WST(SH:688122) 材料汇·2025-07-11 15:49Core Insights - The article discusses the rapid advancements in nuclear fusion technology and outlines key milestones and future projections for the industry [1][2][6][17]. Group 1: Current Progress and Future Milestones - The ITER project is set to begin plasma experiments with deuterium-tritium by 2036 and aims for full magnetic energy operation by 2039 [2]. - The HL-3 project in China is expected to achieve a fusion triple product of 10^20 by May 2025, marking significant progress in fusion experiments [3]. - The EAST project has already set a world record by achieving 1 billion degrees Celsius for 1066 seconds in January 2025 [4]. - The BEST project is scheduled to be completed by 2027 and aims to demonstrate fusion power generation by 2030 [5]. Group 2: Investment and Market Growth - The nuclear fusion industry is projected to attract over $7.1 billion in investments in 2024, with new funding exceeding $900 million and public funding increasing by 57% to $426 million [6]. - The global nuclear fusion market is expected to grow from $345.1 billion in 2025 to $633.8 billion by the end of 2037, with a compound annual growth rate of 5.1% [6]. Group 3: Key Components and Materials - Key components in nuclear fusion include the magnet system, in-vessel components (like the divertor and blanket), and vacuum chambers, which account for 28%, 17%, and 8% of the total construction cost, respectively [7][51]. - Essential materials for fusion reactors include tungsten, beryllium, RAFM steel, superconductors, and tritium breeding materials, with breakthroughs in high-temperature superconductors and tungsten alloys expected to accelerate industry development [8][9][10][11]. Group 4: Global Fusion Device Status - As of June 2025, there are 168 fusion devices globally, with tokamaks, stellarators, and inertial lasers being the most common types [37]. - The United States leads in the number of fusion devices, followed by Japan and China, with significant contributions from Russia, the UK, Germany, and France [37]. Group 5: China's Role in Fusion Development - China has committed to producing 18 key components for the ITER project, covering nearly all critical parts of the device [47]. - The country is advancing rapidly in fusion technology, with projects like the HL-3 and EAST positioning it among the top players in the global fusion landscape [52][58].