据中国科学院近代物理研究所（以下简称"近代物理所"），今天（2月2日），该研究所负责建设的"基 于加速器的医用同位素药物研发平台"（IP-SAFE项目）取得新进展，其加速器装置主体顺利完成现场 安装。这标志着国际首台基于超导直线加速器的阿尔法医用同位素量产示范装置建设向前迈出最重要一 步。IP-SAFE项目依托近代物理所在强流超导直线加速器、高功率靶和同位素分离等领域的技术积累和 优势，旨在实现全球紧缺的医用阿尔法同位素——锕-225、镭-223的规模化生产，着力破解我国此类高 端医用核素长期依赖进口的局面。（央视新闻） ...

新兴产业、未来产业激活新动能。福建在新型储能、生物制造等工业新兴领域培育国家级中小企业特色 产业集群，紧盯氢能、核技术应用、具身智能等未来产业赛道加强谋划，推动新兴产业规模扩大。今 年，江西重点布局未来能源等六大未来产业，瞄准金属新材料、脑机接口、固态电池等新赛道，加速形 成一批千亿元级未来产业集群。江苏聚焦生物制造、航空航天等领域，组织省科技重大专项40项攻关任 务，同时围绕人工智能产业布局一批场景开放创新中心，加速算法模型研发，加大数据资源供给。 央视网消息（新闻联播）：新年开新局。各地相继出台务实有力新举措，促进产业升级，激活发展新动 能。 传统制造业焕发新活力。今年，辽宁围绕22个重点产业集群、100条以上产业链、1000家以上重点企 业，全力推进数字化转型，梯度培育智能工厂，构建"技术创新—中试转化—产业应用"全链条体系。甘 肃今年启动实施"万企联网"工程，推动人工智能融入传统制造业，在工艺优化、流程改造等场景引入数 字化转型解决方案，促进传统制造业焕新升级。河北推动制造业重大技术改造升级和大规模设备更新， 以人工智能赋能钢铁、化工等重点产业，一体推进制造业数字化、网络化、智能化转型。 ...

Core Viewpoint - The company, China General Nuclear Power Technology (CGN), has indicated that its nuclear power cable materials can theoretically be applied in the field of controlled nuclear fusion, although actual suitability depends on the specific application location within fusion devices [1]. Group 1: Product Application - The performance requirements for cables vary significantly across different parts of nuclear fusion systems, with most scenarios being able to meet usage requirements [1]. - For certain extreme environments, polymer cable materials may not meet the necessary performance standards, and mineral insulated cables are typically required in such cases [1]. - Currently, the company does not have any products directly used in the controlled nuclear fusion field [1].

中广核技主要开展电子加速器研发与制造、辐照加工服务、新材料研发与制造、医疗健康业务及测控装备等方面业务。 2025年，中广核技围绕以产品为核心的市场化体系建设，聚焦核技术在医疗和工业领域应用，持续推动产业转型升级。该公司 的加速器及新材料业务均呈现出向好态势。对于业绩亏损，中广核技在公告中解释称主要受对孵化期、产业初期业务持续投入 等因素的影响。 本报讯 （记者李勇）中广核核技术发展股份有限公司（以下简称"中广核技"）1月28日晚间发布了2025年度业绩预告。公 告显示，经初步测算，中广核技预计2025年度归属于上市公司股东的净利润亏损2.4亿—3.4亿元，同比减亏6.12%至33.73%；预 计2025年度归属于上市公司股东的扣除非经常性损益的净利润亏损3.2亿—4.5亿元，同比减亏12.24%至37.60%。 （编辑 张伟） 具体来看，医疗健康业务方面，中广核技2025年继续对质子治疗设备的研发、市场推广及同位素业务加大投入，亏损同比 扩大。此外，中广核技拟对可能发生资产减值的资产计提相应的减值准备，也对利润带来一定影响。 ...

（文章来源：证券日报） 证券日报网讯 1月28日，中广核技发布公告称，公司预计2025年归属于上市公司股东的净利润亏损 24000.00万元至34000.00万元，上年同期亏损36216.76万元。 ...

Core Viewpoint - China General Nuclear Power Technology Co., Ltd. (000881.SZ) expects a loss of 240 million to 340 million yuan in 2025, with a non-recurring loss projected between 320 million to 450 million yuan, indicating ongoing financial challenges as the company invests in market-oriented development and technology applications in healthcare and industrial sectors [1] Financial Performance - The company anticipates a negative net profit for the reporting period due to continued investments in incubation and early-stage business operations [1] - The healthcare segment, particularly in proton therapy equipment and isotope business, has seen an increase in losses compared to the previous year due to heightened R&D and marketing expenditures [1] Asset Management - The company is conducting a comprehensive review and impairment testing of its assets, planning to make provisions for potential asset impairments [1] Non-Recurring Gains and Losses - There has been a decline in non-recurring gains and losses compared to the previous year, primarily due to reduced government subsidies and equity disposal gains recognized in the current period [1]

Core Viewpoint - The company, China General Nuclear Power Technology Co., Ltd. (CGN Tech), is forecasting a significant net loss for the year 2025, with expected losses ranging from 240 million to 340 million yuan for net profit attributable to shareholders, and from 320 million to 450 million yuan for net profit after deducting non-recurring gains and losses [1] Group 1: Financial Performance - The company anticipates a negative net profit for 2025 due to ongoing investments in incubation and early-stage business operations [1] - The medical health business is expected to continue incurring losses, with increased investments in the research and marketing of proton therapy equipment and isotope business leading to a year-on-year expansion of losses [1] - Non-recurring gains and losses are projected to decrease compared to the previous year, primarily due to a reduction in government subsidies and equity disposal gains recognized in the current period [1] Group 2: Business Strategy - The company is focusing on building a market-oriented system centered around its products, emphasizing the application of nuclear technology in the medical and industrial sectors [1] - There is a positive development trend in the accelerator and new materials business, with year-on-year performance improvements [1] - The company is conducting comprehensive asset inspections and impairment tests in accordance with accounting standards, planning to make corresponding impairment provisions for assets that may be subject to impairment [1]

Core Insights - The former president and chairman of Tongfang Co., Ltd., Lu Zhicheng, passed away on January 24, 2026, at the age of 78 due to illness [2] - Lu Zhicheng was a pioneer in the transformation and commercialization of scientific and technological achievements in higher education, founding Beijing Tsinghua Artificial Environment Engineering Company in 1989 and later establishing Tongfang Co., Ltd. in 1997 [2][3] - Under Lu's leadership from 1997 to 2015, Tongfang focused on core industries such as information technology, public safety, and energy conservation, successfully nurturing several well-known enterprises [3] Company Overview - Tongfang Co., Ltd. was established in 1997 with funding from Tsinghua University and was listed on the Shanghai Stock Exchange the same year [4] - The company is primarily engaged in nuclear technology applications, digital information, and smart energy sectors, with products including security inspection equipment, knowledge data products, big data applications, artificial intelligence products, and energy-saving solutions [4][5] - As of January 23, 2026, Tongfang's stock price was 9.47 yuan per share, with a total market capitalization of 31.727 billion yuan [5]

Group 1 - The core point of the news is that China General Nuclear Power Technology Co., Ltd. (中广核技) experienced a stock price increase of 5.41%, reaching 9.16 CNY per share, with a trading volume of 194 million CNY and a turnover rate of 2.58%, resulting in a total market capitalization of 8.66 billion CNY [1] - The company, established on April 17, 1993, and listed on September 2, 1998, is located in Shenzhen, Guangdong Province, and its main business includes accelerator manufacturing, irradiation processing services, modified polymer materials, and nuclear environmental protection [1] - The revenue composition of the company is as follows: new materials account for 82.38%, other services 8.49%, electronic accelerators and irradiation processing 8.40%, and import-export trade 0.73% [1] Group 2 - From the perspective of the top ten circulating shareholders, a fund under Southern Fund ranks among the top shareholders of China General Nuclear Power Technology [2] - The Southern CSI 1000 ETF (512100) reduced its holdings by 43,600 shares in the third quarter, now holding 5.1927 million shares, which represents 0.62% of the circulating shares, with an estimated floating profit of approximately 2.4406 million CNY [2] - The Southern CSI 1000 ETF (512100) was established on September 29, 2016, with a latest scale of 76.63 billion CNY, achieving a year-to-date return of 8.41% and a one-year return of 43.88% [2]

Meeting Overview - The first extraordinary general meeting of shareholders for 2026 was held on January 16, 2026, at 15:00 [4] - The meeting combined on-site voting and online voting [5] - The meeting was legally compliant with relevant laws and regulations [8] Attendance - A total of 229 shareholders attended the meeting, representing 401,769,558 shares, which is 42.4961% of the total voting shares [9] - Among them, 3 shareholders attended in person, representing 271,071,798 shares (28.6719%), while 226 shareholders voted online, representing 130,697,760 shares (13.8242%) [9] - 227 minority shareholders attended, representing 11,784,787 shares (1.2465%) [10] Resolutions Passed - All proposals were approved during the meeting, including the election of independent directors [12] - Proposal 1: Election of independent directors was approved with 395,871,873 shares in favor, accounting for 98.53% of the valid votes [12] - The elected independent directors are Huang Xiaoyan, Kang Xiaoyue, and Wang Man [13] Board Composition - The newly elected 11th Board of Directors consists of 9 members: non-independent directors include Sheng Guofu, Miao Wenjun, He Fei, Yu Haifeng, Mu Changkun, and Zheng Guangping; independent directors include Huang Xiaoyan, Kang Xiaoyue, and Wang Man [96] Legal Opinion - The legal opinion provided by Beijing King & Wood Mallesons confirmed that the meeting's procedures complied with relevant laws and regulations [41] Upcoming Meetings - The second extraordinary general meeting of shareholders for 2026 is scheduled for February 2, 2026 [44] - The meeting will also combine on-site and online voting [46]