从上市公司基本面来看，板块内领涨个股均在细分领域占据技术或市场卡位优势，成为资金追捧的核心逻辑。 作为核聚变装备核心龙头，雪人集团的氦气压缩机是可控核聚变领域大科学工程的关键设备。超导托克马克（人造小太 阳）等装置需在液氦到超流氦温区环境下运行，公司生产的"兆瓦级"氦气压缩机被应用于国家重大科研装备研制项目"液氦到 超流氦温区大型低温制冷系统研制"，可实现-271℃温度下百瓦级制冷量，相关技术经国家科技成果评价达到国际领先水平，市 场应用前景广阔。 深冷技术龙头中泰股份的深冷技术及装置已落地国内外可控核聚变相关项目，公司长期与高校合作开展技术研发，并持续 与国内核聚变项目方进行技术交流，在深冷分离环节形成技术卡位。 本报记者 陈红 1月12日，A股可控核聚变板块热度持续攀升，截至当日收盘，该板块指数冲高至4.74%，多只成份股表现强势。从盘面数 据来看，杭州中泰深冷技术股份有限公司（以下简称"中泰股份"）、福建雪人集团股份有限公司（以下简称"雪人集团"）、安 泰科技股份有限公司（以下简称"安泰科技"）等个股均涨停。 此次板块异动，或与可控核聚变领域近期密集的技术突破与产业进展有关。 据国际能源署与国际原子能机 ...

Core Viewpoint - The company is positioned to benefit from the growth in commercial aerospace and satellite communication sectors, leveraging its expertise in cryogenic technology and special gases [1] Group 1: Commercial Aerospace Applications - The company designs and manufactures cryogenic equipment and operates special gases that have been applied in the aerospace sector [1] - The development of commercial aerospace is expected to provide new revenue opportunities for the company [1] Group 2: Nuclear Fusion Related Layouts - The company has relevant performance in domestic and international controlled nuclear fusion projects through its cryogenic technology and equipment [1] - As a leading enterprise in the cryogenic industry, the company focuses on continuous R&D of new products to expand downstream application areas [1]

Robotics - Xinbo Co., Ltd. expects to deliver samples of magnesium-aluminum alloy structural components for robots to key customers by the end of November [1] Storage Chips - Xiechuang Data has achieved mass shipments of various types of storage products [1] - Shanghai Beiling reports stable sales prices for its storage chips [1] - Chengdu Huamei's storage chip business includes NOR Flash, EEPROM, and SRAM [1] - Aerospace Intelligent Equipment's aerospace-grade storage chips and MCU chips can be applied in civilian fields [1] Solid-State Batteries - Liyuanheng has begun delivering products from its first solid-state battery production line [1] Controlled Nuclear Fusion - Zhongtai Co., Ltd. has applied its cryogenic technology and equipment to domestic and international controlled nuclear fusion projects [1] - Jinhong Gas has successfully introduced some products into the controlled nuclear fusion-related business [1] - Jiuli Special Materials is actively participating in controlled nuclear fusion projects, focusing on the research and production of key materials, including PF conduits [1] Others - Dongfang Electric Heating expects to deliver silicon-carbon anode equipment by mid-November, with hopes for significant volume production next year [1]

Core Viewpoint - The company is actively involved in the development and application of deep cooling technology for controllable nuclear fusion projects both domestically and internationally [1] Group 1: Company Activities - The company's deep cooling technology and equipment have been applied in controllable nuclear fusion projects [1] - The company is closely monitoring the progress of the controllable nuclear fusion industry [1] - The company is collaborating with universities for technological development and engaging in technical discussions with domestic controllable nuclear fusion projects [1]

Core Viewpoint - The company is actively involved in the development and application of deep cooling technology for controllable nuclear fusion projects both domestically and internationally [1] Group 1: Company Activities - The company's deep cooling technology and equipment have been applied in controllable nuclear fusion projects [1] - The company is closely monitoring the progress of the controllable nuclear fusion industry [1] - The company is collaborating with universities for technological development [1] Group 2: Industry Engagement - The company is actively engaging in technical discussions with domestic controllable nuclear fusion projects [1] - The company is seeking to participate in further developments in the low-temperature segment of controllable nuclear fusion both domestically and internationally [1]