鑫融讯：双融日报-20251023

Core Insights - The report indicates a neutral market sentiment with a score of 56, suggesting a balanced outlook for investors [5][9]. - Key investment themes identified include energy storage, eSIM technology, and nuclear fusion, each showing significant growth potential [5]. Energy Storage - The "New Energy Storage Special Action Plan" aims for an installed capacity of 180 million kilowatts by 2027, attracting direct investments of 250 billion yuan, with project IRR expected to exceed 8% due to supportive policies [5]. - Overseas orders for energy storage are projected to surge by 220% year-on-year in the first half of 2025, reaching 160 GWh, indicating a shift in supply-demand dynamics [5]. - Relevant companies include CATL (300750) and Sungrow Power (300274) [5]. eSIM Technology - China Unicom launched its eSIM service on October 13, with over 60,000 reservations, indicating strong market interest [5]. - The reactivation of eSIM services by major telecom operators is expected to accelerate commercial adoption [5]. - Key players in this sector include Eastcompeace (002017) and Unisoc (002049) [5]. Nuclear Fusion - The CRAFT project achieved a significant milestone with the successful testing of a key component, demonstrating a steady thermal load capacity of 20 MW/m² [5]. - This development marks a major advancement in China's nuclear fusion technology, with implications for future energy solutions [5]. - Companies involved in this field include Chuangyuan New Materials (002171) and Hongxun Technology (603015) [5].