可控核聚变概念持续活跃，沪指半日收涨0.07%

Market Overview - As of May 28, the A-share market showed slight fluctuations, with the Shanghai Composite Index up by 0.07% to 3342.93 points, while the Shenzhen Component Index decreased by 0.04% [1][2] - The total trading volume for the A-share market reached 667.857 billion yuan [1] Monetary Policy - The People's Bank of China conducted a 7-day reverse repurchase operation of 215.5 billion yuan at a fixed rate of 1.40%, with a net injection of 58.5 billion yuan for the day [2] Government Bonds - In April, the national issuance of new local government bonds totaled 693.3 billion yuan, comprising 140.7 billion yuan in general bonds and 552.6 billion yuan in special bonds [3] Semiconductor Industry - A meeting was held in Beijing to discuss deepening China-EU semiconductor trade cooperation, emphasizing China's commitment to providing a fair and stable policy environment for enterprises [3] Sector Performance - The controllable nuclear fusion sector showed strong performance with an average increase of 2.49%, while the ocean economy sector also performed well with a 2.32% increase [4] - Conversely, sectors such as immunotherapy and pet economy experienced declines of -1.68% and -1.61%, respectively [4] Company Insights - Zhongke Haixun is a core supplier in the underwater acoustics field, expected to grow rapidly due to the government's focus on "deep-sea technology" as a new emerging industry [8] - Hailanxin's underwater data center business benefits from national support for the marine economy and digital economy, with promising market prospects due to its energy-efficient and low-cost advantages [8] - Tianhai Defense leads in the green ship sector, with ongoing investments in LNG, methanol, ammonia, and electric vessels, likely benefiting from structural demand for green ship types [8] - Diweier is expected to see continuous growth in performance due to scale effects and the advancement of high-end product domestic substitution [9]