Investment Rating - The report assigns an "Accumulate" rating for the controlled nuclear fusion industry [5]. Core Insights - The report highlights the increasing collaboration between the UK and Japan in nuclear fusion, emphasizing the strategic importance of fusion energy and AI [3][14]. - There is a notable increase in procurement demand within the nuclear fusion sector, with significant contracts awarded for internal and external structural components [4][10]. - Key breakthroughs in fusion technology have been achieved, particularly in the development of tungsten-based materials for fusion reactors [15][18]. - The establishment of a joint laboratory between Guoli Electronics and the Hefei Institute of Energy Research aims to tackle critical technology challenges in pulse power systems [19][20]. - New Zealand's OpenStar Technologies received government funding to enhance its research capabilities in nuclear fusion, indicating a growing global interest in fusion technology [21]. Summary by Sections Market Performance - During the week of February 2-6, the Shanghai Composite Index fell by 1.27%, while the nuclear fusion index decreased by 0.22%, outperforming the broader market by 1.05 percentage points [8][11]. Procurement Information - Significant contracts were awarded, including a budget of 300 million RMB for components related to the EAST upper divertor and 4,800 million RMB for shielding blocks [10][13]. Domestic and International News - The UK and Japan announced a joint statement to deepen cooperation in fusion energy and AI, aiming to enhance energy security and resilience [14]. - Shenzhen University achieved a breakthrough in the preparation of tungsten materials for fusion reactors, which is crucial for the development of fusion technology [15][18]. Investment Dynamics - Guoli Electronics and the Hefei Institute of Energy Research established a joint laboratory focused on pulse power technology, which is essential for nuclear fusion devices [19][20]. - OpenStar Technologies in New Zealand received up to 35 million NZD in government loans to support the development of next-generation fusion machines [21]. Investment Recommendations - The report suggests focusing on key suppliers in the controlled nuclear fusion sector, particularly in magnets, power supplies, and structural components [5][22]. - Recommended companies include Lianchuang Optoelectronics, Yongding Co., Wangzi New Materials, and Hangyang Co. [22][23].

英日加强聚变合作，国力电子与合肥能源研究院共建联合 实验室 ——可控核聚变行业周报 | [姓名table_Authors] | 电话 | 邮箱 | 登记编号 | | --- | --- | --- | --- | | 肖群稀(分析师) | 0755-23976830 | xiaoqunxi@gtht.com | S0880522120001 | | 黄龙(分析师) | 021-38031028 | huanglong@gtht.com | S0880525070027 | 本报告导读： 上周（2026/2/2-2026/2/6）可控核聚变领域动态：英日发布联合声明将聚变列为重要 合作方向；国 力 电子 与合 肥 能源 研究 院共 建联 合实 验 室， 新西 兰 OpenStar Technologies 获得政府注资。 投资要点： [Table_Report] 相关报告 核电设备《FIA 发布 "欧洲聚变能源：行动倡 议"， 四川"聚变产投"正式运营》2026.02.01 核电设备《韩国扩大聚变研发预算，General Fusion 拟借壳上市》2026.01.25 核电设备《2026 核聚变能科技与产业大会 ...