核电股集体上扬 2026年核聚变行业聚焦创新链与产业链深度融合

Core Viewpoint - Nuclear power stocks have collectively risen, driven by positive developments in the nuclear fusion energy sector, particularly highlighted by the recent conference in Hefei [1] Group 1: Stock Performance - China National Nuclear Corporation International (02302) increased by 7.14%, reaching HKD 6.9 [1] - China General Nuclear Power Corporation Mining (01164) rose by 3.93%, reaching HKD 3.97 [1] - China General Nuclear Power Corporation New Energy (01811) saw a 2.3% increase, reaching HKD 2.67 [1] - Shanghai Electric (601727) increased by 2.01%, reaching HKD 4.57 [1] - China General Nuclear Power Corporation Electric (01816) rose by 1.62%, reaching HKD 3.13 [1] Group 2: Conference Highlights - The 2026 Nuclear Fusion Energy Technology and Industry Conference was held in Hefei on January 16-17, 2026, with the theme "Gathering Nuclear Power to Create the Future" [1] - The conference aimed to promote the integration of innovation, industry, finance, and talent in the nuclear fusion energy sector [1] - A notable highlight was the launch of the Hefei Future Fusion Energy Venture Capital Fund, with an initial scale of CNY 1 billion (approximately USD 150 million) and a duration of 15 years [1] - Hefei University of Technology's Fusion Science and Engineering College was officially established during the conference [1] - A Fusion Financial Institution Alliance was formed by 15 financial institutions to enhance the connection between industry and capital [1] - Several major procurement projects and fusion joint laboratory projects were successfully signed during the conference [1]