西部证券：核聚变工程可行性验证提速 板块投资机会值得重视

Group 1 - The global fusion energy market is projected to reach approximately $331.5 billion by 2024, indicating significant market potential [1][3] - Major economies are strategically emphasizing the prospects of nuclear fusion, providing support through policies and funding to accelerate industrialization [1][3] - The EAST experiment confirmed the existence of a density-free zone in tokamaks, providing a physical basis for high-density operation in magnetic confinement fusion devices [2] Group 2 - The Energy Singularity's high-temperature superconducting tokamak, Honghuan 70, achieved a significant milestone by successfully maintaining a steady-state long pulse plasma operation for 120 seconds [1] - The 2026 Nuclear Fusion Energy Technology and Industry Conference will be held in Hefei, aiming to promote collaborative innovation and results transformation across the industry chain [2] - Investment opportunities in the fusion sector are highlighted, with recommendations to focus on companies involved in low-temperature superconducting magnets, vacuum chambers, and power supply systems [3]