长信国防军工量化混合A（002983）基金经理为宋海岸。 截至发稿，宋海岸累计任职时间7年334天，现任基金资产总规模64.95亿元，任职期间最佳基金回报 179.05%， 任职期间最差基金回报-26.88%。 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。 责任编辑：小浪快报 从万泽股份十大流通股东角度 数据显示，长信基金旗下1只基金位居万泽股份十大流通股东。长信国防军工量化混合A（002983）三 季度新进十大流通股东，持有股数1177.22万股，占流通股的比例为2.35%。根据测算，今日浮盈赚取约 1553.93万元。 长信国防军工量化混合A（002983）成立日期2017年1月5日，最新规模9.05亿。今年以来收益6.97%， 同类排名759/8827；近一年收益69.69%，同类排名763/8084；成立以来收益106.13%。 1月9日，万泽股份涨6.12%，截至发稿，报22.90元/股，成交4501.33万元，换手率0.40%，总市值116.69 亿元。 资 ...

人民财讯12月25日电，上大股份（301522）今日在投资者互动平台表示，公司已与航天科技/航天科工 集团下属院所开展合作，已成为其高温合金等材料的合格供应商，产品主要用于固体火箭发动机壳体、 液体火箭发动机热端部件、火箭平衡舵轴等结构件和其他航天器耐高温、高强度关键零部件的制造。公 司参与了多型号相关航天发动机等装备所用特种合金产品的试制验证和批产交付工作。 ...

截至2025年12月24日收盘，上大股份（301522）报收于35.81元，较前一交易日上涨5.32%，最新总市值 为133.17亿元。该股当日开盘34.18元，最高36.43元，最低33.5元，成交额达9.19亿元，换手率为9.2%。 公司近日发布公告称，2025年12月22日，中航上大高温合金材料股份有限公司收到某海外航空领域龙头 企业长期供货确认函，对方将在2026年至2030年期间采购公司指定高温合金材料，总金额约1亿元人民 币。确认函自收到之日起生效，交易未达到监管规定的信息披露标准。公司表示，该确认函体现了客户 对公司研发能力、质量控制和生产能力的认可，有助于拓展国际市场，提升品牌影响力，对经营业绩将 产生积极影响。同时提示，因履行周期较长，存在因宏观环境、政策调整、客户需求变化等导致无法如 期履行的风险。 最新公告列表 《关于收到日常经营供货确认函的自愿性信息披露公告》 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 ...

12月23日主力资金净流入2297.43万元；游资资金净流出111.98万元；散户资金净流出2185.44万元。 截至2025年12月23日收盘，上大股份(301522)报收于34.0元，上涨0.15%，换手率6.26%，成交量17.61万 手，成交额6.08亿元。 当日关注点 交易信息汇总资金流向 公司公告汇总关于收到日常经营供货确认函的自愿性信息披露公告 2025年12月22日，中航上大高温合金材料股份有限公司收到某海外航空领域龙头企业长期供货确认函， 对方将在2026年至2030年期间采购公司指定高温合金材料，总金额约1亿元人民币。确认函自收到之日 起生效，交易未达到监管规定的信息披露标准。公司表示，该确认函体现了客户对公司研发能力、质量 控制和生产能力的认可，有助于拓展国际市场，提升品牌影响力，对经营业绩将产生积极影响。同时提 示，因履行周期较长，存在因宏观环境、政策调整、客户需求变化等导致无法如期履行的风险。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 来自交易信息汇总：12月23日主力资金净流入2297.43万元，显 ...

12月22日，万泽股份盘中上涨2.01%，截至11:02，报22.85元/股，成交1.93亿元，换手率1.73%，总市值 116.43亿元。 机构持仓方面，截止2025年9月30日，万泽股份十大流通股东中，长信国防军工量化混合A（002983） 位居第七大流通股东，持股1177.22万股，为新进股东。南方军工改革灵活配置混合A（004224）退出十 大流通股东之列。 资金流向方面，主力资金净流入291.12万元，特大单买入930.74万元，占比4.83%，卖出1030.87万元， 占比5.35%；大单买入4348.29万元，占比22.57%，卖出3957.04万元，占比20.54%。 责任编辑：小浪快报 万泽股份所属申万行业为：医药生物-生物制品-其他生物制品。所属概念板块包括：燃气轮机、高温合 金、大飞机、通用航空、航天军工等。 截至9月30日，万泽股份股东户数2.69万，较上期减少0.83%；人均流通股18595股，较上期增加0.84%。 2025年1月-9月，万泽股份实现营业收入9.41亿元，同比增长21.00%；归母净利润1.70亿元，同比增长 22.45%。 分红方面，万泽股份A股上市后累计派现6. ...

Core Insights - The news highlights the significant advancements and competitive advantages of various companies in the nuclear fusion materials and technology sector, emphasizing their roles in the ITER project and domestic fusion initiatives. Company Summaries - **West Superconducting (688122)**: As a leading player in low-temperature superconducting materials, the company is the sole domestic supplier for ITER's low-temperature superconducting wire, with its products being critical for fusion device superconducting magnets. The company has achieved international standards in key performance metrics and has established a comprehensive production chain, positioning itself to benefit from the growing demand for superconducting materials as fusion projects accelerate [1][23]. - **Lianchuang Optoelectronics (600363)**: The company focuses on high-temperature superconducting technology, being the only domestic entity capable of designing and manufacturing large-diameter high-temperature superconducting magnets. It has successfully applied its technology in the "Spark One" project and aims to capture high-end market share as high-temperature superconducting technology expands in the fusion sector [2][24]. - **Antai Technology (000969)**: A leader in core materials for nuclear fusion components, the company supplies critical materials for ITER's first wall and blanket modules. Its advanced tungsten-copper composite components meet international standards, and it has a strong foothold in the supply chain for fusion experiments, poised to benefit from increased orders as fusion projects ramp up [3][25]. - **Guoguang Electric (688776)**: The company is a key supplier for plasma control and core components in fusion devices, holding a 60% market share for ITER's divertor. It has secured significant contracts, including an 18 billion yuan package for the CFETR project, indicating strong demand for its products as global fusion construction progresses [4][27]. - **Yongding Co., Ltd. (600105)**: The company specializes in high-temperature superconducting tape, with a projected 80% revenue growth in its superconducting business for 2024. It is involved in the development of superconducting magnets for fusion reactors, leveraging its parent company's resources to create a comprehensive industrial layout [5][28]. - **Xiamen Tungsten (600549)**: The company holds a monopoly in tungsten-based materials for nuclear fusion, being the only supplier with full-process certification for ITER's tungsten-copper divertor components. It is expanding its production capacity to meet growing demand as fusion engineering progresses [6][29]. - **Baosheng Co., Ltd. (600973)**: A leader in special cables for nuclear fusion, the company has secured all cable orders for the "Chinese Circulator No. 3" project, amounting to 5.2 billion yuan. Its products meet international standards, and it is positioned to benefit from the increasing demand for specialized cables in fusion projects [7][30]. - **Guangda Special Materials (688186)**: The company has developed materials for superconducting coil armor, achieving batch production and securing significant orders. Its products are critical for fusion devices, and it is well-positioned to benefit from the growing demand as fusion projects expand [8][31]. - **Hongxun Technology (603015)**: Through its subsidiary in Italy, the company supplies high-precision power systems for ITER, which are essential for plasma control. As domestic fusion projects accelerate, the demand for its power systems is expected to grow significantly [9][32]. - **Wangzi New Materials (002735)**: The company focuses on special capacitors for fusion pulse power systems, being the only domestic supplier certified by ITER. Its products are crucial for plasma heating and confinement, and it is expected to see increased demand as fusion projects move towards commercialization [10][33]. - **Jiusheng Electric (301082)**: A niche leader in special cables for nuclear fusion, the company has a market share exceeding 40% in nuclear power special cables. Its products are already in use in ITER, and it is well-positioned to benefit from the growing demand for specialized cables in fusion applications [11][34]. - **Hedong Intelligent (603011)**: The company is a key player in manufacturing core structural components for fusion, focusing on vacuum chambers. It has secured significant contracts and is expected to benefit from the increasing demand for large structural components as fusion projects advance [12][35]. - **Zhongzhou Special Materials (300963)**: The company specializes in high-temperature and corrosion-resistant materials for fusion applications, supplying critical components for major fusion projects. Its products are expected to see increased demand as fusion engineering progresses [13][37]. - **China Nuclear Construction (601611)**: As a core member of the "national team," the company plays a leading role in the construction of fusion projects, leveraging its extensive experience in nuclear engineering to meet complex project demands [14][38]. - **China Nuclear Power (601985)**: The company is positioned as a long-term beneficiary of the nuclear fusion industry, actively participating in major fusion projects and leveraging its expertise in nuclear power operations to support the commercialization of fusion energy [15][39]. - **Hancable Co., Ltd. (002498)**: The company is a significant player in special and superconducting cables for fusion, with a focus on meeting the extreme conditions of fusion environments. It is expected to capture a substantial market share as demand for specialized cables grows [16][40]. - **Wol Nuclear Materials (002130)**: The company focuses on insulation materials and special components for fusion, leveraging its expertise in nuclear-grade materials to meet the stringent requirements of fusion applications [17][41]. - **Dongfang Tantalum (000962)**: The company is a hidden champion in core materials for nuclear fusion, holding a dominant market position in beryllium materials and superconducting niobium. It is expected to benefit significantly from the upcoming surge in fusion project orders [18][43]. - **Nuiwei Co., Ltd. (603699)**: The company is a core player in the nuclear fusion valve market, holding over 80% market share. It has secured significant contracts for ITER and is expanding its international presence, positioning itself for substantial growth as global fusion projects accelerate [19][20]. - **Hailu Heavy Industry (002255)**: The company is a leading supplier of core structural components and vacuum systems for fusion, with significant contracts in place for ITER and domestic projects. It is well-positioned to benefit from the growing demand for these critical components as fusion engineering progresses [21][42].

张嘉华表示，企业投资5亿元建设的隐形眼镜生产线新项目正在建设中，预计2026年9月份投产达 效，届时将实现年产4亿片的产能，给企业带来每年4亿至5亿元销售收入。"我们将在产品研发和智能化 生产上持续发力，不断提高生产效率和产能，为企业赢得更大的竞争力。"张嘉华说。 作为丹阳经济发展的前沿，上述项目建设只是丹阳开发区推进项目建设的一个缩影。据悉，截至目 前，丹阳开发区累计签约亿元以上项目有27个、总投资达115亿元。在项目建设的推动下，今年以来， 丹阳开发区紧扣高质量发展主线，凝心聚力推动各项重点工作，经济社会发展保持平稳向好态势。今年 前三季度，丹阳开发区完成一般公共预算税收收入14.11亿元，同比增长6.2%；规上工业总产值369.7亿 元，同比增长9.1%；固定资产投资69.6亿元，同比增长0.7%。 时间已进入12月，丹阳开发区将继续牢固树立"项目为王"意识不动摇，全力以赴攻招商、强储备、 增后劲，确保重点项目攻坚突破；继续落实好各项工作机制，"节点化"制定工作清单、细化责任分工， 把各项指标支撑做实做细，为丹阳开发区经济稳步提升提供有力保障，力争交出全年经济指标满意答 卷。（通讯员 印牧欣 蒋澄瑜 束 ...

Core Viewpoint - Wanze Co., Ltd. has experienced a stock price increase of 54.18% year-to-date, despite a recent decline of 4.68% over the past five trading days, indicating volatility in its stock performance [1][2]. Financial Performance - For the period from January to September 2025, Wanze Co., Ltd. achieved a revenue of 941 million yuan, representing a year-on-year growth of 21.00%. The net profit attributable to shareholders was 170 million yuan, reflecting a growth of 22.45% [2]. - The company has distributed a total of 645 million yuan in dividends since its A-share listing, with 107 million yuan distributed over the past three years [3]. Stock Market Activity - As of December 2, 2025, Wanze Co., Ltd.'s stock price was 19.77 yuan per share, with a market capitalization of 10.074 billion yuan. The trading volume was 98.0738 million yuan, with a turnover rate of 0.98% [1]. - The company has appeared on the "龙虎榜" (a list of stocks with significant trading activity) once this year, with the most recent appearance on August 4 [1]. Shareholder Information - As of September 30, 2025, the number of shareholders for Wanze Co., Ltd. was 26,900, a decrease of 0.83% from the previous period. The average number of circulating shares per shareholder increased by 0.84% to 18,595 shares [2]. - Among the top ten circulating shareholders, Changxin National Defense Military Industry Quantitative Mixed A (002983) is the seventh largest shareholder, holding 11.7722 million shares as a new entrant [3].

Core Viewpoint - Wanze Co., Ltd. has shown significant stock performance with a year-to-date increase of 58.86%, indicating strong market interest and potential growth in its business segments [1][2]. Financial Performance - For the period from January to September 2025, Wanze Co., Ltd. achieved a revenue of 941 million yuan, representing a year-on-year growth of 21.00% [2]. - The net profit attributable to the parent company for the same period was 170 million yuan, reflecting a year-on-year increase of 22.45% [2]. Stock Market Activity - As of November 28, the stock price of Wanze Co., Ltd. was 20.37 yuan per share, with a trading volume of 1.06 billion yuan and a turnover rate of 1.04% [1]. - The company has experienced a net outflow of main funds amounting to 4.11 million yuan, with significant buying and selling activities from large orders [1]. Shareholder Information - As of September 30, 2025, the number of shareholders for Wanze Co., Ltd. was 26,900, a decrease of 0.83% from the previous period [2]. - The average circulating shares per shareholder increased by 0.84% to 18,595 shares [2]. Dividend Distribution - Since its A-share listing, Wanze Co., Ltd. has distributed a total of 645 million yuan in dividends, with 107 million yuan distributed over the past three years [3]. Major Shareholders - As of September 30, 2025, the seventh largest circulating shareholder is Changxin National Defense Military Industry Quantitative Mixed A, holding 11.77 million shares as a new entrant [3].

Core Points - The stock price of Wanze Co., Ltd. increased by 2.02% on November 25, reaching 21.25 CNY per share, with a trading volume of 180 million CNY and a market capitalization of 10.822 billion CNY [1] - Year-to-date, Wanze Co., Ltd. has seen a stock price increase of 65.72%, with a recent decline of 0.56% over the last five trading days [2] Financial Performance - For the period from January to September 2025, Wanze Co., Ltd. achieved a revenue of 941 million CNY, representing a year-on-year growth of 21.00%, and a net profit attributable to shareholders of 170 million CNY, reflecting a growth of 22.45% [3] - The company has distributed a total of 645 million CNY in dividends since its A-share listing, with 107 million CNY distributed over the past three years [4] Shareholder Information - As of September 30, 2025, the number of shareholders for Wanze Co., Ltd. was 26,900, a decrease of 0.83% from the previous period, with an average of 18,595 circulating shares per shareholder, an increase of 0.84% [3] - Among the top ten circulating shareholders, Changxin National Defense Military Industry Quantitative Mixed A is the seventh largest shareholder, holding 11.7722 million shares as a new entrant [4]