BENEFO(SH:600468) Jin Rong Jie·2025-12-19 01:49Core Viewpoint - The controllable nuclear fusion sector is experiencing significant market activity, driven by the merger between Trump Media Technology Group and TAE Technologies, which is expected to accelerate the commercialization of nuclear fusion technology [1][3]. Market Performance - Several companies in the controllable nuclear fusion sector saw substantial stock price increases, with Macro Micro Technology hitting a 20% limit up, Changfu Co. rising over 16%, and others like China First Heavy Industries and Baili Electric reaching their daily limit [1]. - Notable stock performances include: - Changfu Co.: 38.18, up 16.69% with a trading volume of 1.90 billion, a 189.44% increase [2] - TAE Technologies merger value exceeds $6 billion, leading to a 41.93% increase in DJT stock price, closing at $14.86 [3]. Industry Analysis - The merger is seen as a catalyst for the commercialization of nuclear fusion technology, which is increasingly viewed as a potential ultimate energy solution amid rising AI computational demands and limitations in traditional power grids [6]. - The political backdrop includes Trump's support for the nuclear energy sector, which has invigorated capital markets and led to significant stock price increases in nuclear energy-related companies [6]. Affected Sectors - Superconducting Materials Sector: Demand for superconducting materials is expected to rise as controllable nuclear fusion devices rely on them for plasma stability, benefiting companies with proprietary technologies [7]. - Core Materials and Components Sector: Companies producing key materials like copper-based superconducting powders and precision components are likely to gain market share as nuclear fusion projects commence [7]. - Technical Services and System Integration Sector: Firms with expertise in system integration for controllable nuclear fusion devices will find opportunities for business expansion as the industry accelerates [7].