利好！超级赛道，重磅不断！又有关键突破→

Core Viewpoint - The nuclear fusion sector is experiencing significant advancements and increased investment, with key projects and funding initiatives emerging both domestically and internationally, indicating a strong push towards commercialization and practical applications of nuclear fusion technology [1][2][9]. Group 1: Domestic Developments - The BEST (Compact Fusion Energy Experimental Device) project in Hefei, Anhui, has achieved a critical breakthrough with the successful development and installation of the Dewar base, marking a new phase in the project's construction [6][7]. - The Dewar base, measuring approximately 18 meters in diameter and 5 meters in height, weighs over 400 tons and is the largest vacuum component in China's fusion field, supporting the main device's total weight of about 6,700 tons [6]. - The BEST project aims to demonstrate nuclear fusion power generation for the first time globally by 2025, with expectations to light the first lamp through fusion energy by 2030 [5][7]. Group 2: International Initiatives - On the same day, the German government approved an action plan to build the world's first nuclear fusion power plant, committing over 2 billion euros to research and infrastructure development by 2029 [8]. - The German initiative reflects a broader recognition of the challenges in energy supply and aims to ensure a safe, reliable, and environmentally friendly energy future through nuclear fusion technology [8]. Group 3: Investment and Market Trends - The nuclear fusion concept has gained significant traction in the capital markets, with notable investments such as Nova Fusion Energy Technology's 500 million yuan angel round financing, setting a record for private nuclear fusion companies in China [11]. - The Wind nuclear fusion concept index saw a monthly increase of over 3%, with some related stocks rising more than 15% in the same period [3]. - The nuclear fusion commercialization process is accelerating, with 2025 being referred to as the year of commercialization in China, supported by various funding and policy initiatives [10][9].