CICC: Focus on investment opportunities in the controllable nuclear fusion industry chain.

The research report of Zhongjin Company indicates that the 15th Five-Year Plan will explicitly include controlled nuclear fusion into the national future industry system, marking its official upgrade from the frontier science exploration to a strategic scientific and technological focus. As a clean and basic energy source, it can not only support the carbon reduction upgrade of high-energy-consuming industries, but also generate applications in multiple fields. Currently, the synergy breakthrough in the upstream, midstream, and downstream of the industrial chain is evident, with continuous improvement in the technical maturity of core materials, key equipment, and integrated design processes, laying the foundation for commercialization. It is recommended to focus on investment opportunities in the upstream and downstream industrial chain such as superconducting cables, lasers, sensors, monitoring, and control systems.