China’s nuclear fusion sector declined on Wednesday, with Baili Electric (600468) and Harbin Huatong (301137) dropping over 7%, while Wangzi New Materials (002735), Snowman Shares (002639), Zhongzhou Special Materials (300963), and Rongfa Nuclear Power (002366) also posted losses. The pullback reflects profit-taking after recent gains and delayed timelines for commercial fusion projects.
Analysts note funding uncertainties for experimental reactors and technical hurdles in plasma containment are weighing on sentiment. However, long-term optimism persists given government R&D commitments in clean energy.
The sector’s volatility underscores its high-risk, high-reward profile, with investors awaiting 2025 milestone updates from China’s EAST tokamak and international projects like ITER.
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