杭氧股份布局可控核聚变 以深低温技术撬动未来能源新赛道

Core Viewpoint - The company, Hangyang Co., Ltd., is focusing on controllable nuclear fusion as a key strategic direction, recognizing it as a potential ultimate energy solution that is transitioning from research to commercialization [1][2]. Group 1: Company Positioning - Hangyang has officially joined the Anhui Province Fusion Industry Association, indicating its commitment to the nuclear fusion sector [1]. - The company believes that the commercialization of nuclear fusion may take around five years, positioning itself to develop product samples and track customer information and market demand during this period [1]. - With over 70 years of experience in deep low-temperature and gas separation fields, Hangyang possesses significant technical expertise that is crucial for the operation of nuclear fusion devices [1][2]. Group 2: Technological Capabilities - The company can provide essential low-temperature systems, including nitrogen and helium refrigeration systems, which are vital for the cooling of superconducting magnets and plasma confinement in nuclear fusion devices [1][2]. - Hangyang's advanced manufacturing capabilities allow it to supply high-quality low-temperature equipment such as refrigerators, expanders, heat exchangers, low-temperature valves, and storage tanks, ensuring the stable operation of fusion devices [2]. - The company aims to replicate the domestic replacement path for air separation equipment in the nuclear fusion sector, addressing the urgent need for domestic low-temperature systems that are currently dominated by foreign manufacturers [2]. Group 3: Organizational Structure - Within two months, the company has established a special task force to manage projects efficiently, integrating resources from its high-end equipment division and gas application research institute [3]. - The task force consists of experienced core members who are seasoned employees of Hangyang, ensuring organized and effective project execution [3].