中法推进和平利用核能领域合作

Policy Developments - China and France will enhance cooperation in nuclear research, technology applications, and fusion technology, as evidenced by the signing of the 15th cooperation protocol on December 4, 2023[5] - The National Energy Administration of China aims to steadily increase the share of nuclear energy in energy consumption, with 67 out of 112 approved nuclear units (60%) utilizing third-generation or higher technology[5] Industry Dynamics - A breakthrough in superconducting magnet technology was achieved, with a central magnetic field strength of 16.5 Tesla and an inner diameter of 150mm, indicating significant potential for commercial applications in controlled nuclear fusion[6] - The "Xuanlong-50U" device successfully implemented an intelligent control system for plasma shape using reinforcement learning, enhancing precision in plasma control and aligning with national energy strategies[6] - The CRAFT facility passed its first performance test, marking progress in the development of key systems for fusion reactors[6] Investment and Financing - No specific investment or financing events were reported in this period[9] Risk Factors - Potential risks include underperformance of industrial policies and technological breakthroughs not meeting expectations[10]