基金研究：“十五五”规划六大未来产业-可控核聚变

Report Industry Investment Rating - Not provided in the given content Core Viewpoints - The report focuses on "Controlled nuclear fusion" in the six future industries of the "15th Five-Year Plan". It aims to screen theme - related ETF targets from an individual stock perspective, using the core stock pool of industrial chain links such as upstream raw materials and core components, mid - stream core equipment manufacturing, and downstream construction and operation services of controlled nuclear fusion. Then, through the benchmark index weight penetration method, it calculates the equity weights of each ETF benchmark index and retains the indices and ETF products with higher weights [1] Summary by Related Catalogs Technology Overview - Controlled nuclear fusion is a cutting - edge energy technology that aims to simulate the energy - generating mechanism inside the sun. Its core goal is to achieve safe, continuous, and stable release of nuclear fusion energy on Earth, and it is vividly called the "artificial sun" [1] Industrial Chain Companies - Upstream: Raw Materials and Core Components - Superconducting magnets: Xuguang Electronics, Orient Lithium [3] - Superconducting tapes and alloys: Western Superconducting, Antai Technology, Yongding Co., Ltd. [3] - Power supply systems: Xuguang Electronics, Sichuang Electronics, Yingjie Electric [3] - Other: Structural components include Antai Technology, Jiulite Materials, etc. [3] - Mid - stream: Core Equipment Manufacturing - Chain leaders: Guoguang Electric, Heforging Intelligent, Lianchuang Optoelectronics [3] - Downstream: Construction and Operation Services - Construction and operation: Jingda Co., Ltd., Western Superconducting, China Nuclear Engineering, China National Nuclear Power, Zhejiang Energy Electric Power, etc. [3] - Core module construction: Libert, China Energy Engineering [3] Key ETF Targets | Fund Code | Fund Name | Index Code | Index Name | Holding Weight (%) | | --- | --- | --- | --- | --- | | 562550 | Huaxia CSI Green Power ETF | 931897.CSI | Green Power | 12.20 | | 588010 | Boshi SSE STAR Market New Materials ETF | 000689.SH | STAR Market Materials | 11.41 | | 562350 | Yinhuazhong CSI All - Index Electric Power Utilities ETF | H30199.CSI | Electric Power Index | 10.70 | | 159669 | Guotai SZSE Green Power ETF | 399438.SZ | Green Power | 10.12 | | 159301 | Huaxia CSI All - Index Utilities ETF | 000995.CSI | All - Index Utilities | 10.06 | | 561260 | ICBC CSI Guoxin Central State - owned Enterprises Modern Energy ETF | 932037.CSI | Central State - owned Enterprises Modern Energy | 8.19 | | 516970 | GF CSI Infrastructure Engineering ETF | 399995.SZ | Infrastructure Engineering | 7.45 | | 515760 | Huaxia CSI Zhejiang State - owned Assets Innovation and Development ETF | 931372.CSI | Zhejiang State - owned Assets | 6.15 | | 05695 | Yinhuazhong CSI Infrastructure ETF | 930608.CSI | CSI Infrastructure | 6.06 | | 589120 | Huitianfu SSE STAR Market Innovative Drugs ETF | 950161.CSI | STAR Market Innovative Drugs | 6.06 | [4]