"核聚变能具有资源丰富、安全高效、环境友好等优点，是人类未来能源发展的重要方向。"科技部六司 副司长薛强介绍。从参与ITER计划实施，到新原子能法明确鼓励和支持受控热核聚变的科学研究与技 术开发，再到"十五五"规划建议将核聚变能作为未来发展新的经济增长点，近年来，我国高度重视核聚 变事业发展。 在此背景下，我国核聚变事业取得突出成就。"一批关键核心技术取得重大突破，实验装置和研发平台 综合能力达到国际水平，核聚变产业、人才培养等工作不断推进，核聚变总体创新能力显著提升。"中 国国际核聚变能源计划执行中心主任王艳说。 记者27日从核聚变科技成果转化展览展示与对接活动上获悉，我国已成功获得国际热核聚变实验堆 （ITER）组织现金采购合同140余项，仅2025年的合同金额已超1.2亿欧元（约合9.8亿元人民币）。我 国参加ITER计划以来，培育1家公司、助推3家公司上市、牵引20余家企业走向国际市场。 "ITER计划的产业带动效应很明显。"中国国际核聚变能源计划执行中心副主任王敏介绍。ITER是世界 首个核聚变实验堆，其托卡马克装置约由100万个部件、1000万个子部件组成，是当今全球在建的规模 最大、功率最高的核 ...

天眼查App显示，近日，肥西沛顿电子科技有限公司成立，法定代表人为徐莉影，注册资本100万人民 币，经营范围为一般项目：技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；显示器 件制造；显示器件销售；电子元器件制造；电子专用设备制造；电子元器件与机电组件设备制造；电子 元器件批发；电子元器件零售；新材料技术研发；电子专用材料研发；电子专用材料制造；超导材料制 造；超导材料销售（除许可业务外，可自主依法经营法律法规非禁止或限制的项目）。 ...

恒生前海高端制造混合A（013383）成立日期2022年6月29日，最新规模900.44万。今年以来收益 43.9%，同类排名813/8136；近一年收益43.88%，同类排名865/8058；成立以来亏损9.17%。 11月25日，永鼎股份涨5.39%，截至发稿，报15.06元/股，成交7.67亿元，换手率3.54%，总市值220.18 亿元。 资料显示，江苏永鼎股份有限公司位于江苏省苏州市吴江区汾湖高新区江苏路1号，成立日期1994年6月 30日，上市日期1997年9月29日，公司主营业务涉及通信产品和通信软件产品的研发、生产及销售;电站 和输变电网的海外电力工程总承包;常规低压汽车整车线束、新能源高低压线束的设计研发、生产制造 和销售;超导材料产业。主营业务收入构成为：汽车线束34.63%，电力工程29.96%，光通信18.93%，超 导及铜导体15.91%，大数据应用0.58%。 从基金十大重仓股角度 数据显示，恒生前海基金旗下1只基金重仓永鼎股份。恒生前海高端制造混合A（013383）三季度持有 股数2.8万股，占基金净值比例为2.71%，位居第十大重仓股。根据测算，今日浮盈赚取约2.16万元。 恒 ...

截至发稿，李直累计任职时间7年336天，现任基金资产总规模222.51亿元，任职期间最佳基金回报 82.77%， 任职期间最差基金回报-50.62%。 11月24日，永鼎股份涨5.27%，截至发稿，报14.38元/股，成交7.98亿元，换手率3.85%，总市值210.23 亿元。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 资料显示，江苏永鼎股份有限公司位于江苏省苏州市吴江区汾湖高新区江苏路1号，成立日期1994年6月 30日，上市日期1997年9月29日，公司主营业务涉及通信产品和通信软件产品的研发、生产及销售;电站 和输变电网的海外电力工程总承包;常规低压汽车整车线束、新能源高低压线束的设计研发、生产制造 和销售;超导材料产业。主营业务收入构成为：汽车线束34.63%，电力工程29.96%，光通信18.93%，超 导及铜导体15.91%，大数据应用0.58%。 从基金十大重仓股角度 数据显示，嘉实基金旗下1只基金重仓永鼎股份。嘉实中证2000ETF（159535） ...

资料显示，江苏永鼎股份有限公司位于江苏省苏州市吴江区汾湖高新区江苏路1号，成立日期1994年6月 30日，上市日期1997年9月29日，公司主营业务涉及通信产品和通信软件产品的研发、生产及销售;电站 和输变电网的海外电力工程总承包;常规低压汽车整车线束、新能源高低压线束的设计研发、生产制造 和销售;超导材料产业。主营业务收入构成为：汽车线束34.63%，电力工程29.96%，光通信18.93%，超 导及铜导体15.91%，大数据应用0.58%。 11月21日，永鼎股份跌5.03%，截至发稿，报13.77元/股，成交15.70亿元，换手率7.67%，总市值201.32 亿元。 嘉实中证2000ETF（159535）基金经理为李直。 截至发稿，李直累计任职时间7年333天，现任基金资产总规模222.51亿元，任职期间最佳基金回报 82.77%， 任职期间最差基金回报-50.62%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 从基金十大重仓股角度 数据显示，嘉实基金旗下1 ...

Core Viewpoint - XW Communication (300136.SZ) has stated on its investor interaction platform that it has not yet engaged in superconducting materials [1] Company Summary - XW Communication is currently not involved in the superconducting materials sector [1]

Core Viewpoint - Yongding Co., Ltd. has seen a stock price increase of 5.11%, reaching 16.26 CNY per share, with a total market capitalization of 23.772 billion CNY, indicating strong market interest and performance [1]. Company Overview - Yongding Co., Ltd. was established on June 30, 1994, and listed on September 29, 1997. The company is located in Suzhou, Jiangsu Province, and specializes in the research, production, and sales of communication products and software, overseas power engineering contracting, automotive wiring harnesses, and superconducting materials [1]. - The revenue composition of Yongding Co., Ltd. is as follows: automotive wiring harnesses 34.63%, power engineering 29.96%, optical communication 18.93%, superconducting and copper conductors 15.91%, and big data applications 0.58% [1]. Fund Holdings - Xin Yuan Fund has a significant holding in Yongding Co., Ltd., with its Xin Yuan Clean Energy Mixed Fund A (014574) reducing its stake by 29,800 shares in the third quarter, now holding 532,800 shares, which constitutes 8.04% of the fund's net value, making it the third-largest holding [2]. - The Xin Yuan Clean Energy Mixed Fund A was established on January 26, 2022, with a current size of 31.61 million CNY. The fund has achieved a year-to-date return of 27.37% and a one-year return of 32.6% [2]. Fund Manager Profile - The fund manager of Xin Yuan Clean Energy Mixed Fund A is Chen Li, who has a tenure of 12 years and 100 days. The total asset size of the fund is 510 million CNY, with the best return during his tenure being 220.76% and the worst being -22.36% [3].

Core Viewpoint - Yongding Co., Ltd. has shown significant stock performance with a year-to-date increase of 193.74%, despite recent declines in the last five and twenty trading days [1][2]. Group 1: Stock Performance - As of November 11, Yongding's stock price reached 14.32 CNY per share, with a market capitalization of 20.936 billion CNY [1]. - The stock has experienced a recent decline of 3.57% over the last five trading days and 5.04% over the last twenty trading days, while it has increased by 61.53% over the last sixty days [1]. - The company has appeared on the trading leaderboard eight times this year, with the most recent appearance on October 13, where it recorded a net buy of 83.539 million CNY [1]. Group 2: Business Overview - Yongding Co., Ltd. was established on June 30, 1994, and went public on September 29, 1997. Its main business includes the research, production, and sales of communication products and software, overseas power engineering contracting, and the design and manufacturing of automotive wiring harnesses [2]. - The revenue composition of Yongding's main business includes automotive wiring harnesses (34.63%), power engineering (29.96%), optical communication (18.93%), superconducting and copper conductors (15.91%), and big data applications (0.58%) [2]. - The company operates within the communication equipment sector and is involved in various concept sectors, including superconducting concepts and the Belt and Road Initiative [2]. Group 3: Financial Performance - For the period from January to September 2025, Yongding achieved a revenue of 3.630 billion CNY, reflecting a year-on-year growth of 22.13%, and a net profit attributable to shareholders of 329 million CNY, which is a remarkable increase of 474.30% [2]. - Since its A-share listing, Yongding has distributed a total of 1.048 billion CNY in dividends, with 174 million CNY distributed over the last three years [3]. - As of September 30, 2025, the number of shareholders increased to 158,500, with an average of 9,221 shares held per person, a decrease of 10.97% from the previous period [2][3].

Investment Rating - The investment rating for the company is "Buy" and is maintained [6]. Core Views - The company reported a revenue of 3.989 billion yuan for the first three quarters of 2025, representing a year-over-year increase of 23.3%. The net profit attributable to the parent company was 650 million yuan, up 7.62% year-over-year. The net profit excluding non-recurring items was 589 million yuan, reflecting a year-over-year increase of 10.39% [2][4]. - In Q3 2025, the company achieved a revenue of 1.266 billion yuan, which is a year-over-year increase of 4.23% but a quarter-over-quarter decrease of 23.22%. The net profit attributable to the parent company was 104 million yuan, down 59.44% year-over-year and down 72.48% quarter-over-quarter. The net profit excluding non-recurring items was 95 million yuan, down 57.05% year-over-year and down 72.96% quarter-over-quarter [2][4]. Summary by Sections Financial Performance - For the first three quarters of 2025, the company reported a revenue of 39.89 billion yuan, with a year-over-year growth of 23.3%. The net profit attributable to the parent company was 6.5 billion yuan, showing a year-over-year increase of 7.62%. The net profit excluding non-recurring items was 5.89 billion yuan, up 10.39% year-over-year. In Q3 2025, the revenue was 12.66 billion yuan, a year-over-year increase of 4.23% but a quarter-over-quarter decrease of 23.22%. The net profit attributable to the parent company was 1.04 billion yuan, down 59.44% year-over-year and down 72.48% quarter-over-quarter [2][4]. Operational Insights - The company is actively expanding production and inventory to ensure product delivery, with a contract liability balance of 240 million yuan at the end of Q3, an increase of 67.97% from the beginning of the period. The balance of construction in progress was 333 million yuan, up 43.39%, and inventory stood at 4.311 billion yuan, an increase of 11.68% from the beginning of the period [2][4]. Strategic Developments - The company plans to establish Hefei Juyuan, a joint venture focused on high-performance superconducting wire research and industrialization, with an investment of 16.15 million yuan, representing a 23.1% stake. This initiative aims to strengthen the company's leading position in the superconducting wire sector [2][4].

Core Insights - Huizhou Zhanlan Chuan New Materials Co., Ltd. has been established with a registered capital of 80,000 RMB [1] - The company is engaged in the sales of synthetic materials, synthetic fibers, high-quality synthetic rubber, engineering plastics, synthetic resins, metamaterials, and superconducting materials [1] - The company also offers technical services, development, consulting, exchange, transfer, and promotion related to new material technology research and development [1] Company Overview - The legal representative of the company is Xue Youzhi [1] - The business scope includes general projects, allowing the company to operate independently based on its business license [1]