MACMIC(SH:688711) Zheng Quan Shi Bao Wang·2025-08-05 13:52Group 1 - The core viewpoint of the news is the strategic collaboration between Hongwei Technology and Hanhai Juneng to advance the application of domestic IGBT power modules in controlled nuclear fusion experiments, marking a significant step towards the commercialization of fusion energy in China [1][4][5] - The global nuclear fusion commercialization process is accelerating, with significant investments and plans from various countries, including China, which aims to establish a fusion engineering experimental reactor by 2025 and a commercial demonstration power plant by 2050 [2][3] - Hanhai Juneng, established in 2022, is a representative of innovative enterprises exploring the commercialization of fusion energy, having successfully developed China's first commercial linear field reversed configuration (FRC) fusion device, HHMAX-901 [3][4] Group 2 - Hongwei Technology will provide customized IGBT power modules for the core pulse power system of Hanhai Juneng's HHMAX series devices, which are crucial for generating and maintaining plasma [4][5] - The collaboration signifies the entry of domestic power semiconductor devices into the core aspects of controlled nuclear fusion, showcasing the potential for domestic alternatives in high-power IGBT technology, which has traditionally been dominated by foreign companies [5][6] - The partnership reflects a trend where Chinese manufacturing enterprises are increasingly integrating into advanced energy technology systems, potentially accelerating breakthroughs in fusion power systems and establishing a self-controlled future energy industry chain [6]