Investment Rating - The report rates the controllable nuclear fusion industry as "Buy" [1] Core Insights - The controllable nuclear fusion sector is experiencing significant developments, including the construction of the world's first commercial stellarator fusion power plant in Germany and a proposed regulatory framework by the U.S. Nuclear Regulatory Commission (NRC) [3][15] - The demand for procurement in the nuclear fusion industry is increasing, with notable contracts awarded for critical components such as power supplies and structural parts, indicating a rapid acceleration in industry bidding [4][10] - The Chinese government is elevating nuclear fusion energy development to a national strategic level, with calls for detailed industry entry regulations to support future fuel supply chains [14] Summary by Sections Market Performance - During the week of March 2-6, the controllable nuclear fusion index rose by 0.55%, outperforming the Shanghai Composite Index by 1.48 percentage points [8][11] Procurement Information - Significant contracts were awarded, including a project for vacuum steel procurement worth 6.5 million RMB and various other components totaling over 100 million RMB [10][13] Domestic and International News - The Chinese National Committee emphasized the importance of nuclear fusion during the Two Sessions, highlighting China's advancements in fusion research and its strategic importance [14] - The NRC's proposed rules aim to provide regulatory clarity for commercial fusion devices, which is expected to lower financing risks and streamline approval processes [15][17] Investment Dynamics - Germany plans to invest over 2 billion euros in the construction of a commercial stellarator fusion power plant, marking a significant step in establishing fusion energy as a core clean energy source [18][19] - SHINE Technologies secured 240 million USD in funding to advance its commercial fusion technology, reflecting strong investor confidence in its business model [22][23] Investment Recommendations - The report suggests focusing on key suppliers in the controllable nuclear fusion sector, particularly in areas such as magnets, power supplies, and structural components, with specific companies highlighted for their potential long-term benefits [24][25]