10天6板王子新材：可控核聚变业务占比小且可持续性存疑

Core Viewpoint - Wangzi New Materials (002735.SZ) has been associated with the controllable nuclear fusion concept, but its involvement is limited and the sustainability of this business is questionable [1] Group 1: Business Involvement - The company's subsidiary, Ningbo Xinrong Electric Technology Co., Ltd., only provides capacitor products for the magnetic power supply project in controllable nuclear fusion, which is just one component of the overall system [1] - The revenue from this business segment constitutes a very small proportion of the company's main business income, indicating limited short-term impact on overall performance [1] Group 2: Market and Competition - There is a significant distance before controllable nuclear fusion can be commercially applied, highlighting the uncertainty in the sustainability of orders for such projects [1] - The market for similar products is competitive, with other suppliers also able to provide comparable offerings, which may affect the company's market position [1]