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: Company Developments - Tian Gong International's stock rose nearly 7% during trading, closing up 5.54% at HKD 3.05, with a trading volume of HKD 88.48 million [1] - The company has successfully developed core technology for a new neutron shielding material, high-boron steel (304B7), for nuclear fusion devices and has begun small-scale production of trial pieces [1] - The company is accelerating the application development of advanced low-activation steel (RAFM steel), which is crucial for nuclear fusion structural materials [1] Group 2: Industry Insights - The Central Committee of the Communist Party of China has proposed forward-looking layouts 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 enhancing both performance and valuation [1] - RAFM steel is recognized as the most mature and mainstream candidate structural material for the core component of magnetic confinement fusion devices, known as tokamaks, due to its excellent radiation swelling resistance, high-temperature strength, thermal conductivity, and inherent low activation properties [1]
港股异动 | 天工国际(00826)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