核聚变工程进入关键期，业内：开始密集招投标，未来潜力巨大

Core Insights - The "Burning Plasma" international scientific program initiated by the Chinese Academy of Sciences aims to enhance global collaboration in fusion research, with a focus on sustainable energy generation through nuclear fusion [1][2] - The BEST research plan, set to be completed by the end of 2027, will conduct experiments on deuterium-tritium burning plasma, targeting a fusion power output between 20 megawatts and 200 megawatts [2] Industry Developments - The global fusion energy landscape is rapidly evolving, with nearly 40 countries advancing fusion plans and over 160 fusion devices in operation, construction, or planning stages [1] - The international cooperation in fusion research is entering a critical phase, with significant breakthroughs achieved but ongoing challenges requiring collective efforts from scientists worldwide [1][3] Investment and Procurement Trends - The fusion energy sector is witnessing unprecedented procurement and financing activity, with significant projects announced, including a procurement project exceeding 2 billion yuan for key components related to the BEST project [3][4] - Recent financing rounds for companies in the fusion energy supply chain indicate a strong market interest, with investments from institutional investors and state-owned enterprises, focusing on high-value core hardware and materials [4]