多个板块异动！ 10月28日盘中，沪指站上4000点，为2015年8月以来首次。个股依旧活跃，可控核聚变、国产软件、 PCB、商业航天等方向领涨。 PCB概念股也集体走强，艾森股份、美联新材涨超11%，景旺电子、华正新材、宏和科技、大为股份等 纷纷涨停。另外，生益电子大涨近10%，再创历史新高，该公司此前发布业绩预告，预计2025年前三季 度实现营业收入66.14亿元到70.34亿元，同比增加108%到121%；实现归母净利润10.74亿元到11.54亿 元，同比增加476%到519%。 国产软件概念股表现活跃，榕基软件、格尔软件、达华智能涨停，方直科技、金山办公涨超8%，福昕 软件、信安世纪涨幅超过6%。华龙证券表示，党的二十届四中全会审议通过"十五五"规划建议，突出 新质生产力与科技自立自强。在未来政策支持下，国产软硬件公司下游需求有望加速改善，部分龙头已 进入业绩兑现期，建议关注国产替代投资机会。 商业航天概念股也探底回升，航天发展涨停，航天智装、航天科技、航天环宇、国科军工等纷纷走强。 10月27日，天兵科技宣布，天龙三号大型液体运载火箭"一箭36星"分离试验近日在天兵科技张家港智能 制造基地顺利完成 ...

Core Viewpoint - The A-share market has shown significant movements across multiple sectors, with the Shanghai Composite Index surpassing 4000 points for the first time since August 2015, driven by strong performances in sectors such as controllable nuclear fusion, domestic software, PCB, and commercial aerospace [1][3]. Sector Summaries Controllable Nuclear Fusion - Controllable nuclear fusion stocks have been on a continuous rise, with companies like Dongfang Tantalum and Antai Technology experiencing multiple trading halts due to price increases. Recent reports indicate that key materials for "artificial sun" technology have achieved domestic industrialization [1][7]. - The research team led by Rong Lijian has successfully developed high-purity ton-level Hastelloy C276 metal substrates for superconducting materials, overcoming previous technological bottlenecks [7][8]. - The second-generation high-temperature superconducting tape is crucial for creating strong magnetic fields necessary for plasma confinement, marking a significant advancement in clean energy exploration [8][9]. PCB Sector - PCB concept stocks have collectively strengthened, with companies like Aisen Co. and Meilian New Materials seeing gains exceeding 11%. Shengyi Technology has also reported a significant increase in revenue and profit forecasts, with expected revenue growth of 108% to 121% year-on-year [4]. Domestic Software - Domestic software stocks have shown active performance, with several companies reaching their daily price limits. The 20th National Congress has emphasized the importance of new productivity and technological self-reliance, suggesting a favorable policy environment for domestic software and hardware companies [4]. Commercial Aerospace - The commercial aerospace sector has rebounded, with companies like Aerospace Development and Aerospace Technology seeing strong stock performance. Recent successful tests of the Tianlong-3 rocket have set new records for satellite deployment in China, indicating advancements in the commercial aerospace industry [4][9]. Financial Sector - The financial sector has also shown notable movements, with companies like Ruida Futures and Huijin Co. experiencing significant price increases, reflecting a broader positive sentiment in the market [5]. Currency and Policy Impact - The onshore RMB has appreciated against the USD, reaching its highest level since November 2024, which may enhance foreign investment in RMB-denominated assets. Additionally, the China Securities Regulatory Commission has introduced measures to optimize the Qualified Foreign Institutional Investor (QFII) system, aiming to create a more transparent and efficient investment environment [3].

Core Insights - The research team at the Chinese Academy of Sciences has successfully industrialized the production of high-purity ton-level Hastelloy C276 metal substrates, overcoming technical bottlenecks in the manufacturing of second-generation high-temperature superconducting tapes for controlled nuclear fusion [1][2]. Group 1: Technological Breakthrough - The team developed a purification preparation technology that allows for the production of metal substrates essential for the superconducting tapes used in controlled nuclear fusion, often referred to as "artificial sun" [1]. - The new metal substrate is crucial for creating the strong magnetic fields necessary to confine plasma at temperatures exceeding one hundred million degrees Celsius [1]. Group 2: Material Properties - The produced Hastelloy C276 alloy has significantly lower contents of carbon, manganese, sulfur, phosphorus, oxygen, and nitrogen compared to imported materials, achieving purity levels that meet or exceed those of imported counterparts [1]. - The metal substrate has a thickness of only 0.046 millimeters, a width of 12 millimeters, and a length exceeding 2000 meters, with a surface roughness of less than 20 nanometers [2]. - The tensile strength of the material at liquid nitrogen temperatures exceeds 1900 MPa, capable of supporting a weight of 190 tons over an area the size of a fingernail, and retains a tensile strength above 1200 MPa even after being subjected to 900 degrees Celsius for 5 minutes [2].