官宣！“中国聚变公司”成立，多股涨停！

Core Viewpoint - The controllable nuclear fusion sector is experiencing significant activity, driven by the establishment of the China Fusion Energy Company and various collaborative agreements with key industry players [1][2]. Group 1: Industry Developments - On July 22, the China Fusion Energy Company was officially established as a subsidiary of the China National Nuclear Corporation, focusing on the engineering and commercialization of fusion technology [1]. - The company aims to develop overall design, technology verification, and digital research, while also creating a technology research platform and a capital operation platform [1]. - Collaborative agreements were signed with Shanghai Jiao Tong University and several major companies, indicating a strong push for innovation and partnership in the fusion energy sector [1]. Group 2: Market Trends - According to CITIC Construction Investment, the controllable nuclear fusion industry in China is entering a rapid development phase due to ongoing technological breakthroughs, project financing, and increased policy attention [2]. - The acceleration of project bidding and procurement is expected to positively impact the industry chain [2]. - Companies involved in the Tokamak technology route are recommended for investment, particularly those in superconducting materials, magnetic components, and power systems [2].