OTIC(SZ:000962) Zheng Quan Shi Bao Wang·2025-10-28 02:40Core Viewpoint - The concept of controllable nuclear fusion is gaining momentum in the market, with significant stock price increases for companies involved in this sector, indicating strong investor interest and potential growth opportunities [1]. Group 1: Market Performance - Companies such as Antai Technology and Dongfang Tantalum have reached their daily price limits, while Western Superconducting has increased by over 9%, and Yongding shares have risen nearly 8% [1]. - Other companies like Hezhu Intelligent have also seen stock price increases of over 5% [1]. Group 2: Technological Breakthroughs - A research team led by researcher Rong Lijian from the Institute of Metal Research, Chinese Academy of Sciences, has achieved a breakthrough in the metal-based technology for second-generation high-temperature superconducting tapes, successfully industrializing high-purity ton-level Hastelloy (C276) metal substrates [1]. - The Chinese "artificial sun" project is expected to be completed by 2027, potentially becoming the first device in human history to achieve fusion power generation [1]. Group 3: Industry Development - According to Everbright Securities, since 2025, China's nuclear fusion sector has entered a rapid development phase characterized by technological breakthroughs and industrial layout [1]. - Key milestones include the transition of "China Circulation No. 3" into a new phase of combustion testing in March, the establishment of China Fusion Energy Co., Ltd. in July, and the successful installation of critical components for the BEST device in October [1]. - The industry is expected to accelerate with multiple technological routes being pursued, including the Circulation No. 4, Spark No. 1, and laser fusion power station projects led by academic teams, indicating a promising long-term outlook for controllable nuclear fusion projects [1].