中信证券：短期投资驱动 建议围绕聚变产业链关键材料及装置环节布局

Core Viewpoint - Recent acceleration in overseas controllable nuclear fusion development is driving domestic industry to advance more rapidly [1] Group 1: Industry Trends - The investment in short-term experimental reactors is expected to boost the performance of related companies [1] - Hybrid reactors have advantages in material and engineering requirements, as well as fuel costs, making them a viable long-term transitional solution post-commercialization [1] Group 2: Investment Recommendations - It is suggested to focus on key materials and device segments within the nuclear fusion industry chain for investment opportunities [1]