Group 1 - Tian Gong International (00826) saw a significant increase in stock price, rising over 8% and currently trading at 2.66 HKD with a transaction volume of 116 million HKD [1] - China Fusion Energy Company, established with a registered capital of 15 billion RMB and only two months old, made its debut at the 25th China International Industry Fair, showcasing its technology and business layout [1] - The company aims for commercial fusion energy by 2050, following the typical nuclear energy development path from experimental to demonstration to commercial reactors, with R&D activities in Shanghai and Chengdu [1] Group 2 - Industrial analysts at Industrial Securities believe that Tian Gong International is well-positioned in the scarce core materials sector, with significant growth potential in titanium alloys, fusion materials, and humanoid robots [2] - Materials are identified as a major technical bottleneck in the development of fusion reactors, with RAFM steel and high-boron steel being primary candidates for reactor structures, requiring 4,000 to 7,000 tons of RAFM steel and 400 to 1,000 tons of high-boron steel per reactor [2] - The company leverages its powder metallurgy advantages to significantly enhance beneficial alloy element composition while achieving a dispersion of nano-scale strengthening phases, which may greatly improve the key performance of fusion reactor materials in the future [2]