我国可控核聚变技术再迎新突破。 可控核聚变迎新突破 1月7日，可控核聚变概念再度走强，中国核建、雪人集团、国机重装等6股涨停，英杰电气、中泰股份、华 菱线缆、哈焊华通等个股涨幅均超6%。1月以来，可控核聚变概念股持续上涨，远东股份等13股累计涨幅在 10%以上。 消息面上，我国可控核聚变技术再迎新突破。近日，中国科学院合肥物质科学研究院等离子体物理研究所 宣布，有"人造太阳"之称的全超导托卡马克核聚变实验装置（EAST）实验证实托卡马克密度自由区的存 在，找到突破密度极限的方法，为磁约束核聚变装置高密度运行提供了重要的物理依据。相关研究成果发 表在国际学术期刊《科学进展》上。 可控核聚变产生的聚变能具有资源丰富、环境友好、安全零碳等突出优点，被认为是能源革命的终极解决 方案。 近年来，海内外可控核聚变行业获得政策重点支持。《中华人民共和国原子能法》将于2026年1月15日起施 行，明确"鼓励和支持受控热核聚变"、建立实行分级分类管理。 随着可控核聚变技术持续突破，资本市场对可控核聚变项目投资日益活跃。 聚变工业协会发布的《2025年全球聚变行业》报告显示，过去5年，全球聚变行业呈现爆发式增长，总投资 额从20 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 可控核聚变迎新突破 1月7日，可控核聚变概念再度走强，中国核建、雪人集团、国机重装等6股涨停，英杰电气、中泰股 份、华菱线缆、哈焊华通等个股涨幅均超6%。1月以来，可控核聚变概念股持续上涨，远东股份等13股 累计涨幅在10%以上。 消息面上，我国可控核聚变技术再迎新突破。近日，中国科学院合肥物质科学研究院等离子体物理研究 所宣布，有"人造太阳"之称的全超导托卡马克核聚变实验装置（EAST）实验证实托卡马克密度自由区 的存在，找到突破密度极限的方法，为磁约束核聚变装置高密度运行提供了重要的物理依据。相关研究 成果发表在国际学术期刊《科学进展》上。 可控核聚变产生的聚变能具有资源丰富、环境友好、安全零碳等突出优点，被认为是能源革命的终极解 决方案。 近年来，海内外可控核聚变行业获得政策重点支持。《中华人民共和国原子能法》将于2026年1月15日 起施行，明确"鼓励和支持受控热核聚变"、建立实行分级分类管理。 随着可控核聚变技术持续突破，资本市场对可控核聚变项目投资日益活跃。 聚变工业协会发布的《2025年全球聚变行业》报告显示，过去5年，全 ...

Group 1 - The concept of controlled nuclear fusion is gaining momentum in the market, with several stocks experiencing significant gains, including China Nuclear Engineering (601611) and Snowman Group (002639), among others [1] - The Chinese Academy of Sciences has made a breakthrough in controlled nuclear fusion technology, confirming the existence of a density-free zone in the Tokamak, which is crucial for high-density operation of magnetic confinement fusion devices [1] - Controlled nuclear fusion is viewed as a solution to the energy revolution due to its abundant resources, environmental friendliness, and zero-carbon safety [1] Group 2 - The global fusion industry has seen explosive growth, with total investments rising from $1.9 billion in 2021 to $9.7 billion, and an additional $2.6 billion expected in 2024 [2] - The global nuclear fusion market is projected to reach $496.55 billion by 2030 and exceed $1 trillion by 2050, driven by advancements in high-temperature superconductors and artificial intelligence [2] - There are currently 59 stocks in the A-share market related to controlled nuclear fusion, with 22 companies allocating over 5% of their revenue to R&D, including Changguang Huaxin and Aikesaibo, which have R&D expenses exceeding 20% [2] Group 3 - Changguang Huaxin is developing high-efficiency laser chips and array modules for controlled laser nuclear fusion, focusing on low cost, high power, and efficiency [3] - Among the 22 companies, 16 reported an increase in R&D expenses, with Yujing Technology, Jingye Intelligent, and Aikesaibo showing the highest growth rates of 87.76%, 64.87%, and 42.62% respectively [3] - Zhongtai Co. has forecasted a net profit of 420 million to 480 million yuan for 2025, driven by overseas orders and successful application of its helium refrigeration technology in fusion research [3]

Core Viewpoint - Changguang Huaxin (688048.SH) is actively involved in domestic and international laser nuclear fusion projects, focusing on the development of high-efficiency and high-pulse power laser chips, as well as array modules with high power, high packaging density, high reliability, and superior beam quality [1] Group 1 - The company has participated in various laser nuclear fusion-related projects [1] - Development efforts include high-efficiency and high-pulse power laser chips [1] - The company is also working on array modules that feature high power, high packaging density, high reliability, and better beam quality [1]