核聚变技术将很快取得突破？相关概念股异动拉升，多家企业回应

21世纪经济报道01-07 15:33

1月7日，可控核聚变概念午后走强，久盛电气（301082.SZ）20%涨停，弘讯科技（603015.SH）、海陆重工（维权）（002255.SZ）、融发核电（002366.SZ）、东方钽业（000962.SZ）涨停，利柏特（605167.SH）、旭光电子（600353.SH）等跟涨。　　消息面上，有媒体报道称，OpenAI CEO Sam Altman透露，核聚变技术将“很快”取得突破，他预计其...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2501225568?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-01-07 15:33","share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","id":"2501225568","market":"hk","top_or_hot":-1,"title":"核聚变技术将很快取得突破？相关概念股异动拉升，多家企业回应","media":"21世纪经济报道","content":"<div>\n<p>1月7日，可控核聚变概念午后走强，久盛电气（301082.SZ）20%涨停，弘讯科技（603015.SH）、海陆重工（维权）（002255.SZ）、融发核电（002366.SZ）、东方钽业（000962.SZ）涨停，利柏特（605167.SH）、旭光电子（600353.SH）等跟涨。\n　　消息面上，有媒体报道称，OpenAI CEO Sam Altman透露，核聚变技术将“很快”取得突破，他预计其...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/relnews/cn/2025-01-07/doc-ineecrwz8125255.shtml\">网页链接</a>\n\n</div>\n","source":"sina","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>核聚变技术将很快取得突破？相关概念股异动拉升，多家企业回应</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n核聚变技术将很快取得突破？相关概念股异动拉升，多家企业回应\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-07 15:33 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/relnews/cn/2025-01-07/doc-ineecrwz8125255.shtml><strong>21世纪经济报道</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>1月7日，可控核聚变概念午后走强，久盛电气（301082.SZ）20%涨停，弘讯科技（603015.SH）、海陆重工（维权）（002255.SZ）、融发核电（002366.SZ）、东方钽业（000962.SZ）涨停，利柏特（605167.SH）、旭光电子（600353.SH）等跟涨。\n　　消息面上，有媒体报道称，OpenAI CEO Sam Altman透露，核聚变技术将“很快”取得突破，他预计其...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/relnews/cn/2025-01-07/doc-ineecrwz8125255.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK0073","symbol_name":"3D打印","start_time":0,"source_url":"https://finance.sina.com.cn/stock/relnews/cn/2025-01-07/doc-ineecrwz8125255.shtml","article_id":"2501225568","we_media_id":null,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/relnews/cn/2025-01-07/doc-ineecrwz8125255.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2501225568","pubTimestamp":1736235180,"columns":[],"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"1月7日，可控核聚变概念午后走强，久盛电气20%涨停，弘讯科技、海陆重工（维权）、融发核电、东方钽业涨停，利柏特、旭光电子等跟涨。　　消息面上，有媒体报道称，OpenAI CEO Sam Altman透露，核聚变技术将“很快”取得突破，他预计其投资的公司Helion将“很快”演示净能量增益核聚变。　　南财快讯记者以投资者身份就核聚变相关业务情况致电久盛电气、融发核电。","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"301082":"久盛电气","301137":"哈焊华通","600353":"旭光电子","603015":"弘讯科技","605167":"利柏特","BK0073":"3D打印","BK0010":"央企","BK0028":"国家队","BK0233":"有色加工","BK0189":"打板","BK0256":"金属制品","BK0004":"股权转让","BK0084":"稀土永磁","BK0221":"专业技术","BK0188":"融资融券","BK0064":"蓝宝石","BK0251":"专用设备","BK0185":"二线龙头","BK0081":"借壳上市","002366":"融发核电","BK0130":"工业4.0","BK0134":"合同能源管理","BK0214":"IT设备","BK0017":"燃料电池","BK0259":"通用设备","BK0035":"核能核电","002255":"海陆重工","BK0196":"行业龙头","BK0077":"质押式回购","BK0138":"新材料","BK0225":"仪器仪表","000962":"东方钽业","BK0197":"中小创蓝筹","BK0182":"小金属","BK0061":"机器人","BK0132":"高送转概念","000969":"安泰科技","BK0224":"电气机械","BK0034":"新能源"},"translate_title":"Will nuclear fusion technology soon achieve a breakthrough? Related concept stocks moved up, and many companies responded","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"301082":1,"301137":1,"600353":1,"603015":1,"605167":1,"000969":1,"000962":1,"002366":1,"002255":1},"content_text":"1月7日，可控核聚变概念午后走强，久盛电气（301082.SZ）20%涨停，弘讯科技（603015.SH）、海陆重工（维权）（002255.SZ）、融发核电（002366.SZ）、东方钽业（000962.SZ）涨停，利柏特（605167.SH）、旭光电子（600353.SH）等跟涨。\n　　消息面上，有媒体报道称，OpenAI CEO Sam Altman透露，核聚变技术将“很快”取得突破，他预计其投资的公司Helion将“很快”演示净能量增益核聚变。\n　　中信证券表示，核聚变有望成为民用发电领域的终极能源，在技术路径较为确定、各国持续加大投入的背景下，聚变堆商业化的节奏有望超市场预期。中信证券预计2030-2035年间全球核聚变装置市场规模有望达2.26万亿元，其中高温超导带材及真空室内的第一壁、偏滤器等部件具备较大投资价值。建议牢牢把握科技主线，关注核聚变商业化破晓之际相关材料的长期投资机会。\n　　南财快讯记者以投资者身份就核聚变相关业务情况致电久盛电气、融发核电。\n\n久盛电气相关工作人员表示，公司有部分核聚变研发产品，但还未形成规模，目前营收占比较低。\n融发核电相关工作人员表示，目前生产的产品当中没有涉及核聚变，旗下科研公司有可能会参与到材料的研发或者产品的试制过程，但相关资料尚未汇总至证券部。\n\n　　南财快讯记者注意到，近期也有上市公司在投资者交流平台上回复有关核聚变业务的情况。\n\n哈焊华通（301137.SZ）：公司参与了可控核聚变项目，焊材在部分项目中得到了应用。\n安泰科技（000969.SZ）：作为全球可控核聚变装置的核心供应商，实现钨铜偏滤器、钨铜限制器、包层第一壁、钨硼中子屏蔽材料等全系列涉钨产品的研发和生产，累计提供数万件钨铜零部件，同时，公司也是目前在建的国际热核聚变实验堆ITER钨铜复合部件的重要供应商。\n\n　　（声明：文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。）\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.4","shortVersion":"4.29.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2501225568"}