Guoguang Electric (SH:688776) Zhong Jin Zai Xian·2025-10-31 04:04Core Viewpoint - The conference on "Tritium Plant Engineering Technology Application" held in Chengdu highlighted the advancements and leadership of Guoguang Electric in the high-end nuclear energy equipment manufacturing sector, showcasing its significant contributions to the nuclear fusion field [1] Group 1: Company Achievements - Guoguang Electric has over 60 years of experience in microwave device research and manufacturing, having overcome design and manufacturing bottlenecks in high-power, compact, and efficient traveling wave tubes [1] - The company has achieved significant innovations in the nuclear industry, winning the first prize of the Sichuan Provincial Science and Technology Progress Award in 2023 for its project on high-sensitivity leak detection technology [2] - Guoguang Electric's technology has been recognized in market applications and standard formulation, with advancements including the development of new generation tungsten first wall and various nuclear industrial valves [2] Group 2: Strategic Developments - The company has developed the world's first heat helium leak detection device for the International Thermonuclear Experimental Reactor (ITER), which meets stringent nuclear industry requirements and has influenced international standards [3] - In March, Guoguang Electric established a joint venture to enter the frontier field of fusion-fission hybrid energy, indicating a strategic expansion into innovative energy solutions [3] - The company aims to leverage its engineering and industrialization advantages to transition from experimental to demonstration reactors in the fusion-fission hybrid sector [3] Group 3: Future Outlook - Analysts suggest that Guoguang Electric is well-positioned to benefit from China's strategic focus on controllable nuclear fusion, with expectations of increased R&D investment to overcome key technological challenges [3]