可控核聚变板块大涨近7%,近20股涨停,常辅股份30cm封板

Core Viewpoint - The Chinese stock market experienced a collective rise on October 9, with the Shanghai Composite Index surpassing 3900 points, marking a ten-year high. The controllable nuclear fusion sector saw a surge, with 19 stocks hitting the daily limit up, including Changfu Co., Ltd. and Western Superconducting Technologies [2]. Industry Developments - The BEST project, a compact fusion energy experimental device located in Hefei, Anhui, achieved a significant breakthrough on October 1, with the successful development and delivery of the key component, the Dewar base. This lays a solid foundation for the installation and debugging of subsequent core components, representing an important advancement in China's fusion research and engineering application [2]. - The BEST project is scheduled for completion by the end of 2027, aiming to demonstrate fusion energy generation for the first time globally. By 2030, it is expected to light the first lamp using nuclear fusion [2]. Investment Landscape - In recent years, China's controllable nuclear fusion has gradually opened up to commercialization, with private enterprises and private capital entering the fusion energy sector. Companies such as Energy Singularity, Star Energy, and Star Ring Fusion have announced the completion of two rounds of financing. Although the financing amounts are limited, notable institutions like Sequoia Capital and Kunlun Capital have emerged as investors [2].