Controlled nuclear fusion has always been considered an important way for humans to solve the energy problem and is known as the "ultimate energy". Recently, CNNC announced at the second centralized investor communication season of listed companies that a "three-step plan" has been developed around controlled nuclear fusion. The first step is to carry out a pilot engineering experiment, the second step is to build a demonstration project, and the third step is to build a commercial reactor. At present, CNNC is actively promoting the preliminary work of the first step and has launched a new research and development plan, forming an innovative consortium with relevant parties to promote the engineering and commercialization of controlled nuclear fusion. Tianfeng Securities research reports indicate that controlled nuclear fusion is an important way to solve the ultimate energy problem for humans, and its huge commercial value and strategic value have driven comprehensive acceleration in technology, industry, capital, and other aspects. It is recommended to focus on suppliers that benefit from the core of controlled nuclear fusion equipment start-up. According to statistics, there are nearly 20 A-share nuclear fusion-related concept stocks, and Western Superconducting Technologies, Gold Cup Electric Apparatus, Anhui Yingliu Electromechanical, Lianchuang Opto-Electronic Science&Technology, and other institutions have a high degree of attention. Among the individual stocks that three or more institutions are paying attention to, Chengdu Xuguang Electronics, Lianchuang Opto-Electronic Science&Technology, Anhui Yingliu Electromechanical, and others are expected to have higher net income growth rates this year. (Databao)