Core Viewpoint - Nuclear power stocks continue to rise against the market trend, driven by significant advancements in China's nuclear fusion technology and upcoming international events in the fusion energy sector [1] Group 1: Stock Performance - China National Nuclear Corporation International (02302) increased by 7.22 HKD - China General Nuclear Power Corporation Mining (01164) rose by 1.6%, reaching 3.81 HKD - Shanghai Electric (601727) gained 0.99%, trading at 5.08 HKD [1] Group 2: Technological Advancements - On October 1, China achieved a key breakthrough in the construction of the self-developed nuclear fusion device BEST, with the successful installation of the first critical component, the dewar base - The BEST project, utilizing compact high-field superconducting tokamak technology, is scheduled for completion by the end of 2027, with the potential to achieve commercial application by lighting the first lamp by 2030 [1] Group 3: Upcoming Events and Market Outlook - The International Atomic Energy Fusion Energy Conference (FEC2025) will be held in Chengdu from October 13 to 18, which is expected to announce significant national and international developments in the fusion sector - According to Founder Securities, the fusion industry is experiencing intensified activity compared to July and August, with the BEST project likely to initiate a second round of intensive bidding in Q4 for high-value products [1]
核电股逆市走高 可控核聚变再引市场关注 机构称近期聚变行业催化明显更加密集
Zhi Tong Cai Jing·2025-10-13 06:48