百利电气涨停点燃核聚变行情，这三大受益板块或成资金新焦点

Core Viewpoint - The concept of controllable nuclear fusion is gaining significant attention in the market, with Bai Li Electric (600468) experiencing a strong surge, hitting the daily limit and driving the entire sector upward [1] Industry Overview - The surge in controllable nuclear fusion stocks has led to a noticeable increase in related sectors, with multiple stocks in the sector rising, including Ha Han Hua Tong with a 20% increase and Rong Fa Nuclear Power also hitting the limit [1] - The upstream materials sector is poised for opportunities, particularly in superconducting materials, as the era of large-scale application of high-temperature superconducting tape materials like REBCO begins, which can provide stronger magnetic fields for nuclear fusion reactions [1] - Tungsten and tungsten-based alloys are identified as ideal first-wall materials due to their high melting points and thermal conductivity, with China holding the world's largest tungsten resource reserves, potentially leading to growth in this industry [1] Midstream Equipment Manufacturing - The midstream equipment manufacturing sector is a direct beneficiary, with superconducting magnets being core components of the devices, where high-temperature superconducting magnets can significantly enhance magnetic field strength, accounting for 40%-50% of total investment costs [1] - The first wall, located at the innermost part of the fusion device, plays a crucial role in protecting device components, indicating potential growth for related manufacturing sectors [1] - The偏滤器, typically located at the top and bottom of the vacuum chamber, controls the interaction between plasma and the chamber walls, reducing thermal load and particle bombardment, benefiting related manufacturing enterprises as the industry develops [1] Downstream Applications - The power generation sector is expected to be the first to benefit, as nuclear fusion's thermal energy can be converted into electricity through nuclear power plants, providing a large amount of clean and sustainable energy [1] - The medical field may also see growth through the use of isotopes produced by nuclear fusion for diagnostic and therapeutic purposes, contingent on technological maturity [1] Market Outlook - The construction of the "Kua Fu" project, the world's first domestically designed and built key system for fusion reactor mainframe, is entering a critical phase, alongside the early launch of domestic compact fusion energy experimental device engineering, indicating a faster transition from laboratory to engineering [1] - With dual support from policy and technology, the market prospects for this field are broad, likely attracting more capital into the related industry chain, and the activity of related concept stocks is expected to continue to rise [1]