$西部材料(002149)西部材料（002149.SZ），股价加速上涨！ 12月18日、19日，西部材料连续涨停，11月至今，其股价自低位最大涨幅已经达到123.33%。当前，公 司总市值达到184.2亿元，创出历史新高。 12月19日，A股通达信"可控核聚变"板块指数大涨2.89%。 特朗普旗下企业拟并购核聚变初创公司。 据报道，特朗普媒体科技集团同意以全股票交易方式与核聚变能源企业TAE科技公司合并，交易总价值 超60亿美元。两家公司于周四表示，此项交易旨在整合特朗普媒体与科技集团的资本渠道，以及TAE科 技的核聚变技术，从而为人工智能产业的蓬勃发展提供能源支持。 美股市场上，特朗普媒体科技单日大涨41.93%。 可控核聚变堪称人类解决终极能源问题的唯一方案，科学家们称之为"人造太阳"，因为它的原理和太阳 释放能量的方式一模一样。一旦我们掌握了这项技术，人类就将拥有近乎无限的清洁能源。 不久前，随着法国总统马克龙访华，中国与法国在核能领域的合作进一步深化。中法再次就核能合作发 表联合声明。 国家原子能机构网站12月4日发布消息称，国家原子能机构主任单忠德与法国原子能与替代能源委员会 主席安娜-伊莎贝尔·埃 ...

Core Viewpoint - The acquisition of PMG International Co., LTD by Lens Technology (300433) aims to enhance its capabilities in the AI computing hardware sector, leveraging its existing manufacturing strengths and expanding into new markets [1][2]. Group 1: Acquisition Details - Lens Technology signed a letter of intent to acquire 100% equity of PMG International, with specific terms to be negotiated based on due diligence and assessments [1]. - The acquisition is intended to provide Lens Technology with established technology and customer certifications in the server cabinet business, enhancing its competitive edge in AI computing hardware [2]. Group 2: Industry Performance - The small metals sector in A-shares experienced a 0.79% increase on December 10, with significant price rises in tungsten and other metals, indicating strong market demand [3][5]. - Tungsten prices have surged, with black tungsten concentrate reaching 363,000 CNY/ton, a 153.85% increase year-to-date, while ammonium paratungstate (APT) and tungsten powder also saw significant price hikes [3][5]. Group 3: Market Drivers - The price increases in small metals are driven by supply constraints, favorable macroeconomic conditions, and rising downstream demand from industries such as renewable energy and semiconductors [5]. - Expectations of a potential interest rate cut by the Federal Reserve are supporting commodity prices, with an 87.6% probability of a 25 basis point cut in December [5]. Group 4: Capital Inflows - The small metals sector has seen substantial capital inflows, with a net inflow of 1.732 billion CNY on December 10, ranking high among secondary industries [6]. - Notable stocks such as China Uranium Industry and Zhongtung High-tech have attracted significant financing, indicating strong investor interest in the sector [6][7]. Group 5: Company Performance - The small metals sector has shown robust performance, with a total net profit of 13.589 billion CNY in the first three quarters of the year, reflecting a 41.42% year-on-year increase [7]. - Companies like Shenghe Resources and Northern Rare Earth have reported exceptional profit growth, with increases of 748.07% and 280.27% respectively [7].