上海电气高端装备展示厅 在叶片中心，投资者沉浸式体验"数制融合智慧透平生态"应用场景，见证精密制造技术如何为高端装备 核心部件赋能。来到坐落于上海锅炉厂的绿色能源实验室，通过实地参观富CO合成气绿色甲醇高效合 成试验装置与电解水制氢实验室，投资者深入了解公司在氢能、绿色甲醇领域的技术研发进展。 上海汽轮机厂叶片柔性自动化产线 时值初冬，申城寒意渐浓，但一场关于产业与资本、科技与未来的深度对话，却在上海电气如火如荼地 展开。 2025年11月27日下午，上海电气携手上海证券交易所、申万宏源证券，成功举办了"我是股东——走进 沪市上市公司"活动。来自朱雀基金、宁泉资产、巽升资产等国内顶尖投资机构的代表及个人股东共30 余人走进上海电气，开启了一场"实地参观+互动座谈"的深度探访之旅。 以"主动式"沟通搭建信任之桥 在当前资本市场深化改革、强调高质量发展的背景下，上市公司的投资者关系管理被赋予了前所未有的 重要性。 本次活动正是上海电气积极响应中国证监会《上市公司投资者关系管理工作指引》及上交所《推动提高 上市公司质量三年行动计划（2022-2025）》要求的具体实践。其核心目的，是引导投资者更理性、更 深刻地认知 ...

Core Viewpoint - The recent surge in stock prices of companies involved in controlled nuclear fusion, particularly Wangzi New Materials, is largely driven by market interest in the nuclear fusion concept and recent government approvals for nuclear power projects in China [2][4][6]. Company Summary - Wangzi New Materials (002735.SZ) experienced a significant stock increase, closing at 15.26 yuan per share, influenced by the nuclear fusion concept and its indirect involvement in a fusion energy project [2]. - The company has been in contact with clients for two to three years regarding technology integration for a project, providing customized capacitors as electronic components [2][5]. - Wangzi New Materials has seen a 61.65% increase in stock price this month, becoming a leader in the nuclear fusion concept stocks [4]. Industry Summary - The controlled nuclear fusion index has risen from 1189.1 to 1453 since April 9, marking a 22.19% increase, outpacing the broader market indices [4]. - The Chinese government has approved multiple nuclear power projects, including five new nuclear power units, which is expected to enhance the focus on nuclear energy development in the country [5][6]. - China's nuclear power generation capacity is projected to grow significantly, with expectations of reaching 400 million kilowatts by 2035, which would align with global averages [6][8]. - The nuclear fusion sector is anticipated to attract substantial investment, with estimates suggesting that the total investment in domestic experimental reactors could exceed 60 billion yuan [7][9]. - Despite the enthusiasm, nuclear fusion remains a long-term goal, with significant challenges in commercialization and cost competitiveness compared to renewable energy sources [8][9].