5月6日主题复盘 | 指数重返3300点，核聚变、稀土磁材、华为产业链等多点开花

Market Overview - The market opened high and continued to rise throughout the day, with the Shanghai Composite Index gaining over 1% to return to 3300 points. The trading volume reached 1.36 trillion yuan, with nearly 5000 stocks in the Shanghai, Shenzhen, and Beijing markets showing gains [1]. Key Highlights 1. Nuclear Fusion - The nuclear fusion sector saw significant gains, with stocks like Hezhong Intelligent, Jiusheng Electric, and Lanshi Heavy Industry hitting the daily limit. This surge was catalyzed by the announcement from the ITER organization regarding the completion of the world's largest and strongest pulsed superconducting magnet system, marking a milestone in fusion energy [4][5]. - The Hefei compact fusion energy experimental device (BEST) project has also commenced ahead of schedule, further boosting investor confidence in the sector [4]. - The market for Tokamak nuclear fusion is projected to reach 681 billion yuan by 2025-2030, with potential growth to 3 trillion yuan by 2030-2035, driven by the rapid development of experimental reactors [5][6]. 2. Rare Earth Materials - The rare earth materials sector experienced a notable increase, with companies like Huayang New Materials and Shenghe Resources seeing their stocks hit the daily limit. The price of dysprosium has doubled since early April, reaching $850 per kilogram, while terbium prices surged from $965 to $3000 per kilogram [7][8]. - The Chinese government has implemented export controls on several rare earth elements, which is expected to tighten supply and increase domestic demand for these materials [9]. 3. Huawei Supply Chain - The Huawei supply chain stocks performed well, with companies like Chuanrun Co. and Changshan Beiming seeing significant gains. Huawei's recent launch of the CloudMatrix 384 super node has been a key driver, with the system utilizing 384 Ascend chips to provide high-performance computing capabilities [10][11]. - The upcoming release of Huawei's HarmonyOS-powered computers is anticipated to fill a significant gap in the domestic computer operating system market, enhancing performance and user experience [12].