Core Viewpoint - Nuclear power stocks continue to rise against the market trend, driven by significant advancements in China's nuclear fusion project BEST, which is expected to reach commercial application by 2030 [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 (02727) gained 0.99%, trading at 5.08 HKD [1] Group 2: Project Developments - On October 1, a key breakthrough was achieved in the construction of the domestically developed nuclear fusion device BEST, with the successful installation of the first critical component, the dewar base - The project is expected to be completed by the end of 2027, with the goal of lighting the first lamp through nuclear fusion 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 may announce significant national and international developments in the fusion industry - According to Founder Securities, the fusion industry is experiencing intensified activity compared to July and August, with a second round of intensive bidding for the BEST project expected in Q4, covering high-value products such as the first wall, filter, and power supply - Other fusion devices are also anticipated to initiate, with major players entering the market and significant overseas ignition progress [1]
港股异动 | 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