可控核聚变 涨停潮

Market Overview - On January 8, A-share major indices showed mixed performance, with the Shanghai Composite Index up by 0.09% and the Shenzhen Component down by 0.2% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.7815 trillion yuan, a decrease of 72.2 billion yuan compared to the previous trading day [1] - Over 3,700 stocks in the market experienced gains [1] Controlled Nuclear Fusion Sector - The controlled nuclear fusion sector has seen a strong resurgence, with over ten stocks, including China Nuclear Engineering and Snowman Group, hitting the daily limit [3] - Since the beginning of the year, the controlled nuclear fusion concept stocks have collectively risen by over 10% [3] - Recent breakthroughs in controlled nuclear fusion technology were reported by the Hefei Institute of Physical Science, which confirmed the existence of a density-free zone in the Tokamak [5] - The International Energy Agency predicts that the global nuclear fusion market could approach 3.5 trillion yuan by 2030 [5] Investment Trends in Controlled Nuclear Fusion - The global fusion industry has experienced explosive growth, with total investments rising from 1.9 billion USD in 2021 to 9.7 billion USD, including an additional 2.6 billion USD in 2024 alone [6] - The focus of the controlled nuclear fusion industry is on technological engineering and commercial viability breakthroughs, with significant investment opportunities concentrated in the upstream sector [6] Brain-Computer Interface Sector - Brain-computer interface stocks showed strong performance, with companies like Nanjing Panda, Plit, and Innovation Medical achieving four consecutive trading limit increases [7] - Nanjing Panda clarified that it currently has no mature products related to brain-computer interfaces and that the concept will not materially impact its operations [8] - Plit has developed LCP film products suitable for use as flexible electrode materials in brain-computer interfaces and is currently conducting clinical trials [8]