There is good news for the artificial sun , and the list of concept stocks is here

Mondo Finance Updated on 2024-03-02

**: Data treasure.

The international organization "Artificial Sun" signed a contract with the CNNC team for the assembly of vacuum chamber modules.

The "artificial sun" welcomes another big news!

According to Xinhua News Agency, the International Thermonuclear Experimental Reactor (ITER, also known as the "artificial sun") organization signed a contract for the assembly of vacuum chamber modules with the Sino-French consortium led by the China Nuclear Engineering Group on the 29th. This is the second time that the team led by CNNC has undertaken the task of installing the core equipment after successfully installing the "heart" equipment of ITER.

ITER is one of the world's largest and most far-reaching international scientific projects, aiming to simulate the nuclear fusion process of the sun's light and heat, and explore the feasibility of commercialization of controlled nuclear fusion technology. ITER is a tokamak capable of producing large-scale nuclear fusion reactions, known as the world's largest "artificial sun", implemented by China in conjunction with the European Union, India, Japan, South Korea, Russia and the United States.

China officially signed up to the program in 2006. In September 2019, the Sino-French consortium led by CNNC signed the No. 1 contract with ITER for the installation of the main engine installation, marking the beginning of China's deep involvement in the installation of the core equipment of the tokamak, the "heart" of the experimental reactor.

Guotai Junan said that ITER is the largest in scale, well-designed, complex in structure and many links, involving 35 countries, and is currently the most influential international joint project. At present, the orders of Chinese companies are mainly concentrated in the main part, including magnet system, cladding module, deflector, plasma-oriented materials (cladding first wall, deflector target plate material), breeder unit materials (neutron multiplier) and other links.

More than 30 A-shares are involved in the concept of controlled nuclear fusion

On March 1, the controlled nuclear fusion index rose by 254%。Among the constituent stocks, Dongfang Precision has a daily limit; Gaolan shares rose 1082%;Liberty, Hongxun Technology, Yongding shares and other stocks rose more than 5%. Stretching the timeline, since the low point on February 6, the controllable nuclear fusion index has risen unilaterally, with a cumulative increase of 345%。

Among the 31 constituent stocks, 6 of them have the latest market value of more than 10 billion yuan, namely Western Superconductor, China Nuclear Construction, SINOMACH Heavy Equipment, ** Nonferrous Metals, Lianchuang Optoelectronics and Neway Shares. Among them, the market value of Western Superconductor, China Nuclear Construction and SINOMACH Heavy Equipment is more than 20 billion yuan, in order of 264800 million yuan, 2185.7 billion yuan, 2099.1 billion yuan.

From the perspective of net profit changes, the net profit of Chujiang New Materials and Aike Saibo in 2023 doubled year-on-year, and the growth rates were respectively. 23%;Neway shares, LBT, Tianli Composite, and the majority of special materials achieved net profit growth, and the increase rate was in order. 71%;Snowman shares are expected to turn around.

Chujiang New Materials previously said on the interactive platform that the equipment of its subsidiary Dingli Technology has been applied in the field of artificial sun construction; AGCO Saibo has participated in major national scientific research infrastructure construction projects such as the Lanzhou Heavy Ion Accelerator, the China Spallation Neutron Source, the Fully Superconducting Tokamak Nuclear Fusion Experimental Facility, and the National Synchrotron Radiation Laboratory, and provided power supply equipment or power system turnkey project general contracting.

From the perspective of net profit scale, Western Superconductor, Neway Co., Ltd., and Chujiang New Materials ranked the top three, with 75.3 billion yuan, 71.5 billion yuan, 52.5 billion yuan. The rest of the ** net profit level is below 200 million yuan.

Neway is a well-known manufacturer of industrial valves in China. The company recently said on the interactive platform that it has supplied nearly 60 million nuclear and non-nuclear valves to the ITER controlled nuclear fusion project in France, including manual valves, on-off valves, and regulating valves. In the field of nuclear fusion, the company has made preparations in advance in terms of design, prototype, manufacturing, etc. Western Superconductor is its superconducting wire products, which cover the fields of magnetron single crystal furnace, MRI, proton and heavy ion analyzer and nuclear fusion.

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