Core Points - China Fusion Energy Co., Ltd. was officially established on July 22, marking a significant step in the country's nuclear fusion industry [2] - The first domestic linear fusion device, HHMAX-901, successfully achieved plasma ignition on July 18, indicating a major breakthrough in commercial nuclear fusion technology [5][6] - The nuclear fusion sector saw a notable increase in stock prices, with several concept stocks reaching their daily limit on July 23 [3] Group 1 - China Fusion Energy Co., Ltd. is a subsidiary of China National Nuclear Corporation (CNNC) and will focus on overall design, technology verification, and digital R&D [2] - The company secured an investment of approximately 11.492 billion yuan from CNNC, China Nuclear Power, and Zhejiang Energy Power [2] - The establishment of the company aims to promote the engineering and commercialization of nuclear fusion technology, often referred to as "artificial sun" [2] Group 2 - The HHMAX-901 device's successful plasma ignition is a significant milestone in the commercialization of nuclear fusion, particularly in the field of linear field-reversed configuration (FRC) technology [5][6] - The device's development began in June 2024, with the physical design starting in August, and it has undergone multiple design iterations before reaching the construction phase [7] - The successful ignition indicates readiness for subsequent experimental phases and accelerates the development of new nuclear fusion technologies [7] Group 3 - The nuclear fusion concept stocks experienced a "five consecutive days of increase," with a total increase of 5.74% as of July 23 [3] - Key stocks in the sector, such as Dongfang Electric, Xue Ren Group, and Guoji Heavy Industry, reached their daily limit on July 23 [3] - Analysts suggest continued attention to the nuclear fusion industry as it accelerates towards commercialization [7]
中国聚变能源公司挂牌,可控核聚变概念放量上涨,商业化落地提速丨行业风口
2 1 Shi Ji Jing Ji Bao Dao·2025-07-23 11:13