Core Insights - The nuclear fusion sector is experiencing significant advancements, with key developments in both China and Germany aimed at commercializing fusion energy by 2025 and 2030 respectively [1][4][5]. Group 1: Developments in China - The BEST (Beijing Experimental Superconducting Tokamak) project in Hefei has achieved a critical breakthrough with the successful delivery and installation of the Dewar base, marking a new phase in its construction [3][4]. - The Dewar base, measuring approximately 18 meters in diameter and weighing over 400 tons, is the largest vacuum component in China's fusion research and will support the main system weighing about 6,700 tons [3]. - The BEST project aims to demonstrate fusion energy generation for the first time globally by 2025, with expectations to light the first lamp using fusion energy by 2030 [4]. Group 2: International Developments - Germany's government has approved an action plan to build the world's first nuclear fusion power plant, with over €2 billion allocated for research and infrastructure by 2029 [5]. - The plan emphasizes the importance of energy security and environmental sustainability, positioning nuclear fusion as a key technology for future energy needs [5]. Group 3: Investment and Market Trends - The nuclear fusion concept has gained traction in capital markets, with notable investments such as Nova Fusion's 500 million yuan angel round financing, setting a record for private fusion companies in China [1][7]. - Commonwealth Fusion Systems (CFS) in the U.S. secured $863 million in funding, with total financing reaching approximately $3 billion, representing a significant portion of global fusion energy investments [8]. - The nuclear fusion industry is witnessing a surge in interest from various companies, with plans to expand into fusion technology and related sectors, indicating a robust growth trajectory [6][9].
利好!超级赛道,重磅不断!又有关键突破→
Zheng Quan Shi Bao·2025-10-02 12:33