Zhi Tong Cai Jing·2026-01-08 03:36Group 1 - The 2026 Nuclear Fusion Energy Technology and Industry Conference will be held on January 16-17, 2026, in Hefei, Anhui, focusing on promoting collaboration and innovation within the nuclear fusion industry [3] - The theme of the conference is "The Power of Fusion, Creating the Future," aiming to accelerate funding and technological cooperation in the nuclear fusion sector [3] - 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 national "14th Five-Year Plan" [3] Group 2 - Everbright Securities noted that Shanghai Electric successfully delivered the world's first ITER project magnet cold test Dewar, with plans to deliver key components for the CRAFT project and the compact fusion experimental device BEST [4] - In the context of energy structure transformation and industrial adjustment in China, the company is expected to leverage its leading position to enhance market share in traditional business areas [4] - Supported by technological research and development advantages, emerging businesses such as energy storage, hydrogen energy, and robotics are anticipated to become new growth points for the company [4]