Zhi Tong Cai Jing·2025-10-09 02:17Core Viewpoint - Shanghai Electric (601727)(02727) saw its stock price increase by over 8%, reaching a peak of 5.16 HKD with a trading volume of 1.014 billion HKD, driven by positive developments in the controllable nuclear fusion sector [1] Group 1: Industry Developments - Recent favorable news in the controllable nuclear fusion sector includes a significant breakthrough in the construction of the BEST project in Hefei, Anhui, with the successful delivery and installation of the key component, the Dewar base [1] - The fusion industry is experiencing intensified activity compared to July and August, with expectations of major national and international announcements at the upcoming International Atomic Energy Fusion Energy Conference [1] - The BEST project is anticipated to initiate a second round of intensive bidding in Q4 for high-value products, including the first wall, divertor, and power supply, alongside potential advancements in other fusion devices [1] Group 2: Company Positioning - Shanghai Electric has been involved in the "artificial sun" nuclear fusion project since 2000 and has become one of the most comprehensive suppliers of core equipment for domestic nuclear fusion main systems [1] - According to Everbright Securities, the company is expected to leverage its leading position to enhance its market share in traditional business areas amid China's energy structure transformation and industrial adjustment [1] - Supported by its technological research and development advantages, the company is also poised to see new growth points in emerging sectors such as energy storage, hydrogen energy, and robotics [1]