Ge Long Hui·2025-12-12 09:48Group 1 - The A-share market experienced a surge in stocks related to controllable nuclear fusion, with multiple stocks hitting the daily limit up [1][2] - Notable performers included Tianli Composite, which saw a 30% increase, and Zhongzhou Special Materials, which rose by 20.01% [2][3] - The controllable nuclear fusion sector has recorded a cumulative increase of 87.33% year-to-date, ranking it as the third hottest sector in the A-share market [3][4] Group 2 - The recent surge in controllable nuclear fusion stocks is attributed to multiple factors, including the broad prospects of "ultimate energy" [5][6] - The Central Economic Work Conference emphasized advancing energy-saving and carbon-reduction transformations, which supports the growth of the controllable nuclear fusion industry [6][7] - Analysts predict that the domestic fusion industry may enter the engineering demonstration phase around 2027, benefiting core suppliers in the industry [7][8] Group 3 - New projects related to controllable nuclear fusion, such as "Spark No. 1" in Jiangxi and "Xianjue" in Chengdu, are set to begin preliminary bidding this year, indicating a shift towards industrialization [8][9] - The industry is entering a phase of intensive bidding, with expectations of continued capital expenditure growth [8][9] - The global nuclear fusion market is projected to approach $500 billion by 2030, highlighting its strategic value as a long-term growth sector [8][9]