可控核聚变概念活跃，安泰科技斩获4连板，西部超导等大涨

Core Insights - The controlled nuclear fusion sector is experiencing significant activity, with several companies like Antai Technology and Hezhu Intelligent hitting trading limits, indicating strong market interest [1] - Major advancements have been reported in China's fusion projects, particularly with the successful testing of the CRAFT facility's key components and the progress of the BEST project [1] - The global focus on controlled nuclear fusion as a key energy strategy is leading to accelerated policy support and investment opportunities in related materials and components [1] Group 1 - The CRAFT facility's prototype component has achieved a steady-state thermal load capacity of 20 megawatts per square meter, marking a significant milestone in China's fusion technology development [1] - The BEST project has successfully completed the development and installation of its key component, the Dewar base, indicating progress in the main engineering phase [1] - Institutions are noting that controlled nuclear fusion is becoming a priority in energy strategies globally, with China implementing policies to enhance industry development [1] Group 2 - The fusion industry is seeing increased activity compared to July and August, with expectations of major announcements at the International Atomic Energy Fusion Energy Conference [2] - The BEST project is anticipated to initiate a second round of intensive bidding in the fourth quarter, covering high-value products such as the first wall and power supply [2] - The entry of major players and significant progress in overseas fusion projects are expected to trigger a second market rally for fusion technologies this year [2]