港股市场今日震荡，上海电气（02727）表现抢眼，盘中大涨15.72%，引发市场广泛关注。
消息面上，可控核聚变行业近期利好频出。据报道，位于安徽合肥的紧凑型聚变能实验装置（BEST）项目建设取得关键突破，其主机关键部件——杜瓦底座已成功安装，标志着项目主体工程建设步入新阶段。分析人士认为，聚变行业催化剂明显较此前更加密集，国际原子能聚变能大会可能公布重大进展，且国内BEST项目在第四季度有望开启新一轮招标。这些因素共同推动了聚变年内第二次行情的启动。
值得注意的是，上海电气在核聚变领域具有领先优势。公司自2000年起参与"人造太阳"核聚变项目，已成为国内核聚变主机系统核心装备供货业绩最全面的装备制造企业之一。在近期举行的第二十五届工博会上，上海电气展出了包括聚变主机真空室、冷屏、线圈盒、杜瓦等在内的核聚变主机系统核心装备，彰显了公司在可控核聚变领域的自主创新能力。这些因素共同推动了投资者对上海电气未来发展前景的信心，从而带动股价大幅上涨。
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