开源证券：BEST订单持续释放，看好板块长期发展前景

Core Viewpoint - The development and construction of controllable nuclear fusion devices are progressing steadily, with projects like BEST, Xinghuo No. 1, Xianjue Juyuan, and Huanliu No. 4 expected to commence sequentially, leading to a continuous release of core component orders [1] Group 1 - The merger of TMTG and TAE aims to create the world's first publicly listed commercial fusion company, which is anticipated 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 forward-looking layout in the nuclear fusion energy sector, indicating strong governmental support for the industry [1] Group 2 - The long-term development prospects of the nuclear fusion sector are viewed positively, with a recommendation to focus on core components such as magnets, main engines, and power supplies [1]