可控核聚变新进展不断，相关概念股走强

Group 1 - The concept of controlled nuclear fusion is gaining significant attention due to its potential as a "ultimate energy" source, characterized by abundant raw materials, environmental cleanliness, high safety, and low costs [2][5] - The Wande Nuclear Fusion Concept Index rose by 4.97% on January 12, with several stocks reaching their daily limit, and the index has seen a cumulative increase of nearly 20% in just six trading days [1] - Recent advancements in nuclear fusion technology include the successful excitation of a high-temperature superconducting magnet to 20.8 Tesla by Energy Singularity, marking a significant milestone in the field [2][3] Group 2 - Energy Singularity has developed a 20 Tesla material performance measurement platform, which allows for efficient testing of superconducting materials, addressing the limitations of existing commercial measurement systems [3] - The East Experimental Fusion Reactor, known as the "artificial sun," has confirmed the existence of a density-free zone, providing important physical evidence for high-density operation in magnetic confinement fusion devices [4] - Companies like Xibu Superconductor and China Aviation Optical-Electrical are positioning themselves within the nuclear fusion supply chain, with Xibu supplying materials for international fusion projects and China Aviation Optical-Electrical developing components for fusion systems [6][7] Group 3 - The FRC (Field-Reversed Configuration) approach is gaining traction among domestic and international commercial fusion companies, with notable advancements from Nova Fusion and Hanhai Energy, which are focusing on modular reactor designs [7][8] - Nova Fusion has completed a 500 million yuan angel round of financing, indicating strong investor interest in the FRC technology route [7] - Helion Energy, a U.S. company utilizing the FRC approach, has accelerated its progress with plans to construct the world's first fusion power plant, aiming to deliver fusion electricity by 2028 [8]