来源：央视财经 记者：范紫霄 截至午间收盘，沪指报4095.54点，涨幅0.29%；深证成指报14071.35点，涨幅0.35%；创业板指报 3332.74点，涨幅0.41%。 盘面上，电子化学品、煤炭开采加工、半导体、存储芯片、可控核聚变、减肥药等板块和概念股涨幅居 前。具体来看，半导体产业链集体走强，光刻机、光刻胶方向领涨，南大光电、国风新材等多股涨停； 可控核聚变板块表现活跃，中国核建、王子新材、弘讯科技、国机重装、中国西电涨停；稀土永磁板块 拉升，中稀有色、格林美等涨停。 今日早盘，沪指震荡拉升逼近4100点，创业板指冲高回落。沪深两市半日成交额约1.84万亿元，较上个 交易日放量超500亿元。 ...

据了解，今年1月起《中华人民共和国原子能法》即将施行，明确鼓励和支持受控热核聚变的科学研究 和技术开发，为聚变能创新划定边界并提供制度保障。此外，可控核聚变也是国家"十五五"规划建议重 点布局的前瞻性未来产业，四川、上海、安徽等地都在从不同方向聚焦聚变能领域的发展。浙商证券认 为，2035年全球核聚变设备市场年均规模有望达到2660亿元。 值得注意的是，国光电气此前曾公告调整募投项目，将部分剩余募集资金转向特种真空件、空心阴极及 核工业专用部件等新赛道，称这一调整源于可控核聚变、商业航天等领域迎来发展机遇。 光大证券研报指出，根据公开信息，国内有明确规划或建设中的核聚变项目投资金额逾1500亿元。展望 未来，伴随核聚变领域前沿技术不断突破，现有实验堆技术可行性验证的不断推进，如产业进展顺利， 有望2027年起进入工程实验堆建设期，届时装置体量、投资金额将进一步扩大，产业链上核心供应商有 望持续受益。 1月4日，国光电气发布公告表示，近日公司收到定南县监委签发的《变更留置通知书》，已解除对公司 董事、总经理李泞先生的留置措施。目前，李泞先生已回到公司工作岗位正常履职，公司董事长张亚先 生不再代为履行总经理及法定 ...

张涛对苏州给予中核集团的支持帮助表示感谢。他说，苏州产业基础雄厚、市场空间广阔，是中核 集团战略布局的重点城市。在"十五五"新征程上，中核集团将聚焦主责主业，进一步加大在苏州投资力 度，加快推动重点项目建设、先进技术应用，更好服务苏州高质量发展。 中核集团总经济师、总审计师黄敏刚；市委常委、副市长顾海东，市政府秘书长徐本，苏州高新区 主要负责同志参加会见。 12月26日，市委书记范波、市长吴庆文会见了中国核工业集团有限公司总经理张涛一行。 会见中，范波、吴庆文对中核集团给予苏州发展的关心支持表示感谢。范波说，当前，苏州正深入 学习贯彻党的二十届四中全会精神和习近平总书记对江苏、苏州工作重要讲话重要指示精神，聚焦因地 制宜发展新质生产力，加快推进新型工业化，统筹做好传统产业升级、新兴产业壮大、未来产业培育， 加快建设现代化产业体系。中核集团作为我国核科技工业的国家队和主力军，拥有完整的核科技工业创 新链和产业链，与苏州合作基础深厚。希望中核集团持续深耕苏州、加码苏州，聚焦核医疗服务、核技 术应用、核装备制造，落地更多优质项目、先进技术、创新资源，携手打造更多标志性合作成果，更好 服务高水平科技自立自强。我们将持 ...

（图：国光电气历史营收按单季度看） （图：国光电气历史归母净利润按单季度看） 对此，该公司董事长张亚在回复《科创板日报》记者提问时称，目前，随着行业发展，核聚变相关项目已经逐步通过终评并进入招标采购阶段。 张亚提到，目前国光电气立足自身丰富的真空与核工业专用器件研制与项目经验积累，跟进的核聚变项目包括向"ITER"装置供应偏滤器、第一壁等部件， 并成功为"EAST""HL"系列等国内知名核聚变科学装置配套关键专用部件与设备，并正在积极跟进"BEST""HL-3""Z箍缩混合堆"等国内重大核聚变项目。 《科创板日报》12月5日讯（记者 黄修眉） "公司已关注到ITER等项目相关订单的招标信息，并正积极结合自身技术研发优势及既有项目经验进行跟 进。"国光电气董事长张亚在今日（12月5日）举行的2025年第三季度业绩说明会上表示。 作为国内核聚变产业链龙头企业，国光电气2025年业绩因多种因素而大幅下滑。 该公司董事长张亚在业绩说明会上表示，"公司前三季度业绩变化主要系核工业设备受ITER项目在设计领域的技术更改，国内总体单位处于设计阶段，暂未 下发采购订单，同时微波器件产品因总体单位项目推进节点未达预期，部分订单 ...

Market Performance - The Shanghai and Shenzhen stock markets opened slightly higher on December 4, with the ChiNext index showing a significant rebound after an adjustment, while the Shenzhen Component and Shanghai Composite indices followed suit [1] - By the midday close, the Shanghai Composite Index was at 3879.52 points, up 0.04%, with a trading volume of approximately 408.1 billion yuan; the Shenzhen Component Index was at 13000.88 points, up 0.35%, with a trading volume of about 624 billion yuan; the ChiNext Index was at 3059.76 points, up 0.76%, with a trading volume of around 280 billion yuan [1] Sector Performance - At the opening, sectors such as non-ferrous metals, engineering machinery, and PEEK materials were among the top gainers, while communication equipment, cultivated diamonds, and Hainan Free Trade Zone sectors faced declines [1] - By midday, the humanoid robot industry chain stocks showed significant gains, with other sectors like reducers, exoskeleton robots, PEEK materials, and industrial mother machines also experiencing notable increases [1] Investment Insights - CITIC Securities indicates that the market has entered a "seller's market" by Q4 2025, with a steep upward trend expected in mainstream storage DRAM/NAND and niche storage prices, anticipating a supply-demand imbalance to persist until the end of 2026 [2] - China International Capital Corporation highlights the inclusion of controllable nuclear fusion in the national future industrial system, marking a shift towards strategic technological breakthroughs, with a focus on superconducting cables, lasers, and monitoring systems as investment opportunities [2] - CITIC Construction Investment notes a significant increase in storage investment enthusiasm, with planned projects in Inner Mongolia expected to double compared to this year, driven by high load growth and the ongoing development of renewable energy [2] Industry Developments - The unveiling of the Songjiang Satellite Internet Industry Cluster on December 4 aims to establish Shanghai as a global hub for satellite internet, with over 50 upstream and downstream enterprises gathered, projecting an industry scale exceeding 20 billion yuan by 2024 [3] - The International Atomic Energy Agency held its first AI and Nuclear Energy seminar, discussing how nuclear energy can meet the growing power demands of AI data centers and the integration of AI in nuclear technology development [4]

中国国家原子能机构副主任刘敬在主旨演讲中表示，中国高度重视AI全球治理和发展合作。2023年中 国提出全球人工智能治理倡议，对推动AI与包括核能在内的传统和新兴产业有机融合、提质升级具有 重要意义。中国正深入实施"人工智能+"行动，稳妥有序推动AI与核工业全产业链广泛深度融合。 刘敬说，中方愿以构建人类命运共同体理念为引领，深入践行四大全球倡议，与国际原子能机构和各方 一道，共享机遇、共迎挑战，携手推动人工智能与核能双向赋能、协同发展，为建设清洁、美丽、可持 续发展的世界，创造人类更加美好的未来贡献智慧和方案。 本次研讨会为期两天，来自政府部门、国际组织、核工业以及科技公司的500余名高级代表参会。 （完） 新华社维也纳12月3日电（记者孟凡宇 于涛）国际原子能机构3日在维也纳联合国总部举办首届人工智 能（AI）与核能国际研讨会，重点探讨核能如何满足AI数据中心日益增长的电力需求，以及AI如何支 持核技术发展。 国际原子能机构总干事格罗西在开幕式上说："有两种力量正在以前所未有的速度塑造人类的未来：AI 的崛起，以及全球向清洁可靠能源转型。"他还表示，核能是兼具低碳发电能力、全天候可靠运行、高 功率密度、电网 ...

Group 1 - The company Guoguang Electric (SH 688776) announced the termination of the "Pressure Vessel Safety Accessories Industrialization Construction Project" and will reallocate part of the remaining raised funds of 112.55 million yuan, with 12.55 million yuan directed to the "Special Vacuum Components and Hollow Cathode Production Line Construction Project" [1] - The company plans to keep 100 million yuan in a special account for raised funds and will manage it according to relevant regulations, aiming to improve the efficiency of fund usage [1] - The revenue composition for Guoguang Electric in 2024 is projected to be 51.66% from electronic vacuum device manufacturing, 37.88% from the nuclear industry, 9.98% from other civilian products, and 0.48% from other businesses [1] Group 2 - As of the report, Guoguang Electric has a market capitalization of 9.5 billion yuan [1]

Core Insights - The State-owned Assets Supervision and Administration Commission (SASAC) held a video conference to summarize the first half of the year and outline key tasks for the second half, emphasizing the continuous growth of state-owned enterprises (SOEs) and central enterprises (CEs) in revenue and profit [1] - In the first half of the year, the revenue of SOEs reached 25.7 trillion yuan, a year-on-year increase of 10.6%, while total profit amounted to 1.6509 trillion yuan, up 22.6% [1] - The meeting provided a detailed roadmap for the next steps in SOE reform, including mixed ownership reform, mergers and acquisitions, and market value management [1] Mixed Ownership Reform - Mixed ownership reform has become a key focus, with significant events occurring in the first half of the year, such as China Unicom's board nominations including executives from major private companies like Baidu, JD.com, Alibaba, and Tencent [2] - The railway sector also saw progress, with Tencent and Geely Holdings acquiring a 49% stake in a subsidiary of China Railway [4] - The SASAC plans to advance mixed ownership reform at the group level, with 2-3 central enterprises expected to implement diversified equity structures [4] Strategic Restructuring of Central Enterprises - The SASAC reported progress in the restructuring of central enterprises, including the merger of Wuhan University of Posts and Telecommunications and the China Academy of Telecommunications Technology to form a new entity focused on 5G technology [6][7] - The SASAC aims to promote strategic restructuring in five key sectors: equipment manufacturing, coal, electricity, telecommunications, and chemicals, concentrating state capital in strategic industries [7][8] Value Management and Shareholder Returns - SASAC emphasized the importance of value management to enhance shareholder returns, advocating for a focus on intrinsic value and the integration of quality assets [9] - The meeting outlined a roadmap for improving value management practices, including monitoring listed companies and encouraging mergers to enhance value [9][10] - The SASAC also suggested linking executive compensation to stock performance to align management interests with shareholder value [10]

Core Insights - The recent election of new academicians in China reflects a significant shift in the country's scientific community, with an increasing number of industry leaders and entrepreneurs being recognized alongside traditional scholars [2][4] - The average age of newly elected academicians is 57.2 years, with 67.1% being under 60, indicating a younger demographic entering the academic elite [1] Group 1: Industry Representation - The inclusion of industry leaders such as BYD's chief scientist, Lian Yubo, highlights the importance of practical experience in technological innovation, particularly in the electric vehicle sector [3][4] - Lian Yubo's leadership in developing key technologies like blade batteries and CTB has positioned BYD as a global leader in new energy vehicle sales, with R&D expenses reaching 43.748 billion yuan, a 31.3% increase year-on-year [3] - The election of Chen Yong from China Commercial Aircraft Corporation signifies advancements in China's commercial aircraft industry, showcasing a shift from single-series to multi-series development [4] Group 2: Strategic Importance of Academicians - The title of academician serves as a powerful endorsement for companies' technological innovation capabilities, linking academic achievements with industry advancements [4] - The election of Wu Kai from CATL underscores the strategic significance of the power battery industry, with CATL's market capitalization exceeding 1 trillion yuan post-listing [5] - The recognition of Lei Zengguang from China National Nuclear Corporation emphasizes the role of state-owned enterprises in tackling core technological challenges [5] Group 3: Collaborative Innovation - The election of Huang Xianbo from Jinfa Technology illustrates the impact of technological breakthroughs in new materials, contributing to the self-sufficiency of the materials industry [6][7] - The candidacy of Feng Jianghua from CRRC Zhuzhou Electric Locomotive Research Institute reinforces the collaborative network between enterprises and academic institutions, promoting a model of industry-academia-research cooperation [7] - The trend of "scientists becoming entrepreneurs" and "entrepreneurs becoming academicians" reflects a positive cycle of technological innovation and market application, driving high-quality economic development in China [7]

Group 1: Company Overview - Jingchuang Electric is a provider of integrated cold chain IoT solutions, covering the entire cold chain process including control, monitoring, energy saving, networking, and maintenance [1][2] - China Uranium Industry is a leading player in the domestic natural uranium development sector and is recognized as a key supplier for the country's uranium needs [1][3] Group 2: Financial Performance - Jingchuang Electric's projected revenues for 2022, 2023, and 2024 are 396 million yuan, 435 million yuan, and 499 million yuan, respectively, with net profits of 49 million yuan, 55 million yuan, and 59 million yuan [2] - China Uranium Industry's expected revenues for the same period are 10.535 billion yuan, 14.801 billion yuan, and 17.279 billion yuan, with net profits of 1.334 billion yuan, 1.262 billion yuan, and 1.458 billion yuan [5] Group 3: Investment Plans - Jingchuang Electric plans to use the raised funds for upgrading its core production lines and developing a smart instrument research center and cold cloud platform [3] - China Uranium Industry will invest in various uranium mining projects, including in-situ leaching projects in Inner Mongolia and Xinjiang, as well as upgrading existing mining operations [5][6] Group 4: Market Position and Strategy - Jingchuang Electric has established a global presence with subsidiaries in multiple countries, including the US, UK, Brazil, and Thailand, indicating a strong international market strategy [2] - China Uranium Industry is actively involved in overseas uranium resource development, particularly in Africa and Asia, and has achieved significant production milestones, such as ranking sixth globally in uranium production from its Rossing mine in Namibia [4]