Nuclear fusion industry attracts attention

　　On November 21, the stocks of many listed companies such as Guoguang Electric, Antai Technology, and Yongding Co., Ltd. experienced gratifying gains, and the A-share market ushered in a wave of “nuclear fusion”.

　　Recently, the State-owned Assets Supervision and Administration Commission of the State Council proposed in a signed article to advance and cultivate future industries such as quantum technology, nuclear fusion, biomanufacturing, and 6G, which once again ignited the market's enthusiasm for the nuclear fusion industry. In the A-share market, many listed companies have entered the nuclear fusion track from different areas of the industrial chain.

　　Image source: Pexels

　　According to the Financial Associated Press on November 22, as of yesterday's close, the Shanghai Stock Exchange Index rose 0.07%, the Shenzhen Component Index fell 0.07%, and the ChiNext Index fell 0.09%.

　　The market fluctuated within a narrow range yesterday, with the three major indexes recording mixed gains and losses for three consecutive days. The Shanghai and Shenzhen stock exchanges had a full-day turnover of 1.61 trillion, a decrease of 2.95 billion from the previous trading day. In terms of sectors, controllable nuclear fusion, precious metals, film and television, e-commerce and other sectors were among the top gainers, while debt concept, humanoid robots, shipping, gas, and other sectors were among the top losers.

　　Galaxy Securities stated that the trend of the controllable nuclear fusion industry in the future industrial direction of new productivity cannot be ignored, and the field of controllable nuclear fusion will become the only direction of future energy. The industrial chain mainly consists of upstream materials, midstream superconducting magnets, first wall-related structures, vacuum modules, and downstream power station operations.

　　Investors should pay attention to equipment and material targets that are deeply involved in core projects from the perspectives of the industrial development stage, high value, certainty, high elasticity, and AI empowerment.

　　The reporter learned from Aiqicha that the registered capital of Fusion Energy is 1.026 billion yuan. It is reported that before the establishment of Fusion Energy, Electric Holdings had made certain progress in related industries.

　　The announcement shows that Shanghai Electric Group Co., Ltd. (hereinafter referred to as “Shanghai Electric”), an electrical holding subsidiary, is one of the largest comprehensive equipment manufacturing enterprise groups in China.

　　Recently, CNPC Capital invested 2.9 billion yuan in companies related to controllable nuclear fusion and stated that Fusion New Energy (Anhui) Co., Ltd., a company owned by the company's joint venture Kunlun Capital, will invest deeply in the field of controllable nuclear fusion. In the context of China National Petroleum Corporation's acceleration of green transformation and development, Kunlun Capital's investment in fusion new energy is a concrete manifestation of its strategic layout in the future energy field.