600105子公司，拿下核聚变材料订单

Core Viewpoint - The company Yongding Co., Ltd. (600105) has made significant progress in advanced materials by successfully winning a procurement project for REBCO high-temperature superconducting tape from the Southwest Institute of Physics, marking a milestone in its relationship with core customers in controlled nuclear fusion [1][3]. Group 1: Company Achievements - The subsidiary Dongbu Superconductor has expanded its production capacity and optimized its production line while advancing technology research and industrialization, resulting in significant order acquisition [3]. - The recent procurement win is seen as a major step for the company, indicating that its second-generation high-temperature superconducting tape has received high recognition from a domestic authoritative research institution [3][4]. - Dongbu Superconductor has established a complete industrial chain covering research and development, mass production, and engineering services, entering a fast track of high-quality development [4]. Group 2: Technical Developments - The HF1200 series high-performance REBCO superconducting tape can now be mass-produced in kilometer-long lengths, achieving a current capacity of over 1200A at 20K and 20T vertical field [4]. - This advancement allows for the production of long superconducting materials, overcoming previous limitations in creating superconducting magnets for controlled nuclear fusion [4]. - The HF1200 series demonstrates excellent pinning performance and strong field application potential, laying a solid foundation for large-scale applications in cutting-edge fields like magnetic confinement controlled nuclear fusion [4]. Group 3: Market Trends - The controlled nuclear fusion sector has seen a rise in interest, with the Eastern Fortune controlled nuclear fusion index (861525.EI) showing a significant increase of over 10% since January 1 [5]. - As of January 14, stocks related to controlled nuclear fusion, including Yongding Co., Ltd., have shown strong performance, with increases of over 3% for Yongding and over 7% for other related companies [7].