Core Insights - The controlled nuclear fusion industry in China is characterized by high technical barriers and limited participation from companies, with significant involvement from research institutions like the Hefei Institute of Physical Science and the Southwest Institute of Physics [1][4] Industry Overview - The industry is still in the technological breakthrough phase, with commercialization being insufficient. Key players include China Nuclear Engineering and Construction Corporation (CNEC) and China National Nuclear Power, which are leading the development of controlled nuclear fusion technology [1][4] - The industry is supported by various companies that supply critical components and materials, including superconducting materials and radiation-resistant materials [4][6] Market Competition Landscape - As of March 25, 2025, there are 170 institutions related to controlled nuclear fusion in China, with the highest concentration in Anhui Province (24 institutions), followed by Guangdong (19), and Beijing (17) [3] - The distribution of these institutions indicates a focus on regions rich in research resources and complete supporting industries [3] Company Contributions - Key companies involved in the controlled nuclear fusion sector include: - **Orient Lithium**: Specializes in superconducting materials essential for controlled nuclear fusion [6] - **Tianli Composite**: Supplies thermal barrier coatings for fusion reactors [6] - **Yongding Co.**: Provides superconducting magnets and is actively involved in the ITER project [6] - **Baotai Co.**: Produces nuclear-grade aluminum materials critical for nuclear power applications [6] Regional Distribution of Companies - The distribution of listed companies in the controlled nuclear fusion sector shows a concentration in Jiangsu Province (8 companies), followed by Sichuan (7) and Shaanxi (6) [4][7] - The industry is centered around Hefei and Shanghai, forming a key industrial circle, with significant facilities located in these areas [7]