Core Viewpoint - The controlled nuclear fusion concept has seen a significant surge in stock prices, with companies like Changfu Co., Ltd. rising over 25% and others like Hahuan Huaton and Zhongzhou Special Materials hitting a 20% limit up, indicating strong market interest and optimism in the fusion energy sector [1] Industry Developments - On October 1, a key breakthrough was achieved in the construction of the compact fusion energy experimental device BEST in Hefei, Anhui, with the successful development and delivery of the main component, the Dewar base, marking a new phase in the project's main engineering construction [1] - The upcoming International Atomic Energy Fusion Energy Conference (FEC2025) scheduled for October 13-18 in Chengdu is expected to attract around 2,000 participants, highlighting the global interest in fusion energy and the potential for significant announcements regarding national and international advancements [1] Market Outlook - According to Founder Securities, the fusion industry is experiencing a noticeable increase in activity compared to July and August, with the FEC2025 conference likely to announce major developments. The domestic BEST project is anticipated to initiate a second round of intensive bidding in the fourth quarter for high-value products such as the first wall, divertor, and power supply [1] - There is optimism for a second market rally in the fusion sector within the year, driven by the entry of major players and significant progress in overseas fusion devices [1]
可控核聚变概念拉升，哈焊华通、中洲特材涨停，常辅股份等大涨