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电网ETF(561380)涨超1.4%,核聚变商业化提速与绿电消纳机制完善形成双重支撑
Mei Ri Jing Ji Xin Wen·2025-07-29 07:19

Group 1 - The core viewpoint of the article highlights the rapid development of nuclear fusion in China, with the global controllable nuclear fusion device market expected to exceed 1 trillion by 2030-2035 [1] - The establishment of China Fusion Energy Co., Ltd. signifies an acceleration in the engineering and commercialization of fusion technology, focusing on the magnetic confinement Tokamak technology, which is currently the most mature fusion approach globally [1] - The market for superconducting materials, essential for Tokamak, is projected to exceed 270 billion, indicating significant growth potential in this sector [1] Group 2 - Domestic companies have made notable advancements in the nuclear fusion industry chain, achieving breakthroughs in high-temperature superconducting magnets and plasma technology [1] - The EAST device at the Hefei Institute of Physical Science has set a world record, showcasing China's capabilities in nuclear fusion research [1] - Policy support and technological advancements in cities like Shanghai are further promoting the development of the nuclear fusion industry, laying a foundation for the commercialization of controllable nuclear fusion [1] Group 3 - The Electric Grid ETF (561380) has risen over 1.4%, tracking the Hang Seng A-share Electric Grid Equipment Index, which reflects the overall performance of listed companies involved in power transmission, distribution, and control equipment manufacturing [1] - The index emphasizes representative enterprises in the industry, showcasing technological progress and development trends in the electric grid equipment sector [1]