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华泰证券:看好核聚变需求加速释放推动高温超导经济性继续提升,打开百亿市场空间
Mei Ri Jing Ji Xin Wen·2025-08-01 00:29

Core Viewpoint - The report from Huatai Securities highlights the broad application prospects of superconducting materials with zero electrical resistance characteristics in the fields of power, industry, and transportation, particularly emphasizing the advantages of high-temperature superconductors over low-temperature ones [1] Group 1: Superconducting Materials - High-temperature superconductors have higher critical temperatures, currents, and magnetic fields, which expand their application space [1] - The demand for controllable nuclear fusion has driven the cost reduction of high-temperature superconducting tapes, with leading companies nearing the cost parity line for applications in industrial heating and power cables as estimated by Huatai Securities [1] Group 2: Market Potential - The accelerating demand for nuclear fusion is expected to enhance the economic viability of high-temperature superconductors, opening up a market space worth hundreds of billions [1]