三年超600亿投资，《原子能法》1月15日开始实施 2026，谁在接单可控核聚变？

Group 1 - The core viewpoint of the article highlights the rapid development and investment in controlled nuclear fusion, with a projected investment of nearly 600 billion yuan in domestic fusion projects from 2025 to 2027, indicating a shift from theoretical research to practical industrial applications [1][6][7] - The WanDe controlled nuclear fusion concept index has seen a cumulative increase of 83.19% by 2025, reflecting growing investor interest and confidence in the sector [1] - The implementation of the Atomic Energy Law in 2026 marks a significant policy shift, providing national support for fusion energy and stimulating local competition among regions like Anhui, Sichuan, and Shanghai [1][4] Group 2 - Major manufacturers such as Dongfang Electric, Shanghai Electric, and Westinghouse Superconductors are actively involved in supplying components for the ITER project, which serves as a training ground for Chinese manufacturers [3][4] - Anhui focuses on a "research-industry" model, aiming to cluster related companies around major facilities like EAST and BEST, while Sichuan emphasizes equipment manufacturing and supporting industries [4][5] - Shanghai is positioning itself as a hub for high-end technology, with significant investments in core technologies such as high-temperature superconducting magnets and artificial intelligence for fusion control [4][5] Group 3 - The investment is primarily directed towards three key areas: special materials, core equipment, and engineering services, with materials being the first critical barrier due to the extreme conditions within fusion devices [6][7] - Equipment manufacturing is highlighted as a major focus, requiring advanced capabilities in specialized welding, precision processing, and assembly [7] - Engineering design and services are also crucial, as the complexity of fusion devices necessitates professional integration and project management services [7][6]