According to a research report by CITIC Securities, the Shanghai Stock Exchange held a salon on the controlled nuclear fusion industry, and the first commercial linear fusion device in China successfully lit up the plasma. Multiple technical routes of my country's controlled nuclear fusion industry are advancing in parallel. With the continuous breakthroughs in technology, the continuous development of project financing, and the continuous improvement of the attention at the policy level, my country's controlled nuclear fusion industry has entered the fast lane of development. At present, the bidding and procurement of related projects are being accelerated, which is expected to have a positive impact on the industrial chain. For the Tokamak technology route, it is recommended to pay attention to listed companies related to superconducting tapes/magnets, in-core components, structural parts, power supply systems, auxiliary heating systems, etc. For the Z-FFR and FRC technology routes, it is recommended to pay attention to related listed companies with core competitiveness in the power supply system.