可控核聚变行业周报：英日加强聚变合作，国力电子与合肥能源研究院共建联合实验室-20260208

Investment Rating - The report assigns an "Accumulate" rating for the controlled nuclear fusion industry [5]. Core Insights - The report highlights the increasing collaboration between the UK and Japan in the field of nuclear fusion, emphasizing the strategic importance of fusion energy and AI as key areas for cooperation [3][14]. - A significant breakthrough in tungsten-based materials for fusion reactors has been achieved by a team from Shenzhen University, which could enhance domestic fusion reactor construction and energy development [15][18]. - The establishment of a joint laboratory between Guoli Electronics and the Hefei Institute of Energy Research aims to tackle critical technologies in pulse power systems, contributing to national energy security [19][20]. - New Zealand's OpenStar Technologies received NZD 35 million in government funding to develop next-generation fusion machines, indicating a strong commitment to advancing fusion technology [21]. Summary by Sections Market Performance - During the week of February 2-6, the Shanghai Composite Index fell by 1.27%, while the nuclear fusion index decreased by 0.22%, outperforming the broader market by 1.05 percentage points [8][11]. Procurement Information - The report details several procurement projects, including a budget of CNY 48 million for high-boron steel shielding blocks and CNY 3 million for plasma research components, indicating a significant increase in procurement demand within the nuclear fusion sector [10][13]. Domestic and International News - The UK and Japan have announced a strategic partnership focusing on technology, energy resilience, and supply chains, with a specific emphasis on nuclear fusion and renewable energy technologies [14]. - The Shenzhen University team has developed a new method for producing tungsten components for fusion reactors, which could address existing technical challenges in the field [15][18]. Investment Recommendations - The report suggests focusing on key suppliers in the controlled nuclear fusion sector, particularly in areas such as magnets, power supplies, and structural components. Recommended companies include Lianchuang Optoelectronics, Wangzi New Materials, and Hangyang Co., among others [22][23].