聚焦可控核聚变！上交所新动作

Core Viewpoint - The article emphasizes the significant advancements and potential of China's controllable nuclear fusion industry, highlighting its strategic importance in the global energy landscape and the country's commitment to supporting this technology through various policies and initiatives [3][4]. Group 1: Industry Development - The Shanghai Stock Exchange hosted a salon on controllable nuclear fusion, with over 20 companies and nearly 30 financial institutions participating, focusing on the future of the industry and its technological breakthroughs [1]. - China's controllable nuclear fusion industry has gained a first-mover advantage, particularly in high-temperature superconducting materials and Tokamak devices, due to overall technological progress and collaboration among industry, academia, and research [3][4]. - The industry encompasses multiple segments, including materials, main engines, systems, and applications, with significant policy support from the government to promote research and international cooperation [3]. Group 2: Key Players and Innovations - Leading companies in the Shanghai main board include China National Nuclear Corporation, which is deeply involved in the CFETR project, and China Nuclear Engineering Corporation, which supports the ITER project [4]. - On the Sci-Tech Innovation Board, Guoguang Electric has developed the first heat helium leak detection device meeting nuclear industry standards, while Aikesaibo's power supply technologies have been applied in controllable nuclear fusion [4]. Group 3: Commercialization and Investment - The commercialization of controllable nuclear fusion is accelerating, with upstream companies experiencing steady growth in order and production capacity, indicating a potential earlier timeline for generating the "first degree of electricity" [7]. - Investment institutions are calling for government support to facilitate discussions on common technical issues and to create a collaborative ecosystem within the industry [6][7]. - Recent policies from the China Securities Regulatory Commission aim to enhance the Sci-Tech Innovation Board's support for high-quality tech companies with significant breakthroughs and commercial prospects [8].