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这一概念股,集体上涨!
第一财经·2025-09-25 06:12

Core Viewpoint - The article discusses the recent surge in stock prices of controllable nuclear fusion concept stocks, attributed to the public debut of China Fusion Energy Co., Ltd. and plans for a new fusion experimental facility in Shanghai [3][4]. Group 1: Company Overview - China Fusion Energy Co., Ltd. is a subsidiary of China National Nuclear Corporation, established in July, with research bases in Shanghai and Chengdu focusing on fusion reactor design, high-temperature superconducting magnet technology, and digital fusion reactor development [4]. - The company made its first public appearance at the 25th China International Industry Fair, showcasing its achievements and future plans, particularly highlighting the advancements made with the China Circulation No. 3 device [4]. Group 2: Technological Developments - The new experimental facility, tentatively named "China Circulation No. 4 (HL-4)," aims to validate the high-temperature superconducting magnets developed by the company [3]. - High-temperature superconducting magnets are expected to significantly enhance the efficiency of magnetic field usage and device design, which could lower construction costs and shorten technology iteration cycles [5]. Group 3: Challenges in Nuclear Fusion - Current challenges in nuclear fusion power generation include maintaining plasma at over 100 million degrees Celsius for extended periods, low and highly regulated tritium fuel production, and the material performance requirements for commercial operation under neutron bombardment [4][5]. - The next steps for the China Circulation No. 3 device include achieving fusion energy output, with ongoing efforts to address technical challenges related to plasma stability and material durability [5].