Fusion New Energy's first-quarter bidding scale has exceeded 800 million yuan, Yongding Shares hit a new high, and multiple stocks including Oriental Tantalum Industry hit the daily limit.

2026-04-12 20:57:10

Abstract generation in progress

On April 8th, the controlled nuclear fusion sector continued to rise in the afternoon, with Yongding Co., Ltd. (600105.SH) reaching a new intraday high, Dongfang Electric (600875.SH), Dongfang Tantalum (000962.SZ), and Yingliu Co., Ltd. (603308.SH) hitting the daily limit up, Gao Lan Co., Ltd. (300499.SZ) and Shenling Environment (301018.SZ) rising over 10%, and Jianghai Co., Ltd. (002484.SZ), Paker New Material (605123.SH), Far East Co., Ltd. (600869.SH), and Pan Asia Microelectronics (688386.SH) following the upward trend.

On the news front, Dongfang Electric’s 2025 revenue is 59.7 billion yuan, with net profit attributable to the parent company of 3.83B yuan, a year-on-year increase of 31.11%, and gross profit margin rising to 15.94%, indicating a clear profit recovery trend.

Huayuan Securities research report pointed out that the bidding scale for fusion new energy in the first quarter of 2026 has already exceeded 800 million yuan, involving large procurement projects such as fuel cycle systems and rapid response pipes.

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