Xuan Gu Bao·2025-05-06 02:50Core Viewpoint - The controlled nuclear fusion sector is experiencing significant growth, driven by recent advancements and investments in fusion technology, particularly highlighted by the completion of the world's largest superconducting magnet system by the ITER organization [3]. Group 1: Market Performance - On May 6, the controlled nuclear fusion sector saw strong performance, with stocks such as Jiusheng Electric rising by 20%, and companies like Hailu Heavy Industry, Xue Ren Co., and others also experiencing significant gains [1]. - Notable stock performances included: - Heguang Intelligent: +10.00% with a market cap of 5.33 billion - Jiusheng Electric: +19.97% with a market cap of 3.46 billion - Other companies also reported gains exceeding 10% [2]. Group 2: Industry Developments - The ITER project, a major international collaboration involving multiple countries, aims to explore the commercial viability of controlled nuclear fusion technology, marking a significant milestone in the field [3]. - There is a growing trend of collaboration between leading IT and transportation companies with nuclear energy firms to develop small reactors for powering data centers and other applications [3]. Group 3: Institutional Insights - The nuclear fusion sector is recognized as a burgeoning industry, with increasing government support and capital investment, attracting long-term investments from major companies like Amazon and Microsoft [4]. - The Tokamak nuclear fusion market is projected to reach 681 billion by 2025-2030, with potential growth to 3 trillion by 2030-2035 as commercial reactors become operational [4]. - In China, nuclear power equipment investment is expected to grow from 25.7 billion in 2023 to a peak of 87.5 billion by 2028, indicating a compound annual growth rate (CAGR) of 26.91% [4].