产业研讨+融资落地，核聚变能热度持续提升

Core Insights - Nuclear fusion energy is transitioning from "science" to "energy," becoming a global competitive focus [2] - The 2026 Nuclear Fusion Energy Technology and Industry Conference was held in Hefei, showcasing significant industry achievements and fostering collaboration [3] Industry Developments - The conference featured over 1,500 professionals from academia, research institutions, and industry, exceeding expectations and highlighting the industry's growth [3] - Key highlights included the establishment of a comprehensive platform for fusion science and engineering, aiming to cover various fields within nuclear fusion energy [3] - The conference announced the 2025 Hefei Fusion Top Ten Innovations, including the "artificial sun" EAST achieving a world record of "100 million degrees for 1,000 seconds" [3] Financial and Investment Trends - A 1 billion yuan investment fund for future fusion energy was launched, with 15 financial institutions forming a fusion finance alliance [4] - Major procurement projects were signed, with companies like Antai Technology securing significant contracts [4] - The global nuclear fusion industry is experiencing rapid investment growth, with total financing reaching $9.766 billion in 2025, an increase of $2.643 billion from 2024 [5] Project and Technology Innovations - The conference included a project roadshow featuring 13 companies from various regions, focusing on key technologies and components in the nuclear fusion supply chain [6] - Companies like Zhongke Terahertz are providing comprehensive solutions for fusion diagnostics, with market potential expected to reach hundreds of billions in the next decade [7] - The development of high-end materials for large scientific devices is anticipated to create cross-industry investment opportunities [7]