阅峰 | 光大研究热门研报阅读榜 20260301-20260307

Core Viewpoint - The article highlights significant advancements in the controlled nuclear fusion industry, particularly focusing on Helion's breakthroughs and the promising developments of various domestic projects in 2026 [3][4]. Group 1: Nuclear Fusion Industry - The nuclear fusion industry is expected to show strong certainty, with multiple domestic projects making progress in 2026. Key projects to watch include BEST, CFEDR, Spark One, and Chengdu projects [4]. - Companies recommended for attention in the nuclear fusion sector include Hezhong Intelligent, Lianchuang Optoelectronics, Guoguang Electric, Yongding Co., Parker New Materials, and Prince New Materials [4]. Group 2: Energy and Food Security - The article discusses the government's focus on energy and food security, carbon neutrality, and the promotion of emerging industries and AI, as outlined in the 2026 government work report [9][11]. - The report emphasizes the importance of stabilizing energy prices and enhancing the resilience of the supply chain in the context of geopolitical tensions affecting energy security [30]. Group 3: Semiconductor and Electronics - Dayun Technology, a leader in industrial X-ray detection equipment, reported a significant year-on-year increase in new orders for 2025, with revenue and profit also growing rapidly. The company is expected to benefit from high demand in the semiconductor and electronic manufacturing sectors [22]. - The article suggests that the company’s competitive advantage will strengthen due to improvements in core component self-research and product structure upgrades [22]. Group 4: PCB Equipment Demand - The article notes that the global demand for AI computing power is growing rapidly, with an increasing need for low-latency solutions. This trend is expected to extend to the PCB equipment sector, leading to potential price increases and high demand for PCB drilling tools [25]. - Companies to focus on in this area include Dazhu CNC, Inno Laser, and Ding Tai High-Tech, among others [25]. Group 5: Hydrogen and Ammonia Industry - The article highlights that geopolitical conflicts are driving up international oil and gas prices, which in turn enhances the price advantage of green hydrogen and ammonia. This sector is seen as a key component of energy security strategies [30]. - Recommended companies in the green hydrogen and ammonia space include Goldwind Technology, China Tianying, and Shanghai Electric [30].