英杰电气：核聚变相关电源需求在今年下半年和明年上半年可能形成增量

Core Viewpoint - The company has been engaged in the power supply business for nuclear fusion for several years, with most of the business requiring bidding and some based on long-term stable partnerships [1] Industry Summary - The nuclear fusion industry has seen certain technological breakthroughs, which are expected to accelerate the commercial application process [1] - There is potential for increased power supply demand in the second half of this year and the first half of next year, depending on the procurement progress of various projects [1] - The company's impact from this industry will depend on the outcomes of future project bidding and order signing [1]