可控核聚变商业化有望提速 多家上市公司协同布局

Group 1: Industry Developments - Recent breakthroughs in controlled nuclear fusion in China, including the early start of the BEST project and the successful operation of the "Chinese Circulation No. 3" at high performance levels, indicate significant advancements in the field [1][2] - The Chinese government has increased policy support for controlled nuclear fusion, designating it as a key area for low-carbon technology development and future energy solutions [2][3] - Multiple projects in the controlled nuclear fusion sector are accelerating, with significant international collaboration, such as the completion of components for the world's largest superconducting electromagnetic system [3] Group 2: Market Opportunities - The controlled nuclear fusion industry is projected to create substantial opportunities for related upstream and downstream companies, with a focus on commercializing the technology [1][4] - A report indicates that 26 out of 37 surveyed commercial nuclear fusion companies expect to achieve their first grid-connected fusion reactor by 2035, signaling a shift towards commercial viability [3] - The domestic nuclear fusion sector is experiencing a surge in project tenders, marking a new phase of development and potential growth in the coming years [3][4] Group 3: Company Strategies - Companies in the nuclear fusion supply chain are actively positioning themselves to capitalize on the emerging market, with significant investments and strategic partnerships being formed [4][5] - Key players are focusing on the development of advanced materials and equipment, with notable contracts already signed for major projects, indicating a robust pipeline of opportunities [4][5] - The industry is encouraged to enhance collaboration across the supply chain and focus on technological advancements to secure a competitive edge in the evolving energy landscape [5][6]