Zheng Quan Shi Bao·2026-01-07 17:59Group 1 - The concept of controlled nuclear fusion is gaining momentum in the market, with several stocks experiencing significant gains, including China Nuclear Engineering (601611) and Snowman Group (002639), among others [1] - The Chinese Academy of Sciences has made a breakthrough in controlled nuclear fusion technology, confirming the existence of a density-free zone in the Tokamak, which is crucial for high-density operation of magnetic confinement fusion devices [1] - Controlled nuclear fusion is viewed as a solution to the energy revolution due to its abundant resources, environmental friendliness, and zero-carbon safety [1] Group 2 - The global fusion industry has seen explosive growth, with total investments rising from $1.9 billion in 2021 to $9.7 billion, and an additional $2.6 billion expected in 2024 [2] - The global nuclear fusion market is projected to reach $496.55 billion by 2030 and exceed $1 trillion by 2050, driven by advancements in high-temperature superconductors and artificial intelligence [2] - There are currently 59 stocks in the A-share market related to controlled nuclear fusion, with 22 companies allocating over 5% of their revenue to R&D, including Changguang Huaxin and Aikesaibo, which have R&D expenses exceeding 20% [2] Group 3 - Changguang Huaxin is developing high-efficiency laser chips and array modules for controlled laser nuclear fusion, focusing on low cost, high power, and efficiency [3] - Among the 22 companies, 16 reported an increase in R&D expenses, with Yujing Technology, Jingye Intelligent, and Aikesaibo showing the highest growth rates of 87.76%, 64.87%, and 42.62% respectively [3] - Zhongtai Co. has forecasted a net profit of 420 million to 480 million yuan for 2025, driven by overseas orders and successful application of its helium refrigeration technology in fusion research [3]