ZHEFU(SZ:002266)2026-02-05 09:32Group 1: Company Overview and Core Focus - Zhejiang Fu Holding Group focuses on controllable nuclear fusion, with its subsidiary Zhejiang Fu Nuclear Power as the core entity [2] - The company is concentrating on three key areas: development of ultra-high heat load components, research on key equipment for cooling systems, and manufacturing of critical components like shielding blocks [2][3] Group 2: Project Progress and Achievements - Core projects are progressing smoothly, with significant advancements including the development of process plans and prototypes for ultra-high heat load components [3] - The lithium-lead pump prototype is in the testing phase, with ongoing optimization of performance indicators [3] - The shielding block prototype has passed acceptance tests, and the company has joined the Anhui Province Fusion Industry Alliance [3] Group 3: Competitive Advantages - The company possesses deep technical expertise as a core supplier for the "Hualong One" control rod drive mechanism, allowing for the transfer of precision manufacturing technology from fission to fusion reactors [3] - Strong collaborative advantages through partnerships with top research institutions and participation in industry alliances enhance resource coordination and accelerate technology transfer [3] Group 4: Industry Trends and Strategic Measures - The controllable nuclear fusion sector is viewed as a future ultimate energy source, with significant growth expected in the bidding market starting in 2026 [3] - The company plans to increase R&D investment, strengthen collaborations with research institutions, and prepare production capacity to meet the demands of large-scale industry development [3]