Group 1 - The core viewpoint of the news is that the stock market is experiencing a recovery in short-term sentiment, with a notable increase in the number of stocks hitting the daily limit up, particularly in sectors like controllable nuclear fusion and unmanned delivery [1] - A total of 61 stocks reached the daily limit up, with 10 stocks classified as consecutive limit-up stocks, and a promotion rate of 40% for these stocks [1] - Among the stocks, Suzhou Longjie exceeded expectations with a limit-up, while Zhongchao Holdings achieved a remarkable 10 consecutive limit-ups over 16 days [1] Group 2 - The controllable nuclear fusion concept saw significant gains, with over 20 stocks either hitting the limit up or rising more than 10%, including Zhongchao Holdings and Shangwei Shares [1] - The unmanned delivery vehicle concept remained active, with Zhongyou Technology hitting a 20% limit up and reaching a historical high [1] - Notable individual stock performances include Yibin Paper with 5 limit-ups in 6 days and Anada with 5 limit-ups in 9 days [2]

截 至 收 盘 ， 瑞 奇 智 造 3 0CM 涨 停 ， 常 辅 股 份 涨 2 4% ， 哈 焊 华 通 2 0CM 涨 停 ， 久 盛 电 气 涨 超 1 6%，中洲特材涨超1 4%，天力复合涨超11%，大西洋、保变电气、长城电工、中核科技、尚 纬股份、锡装股份、中广核技、融发核电、哈空调1 0CM涨停，广厦环能、兰石重装、南风股 份等跟涨。 | | | 核电 1 | | --- | --- | --- | | | | 3027.16 3.03% | | 成分股 | 墓金 | 简况(F10) 资金 板块分析 | | 瑞奇智造 | | 14.04 +30.00% +25.36% | | 833781 | | | | 美利华电 | | 22.91 +20.01% +17.49% | | 300069 | | | | 首板 最终涨停13:46 | | | | 哈精英通 | | 32.99 +20.01% +33.08% | | 301137 | | | | 2天2板 | 最终涨停09:35 | | | 常辅股份 | | 53.50 +16.56% +7.86% | | 871396 | | | | 领涨龙头3 ...

Core Viewpoint - The nuclear power industry in China is expected to experience significant growth due to its advantages in cleanliness and stability, as well as the uneven distribution of energy resources in the country. The industry is poised for a construction and production peak driven by multiple factors including policy, technology, and market dynamics [1][18]. Group 1: Advantages of Nuclear Power - Nuclear power has clear advantages in terms of cleanliness, stability, and utilization hours. It does not produce greenhouse gases during electricity generation, resulting in minimal environmental impact. Compared to fossil fuels, nuclear power has extremely low carbon emissions, aiding in pollution reduction. Additionally, nuclear power provides stable electricity supply with annual utilization hours consistently above 7000, the highest among all energy sources [2]. Group 2: Energy Distribution and Strategic Importance - China's primary energy resources are concentrated in the northern and western regions, while economically developed and densely populated coastal areas lack conventional energy sources. Accelerating nuclear power development is crucial for optimizing energy structure, alleviating transportation pressure, and enhancing energy efficiency and grid reliability, which is strategically significant for national energy security. By the end of 2025, China's operational nuclear power capacity is expected to reach 65 million kilowatts, with nuclear energy's share of total electricity generation projected to double to 10% by 2035 compared to 2022 [4]. Group 3: Nuclear Power Industry Chain - The nuclear power industry chain consists of three main segments: upstream (uranium mining, processing, trading, and fuel manufacturing), midstream (nuclear power equipment manufacturing), and downstream (nuclear power plant construction, operation, and fuel reprocessing) [7]. Group 4: Acceleration of Nuclear Approvals and Construction - The nuclear power sector is experiencing a surge in approvals, with 11 new units approved in August 2024. The average annual approvals have increased from 4-5 units (2019-2021) to 10-11 units (2022-2024), indicating a significant uptick in nuclear power construction and equipment demand [9]. Group 5: Recent Catalysts for the Nuclear Power Industry - The nuclear power industry is benefiting from multiple catalysts, including accelerated approvals, technological breakthroughs, and expanding market demand. The approval of new projects is expected to continue at a pace of 8-10 units annually, while technological advancements have increased the domestic production rate of third-generation nuclear power plants to over 90%. Additionally, the market demand for nuclear power is growing, with its share of total electricity generation rising to 4.72% and significant reductions in carbon emissions [15][16]. Group 6: Investment Logic and Related Stocks - The nuclear power sector's growth is supported by its cleanliness and stability, alongside favorable policies and technological advancements. Key stocks in the industry include Shanghai Electric, Dongfang Electric, and Jiangsu Shentong, among others [19].

盘面上，核电股集体爆发，中核科技等近20股涨停。IP经济概念股震荡走强，京华激光等近10股涨停。 智能物流概念股持续活跃，湘邮科技等涨停。下跌方面，医药股集体调整，海辰药业等多股跌超5%。 个股涨多跌少，全市场超3700只个股上涨。 转自：新华财经 新华财经北京5月26日电 （王媛媛）周一市场全天震荡调整，沪指冲高回落，午后下行翻绿，创业板指 领跌，宁德时代跌超4%。截至收盘，沪指报3346.84点，跌0.05%，成交4005亿元；深证成指报10091.16 点，跌0.41%，成交6094亿元；创业板指报2005.26点，跌0.80%，成交2684亿元。 板块方面，可控核聚变、智能物流、PEEK材料、IP经济等板块涨幅居前，创新药、汽车整车、中药、 维生素等板块跌幅居前。 盘面热点 据证券时报，分析人士认为，价格战可能是汽车股杀跌的直接原因。比亚迪近日推出重磅限时促销活 动，包括王朝网及海洋网两大系列共22款智驾版车型参与，最高优惠可达5.3万元人民币。此外，近日 长城汽车魏建军关于汽车行业的言论可能也引发了业界的担忧。他在接受媒体采访时表示，汽车产业存 在的影响到行业健康发展的一些列问题值得重视。 交通运输 ...

Market Overview - The market experienced fluctuations with the ChiNext index leading the decline, and Ningde Times falling over 4% [1] - By the end of the trading day, the Shanghai Composite Index decreased by 0.05%, the Shenzhen Component Index fell by 0.41%, and the ChiNext Index dropped by 0.8% [1] - Over 3,700 stocks rose in the market, with total trading volume in the Shanghai and Shenzhen markets reaching 1.01 trillion yuan, a decrease of 145.6 billion yuan compared to the previous trading day [1] Sector Performance - The sectors that saw gains included controllable nuclear fusion, smart logistics, PEEK materials, and IP economy, while innovative drugs, complete automobiles, traditional Chinese medicine, and vitamins faced declines [1] - The controllable nuclear fusion sector rose by 5.14% year-to-date, while the gaming sector increased by 3.68% [11] ETF Activity - During the trading session, the broad-based ETFs experienced significant selling pressure, particularly between 11:15 and 11:25, coinciding with major indices hitting new lows [6][7] - The trading volume of certain index products, particularly the CSI 500 Index ETFs, was notably higher during this period, suggesting their influence on the market's rapid decline [9] Gaming Industry Insights - The Chinese gaming market reported a sales revenue of 85.704 billion yuan in Q1 2025, marking a year-on-year growth of 17.99% [12] - Major gaming companies like Century Huatong and Youzu Network reported significant revenue increases, with Century Huatong's revenue up by 91% year-on-year [12] - The gaming sector is viewed as having a favorable configuration value due to its growth potential and high dividend yields, with dynamic PE ratios for leading companies ranging from 11 to 17 times [12] Nuclear Fusion Developments - The controllable nuclear fusion sector remains active due to ongoing industrial advancements, including the early launch of a compact fusion energy experimental device project [13] - The U.S. plans to initiate the construction of ten large nuclear power plants by 2030, which has positively impacted the nuclear energy sector in the U.S. stock market [14] - The nuclear power market is seen as having substantial growth potential, with investment opportunities in core equipment suppliers and raw material providers [14]

Group 1 - China Nuclear International experienced a significant stock surge, rising over 180% at one point, and closing at 4.05 HKD, up 127.5% [1] - China Nuclear International is a member of China National Nuclear Corporation and serves as its only overseas uranium resource operation platform, actively seeking and expanding overseas uranium resource business [1] - The nuclear power sector in A-shares is also performing strongly, with multiple companies reaching their daily price limits and others seeing gains of over 10% [3] Group 2 - U.S. President Trump signed a series of executive orders aimed at launching the construction of 10 large nuclear power plants by 2030 and quadrupling U.S. nuclear power capacity by 2050, setting a new approval timeline for nuclear regulatory commissions [3] - Goldman Sachs reported that the nuclear power sector is entering a golden decade, with the uranium market facing a structural shortage due to aging mines and long production cycles for new projects [3] - The average stock price increase for over 30 nuclear power concept stocks in A-shares is 8.03% year-to-date, with some stocks like Guoguang Electric seeing a rise of 116.29% [3] Group 3 - The controllable nuclear fusion concept sector is active due to recent technological breakthroughs, creating market enthusiasm and attracting significant investment [4] - The Chinese government's dual carbon goals and strong support for clean energy have created a favorable policy environment for the development of controllable nuclear fusion [4] - International research collaboration is advancing, increasing industry interest and investment inflow, contributing to the sector's growth [4]

金十数据5月26日讯，指数今日集体调整，早间一度冲高回落，尾盘三大股指跌幅集体收窄，北证50指 数涨近2%。截至收盘，沪指收跌0.05%，深证成指收跌0.41%，创业板指收跌0.80%。盘面上，核电板 块掀涨停潮，近20只个股涨停。谷子经济、算力板块、PEEK材料午后冲高，汽车整车、化学材料等板 块跌幅居前。两市全天成交额超1万亿元，超3500只个股上涨。 A股收评：沪指冲高回落缩量调整 核电板块掀涨停潮 ...

核电、可控核聚变概念持续拉升，中核科技直线涨停，哈焊华通、大西洋、保变电气、尚纬股份、中广 核技、融发核电、哈空调等十余股封板，国光电气、久盛电气、中洲特材等涨超10%。港股中核国际一 度涨180%。 ...

智通财经5月26日电，午后合锻智能涨停，创出10年多新高，此前哈焊华通、雪人股份、百利电气、融 发核电等十余股涨停，瑞奇制造、常辅股份、中洲特材、久盛电气涨超10%。消息面上，5月23日，美 国总统特朗普签署4项行政命令推动美国核能产业改革，包括扩大美国核能规模、核能产业链、缩短核 电项目审批周期等。根据中信证券测算，国内在建可控核聚变实验堆总投资额或超600亿元，带来确定 性的上游零部件订单需求。 核电、可控核聚变概念持续走高 合锻智能等十余股涨停 ...

七部门联合发布《美丽河湖保护与建设行动方案（2025—2027年）》 5月21日，生态环境部、国家发展改革委、财政部、住房城乡建设部、水利部、农业农村部、国家林草局七部门联合发布《美丽河湖保护与建设行动方案 （2025—2027年）》。要求大力推进美丽河湖保护与建设，并设定一系列阶段目标：到2027年，美丽河湖建成率达到40%左右；到2030年，美丽河湖建设取 得明显成效；到2035年，美丽河湖基本建成。此外，行动方案中还明确提及，要加快推动绿醇、绿氨、绿氢等新能源船舶推广应用。 国家能源局印发《核电工程定额管理暂行办法》 5月21日，国家能源局正式发布《核电工程定额管理暂行办法》，其中明确提到，将组织成立核电工程定额专家委员会，秘书处设在中国核电发展中心，主 要职责是负责核电工程定额的技术审查，为核电工程定额管理工作提供咨询意见和工作建议。 特朗普签署核能加速发展行政令 【生态环境周观察】是钛媒体旗下的特色周报产品，旨在将每周全球生态环境领域最重要的政策、事件、讨论、数据呈现在读者面前，用最真实、前沿的信 息，捕捉我们身边微小而重要的变化。环球同此凉热，视野点亮未来。 政策 宁德时代香港上市 5月20日，新 ...