可控核聚变产业化竞赛鸣枪

Core Viewpoint - The establishment of China Fusion Energy Company marks a significant step in the industrialization of controlled nuclear fusion in China, indicating a competitive race towards "ultimate energy" [1][4]. Group 1: Scientific and Engineering Feasibility - Controlled nuclear fusion is recognized as the "ultimate clean energy," with inherent safety features and significantly lower risk levels compared to nuclear fission and fossil fuels [2][3]. - Recent advancements include the EAST device achieving 100 million degrees Celsius for 1066 seconds and the HL-3 device reaching a "double hundred degree" breakthrough with temperatures of 117 million degrees Celsius and 160 million degrees Celsius [2][3]. Group 2: Policy Support and Industry Development - Nuclear fusion has been included in national strategic planning, with increased policy support since the "dual carbon" goals were proposed in September 2020, focusing on funding and infrastructure for research and development [3]. - The Ministry of Industry and Information Technology and other departments have outlined plans to develop a comprehensive future energy equipment system, emphasizing nuclear fusion as a key area [3]. Group 3: Investment and Collaboration - The establishment of China Fusion Energy Company has attracted significant investment, with a total investment of approximately 11.49 billion yuan from various stakeholders, including China National Petroleum Corporation and Kunlun Capital [4][5]. - The involvement of major energy companies signals confidence in the future of controlled nuclear fusion, with potential for technology integration and capital foundation strengthening [5]. Group 4: Commercialization Challenges and Progress - The commercialization of controlled nuclear fusion faces challenges in material engineering, tritium self-sustaining, and plasma stability, necessitating further experimental validation [7]. - Companies like Xi'an Xinghuan Fusion Technology are working on reducing the scale and cost of fusion devices to accelerate commercialization [6]. Group 5: Future Outlook and Cost Projections - The timeline for achieving nuclear fusion power generation is projected between 2035 and 2040, with expectations to break the long-standing prediction of needing 50 years for fusion power [8]. - Initial operational costs for fusion power are estimated at around 1 yuan/kWh, with potential reductions to 0.1 yuan/kWh as scale increases [9].