Core Viewpoint - The company, Yingjie Electric (300820.SZ), has reported that its nuclear fusion power business received approximately 10 million in orders last year, with a similar volume expected this year. The core projects are anticipated to enter a concentrated procurement phase from the second half of this year to the first half of next year, presenting opportunities for power supply bidding [1]. Group 1 - The company is closely tracking and collecting customer demand and power supply type information for upcoming projects [1]. - The Chengdu region is highlighted as having the most intensive project tracking, with competition among peers for various projects [1]. - Future order volumes will depend on the results of the bidding process [1]. Group 2 - The company has been collaborating with customers for customized research and development [1]. - The company can develop power supplies that meet customer needs based on its technological platform [1].
英杰电气(300820.SZ):核聚变电源业务去年订单约1000万左右,今年目前体量相近