Core Viewpoint - Tian Gong International (00826) has seen a significant stock price increase, attributed to its strategic positioning in the emerging nuclear fusion energy sector and advancements in powder metallurgy technology [1] Group 1: Stock Performance - The stock price of Tian Gong International rose nearly 7% during trading, with a current increase of 5.54%, reaching HKD 3.05, and a trading volume of HKD 88.48 million [1] Group 2: Industry Insights - The Central Committee of the Communist Party of China has proposed a forward-looking layout for future industries, emphasizing nuclear fusion energy as a new economic growth point [1] - Powder metallurgy technology is identified as a foundational capability platform for Tian Gong International to enter the strategic new materials and high-end manufacturing sectors, potentially leading to both performance and valuation improvements [1] Group 3: Technological Advancements - Nuclear fusion structural and functional materials require high resistance to temperature and radiation, relying on powder metallurgy systems for production [1] - As global nuclear fusion technology accelerates towards commercialization, the company is positioned to become a core node in the supply chain, with growth potential as the industry expands [1] - The blanket is a core component of the magnetic confinement fusion device Tokamak, necessitating properties such as radiation swelling resistance, high-temperature strength, thermal conductivity, and inherent low activation [1] - RAFM steel is recognized as the most mature and mainstream candidate structural material for blankets, while boron steel is noted for its high neutron absorption capacity and sufficient mechanical properties [1] - The company has successfully developed core technology for a new neutron shielding material, high boron steel (304B7), for nuclear fusion devices and has achieved small batch production [1] - The company is accelerating the application development of advanced low-activation steel (RAFM steel) for nuclear fusion key structural materials [1]
天工国际盘中涨近7% 公司有望成为核聚变结构供应链核心节点 正加快RAFM钢应用开发