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中信证券:核聚变板块催化不断,有较强增长前景预期
news flash·2025-05-20 00:26

Group 1 - The core viewpoint of the article is that the nuclear fusion sector is experiencing continuous catalysis and has strong growth prospects [1] - China Fusion Energy Co., Ltd. announced a significant procurement project on May 16, indicating that related experimental devices are steadily advancing [1] - The total investment in domestic experimental reactors under construction is estimated to exceed 60 billion yuan, leading to a certain demand for upstream component orders [1] Group 2 - The industry is expected to receive clearer policy signals, with international facilities accelerating construction [1] - There are potential expectations for top-level design or supporting funds in the domestic market, reinforcing a positive outlook for the industry [1]