未来产业：超导材料在可控核聚变的应用及相关企业（附19页PPT）

Core Viewpoint - The article emphasizes the significant potential and applications of superconducting materials in various fields, particularly in controlled nuclear fusion, highlighting the advancements in high-temperature superconductors and their role in future energy solutions [2][4][17]. Group 1: Superconducting Materials Overview - Superconducting materials exhibit unique properties such as zero electrical resistance and complete diamagnetism, making them valuable in energy, medical equipment, transportation, quantum computing, defense, and scientific research [2][17]. - The global market for low-temperature superconducting materials currently dominates, accounting for over 90% of the superconducting materials market, while high-temperature superconductors are expected to gain market share as applications like superconducting cables and controlled nuclear fusion develop [2][3]. Group 2: Applications in Controlled Nuclear Fusion - In the ITER project, superconducting magnets account for 28% of the total cost, indicating their critical role in tokamak devices [2][4]. - High-temperature superconductors, such as ReBCO, are anticipated to significantly reduce production costs and have vast commercial prospects, especially in the development of superconducting magnet systems operating above 16T at 4.2K [3][22]. Group 3: Investment Recommendations - The article suggests focusing on companies involved in the supply chain for tokamak devices, including leading firms like Guoguang Electric, Hezhong Intelligent, and Lianchuang Optoelectronics, which are engaged in various components and systems for fusion reactors [4][44]. - Key players in superconducting materials include Yongding Co., Dongfang Tantalum, and Xibu Superconductor, which specialize in high-temperature and low-temperature superconducting materials [4][44]. Group 4: Technological Advancements - The article discusses the advancements in superconducting materials, particularly the transition from low-temperature superconductors to high-temperature superconductors, which can operate in more complex environments and are expected to expand the application range significantly [3][17]. - The SPARC project in the U.S. is highlighted as a leading initiative utilizing high-temperature superconductors to enhance operational efficiency and reduce costs in nuclear fusion applications [35][36]. Group 5: Future Prospects - The article outlines the ongoing development of domestic projects like the "Xinghuo No. 1" hybrid fusion-fission reactor, which aims to achieve continuous power generation and is expected to significantly contribute to sustainable energy development [43][44]. - The BEST project, a compact fusion energy experiment, is also mentioned as a significant step forward in demonstrating fusion energy generation capabilities [42][43].