Core Insights - The controllable nuclear fusion sector is experiencing significant activity, with multiple stocks reaching their daily limit up, indicating strong investor interest and market momentum [1][2] - The market is driven by the promising prospects of controllable nuclear fusion as a "ultimate energy" source, transitioning from experimental validation to engineering demonstration phase, with new projects set to launch bidding soon [2][3] Stock Performance - Tianli Composite (920576) saw a price increase of 30%, with a year-to-date growth of 182.45% and a trading volume of 5.16 billion [2] - Xuren Group (002639) rose by 9.99%, with a year-to-date increase of 165.11% and a trading volume of 30.48 billion [2] - Other notable performers include Guojizhongzhuang (601399) up 9.98%, Falsen (000890) up 9.93%, and China First Heavy Industries (601106) up 9.89% [2] Market Trends - The International Energy Agency predicts that the global nuclear fusion market could approach $500 billion (3.5 trillion RMB) by 2030, highlighting the sector's growth potential [3] - Recent grassroots research indicates that multiple new projects, including "Xinghuo No. 1" in Jiangxi and "Xianjue" in Chengdu, are set to begin preliminary bidding within the year, marking a shift towards industrialization [3] Sector Analysis - The superconducting materials sector is expected to benefit significantly from the demand for high-performance superconducting magnets essential for plasma confinement in fusion devices [4] - The core component manufacturing sector will see increased orders for precision components like tungsten-based filters and vacuum chambers, which require high-temperature resistance and radiation tolerance [4] - The high-end equipment and system integration sector will experience growth opportunities as large experimental and demonstration reactors require comprehensive design and integration capabilities [4] Supporting Systems - The power supply and control systems sector is crucial for providing stable magnetic fields and heating power, with companies that have historically supported research projects likely to secure bulk orders during the industrialization phase [5]

Group 1 - The latest stock price of Zhongzhou Special Materials is 20.63 yuan, with an increase of 0.01 yuan compared to the previous trading day [1] - The stock reached a maximum of 20.89 yuan and a minimum of 20.28 yuan during the day, with a fluctuation of 2.96% [1] - The trading volume for the day was 155,922 hands, with a total transaction amount of 320 million yuan [1] Group 2 - Zhongzhou Special Materials is primarily engaged in the research, production, and sales of special alloy materials, which are widely used in aerospace and energy chemical industries [1] - The company is registered in Shanghai and is listed on the Growth Enterprise Market [1] Group 3 - The net outflow of main funds for Zhongzhou Special Materials on that day was 10.2468 million yuan, with a cumulative net outflow of 19.4462 million yuan over the past five trading days [1] - The current price-to-earnings ratio is 183.06 times, and the price-to-book ratio is 8.91 times [1]