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重磅更新!周末舆情热度题材(附股图)
Sou Hu Cai Jing· 2025-12-14 15:27
周末舆情热度: ①商业航天-SpaceX拟最快于2026年中后期IPO,募资超300亿美元估值约1.5万亿美元。(再生科技、中 超控股、通光线缆、昇辉科技、西测测试、九丰能源、顺灏股份、超捷股份、西部材料等) ②消费-全国零售业创新发展大会召开,把零售业作为培育完整内需体系、做强国内大循环的关键着力 点。(东百集团、百大集团、九牧王、凤竹纺织、昇兴股份等) ③电缆-华菱线缆调研公告披露电缆在火箭、大型卫星、低轨卫星等领域的价值量,带动电缆板块走 强。(华菱线缆、中超控股、通光线缆、太阳电缆、中利集团等) ④燃气轮机-GE将2028财年营收指引从450亿美元上调至520亿美元预计到年底将签署80吉瓦的联合循环 燃气轮机合同。(中超控股、联德股份、常宝股份、博盈特焊、万泽股份等) ⑤能源强国-"十五五"开启能源强国新局 氢能、核电成关键棋子(超捷股份、中超控股、雪人股份、九 丰能源、昇辉科技、昊志机电、华菱线缆、长城电工等) 【华创能源化工杨晖团队】九丰能源:新疆煤制气标的, 翻倍+市值空间 [太阳]#重大变化提示:11月29日朱雀3号首发,关注公司作为海南商业航天发射场的#唯一推进剂供应 商价值重估。公司拟建的 ...
我国核聚变领域最大制冷功率氦制冷机成功投产
Ke Ji Ri Bao· 2025-10-21 11:31
中科清能有关负责人表示,中科清能专注于20K(开尔文)以下温区的超低温技术研发和装备制造,包 括氢液化装备、氦低温装备。今年3月12日,长征八号火箭在海南商业航天发射场一号工位成功发射, 其燃料是由中科清能自主研发的1吨/天氢液化装备提供,这也是国内航天领域首次采用全国产液氢装备 生产的液氢燃料。自长征八号火箭首发成功后,中科清能的氢液化装备持续稳定运行,保障了海南商业 航天发射场年内所有长征八号系列火箭发射的液氢燃料供应,显示了中科清能技术和装备的稳定性和可 靠性。 21日,记者从河南中科清能科技有限公司(以下简称中科清能)获悉,中科清能研发制造的3kW@4.5K 氦制冷机于今年10月15日在合肥一次启机成功。截至20日,该装备已安全稳定运行超过120小时,实际 运行的制冷量达到3kW(千瓦),满足设计指标。该装备是目前我国核聚变领域已投产的最大制冷功率 氦制冷机,将为国家重大科技基础设施CRAFT(聚变堆主机关键系统综合研究设施)稳定运行提供支 撑。 CRAFT项目的核心目标是探索和掌握聚变DEMO(示范)级关键技术,3kW@4.5K氦制冷机可为聚变 装置大型超导磁体提供严苛的低温运行环境。3kW@4.5 ...
一家核聚变公司半年内完成亿元融资,以深低温装备打入核聚变与量子计算核心供应链|硬氪首发
3 6 Ke· 2025-08-26 09:04
Company Overview - Zhongke Qingneng has completed multiple rounds of financing, with investors including national-level industrial capital and strategic resource institutions [1] - The financing will primarily support the development and engineering delivery of a 30 tons/day liquid hydrogen system, a 20kW Tokamak main cooling system, and a third-generation quantum low-temperature sensing system, as well as the construction of a second-phase intelligent manufacturing center [1] - The company aims to complete the R&D and delivery of core systems in national-level scenarios by 2025-2026 to drive continuous growth in commercial revenue [1] Industry Context - Deep low-temperature technology is crucial for hydrogen energy, fusion, quantum computing, and aerospace, with a long history of reliance on foreign imports for related equipment [2] - The hydrogen energy sector is accelerating green hydrogen adoption, with China's green hydrogen project bidding scale expected to increase eightfold by 2025 [2] - Investment in the nuclear fusion sector is rising, with global total investments exceeding $9.7 billion, and commercial pilot projects nearing countdown [2] Technological Advancements - Zhongke Qingneng has established a comprehensive domestic technology solution for deep low-temperature equipment, covering everything from design to delivery [4] - In 2023, the company delivered China's first 1 ton/day hydrogen liquefaction equipment to the Hainan International Commercial Space Launch Center, which is now in use as a key facility for rocket fuel [4] - The company has also won bids for several national-level large scientific device projects, becoming one of the few domestic suppliers with top engineering delivery capabilities and operational experience in deep low-temperature systems [4] Future Plans - The third-generation low-temperature sensing system developed by Zhongke Qingneng has passed stability tests in a 9T strong magnetic environment and is planned for release in 2026 [6] - The company aims to achieve over 100 million yuan in annual revenue by 2025, with a client base that includes major energy state-owned enterprises and the Chinese Academy of Sciences [6] - Zhongke Qingneng is actively advancing the R&D of key equipment for low-temperature systems, striving to support the development of China's national-level fusion industry [6] Strategic Positioning - Zhongke Qingneng focuses on deep low-temperature platform technology, which supports various industries such as fusion, hydrogen energy, and quantum computing [6] - The company is not reliant on a single star product but is building system capabilities through engineering validation [7] - Following the completion of this financing round, Zhongke Qingneng plans to further promote the standardization of technology modules and product platformization, collaborating with national research institutions to establish joint laboratories [7]
跑出更多“独角兽”,河南咋破局
He Nan Ri Bao· 2025-06-19 23:27
超聚变连续3年入选独角兽企业榜单。图为位于中原科技城的超聚变研发中心及总部基地。受访者供图 时隔一年,独角兽企业在郑州又"聚首"。 6月19日,郑州国际会展中心迎来了2025独角兽企业创新发展大会。这也是独角兽企业创新发展大会连续第二 年在郑州举办。100余家全球独角兽、潜在独角兽企业代表以及50余家金融投资机构代表、200余家河南本土 高成长企业代表等齐聚一堂,共同探讨新质生产力的发展路径与创新合作机遇。 独角兽企业,被誉为新经济发展的"风向标",一般指成立时间不超过10年,获得过私募投资,估值超过10亿 美元,且具备独有核心技术、独特竞争优势和市场潜力的未上市公司。 当前,新一轮科技革命浪潮奔涌,全球经济结构加速重塑,独角兽企业作为新质生产力的先锋力量,正以创 新为桨,划开新领域新赛道的壮阔蓝海。 河南有行动 选好赛道,多方聚力,独角兽企业、潜在独角兽企业正从河南跑出。 近年来,河南高度重视创新型企业发展,不断完善独角兽企业培育政策,构建了"科技型中小企业—高新技术 企业—雏鹰企业—瞪羚企业—独角兽企业—上市企业"全链条梯次培育体系。郑州市精心制订梯次培育计划, 为重点企业精准赋能,营造了一个"引得来、留 ...