可控核聚变概念爆发！5股涨停，2030年全球市场规模将达5000亿美元

Core Insights - The controllable nuclear fusion sector is experiencing significant market activity, with multiple stocks reaching their daily limit up, driven by the commercial potential of nuclear fusion technology [1] - The International Energy Agency predicts that the global nuclear fusion market could approach $500 billion by 2030, approximately 3.5 trillion yuan, highlighting the accelerating trend of nuclear fusion technology moving from laboratory to commercial application [1] Sector Analysis - Superconducting Materials Sector: The demand for high-performance superconducting materials is expected to rise as controllable nuclear fusion devices require strong magnetic fields, providing growth opportunities for related companies [2] - Core Component Manufacturing Sector: The precision manufacturing of core components like vacuum chambers and dewars is critical, and the initiation of various fusion projects will lead to increased orders for companies with advanced manufacturing capabilities [2] - Power Equipment Sector: Companies specializing in high-performance power supply systems for magnetic fields and heating will see demand growth as the industry develops, opening up market opportunities [2] Key Company Highlights - Snowman Group: Achieved two consecutive limit-up days, becoming one of the leading stocks in the sector, with business alignment and technical reserves that attract market attention [3] - Hezhong Intelligent: Involved in the development of vacuum chambers for fusion devices, benefiting from the sector's growth due to its strong background in high-end equipment manufacturing [3] - Western Superconducting Technologies: A leading domestic producer of superconducting materials, has developed engineering production technology for NbTi superconducting wire used in fusion projects, contributing to its stock performance [3] - Aikesaibo: Provides critical support services for magnetic and heating power supplies in fusion projects, with applications in several national projects, resulting in a stock increase of over 11% [3]