国泰海通|机械:中国启动聚变领域国际科学计划,低空系统建设规模化加速
国泰海通证券研究·2025-11-30 14:19

Group 1: Nuclear Fusion Development - China has launched an international scientific program in the field of nuclear fusion, with the aim of completing the experimental device by the end of 2027. This initiative includes multiple leading fusion energy experimental devices and platforms, such as the compact fusion energy experimental device BEST, to collaboratively tackle scientific challenges and illuminate the future of clean energy [1] - The planned experiments will focus on deuterium-tritium burning plasma research, aiming to verify long-pulse steady-state operation capabilities and achieve fusion power output between 20 megawatts and 200 megawatts, demonstrating net energy gain [1] Group 2: Low-altitude Airspace Management - The Central Air Traffic Control Office has strengthened regulations for the construction of low-altitude management systems, marking a significant step towards the large-scale realization of a market projected to reach 1.5 trillion yuan by 2025 and potentially soar to 3.5 trillion yuan by 2035 [2] - The release of the requirements for the low-altitude management system aims to reconstruct the low-altitude management framework, unify industry standards, eliminate data silos, and enable AI-powered precise regulation, thereby accelerating the development of the domestic low-altitude industry [2] Group 3: Humanoid Robotics Development - The Ministry of Industry and Information Technology has announced the establishment of a standardization technical committee for humanoid robots, which is expected to accelerate the development of industry standards and promote the growth of the domestic humanoid robot industry [3] - Google DeepMind has strengthened its presence in the humanoid robotics sector by hiring Aaron Saunders, the former Chief Technology Officer of Boston Dynamics, as Vice President of Hardware Engineering, indicating a significant commitment to research and application in humanoid robotics [3]

国泰海通|机械:中国启动聚变领域国际科学计划,低空系统建设规模化加速 - Reportify