12月12日主题复盘 | 指数放量回升，航天板块再度爆发，智能电网、核聚变等也有不俗表现

Market Overview - The market experienced a rebound with all three major indices rising, driven by strong performances in sectors such as controlled nuclear fusion, electric grid equipment, and commercial aerospace [1] - Notable stocks that hit the daily limit include China Nuclear Engineering, China National Machinery, and others in the nuclear fusion sector [1] Sector Highlights Aerospace - The aerospace sector continued its upward trend with multiple stocks hitting the daily limit, including Aerospace Power and Shunhao Co [3] - A successful launch of the Long March 12 rocket on December 12, which deployed 16 low-orbit satellites, has boosted confidence in the domestic commercial aerospace industry [3] - The upcoming launch of Long March 12A in December 2025 is expected to further enhance the sector's prospects [3] Smart Grid - The smart grid concept saw significant gains, with stocks like Zhongchao Holdings and Tongguang Cable hitting the daily limit [7] - Nvidia is set to hold a closed-door summit to address potential power shortages in data centers, which could impact the smart grid sector [7] Nuclear Fusion - The nuclear fusion sector experienced a surge, with companies like China National Machinery and China First Heavy Industries seeing substantial stock increases [11] - The Central Economic Work Conference emphasized the importance of green transformation and energy system construction, which aligns with the nuclear fusion industry's growth [11] - The global nuclear fusion market is projected to approach $500 billion by 2030, indicating strong future growth potential [13] Investment Insights - The commercial aerospace market is expected to grow significantly, driven by advancements in reusable rocket technology and the miniaturization of satellites, which lower costs and expand applications [6] - The smart grid sector is poised for growth as AI development and energy policies evolve, with increasing demand for gas turbines and related technologies [10] - The nuclear fusion industry is anticipated to enter a phase of significant investment and development by 2027, benefiting core suppliers in the sector [13]