可控核聚变迎利好

Group 1 - The core achievement of Energy Singularity is the successful operation of a 335-second steady-state long pulse plasma in the Honghuang 70 high-temperature superconducting tokamak during its 5609th experiment, marking a significant breakthrough in fusion energy research [1] - The Honghuang 70 long pulse operation experiments began in November 2025, with the first notable achievement of 120 seconds steady-state plasma reached on January 6, 2026, during the 5319th experiment [1] - Energy Singularity, established in 2021, is the first commercial fusion energy company in China, focusing on the development of high magnetic field, high parameter, compact high-temperature superconducting tokamak devices and their operational control software systems [1] Group 2 - The controlled nuclear fusion industry has been elevated to a national strategic level, with the "14th Five-Year Plan" suggesting the promotion of hydrogen and nuclear fusion energy as new economic growth points [2] - The first fundamental law in China's nuclear energy sector, the "Atomic Energy Law of the People's Republic of China," was officially implemented on January 15, 2026, encouraging and supporting scientific research and technological development in controlled thermonuclear fusion [2] - According to CITIC Securities, the growth potential of nuclear fusion is vast, with the industry currently driven by significant events and a structured capital expenditure rollout expected to exceed expectations [2] - CITIC Jiantou emphasizes that breakthroughs in high-temperature superconducting and artificial intelligence technologies, along with continuous policy and capital support, are driving the construction of large scientific facilities and attracting capital market interest in commercial fusion projects [2] - The global nuclear fusion market is projected to reach approximately $496.55 billion by 2030, with the potential to create a trillion-dollar industrial cluster in upstream and downstream materials and core equipment by 2050 [2]