Core Insights - The development and construction of controllable nuclear fusion devices are progressing steadily, with projects such as BEST, Xinghuo No.1, Xianjue Juyuan, and Huanliu No.4 expected to commence sequentially [1] - The merger of TMTG and TAE aims to create the world's first publicly listed commercial fusion company, which is likely to boost sentiment in the FRC sector [1] - Helion has announced plans to achieve power generation verification by 2025, and if the feasibility of the FRC technology route is validated, domestic startups in this field may accelerate their projects [1] - The 14th Five-Year Plan suggests a proactive layout in the nuclear fusion energy sector, indicating long-term growth potential [1] - The industry outlook is positive, with a recommendation to focus on core components such as magnets, main engines, and power supplies [1]
开源证券：BEST订单持续释放 看好板块长期发展前景
Di Yi Cai Jing·2025-12-30 00:15