在这一浪潮中，产业链核心环节的突破已悄然发生。根据安徽公共资源交易集团发布的官方公示结果， 王子新材子公司宁波新容电器科技有限公司以第一候选人身份中标聚变新能"磁体电源储能系统采购项 目"，中标金额7980万元，占到宁波新容2024年营业收入的17.73%。 这里不得不讲讲招标方聚变新能（安徽）有限公司，它是承载中国聚变能研发重任的核心主体之一，其 背后的合肥综合性国家科学中心是中国四大综合性国家科学中心之一，聚焦能源与人工智能等前沿领 域。聚变新能参与建设和运行的BEST等装置，是中国自主开展聚变堆关键技术研究和工程验证的重要 平台，地位举足轻重。 大势所趋：聚变能源产业化按下"加速键" 近期，可控核聚变领域密集释放出一系列信号。政策层面，国家能源局将"可控核聚变智能控制"列 为"人工智能+"能源试点重要场景；在国际合作方面，中法等国际合作持续深化，为行业发展注入强大 政策与国际动能。同时，以BEST、CFETR为代表的国家级大科学装置建设进入设备采购高峰期，这一 切都明确显示：聚变能源的工程化与产业化正在加速从实验室走向工程化应用。在这一进程中，提前布 局核心环节的企业已率先迎来发展机遇。 实力印证：守护 ...

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The SW Machinery Equipment Index increased by 1.38% in the last week, ranking 4th among 31 primary industry categories, while the CSI 300 Index decreased by 0.08% [11] - Year-to-date, the SW Machinery Equipment Index has risen by 35.94%, outperforming the CSI 300 Index, which increased by 16.42% [15] Summary by Sections Market Review - The SW Machinery Equipment Index has shown strong performance, ranking 4th among industry categories for the week and 6th year-to-date [11][15] Key Insights - Tractor exports in October saw a significant increase of 54% compared to the previous months, indicating a positive outlook for 2026 [20] - The Middle East is accelerating its natural gas investments, with a projected 97% increase in capital expenditure from 2023-2024 compared to the average from 2014-2022 [22] - GEV has raised its gas turbine production target, indicating a robust demand for turbine blades, with a focus on domestic leader Yingliu [22] - The nuclear fusion sector is entering a new phase with multiple bids expected to be awarded soon, signaling a potential increase in orders for leading supply chain companies [22] Sector Performance Indicators - General Machinery: Continues to face pressure with a PMI of 49.2% [21] - Engineering Machinery: Shows signs of upward momentum with excavator sales increasing by 7.8% year-on-year [30] - Railway Equipment: Maintains steady growth with fixed asset investment around 6% [39] - Shipbuilding: Experiences a slowdown in price decline, indicating stabilization [42] - Oilfield Equipment: Bottoming out with stable demand in the Middle East [44] - Industrial Gases: Demand expected to rise as raw material prices decrease [50] - Gas Turbines: Strong growth with GEV reporting a 39% increase in new orders [51]