智通财经网·2026-01-08 03:03Core Viewpoint - Shanghai Electric (02727) has seen a stock increase of over 5%, currently at 4.58 HKD, with a trading volume of 242 million HKD, driven by developments in the nuclear fusion sector [1] Group 1: Industry Developments - The 2026 Nuclear Fusion Energy Technology and Industry Conference will be held from January 16 to 17, 2026, in Hefei, Anhui, focusing on promoting collaboration and innovation within the nuclear fusion industry [1] - Nuclear fusion energy has been included in national planning for future industries for the first time in 2025, and it is also a key focus in the "14th Five-Year Plan" [1] Group 2: Company Positioning - Shanghai Electric has successfully delivered the world's first ITER project magnet cold test Dewar and is set to deliver key components for major national scientific infrastructure projects, including CRAFT and the compact fusion experimental device BEST [1] - The company is expected to leverage its leading position to enhance market share in traditional business areas while also exploring new growth opportunities in emerging sectors such as energy storage, hydrogen energy, and robotics, supported by its technological R&D advantages [1]