2025 年 5 月 23 日、5 月 26 日连续 2 个交易日收 盘价格涨幅累计偏离超过 20%，根据深圳证券交易所交易规则等有关规定，属 于股票交易异常波动的情况。 二、公司关注并核实相关情况说明 针对公司股票交易异常波动，公司董事会对有关事项进行了核查，现就有 关情况说明如下： 较大影响的未公开重大信息； 融发核电设备股份有限公司董事会 间不存在买卖本公司股票的情形。 三、不存在应披露而未披露的重大信息的声明 经公司董事会确认，除前述事项外，本公司目前没有任何根据《深圳证券 交易所股票上市规则》等规定应予以披露而未披露的事项或与该事项有关的筹 划、商谈、意向、协议等；董事会也未获悉本公司有根据《深圳证券交易所股 票上市规则》的规定应予以披露而未披露的、对本公司股票交易价格产生较大 影响 ...

2连板融发核电：不存在处于筹划阶段的重大事项 智通财经5月26日电，融发核电(002366.SZ)公告称，公司股票连续2个交易日收盘价格涨幅累计偏离超 过20%，属于股票交易异常波动的情况。公司前期披露的信息不存在需要更正、补充之处。经自查和问 询，除公司2025年5月19日披露机构投资者调研的《投资者关系活动记录表》、5月21日披露业绩说明会 的《上市公司投资者关系活动记录表》、5月22日披露《关于召开2024年年度股东大会的提示性公告》 外，公司、控股股东、实际控制人不存在关于公司应披露而未披露的重大事项，也不存在处于筹划阶段 的重大事项。 ...

融发核电（002366）发布异动公告，公司主营业务未发生重大变化，公司经营情况正常，内外部经营环 境未发生重大变化。 ...

融发核电：核电设备产品尚未形成销售收入 金十数据5月26日讯，融发核电发布异动公告，公司核电设备产品尚未形成销售收入，公司主营业务未 发生重大变化，公司经营情况正常，内外部经营环境未发生重大变化。 ...