可控核聚变行业周报：FIA 发布欧洲聚变能源：行动倡议，四川“聚变产投”正式运营

Investment Rating - The report assigns an "Accumulate" rating for the nuclear fusion equipment industry [1]. Core Insights - The report highlights significant developments in the controlled nuclear fusion sector, including the launch of the "European Fusion Energy: Call for Action" by FIA and the successful testing of a record high-temperature superconducting cable in Russia. Additionally, the Sichuan "Fusion Industry Investment" has officially commenced operations, indicating a growing interest and investment in the fusion energy field [3][4]. Summary by Sections Market Performance - During the week of January 26 to January 30, the nuclear fusion index fell by 5.35%, underperforming the broader market by 4.91 percentage points. The trading volume also decreased, with a total of 30.77 billion yuan on January 30 [7][10]. Bid Information Summary - Key bid information from January 26 to January 30 includes several projects with notable bid amounts, such as: - Measurement system: 306,000 yuan by Sichuan Lieman Space Technology Co., Ltd. - Power supply for ITER magnet cold testing platform: 316,800 yuan by Sichuan Difei Electric Technology Co., Ltd. - High-voltage testing instrument: 267,600 yuan by Wuhan Liyuan Huachuang Technology Co., Ltd. [9]. Domestic and International News - The FIA's "European Fusion Energy: Call for Action" event on January 27 marked a pivotal moment for the European fusion sector, emphasizing the need for political support and industry readiness. The initiative aims to establish fusion energy as a strategic priority within the EU [13][14]. Investment Dynamics - The Sichuan Fusion Industry Investment Development Co., Ltd. officially began operations on January 26, 2026, focusing on park construction, technology transfer, and ecosystem development in the fusion sector. This initiative is part of the Sichuan Tianfu New Area's efforts to create a fusion technology innovation city [17][20]. Investment Recommendations - The report suggests focusing on key components of controlled nuclear fusion, including magnets, power supplies, and other critical systems. Recommended companies include: - Magnets: Lianchuang Optoelectronics, Yongding Co., Ltd. - Power supplies: Wangzi New Materials, Xuguang Electronics, Aike Saibo, and Sichuan Chuang Electronic. - Structural components: Hangyang Co., Ltd. and others [22].