Core Viewpoint - The concept of controllable nuclear fusion is experiencing a strong market performance, with significant stock price increases for several companies following a breakthrough in nuclear fusion technology in China [1] Group 1: Market Performance - Stocks related to controllable nuclear fusion have shown strong gains, with Haohuan Huaton reaching a 20% limit up, marking a historical high; Changfu Co. increased over 14%, Tianli Composite over 10%, and several others including Xue Ren Group and China Nuclear Engineering hitting the limit up [1] Group 2: Technological Breakthrough - The Hefei Institute of Physical Science of the Chinese Academy of Sciences announced a significant breakthrough in controllable nuclear fusion technology, confirming the existence of a density-free zone in the Tokamak, which provides important physical evidence for high-density operation of magnetic confinement fusion devices [1] - The research results were published in the international academic journal "Science Advances" [1] Group 3: Future Prospects - Open Source Securities noted that 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 soon, leading to a continuous release of core component orders [1] - The merger of TMTG and TAE aims to create the world's first publicly listed commercial fusion company, which is expected 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 a positive long-term development outlook for the industry, with a focus on core components such as magnets, main engines, and power sources [1]
可控核聚变概念爆发，哈焊华通20%涨停，常辅股份等大涨