On November 26, Gelonghui reported that ningbo techmation (603015.SH) announced that the closing price of the company's stocks on November 26 increased by 77.42% compared to the closing price on November 18, indicating a significant cumulative increase. In the last six trading days, the total transaction amount reached 1.915 billion yuan, with the volume rapidly expanding. The company’s stock price has seen a substantial increase in a short period, and there is a risk of a drop following a rapid rise in the stock price.
The company has noted that the concept of controllable nuclear fusion has recently gained significant market attention. The company's subsidiary, Italian EEI, does not directly produce or develop nuclear fusion whole devices but provides the HDPS series power supply complete solution with high dynamic characteristics for nuclear fusion devices, making it a component of the nuclear fusion installation. Such solutions are custom-made, and the business model involves project bidding with a lengthy delivery cycle, where the order amounts are a low proportion of the total project investment. In 2024, the expected revenue from such business is anticipated to account for about 2% of the company's main business income, having a limited impact on the company's short-term performance.
