国泰海通 · 晨报0702｜核电、基础化工

Group 1: Nuclear Fusion Industry - Google has signed a historic power purchase agreement with Commonwealth Fusion Systems (CFS) to buy 200MW of electricity from its fusion power project in Virginia, marking a significant milestone in the commercialization of nuclear fusion energy [3][5] - The ARC project, located in Chesterfield County, Virginia, aims to be the world's first commercial fusion power plant, expected to generate 400MW of fusion power by the early 2030s, sufficient to power 150,000 homes or large industrial sites [3][4] - CFS, established in 2018, has raised over $2 billion and is one of North America's largest nuclear fusion commercialization companies, with ongoing projects including SPARC, which aims to achieve net energy gain by 2027 [4][5] Group 2: Market Recognition and Trends - The nuclear fusion sector is gaining recognition, with major tech companies like Google and Microsoft entering into power purchase agreements, indicating a growing acceptance and maturity of the nuclear fusion supply chain [5] - Microsoft's previous agreement with Helion Energy to provide at least 50MW of fusion power by 2029 further illustrates the accelerating commercialization of nuclear fusion technology [5]