Xin Lang Cai Jing·2026-01-07 23:51Group 1 - The concept of controlled nuclear fusion has gained momentum, with several stocks such as China Nuclear Engineering, Snowman Group, and others hitting the daily limit up, while stocks like Yingjie Electric and Zhongtai Co. have seen increases of over 6% [1][6] - The Chinese Academy of Sciences has announced a breakthrough in controlled nuclear fusion technology, confirming the existence of a density-free zone in the EAST experimental device, which provides important physical evidence for high-density operation of magnetic confinement fusion devices [1][6] - Controlled nuclear fusion is considered the ultimate solution for the energy revolution due to its abundant resources, environmental friendliness, and zero-carbon safety [1][6] Group 2 - The global fusion industry has experienced explosive growth, with total investment rising from $1.9 billion in 2021 to $9.7 billion, and an additional $2.6 billion expected in 2024 [2][7] - The global nuclear fusion market is projected to reach $496.55 billion by 2030 and exceed $1 trillion by 2050, driven by breakthroughs in high-temperature superconductors and artificial intelligence [2][7] - The focus of the controlled nuclear fusion industry is on technological engineering and commercial feasibility, with significant investment opportunities concentrated in the upstream sector [2][7] Group 3 - There are 59 stocks in the A-share market related to controlled nuclear fusion, with 22 companies reporting R&D expenses exceeding 5% of their revenue for the first three quarters of 2025 [3][8] - Companies like Changguang Huaxin and Aikesaibo have high R&D intensity, with R&D expenses as a percentage of revenue exceeding 20% [3][8] - Among the 22 companies, 16 reported year-on-year growth in R&D expenses, with notable increases from Juguang Technology (87.76%), Jingye Intelligent (64.87%), and Aikesaibo (42.62%) [3][8]