Domestic nuclear fusion project construction is accelerating. Institutions claim that the Sector has entered an intensive catalytic period.
① Media reports state that the Japanese government has recently announced its participation in the construction materials testing program being advanced in Europe for the design of nuclear fusion reactors with higher durability and safety. ② China Merchants believes that the commercialization process is accelerating, and the nuclear fusion Sector has entered an intensive catalysis period.
Changgao Electric Group: The three major production base projects will commence successively. The 550kV combined electrical devices are expected to ramp up production this year | Directly covering the Earnings Conference.
① The company has initiated expansion and quality improvement projects for the three major production bases in Ningxiang, Wangcheng, and Hengyang. ② The Jinzhou Phase III project includes a 1000kV GIS equipment factory and a clean room for complete gas-insulated switchgear products, with plans to start construction this June and begin production next year, while the GIL assembly plant is scheduled to start production by the end of this year.
The Retirement Fund's top holdings in Q1 have been revealed! A total of 51 new stocks entered the top ten circulating Shareholders list, with Hongfa Technology having the highest market value of the holdings.
① With the disclosure of the 2025 first quarter report of listed companies, Retirement Funds entered the top ten circulating shareholders list of 51 stocks; ② Among them, Hongfa Technology has the highest market value of holdings, reaching 0.45 billion yuan; ③ Attached is the list of A-shares with a new shareholding value exceeding 0.1 billion yuan by Retirement Funds in Q1 (attached table).
A nationwide blackout occurred in Spain and Portugal, and CHINA POWER equipment is expected to accelerate its international expansion.
① On April 28, a large-scale power outage occurred in parts of Spain, Portugal, and southern France, affecting millions of people. ② Wanlian Securities pointed out that against the backdrop of energy transition, the Global Wind Power installed capacity is rapidly increasing, coupled with the upgrade of Power Grid Equipment, leading to stable growth in Global power grid construction investment.
Nuclear Power is receiving a strong boost! The State Council has approved the Zhejiang Sanmen Phase III project and other Nuclear Power projects.
Analysis suggests that this is undoubtedly a significant Bullish factor for the Nuclear Power Industry Chain.
Humanoid robot competition: a "technical coming-of-age ceremony" where "flops" and "evolution" occur simultaneously.
① The champion team from Tian Gong, CTO Tang Jian of the Peking Humanoid Robot Innovation Center, told the Star Daily reporter, "The half marathon competition is mainly a limit test for the robot's Hardware and Software motion algorithm, or the stability and reliability of the robot's 'little brain'." ② The Wuxi embodied intelligence sports event opening tomorrow, along with the upcoming robot combat competition held by Yushu, will undoubtedly attract more attention for 'inspection.'