格隆汇1月22日｜A股市场核能核电股走强，其中，中超控股、中信重工、长城电工涨停，中国铀业涨 超7%，航宇科技、沃尔核材涨超5%，常辅股份、上海电气、中国动力、钢研高纳、中国核建涨超4%。 消息面上，美国总统特朗普称，美国正"大力"发展核能。已签署行政命令，批准新建多家核工厂。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 002471 | 中超控股 | 1 | 10.04 | 106亿 | -2.99 | | 601608 | 中信重工 | | 10.04 | 366亿 | 21.40 | | 600192 | 长城电工 | | 10.00 | 49.56 乙 | 10.65 | | 001280 | 中国轴业 | 1 | 7.28 | 1915亿 | 52.00 | | 688239 | 航宇科技 | | 5.18 | 133亿 | 2.87 | | 002130 | 沃尔核材 | | 5.14 | 410亿 | 23.63 | | 920396 | 常辅服份 | 美 | 4.85 | 26.40 ...

股票频道更多独家策划、专家专栏，免费查阅>> 1月22日，A股市场核能核电股走强，其中，中超控股、中信重工、长城电工涨停，中国铀业涨超7%， 航宇科技、沃尔核材涨超5%，常辅股份、上海电气、中国动力、钢研高纳、中国核建涨超4%。消息面 上，美国总统特朗普称，美国正"大力"发展核能。已签署行政命令，批准新建多家核工厂。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 002471 | 中超控股 | 1 | 10.04 | 106亿 | -2.99 | | 601608 | 中信重工 | | 10.04 | 366亿 | 21.40 | | 600192 | 长城电工 | | 10.00 | 49.56 乙 | 10.65 | | 001280 | 中国 中国 中国 | 1 | 7.28 | 1915 Z | 52.00 | | 688239 | 航宇科技 | | 5.18 | 133亿 | 2.87 | | 002130 | 沃尔核材 | | 5.14 | 410亿 | 23.63 | | 920396 ...

A股市场核能 核电股走强，其中， 中超控股、 中信重工、 长城电工涨停， 中国铀业涨超7%， 航宇科 技、 沃尔核材涨超5%，常辅股份、 上海电气、 中国动力、 钢研高纳、 中国核建涨超4%。 ...

Core Insights - The sudden surge in A-share nuclear energy stocks is attributed to the upcoming 2025 Fourth China Nuclear Energy High-Quality Development Conference, but deeper market dynamics are at play [1] - Among 179 nuclear power concept stocks, 164 have risen this year, representing 92% of the total, with an average increase of 51.73%, and 28 stocks have more than doubled in value [3] - Despite the overall market rally, many investors are experiencing a disconnect between index gains and individual stock performance, with only 40% of stocks outperforming the index since late October [3] Market Behavior - The perception that bull markets guarantee profits is misleading; the stock market is fundamentally a battleground where losses are possible [8] - Historical examples illustrate that stocks can experience misleading price movements, leading investors to make poor decisions based on short-term trends [11] - The difference in stock performance can often be traced back to institutional involvement, with successful stocks showing active participation from institutional investors during price adjustments [19] Investment Implications - The focus should be on nuclear stocks with prior institutional investment rather than those experiencing sudden price spikes [20] - The global increase in electricity demand and carbon neutrality goals present significant growth opportunities for the nuclear power industry, but understanding capital flow is crucial for capitalizing on these opportunities [20] - Recognizing the underlying trading behaviors and intentions is essential to avoid becoming a victim of market volatility [20]

Core Insights - The successful operation of the 2MWt liquid fuel thorium-based molten salt experimental reactor marks a significant milestone in China's nuclear energy industry, transitioning from uranium dependency to thorium application [1][2] - The development of thorium-based molten salt reactors provides a sustainable path for China's nuclear power industry, leveraging the country's abundant thorium resources [1][2] Industry Developments - The molten salt reactor, recognized as a fourth-generation advanced nuclear energy system, offers inherent safety, no water cooling, operates at atmospheric pressure, and provides high-temperature output, making it suitable for thorium resource utilization [2] - China's nuclear energy technology has achieved multiple breakthroughs, with existing technologies in nuclear fission reaching commercial maturity, while the recent conversion experiment supports the development of advanced nuclear systems [2][3] Market Trends - The global nuclear power generation is expected to reach a near ten-year high in 2024, indicating a growing role for nuclear energy worldwide [2][3] - The demand for nuclear energy is projected to increase, with international agencies raising nuclear energy development forecasts for four consecutive years, anticipating a doubling of global nuclear power capacity by 2050 [3] Company Opportunities - The nuclear power industry chain includes raw materials, equipment supply, engineering construction, and operational management, with a favorable environment for growth due to technological breakthroughs and policy support [5][6] - In the A-share market, 84 out of 175 nuclear energy concept stocks reported year-on-year profit growth in the first three quarters of the year, indicating a positive trend in the sector [5] - Companies like Harbin Electric Group and Hunan Chongde Technology have reported significant performance improvements attributed to their nuclear power business segments [5][6]

Market Overview - The A-share market experienced low-level fluctuations on November 3, with the Shanghai Composite Index managing to turn positive near the close of the morning session [1][2] - The coal sector was a significant highlight, with coal stocks showing substantial gains, particularly in the Hong Kong market where Feishang Non-Ferrous Coal surged over 180% during trading [1][12] Sector Performance - The coal sector led the gains, with a peak increase of over 3% during the session. Notable performers included: - Antai Group (600408) reached its daily limit, increasing by 9.97% - Other coal companies such as Jinkong Coal (601001), China Coal Energy (601898), and Shanxi Coal (601225) also saw significant increases [2][3] - The oil and petrochemical sector also performed well, with gains exceeding 2%, featuring stocks like Huibo Pu (002554) and China National Offshore Oil (600938) [4] - Conversely, the non-ferrous metals sector faced a sharp decline, with losses nearing 4% at one point, affecting companies like Jinli Permanent Magnet (300748) and China Rare Earth (000831) [4][5] Nuclear Energy Developments - The nuclear energy sector showed strong performance, with multiple stocks hitting their daily limits. This surge was attributed to a breakthrough in nuclear technology, specifically the successful operation of a thorium-based molten salt reactor [6] - The development is seen as a pivotal moment for China's nuclear energy industry, potentially reducing reliance on uranium and utilizing abundant thorium resources [6] New Listings - A new stock, Danna Biotechnology, debuted with a remarkable intraday increase of 553.22%, indicating strong market interest [7][9] Hong Kong Market - The Hong Kong market exhibited narrow fluctuations, with the Hang Seng Index hovering around the 26,000-point mark. Key stocks like WH Group and CNOOC showed notable gains, while others like Chow Tai Fook faced declines [10][11]

Market Overview - The A-share market experienced low-level fluctuations, with the Shanghai Composite Index briefly dropping nearly 0.5% before turning positive near the close [2] - The overall trading volume in the A-share market reached 1.4 trillion [3] Sector Performance - The coal sector was a standout performer, with a peak increase of over 3%, driven by stocks such as Antai Group, Jinko Coal, and China Coal Energy [3][4] - The nuclear energy sector also showed strong performance, with multiple stocks hitting the daily limit up, following breakthroughs in nuclear technology [7][10] - The oil and petrochemical sector saw gains exceeding 2%, with stocks like Huibo and China National Offshore Oil Corporation leading the rise [5] - Conversely, the non-ferrous metals sector faced significant declines, with some stocks dropping nearly 4% [5][6] Notable Stocks - Antai Group saw a price increase of 9.97%, while China Coal Energy and Jinko Coal rose by 5.08% and 5.05%, respectively [4] - In the nuclear sector, Baose shares surged by 19.99%, and other companies like Guorui Technology and Hailu Heavy Industry also experienced substantial gains [8][9] - New stock Dana Biologicals experienced a remarkable increase of 553.22% during its debut [11][13] Recent Developments - A significant breakthrough in thorium-based molten salt reactor technology was reported, marking a potential shift in China's nuclear energy landscape [10]

Market Overview - The A-share market experienced low-level fluctuations on November 3, with the Shanghai Composite Index successfully turning positive near the close of the morning session [2][4] - The overall trading volume in A-shares reached 1.4 trillion [5] Sector Performance - The coal sector saw significant gains, with a peak increase of over 3%, led by stocks such as Antai Group, which hit the daily limit, and others like Jinkong Coal and China Coal Energy also showing strong performance [5][6] - The nuclear energy sector performed robustly, with multiple stocks hitting the daily limit, following a breakthrough in nuclear technology reported by the Chinese Academy of Sciences [9][12] Notable Stocks - Antai Group's stock price increased by 9.97% to 3.42, while China Coal Energy rose by 5.08% to 14.27 [6] - In the nuclear sector, Baose shares surged by 19.99% to 21.85, and other companies like Hailu Heavy Industry and Zhejiang Fu Holdings also saw significant increases [11] Other Sector Movements - The oil and petrochemical sector also showed strong performance, with gains exceeding 2%, while the media sector had several stocks hitting the daily limit [7] - Conversely, the non-ferrous metals sector faced a sharp decline, with some stocks experiencing drops of over 6% [8]

Core Viewpoint - The energy storage market is experiencing a pivotal moment, with significant institutional interest and positive trends in the sector, particularly in nuclear energy and battery technologies [1][5]. Group 1: Energy Storage Market Trends - Institutions remain optimistic about the global energy storage trend, with a notable recovery in the market and expectations for continued growth driven by new energy market dynamics and capacity pricing [5]. - The average increase in energy storage concept stocks is 62.46% year-to-date, with several stocks, including Haibo Sichuang, achieving over 300% growth [6][8]. - LG Energy Solution reported a third-quarter revenue of 5.7 trillion KRW (approximately 28.33 billion RMB), with a 2.4% quarter-on-quarter increase and a 22.2% increase in operating profit [4]. Group 2: Nuclear Energy Developments - The China Academy of Sciences confirmed the successful conversion of thorium-uranium nuclear fuel in a 2 MW liquid fuel thorium molten salt experimental reactor, marking a significant milestone in nuclear energy research [2][3]. - The thorium molten salt reactor is the only liquid fuel reactor among the six candidate types for the international fourth-generation reactor nuclear energy system, offering advantages such as high safety, abundant resources, and environmental friendliness [3]. Group 3: Institutional Holdings and Stock Performance - As of the end of the third quarter, 11 energy storage concept stocks were held by social security funds, with companies like Haopeng Technology and Shenghong Shares having significant holdings [8][9]. - Notable companies such as Ningde Times and BYD reported substantial net profit growth, with Ningde Times achieving a revenue of 283.07 billion RMB and a net profit increase of 36.2% year-on-year [7].

Group 1 - As of August 21, 2025, the stock price of Shun Sodium Co., Ltd. is 7.79 yuan, down by 0.18 yuan, representing a decline of 2.26% from the previous trading day [1] - The trading volume on that day was 409,800 hands, with a total transaction value of 320 million yuan, and a turnover rate of 5.98% [1] - The company operates in sectors including power grid equipment, new energy, and nuclear power, and is registered in Guangdong [1] Group 2 - The company stated on its investor interaction platform that it has not yet collaborated with Schneider to jointly explore overseas markets [1] - On August 21, the net outflow of main funds was 37.5285 million yuan, with a cumulative net outflow of 93.7407 million yuan over the past five days [1]