Core Viewpoint - The controlled nuclear fusion sector in China is experiencing significant growth, driven by technological breakthroughs and industrial layout advancements since 2025, with several key milestones achieved in 2023 [1] Group 1: Market Performance - Stocks related to controlled nuclear fusion have seen strong gains, with Hongwei Technology rising over 17%, Changfu Co. increasing by more than 15%, and Hahuan Huaton up by over 10% [1] - Other companies such as Wangzi New Materials and Xue Ren Group have reached their daily price limits [1] Group 2: Industry Developments - Since March 2023, the "Chinese Circulation No. 3" has entered a new phase of combustion testing, marking a significant step in the nuclear fusion field [1] - In July, China Fusion Energy Co., controlled by the China National Nuclear Corporation, was established, further solidifying the industry's foundation [1] - In October, the successful installation of the key component, the Dewar base, for the BEST device was completed, indicating progress in the sector [1] Group 3: Future Outlook - The nuclear fusion sector is expected to accelerate with the upcoming bidding and construction phases for various projects, including the "Circulation No. 4," "Spark No. 1," and laser fusion power stations led by academic teams [1] - The long-term development of the controlled nuclear fusion industry is promising, with expectations of continued growth driven by the restructuring of electricity consumption due to advancements in AI [1] - Companies involved in high-value segments of the controlled nuclear fusion industry are likely to benefit as the industry progresses [1]
可控核聚变概念拉升，王子新材、雪人集团涨停，常辅股份等大涨