核聚变能源

Search documents
圣湘生物董事长创立核聚变公司?公司回应来了
Zhong Guo Zheng Quan Bao· 2025-10-09 13:36
10月9日,针对"圣湘董事长戴立忠创立核聚变公司"的消息,圣湘生物方面向中国证券报记者回应称, 戴立忠是鸿鹄聚变(上海)能源科技有限公司(简称"鸿鹄聚变")实控人,目前该项目只涉及戴立忠个人投 资,戴立忠不参与鸿鹄聚变的日常运营工作。 仅涉及个人投资 圣湘生物也在投资者互动平台上做了回应,聚变能源作为有望彻底解决全球能源危机和环境问题的终极 能源形式,已成为全球能源科技竞争的战略高地,上海市已明确将核聚变列为重点发展的未来产业。鸿 鹄聚变成立于2023年,系圣湘生物实控人、董事长戴立忠投资创立的企业,也是国内专注于高温超导仿 星器路线的商业聚变企业。 已关注和研究多年 圣湘生物是以自主创新基因技术为核心,集体外诊断试剂、仪器、第三方医学检验服务及生物制药为一 体的诊疗一体化方案提供商。公司2025年半年报显示,公司上半年共实现营收8.69亿元,同比增长 21.15%;实现归母净利润1.63亿元,同比增长3.84%;实现扣非净利润1.36亿元,同比增长12.19%。 圣湘生物2024年年报显示,戴立忠系北京大学学士,美国普林斯顿大学硕士、博士,麻省理工学院博士 后,现任圣湘生物法定代表人、董事长、总经理。先后当 ...
假日舆情全景,重磅大事件解析
Sou Hu Cai Jing· 2025-10-08 16:20
一、假期舆情 4、光模块(CPO) 有消息称,英伟达已通知其主要ODM厂商(富士康工业互联网 & 纬创),将2026 年度AI所需的800G光模块采购量预测上调了35%,总量达到270万个,且单价稳定在1475美元左右。 1、存储芯片,无疑是假期中讨论最多的一个题材,华尔街称之为AI时代"超级石油",央视财经下场定 调"全球存储芯片掀起涨价潮,人工智能热潮下,存储芯片行业将迎来超级周期",OpenAI为构建其"星 际之门"超级计算中心,已与三星、海力士等巨头签订了天量订单。据测算,仅OpenAI一家的远期 DRAM月产能需求(预计90万片晶圆)就可能占据当前全球总产能(约199万片晶圆)的近一半。这种 由单一巨头撬动整个产业链的景象,是传统消费电子时代难以想象的。 存储芯片火爆的背后是新技术的出现,最近"以存代算"技术被头部公司反复提及,通过将AI推理过程中 的部分数据(如KV Cache)从昂贵的HBM显存迁移至性价比更高的SSD,从而在存储层实现战略扩 展。这一逻辑不仅强化了对DRAM和HBM的需求预期,也为企业级SSD带来了全新的增长空间。 存储芯片头部企业参考目标:江波龙,佰维存储,德明利,同有科技等 ...
假期,全是重磅利好!(消息汇总)
Xin Lang Cai Jing· 2025-10-08 15:39
Group 1: OpenAI and AMD Partnership - OpenAI has signed a significant partnership with AMD, investing billions in AI data centers and potentially acquiring up to 160 million shares of AMD, representing about 10% of the company [2] - This collaboration positions AMD as a core strategic partner for top AI clients, marking a shift in the AI chip market from Nvidia's dominance to a "dual oligopoly" [2] Group 2: Storage Chip Market Dynamics - Samsung and SK Hynix have entered a strategic partnership with OpenAI to supply 900,000 DRAM and HBM wafers monthly, with OpenAI's HBM demand exceeding current global capacity by more than double [2] - The release of Sora 2 signifies a move towards practical applications of multimodal large models, significantly increasing storage requirements [2][3] - Major companies like Samsung and Micron are raising product prices, with DRAM contract prices expected to rise by 10-30% and NAND flash prices by 5-10% [2] Group 3: Nuclear Fusion Developments - The BEST project in Hefei, China, has achieved a key breakthrough, advancing the construction phase [4] - The Tianwan Nuclear Power Base has surpassed 500 billion kilowatt-hours of safe power generation [4] - An international conference on nuclear fusion energy will be held in Chengdu from October 13-18, indicating growing interest in the sector [4] Group 4: Solid-State Battery Advancements - A significant breakthrough in solid-state battery technology has been achieved, with a new composite cathode material increasing energy density by 86% [5] - The timeline for the industrialization of solid-state batteries is expected to advance from 2030 to 2027 due to these technological improvements [5] Group 5: AI Wearable Devices Market - Meta's new generation of smart glasses is nearing sell-out status, indicating strong consumer demand and successful product positioning [6] - Apple is shifting its focus from its mixed-reality headset to developing AI smart glasses, aiming to compete with Meta in the wearable device market [6][7] Group 6: AI Hardware Developments - OpenAI is in discussions to manufacture various hardware products, marking a transition from software to hardware in the AI sector [8] - Multiple companies, including Apple and DJI, are set to release new AI-related products, indicating a growing trend in AI hardware development [8] Group 7: AI Video Generation Technology - OpenAI launched Sora 2, a new AI video generation model that significantly enhances video realism and fluidity, positioning it as a leader in the industry [10] - The Sora App has quickly gained popularity, indicating a successful transition of AI video generation technology to consumer applications [10] Group 8: Gold Market Trends - Gold prices have reached historical highs, with New York futures hitting $4009 per ounce and London spot prices reaching $3985.51 per ounce [12] - Goldman Sachs has raised its 2026 gold price forecast to $4900 per ounce, driven by increased central bank purchases and geopolitical instability [12]
AMD-OpenAI世纪合作引爆A股三大科技主线布局正当时
Xin Lang Cai Jing· 2025-10-08 13:41
来源:雪球App,作者: 独角兽智库,(https://xueqiu.com/1048969405/355675531) 国庆假期期间,科技领域事件密集,尤以AMD与OpenAI的合作为焦点,重塑全球AI算力格局。与此同 时,国内核电与固态电池技术取得关键突破,共同构成A股市场节后投资主线。本报告将深入分析三大 科技领域的投资机会,并梳理核心标的及其逻辑。 一、半导体自主可控:AMD-OpenAI合作开启千亿市场,国产替代加速 AMD与OpenAI的深度绑定标志着AI算力竞争进入新阶段。10月6日,AMD宣布与OpenAI达成一项为期 四年、总值高达数百亿美元的6吉瓦算力协议,OpenAI将部署多代AMD Instinct系列GPU为其下一代AI 基础设施提供动力支持,首批1吉瓦基于MI450芯片的部署计划于2026年下半年启动。作为协议核心, AMD向OpenAI发行了最多1.6亿股认股权证,若全部行使,OpenAI可能持有AMD约10%的股权,这 种"硬件换股权"模式将双方利益深度捆绑,推动技术协同和生态共建。此合作不仅为AMD带来直接收 入增长(预计未来四年新增收入超千亿美元),更打破了英伟达在AI加速 ...
早新闻|6000亿元,央行今日出手!
Zheng Quan Shi Bao· 2025-09-24 23:59
宏观热点 近日,商务部等八部门联合印发《关于大力发展数字消费共创数字时代美好生活的指导意见》(以下简 称《指导意见》)。《指导意见》聚焦供需两侧协同发力,从4方面提出14项任务举措。一是丰富数字 消费领域供给。扩大数字产品消费,提升数字服务消费,创新数字内容消费,拓展数字消费渠道,以数 字消费新供给激发消费新需求。二是培育壮大数字消费经营主体。提升数字消费企业创新能力,赋能中 小企业数字化发展,支持数字消费企业发展壮大,不断增强内生动力和创新活力。三是优化数字消费支 撑体系。打造数字消费平台载体,完善快递物流配送体系,提升支付便利化水平,强化要素投入保障, 加强财政金融支持,构建高效协同的数字消费生态体系,夯实数字消费发展基础。四是营造数字消费良 好环境。开展消费促进活动,推动国际交流合作,促进规范健康发展,统筹促进与规范、国内与国际, 以更优环境推动数字消费高质量发展。 六部门联合发布建材行业稳增长方案,严禁新增水泥、玻璃产能 9月24日,工业和信息化部会同自然资源部、生态环境部、住房城乡建设部、水利部、农业农村部等六 部门近日印发《建材行业稳增长工作方案(2025—2026年)》(以下简称《工作方案》), ...
实地探访合肥物质科学研究院“人造太阳”EAST,今年曾创造新世界纪录
Di Yi Cai Jing· 2025-09-21 07:19
第一财经记者在现场看见,该装置高约11米、直径约8米、重400余吨,技术人员戴着"小黄帽"有序地进行装置的检修工作,为实验做准备。 近日,第一记者实地探访了位于安徽省合肥市物质科学研究院的全超导托卡马克核聚变实验装置(简称"EAST"),该装置有"人造太阳"之称。 F 0 an 5 8 中 P .. 虽然该装置长得和太阳不像,但是相同的是,太阳的巨大能量来自内部的核聚变反应,"人造太阳"内部也可以实现可控的核聚变反应。 中国科学院合肥物质科学研究院等离子体物理研究所副研究员王腾在现场介绍:"该装置能像太阳一样,稳定持续地产生聚变能的供应,这些能源我们后续 可以用于产电、产热、制氢等,走进未来的能源市场。为什么要做这个装置呢?因为我们今天消耗的主力能源(煤、石油、天然气等)是有限且不可再生 的。" 据了解,今年1月,EAST创造新世界纪录,首次实现1亿摄氏度1066秒稳态长脉冲高约束模等离子体运行,标志着我国聚变能源研究实现从基础科学向工程 实践的重大跨越。它的升级版——紧凑型聚变能实验装置(BEST)计划将在2027年完成建设并首次演示聚变发电,推动核聚变从实验室研究向工程应用跨 越。 王腾表示:"2027年 ...
研制成功!我国这一领域取得关键技术突破
Guan Cha Zhe Wang· 2025-09-11 13:09
据中国科学院合肥物质科学研究院等离子体物理研究所网站10日消息,近日,由该所牵头承担的国 家"十三五"重大科技基础设施聚变堆主机关键系统综合研究设施项目(CRAFT)关键子系统——离子 回旋(ICRF)加热系统顺利通过专家组验收,实现我国在高功率射频加热技术领域的突破。 离子回旋加热系统。等离子体物理研究所网站 离子温度作为聚变堆"点火"的关键参数。在氘氚聚变反应中,离子温度需达到上亿摄氏度并自持燃烧, ICRF可直接加热等离子体中的离子,有效提升反应概率。CRAFT研制的高功率离子回旋系统平台,具 有2MW稳态功率输出、宽频带和千秒级长脉冲运行能力,可为BEST、CFEDR以及ITER装置的离子回 旋加热系统关键部件的设计提供研发与测试平台,将为未来聚变能源发展提供重要支持,助力国家双碳 战略实施。 离子回旋加热系统的成功研制,实现了高功率射频加热技术从"跟跑"向"领跑"的跨越,彰显了我国在聚 变能源领域的全链条创新能力,助力中国在全球能源革命中占据科技制高点。 本文系观察者网独家稿件,未经授权,不得转载。 据介绍,该系统面向未来聚变堆,针对发射机核心器件兆瓦级电子四极管国产化、大功率合成器研制、 聚变堆天 ...
老黄又投了一个核电站
量子位· 2025-08-29 06:58
Core Viewpoint - Nvidia's venture arm NVentures has invested in Commonwealth Fusion Systems (CFS), a nuclear fusion startup, participating in a recent funding round of $863 million, indicating a strong belief in the future of nuclear fusion energy [1][2][3]. Group 1: Investment and Funding - CFS has raised approximately $3 billion since its inception, accounting for one-third of the total funding in the global fusion energy sector [4]. - The latest funding round follows a previous $1.8 billion Series B round completed in 2021 [4]. - Other investors in this round include Khosla Ventures, Alphabet (Google's parent company), and several sovereign wealth funds and investment banks [2]. Group 2: Technological Advancements - CFS is developing a compact and cost-effective tokamak fusion reactor using revolutionary high-temperature superconductors (HTS) co-developed with MIT [7]. - The reactor employs rare earth barium copper oxide (REBCO) materials to generate the world's strongest magnetic fields, allowing for effective confinement of high-temperature plasma in a smaller volume than traditional designs [7]. Group 3: Project Timeline and Goals - CFS plans to construct the world's first grid-scale fusion power plant in Virginia, expected to be operational in the early 2030s [8]. - The company aims to achieve operational status for its fusion power plant, generating 400 megawatts of electricity within a few years [9]. - The prototype reactor named Sparc is under construction in the Boston area, with plans to achieve scientific breakeven by 2027 [9][10]. - If successful, CFS intends to begin building its commercial-scale power plant, Arc, in Virginia around 2027 or 2028 [11]. Group 4: Industry Trends and Competitors - The nuclear fusion sector is gaining traction among tech giants, with Google increasing its investment in CFS and signing a power purchase agreement for 200 megawatts from Arc [15][16]. - Other companies like Microsoft and Amazon are also making significant investments in nuclear energy, with Microsoft planning to restart the Three Mile Island nuclear plant and Amazon supporting the construction of small modular reactors [20][21].
雷军喊话苹果用户;寒武纪提示交易风险丨科技风向标
2 1 Shi Ji Jing Ji Bao Dao· 2025-08-29 02:36
Group 1 - The "2025 China Top 500 Private Enterprises" list was released, with JD Group, Alibaba, and Hengli Group ranking in the top three. The entry threshold increased to 27.023 billion yuan, with total revenue reaching 4.305 trillion yuan and net profit totaling 180 billion yuan [2] - Xiaomi launched its first independent release of the Surge OS 3, focusing on smoothness, cross-ecosystem connectivity, and privacy security, allowing better compatibility with Apple devices [3] - Commonwealth Fusion Systems (CFS) secured $863 million in funding led by Nvidia and Google, aimed at advancing fusion energy demonstration systems and developing the first commercial fusion power plant [3] Group 2 - Didi agreed to pay $740 million to settle a class-action lawsuit initiated by investors, stating that the settlement is to avoid costs and business disruptions, despite denying any wrongdoing [9] - ZhiMi announced its entry into the automotive sector, planning to create the "fastest car in the world," with its first luxury electric vehicle set to debut in 2027 [10] - Haier Group's subsidiary, Katai Chi, completed a strategic acquisition of 43% of AutoHome for approximately $1.8 billion, becoming the controlling shareholder [11] Group 3 - Longyang Electronics reported high interest in its copper foil products, with its HVLP5 high-frequency copper foil being sent for samples to major manufacturers in China and Japan [12] - Dongshan Precision announced a $1 billion investment plan for Multek, with $200 million already invested in upgrading existing facilities [13] - Sanan Optoelectronics' 8-inch silicon carbide chip production line has officially commenced, with a complete supply chain established by 2025 [17] Group 4 - Transsion Holdings reported a 15.86% decline in revenue to 29.077 billion yuan and a 57.48% drop in net profit to 1.213 billion yuan for the first half of 2025 [28] - Zhongwei Company achieved a 43.88% increase in revenue to 4.961 billion yuan and a 36.62% rise in net profit to 706 million yuan in the first half of 2025 [29] - Lingzhi Software reported a 1002.2% increase in net profit to 112 million yuan, despite a slight revenue decline of 3.04% to 516 million yuan [30]
雷军喊话苹果用户;寒武纪提示交易风险丨新鲜早科技
2 1 Shi Ji Jing Ji Bao Dao· 2025-08-29 02:13
Group 1 - The "2025 China Top 500 Private Enterprises" list was released, with JD Group, Alibaba, and Hengli Group ranking in the top three. The entry threshold increased to 27.023 billion yuan, with total revenue reaching 4.305 trillion yuan and net profit totaling 180 billion yuan [2] - Xiaomi launched its first independent release of the Surge OS 3, focusing on smoothness, cross-ecosystem connectivity, and privacy security, allowing better compatibility with Apple devices [3] - Commonwealth Fusion Systems (CFS) secured $863 million in funding led by Nvidia and Google, aimed at advancing fusion energy demonstration systems and developing the first commercial fusion power plant [3] Group 2 - Didi agreed to pay $740 million to settle a class-action lawsuit initiated by investors, stating that the settlement is to avoid litigation costs and business disruptions [9] - Chasing announced its entry into the automotive sector, planning to create the "fastest car in the world" with its first luxury electric vehicle set to debut in 2027 [10] - Haier Group's subsidiary completed a strategic acquisition of 43% of AutoHome for approximately $1.8 billion, becoming the controlling shareholder [11] Group 3 - Longyang Electronics reported high investor interest in its HVLP5 high-frequency copper foil product, which is crucial for AI servers and communication applications [12] - Dongshan Precision announced a $1 billion investment plan for Multek, with $200 million already invested in upgrading existing facilities [13] - Sanan Optoelectronics' 8-inch silicon carbide chip production line has officially commenced operations, with a complete supply chain established by 2025 [17] Group 4 - Transsion Holdings reported a 15.86% decline in revenue to 29.077 billion yuan and a 57.48% drop in net profit to 1.213 billion yuan for the first half of 2025 [28] - Zhongwei Company achieved a 43.88% increase in revenue to 4.961 billion yuan and a 36.62% rise in net profit to 706 million yuan in the same period [29] - Lingzhi Software reported a 1002.2% increase in net profit to 112 million yuan, despite a slight revenue decline of 3.04% to 516 million yuan [30]