The Shanghai Stock Exchange recently hosted a forum on the controlled nuclear fusion industry, where it was revealed that China's maiden commercial linear fusion device has successfully ignited plasma. This milestone signifies advancements across multiple technical pathways within China's controlled nuclear fusion sector. Amidst continuous technological advancements, robust project funding, and heightened policy focus, the industry has embarked on a trajectory of rapid growth. Currently, bidding and procurement activities for related projects are gaining momentum, anticipated to foster a positive ripple effect across the entire industrial chain. For the Tokamak technology pathway, investors are advised to keep an eye on listed companies specializing in superconducting tapes, magnets, reactor internals, structural components, power supply systems, and auxiliary heating systems. Meanwhile, for the Z-FFR and FRC technology routes, attention should be directed towards listed companies exhibiting core competitiveness in power supply systems.