2 1 Shi Ji Jing Ji Bao Dao·2025-10-28 04:52Core Insights - The controlled nuclear fusion sector continues to show strong momentum, with companies like Antai Technology and Dongfang Tantalum experiencing significant stock price increases [1][4] - The Chinese Academy of Sciences has successfully developed a second-generation high-temperature superconducting tape core material, marking a significant advancement in clean energy materials [3] - The Chinese "artificial sun" project is expected to be completed by 2027, potentially becoming the first device to achieve fusion power generation in human history [4] Company Performance - Antai Technology (000969.SZ) saw a stock price increase of 10.00%, reaching 22.98 [2] - Dongfang Tantalum (000962.SZ) also experienced a 10.00% rise, with a stock price of 35.09 [2] - Other companies like Western Superconducting (688162.SH) and Yongding Co. (600105.SH) also reported gains of 8.62% and 7.92%, respectively [2] Industry Developments - The global nuclear fusion market is projected to exceed $40 trillion by 2050, according to the International Atomic Energy Agency [4] - As of September 2025, the total investment in domestic nuclear fusion projects is expected to surpass 150 billion yuan, indicating a phase of capital expenditure expansion in the industry [4] - Various technological routes in nuclear fusion, including magnetic confinement and Z-pinch, are experiencing significant changes, with private capital increasingly involved in planned projects [5]