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 three major stock indices in China collectively rose, with the Shanghai Composite Index surpassing 3900 points, reaching a ten-year high, driven by a surge in the controllable nuclear fusion sector [1] Industry Summary - The controllable nuclear fusion sector experienced a significant rally, with 19 stocks, including Changfu Co., YJ Electric, and Western Superconducting, hitting the daily limit [1] - A key breakthrough was reported on October 1 in the construction of the BEST project, a compact fusion energy experimental device located in Hefei, Anhui. The successful development and delivery of the Dewar base, a critical component, lays a solid foundation for the installation and debugging of subsequent core components [1] - The BEST project is scheduled for completion by the end of 2027, aiming to achieve the world's first demonstration of fusion energy generation. By 2030, it is expected to illuminate the first light bulb using nuclear fusion [1] - Recent reports indicate that China's controllable nuclear fusion is gradually moving towards 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, attracting notable investors like Sequoia Capital and Kunlun Capital [1]