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On July 22, China Fusion Energy Co., Ltd. was officially established in Shanghai, backed by a total investment of 11.5 billion yuan from seven prominent central and state-owned enterprises, including the China National Nuclear Corporation. According to a research report by CITIC Securities, the controlled nuclear fusion industry is poised for a definitive long-term growth trajectory, marked by reinforced policy support, accelerated financing initiatives, and expedited device construction. This dynamic environment ensures a high degree of certainty in orders for upstream component enterprises. Considering the project construction cycle, it is projected that third-generation nuclear power enterprises will witness steady performance growth, with the nuclear power and fusion sectors anticipated to experience a harmonious uplift in both performance and valuation.
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