盘中必读|可控核聚变概念午后走强，合锻智能涨停

Core Viewpoint - The controlled nuclear fusion concept has gained momentum, with significant stock price increases in related companies, particularly in the case of Hezhong Intelligent, which reached its daily limit up [1][2]. Company Summary - Hezhong Intelligent (603011) reached a limit-up price of 16.86 CNY per share, with a price-to-earnings ratio of 438.12 and a total market capitalization of 8.336 billion CNY. The stock saw a trading volume of 860 million CNY, doubling from the previous day, indicating heightened interest from major investors [2]. - The company has established itself as a rare "authentic controlled nuclear fusion stock" in the A-share market, leveraging decades of technical expertise in high-end forming machine tools and cross-domain collaboration. It holds a core position in traditional sectors such as automotive lightweighting, aerospace, and nuclear power, while also supplying hydraulic machines for battery cooling plates and fuel cell electrode plates to leading firms like BYD and CATL [2][4]. Industry Summary - The controlled nuclear fusion sector is experiencing accelerated industrialization globally, with Hezhong Intelligent's deep integration of traditional equipment manufacturing and nuclear fusion technology serving as a competitive advantage. The company has successfully transferred its core technologies, such as high-precision processing and vacuum welding, to the manufacturing of nuclear fusion equipment [4]. - Hezhong Intelligent has developed a vacuum isothermal forging device with dimensions of 18m×8m×6m and a maximum forming pressure exceeding 80,000 tons, optimizing structural rigidity control by 15% compared to similar equipment from China National Machinery Industry Corporation. This equipment meets the stringent manufacturing requirements for large, precision components needed in nuclear fusion reactors [4].