任正非讲话引爆可控核聚变？百利电气11天7板，上市公司频回应

Core Viewpoint - The A-share market is experiencing a downturn, yet several controllable nuclear fusion stocks are rising, indicating a potential investment opportunity in this sector [1][5]. Group 1: Market Performance - On June 10, over 4,000 stocks in the A-share market were down, but controllable nuclear fusion stocks like Hanhua Tong and Baili Electric saw significant gains, with Baili Electric rising over 10% [1]. - Baili Electric has achieved 7 trading limits in 11 days, with its stock price increasing from 5.31 yuan on May 26 to 9.63 yuan on June 10, representing an over 80% increase [5]. Group 2: Industry Developments - Recent research achievements in controllable nuclear fusion have gained attention, with Huawei's CEO mentioning that nuclear fusion could be a significant technological revolution alongside artificial intelligence [2][6]. - The 2025 Shanghai International Carbon Neutral Technology Expo showcased advancements in controllable nuclear fusion and related technologies, highlighting the industry's potential to support carbon neutrality goals [5]. Group 3: Company Risk Disclosures - Several listed companies have cautioned investors about the risks associated with controllable nuclear fusion investments, noting that related revenues currently constitute a small portion of their main business income [3][9]. - Baili Electric reported a net loss of 109 million yuan for 2024, with related business income accounting for less than 1% of total revenue [8][9]. Group 4: Market Sentiment and Future Outlook - The controllable nuclear fusion concept index has shown volatility, with a peak of 1613.94 points in late May, currently standing at 1588.37 points [7]. - Analysts from CITIC Securities and Founder Securities express optimism about the long-term prospects of the controllable nuclear fusion industry, citing recent policy signals and technological advancements as catalysts for growth [12][13].