｜2026年1月9日星期五｜ NO.1蓝箭航天已与中国星网、垣信卫星签署合同，将提供批量发射服务 1月7日，有媒体报道，蓝箭航天已与中国星网、垣信卫星签署正式发射服务合同，未来将提供批量化发 射服务，商业化前景非常值得期待。"GW星座"和"千帆星座"是中国规划的两个大型卫星互联网项目， 其中，GW星座是中国星网运营的宽带互联网卫星星座，计划发射共计约12992颗卫星，计划在5年内完 成约10%的卫星部署，在2035年完成全部卫星的发射。截至目前已完成17次组网发射，在轨组网卫星 136颗。千帆星座由垣信卫星运营，计划发射共计约1.5万颗卫星，截至目前已完成6次组网发射，在轨 组网卫星108颗。 NO.2广州：推动中科宇航液体火箭总装测试基地和星河动力火箭总装基地尽快落地 1月8日，广州印发《广州市加快建设先进制造业强市规划(2024—2035年)》，聚焦攻关可重复使用火箭 技术，依托从化商业火箭液体动力系统试验中心及总装测试产业化基地，为中大型液体火箭研制提供坚 实基础，未来将面向全国科研院所、企业和高校等开放共享。推动南沙中科宇航液体火箭总装测试基地 建设和黄埔星河动力火箭总装基地尽快落地，研发大推力、可复 ...

｜2026年1月9日星期五｜ NO.1 蓝箭航天已与中国星网、垣信卫星签署合同，将提供批量发射服务 1月7日，有媒体报道，蓝箭航天已与中国星网、垣信卫星签署正式发射服务合同，未来将提供批量化发 射服务，商业化前景非常值得期待。"GW星座"和"千帆星座"是中国规划的两个大型卫星互联网项目， 其中，GW星座是中国星网运营的宽带互联网卫星星座，计划发射共计约12992颗卫星，计划在5年内完 成约10%的卫星部署，在2035年完成全部卫星的发射。截至目前已完成17次组网发射，在轨组网卫星 136颗。 千帆星座由垣信卫星运营，计划发射共计约1.5万颗卫星，截至目前已完成6次组网发射，在轨 组网卫星108颗。 NO.2 广州：推动中科宇航液体火箭总装测试基地和星河动力火箭总装基地尽快落地 1月8日，广州印发《广州市加快建设先进制造业强市规划（2024—2035年）》，聚焦攻关可重复使用火 箭技术，依托从化商业火箭液体动力系统试验中心及总装测试产业化基地，为中大型液体火箭研制提供 坚实基础，未来将面向全国科研院所、企业和高校等开放共享。推动南沙中科宇航液体火箭总装测试基 地建设和黄埔星河动力火箭总装基地尽快落地，研发大推力 ...

每经AI快讯，有投资者在投资者互动平台提问：贵公司通过孵化器投资超磁新能、东昇聚变、量晶万 维三大前沿项目，覆盖核聚变、高温超导材料的三大前沿科技，可否告知分别投入了多少资金，且到现 在是否带来投资盈利？ （文章来源：每日经济新闻） 城投控股（600649.SH）12月26日在投资者互动平台表示，海桐国际创新中心是海创产业研究院核心团 队与城投控股、杨浦区国资共建的专业孵化器，于2025年4月在湾谷科技园正式落地运营。孵化器注册 资本1000万元，其中公司认缴出资200万元，持股20%。公司通过孵化器投资超磁新能、东昇聚变、量 晶万维等三个项目。 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002859 证券简称：洁美科技 公告编号：2025-093 债券代码：128137 债券简称：洁美转债 浙江洁美电子科技股份有限公司 关于为全资子公司提供担保的进展 公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 特别风险提示： 浙江洁美电子科技股份有限公司（以下简称"公司"）及下属全资或控股子公司担保总余额（担保实际发 生额，含本次担保，均为公司合并报表范围内主体之间的担保）超过上市公司最近一期经审计净资产 50%，敬请投资者注意相关风险。 一、担保情况概述 为满足公司经营发展需要，公司于2025年12月17日与中国银行股份有限公司安吉县支行签署了《最高额 保证合同》（合同编号：安吉2025人保165号），为全资子公司浙江洁美电子信息材料有限公司向中国 银行股份有限公司安吉县支行的人民币5,400万元的最高额授信额度提供连带责任保证。 （二）审议程序 浙江洁美电子科技股份有限公司分别于2025年4月15日、2025年5月7日召开第四届董事会第二十二次会 议及2024年年度股东大会，审议通过了 ...

据北京临界领域公众号消息，目前北京临界领域正在紧锣密鼓建设国内首条高品质铜基超导材料量产 线，即将迎来投产，开启产业化新篇章。北京临界领域称，这条量产线将实现铜基超导粉体、靶材、织 构块体的规模化、稳定化生产，打破"实验室技术"与"产业应用"之间的壁垒。量产能力的形成，不仅将 大幅降低下游企业研发与应用成本，更将推动中国高温超导产业形成完整自主产业链。 业内人士分析，随着可控核聚变技术逐步迈向商业化，高温超导材料作为核心支撑环节，市场需求有望 进入爆发期。洁美科技此次跨界布局，既契合自身科技型平台企业的发展定位，也精准把握了新能源材 料领域的产业风口，未来有望在技术协同与市场拓展中实现价值提升。 中证报中证网讯（记者 罗京）12月18日，洁美科技发布公告称，公司近日宣布完成对北京临界领域科 技有限公司（简称"北京临界领域"）的参股投资，相关工商变更登记手续已全部办结，标的公司已取得 北京市市场监督管理局换发的营业执照。此次投资标志着洁美科技正式进军高温超导材料领域，向可控 核聚变等终极能源赛道迈出关键布局步伐。 根据公告披露，洁美科技于2025年10月26日与北京青科创联科技发展有限公司及北京临界领域原有股东 ...

Group 1 - The core viewpoint of the articles highlights the significant advancements and investments in nuclear fusion technology in Shanghai, particularly focusing on high-temperature superconductors and tokamak devices, which are seen as crucial for the future of energy production [1][7][10] - Yixi Technology, a Shanghai-based company specializing in superconducting magnets for nuclear fusion, has recently completed a new round of financing, raising approximately 200 million yuan, indicating strong investor interest in this sector [1][5] - Shanghai has established itself as a hub for nuclear fusion innovation, with over 12 billion yuan in financing for related enterprises, positioning the city as a potential global leader in fusion energy technology [1][7] Group 2 - The tokamak device, which is essential for magnetic confinement nuclear fusion, relies heavily on superconducting magnets, with manufacturing costs for these magnets accounting for 30%-40% of the total device cost [2][3] - High-temperature superconductors have been a focus of research and development in Shanghai, with local companies like Shanghai Superconductor making significant progress in producing second-generation superconducting tapes, which are crucial for the development of fusion reactors [3][5] - The Shanghai Future Industry Fund has invested in multiple companies, including China Fusion and Dongsheng Fusion, to support the development of various fusion technologies, emphasizing the city's strategic investment in this emerging industry [6][9] Group 3 - The establishment of the China Fusion headquarters in Shanghai marks a significant step in advancing the country's fusion engineering and commercialization efforts, with a focus on research and production capabilities [6][8] - The collaborative ecosystem in Shanghai, which includes partnerships between universities, research institutions, and private enterprises, is fostering innovation in nuclear fusion technology, making it an attractive location for startups in this field [7][9] - The integration of artificial intelligence with nuclear fusion research is being explored, with the potential to enhance the development of fusion power plants and provide sustainable energy solutions for future technological advancements [9][10]

Market Performance - On October 28, the nuclear fusion sector strengthened again, with companies such as Antai Technology and Dongfang Tanye achieving consecutive gains, while Western Superconducting and Yongding shares also rose [1] - Antai Technology's stock price reached 22.98, with a 10.00% increase, and it is a core supplier for global controllable nuclear fusion devices [2] - Western Superconducting, the only Chinese supplier of low-temperature superconducting wire for the ITER project, saw its stock rise by 8.28% to 83.16 [2] - Yongding shares increased by 7.86% to 16.20, with its subsidiary being the only mass producer of second-generation high-temperature superconducting tape in China [2] Domestic and International Developments - Helical Fusion, a Tokyo-based startup, announced progress in developing high-temperature superconducting magnets crucial for fusion reactors, marking a significant step towards commercial fusion energy [3] - Helion Energy received conditional use permits for its fusion generator facility in Washington, clearing obstacles for construction [4] - In China, a research team from the Institute of Metal Research successfully industrialized high-purity ton-level Hastelloy (C276) metal substrates for second-generation high-temperature superconducting tapes [5] - The compact fusion energy experimental device in Hefei is expected to be completed by 2027, potentially becoming the first facility to achieve fusion power generation [5] Industry Insights - The controllable nuclear fusion industry in China is entering a phase of significant capital expenditure, with over 150 billion yuan planned or under construction by September 2025 [6] - The industry is diversifying its technological routes, with the Tokamak being the most mature. Key components such as magnets and vacuum chambers constitute major costs [6] - The global nuclear fusion market is projected to reach approximately $843.46 billion by 2040, with a compound annual growth rate (CAGR) of about 6% from 2030 to 2040. China's market is expected to grow to around $53.68 billion by 2040, with a CAGR of 6.4%, slightly higher than the global average [6] Project Updates - The EAST project has reached a mature stage, with core component tenders nearly complete, while the BEST project is in mid-construction with key component tenders ongoing [7] - The CFEDR project is still in the research phase, with concentrated tendering expected between 2027 and 2029 [7] - The CRAFT project has completed some tenders and is advancing in the procurement of magnets, power supplies, and diagnostic systems [7]

Core Viewpoint - The article highlights the successful industrialization of high-purity ton-level Hastelloy C276 metal substrate for second-generation high-temperature superconducting tapes, crucial for controlled nuclear fusion, also known as "artificial sun" [1][3]. Group 1: Industrialization and Technological Breakthrough - The research team at the Institute of Metal Research, Chinese Academy of Sciences, has developed a purification technology that overcomes the bottleneck in the metal substrate technology for second-generation high-temperature superconducting tapes [1][3]. - The successful production of the high-purity Hastelloy C276 metal substrate marks a significant step towards reducing reliance on imported materials, which are expensive and have uncertain supply times [3][4]. Group 2: Material Properties and Performance - The produced metal substrate has a thickness of only 0.046 mm, width of 12 mm, and length exceeding 2000 meters, with a surface roughness of less than 20 nanometers, indicating exceptional smoothness [4]. - The tensile strength of the material at liquid nitrogen temperatures exceeds 1900 MPa, capable of supporting a weight of 190 tons over an area the size of a fingernail, demonstrating outstanding mechanical properties [4]. - Even after being subjected to 900 degrees Celsius for 5 minutes and then cooled to room temperature, the tensile strength remains above 1200 MPa, showcasing excellent thermal stability and mechanical performance [4].

Core Insights - Nuclear fusion is expected to become the ultimate energy source due to its high energy density and safety advantages, with significant support from policies and capital accelerating the industrial process [2][5] - Major global economies are strategically focusing on the prospects of nuclear fusion, providing support in terms of policies and funding to expedite industrialization [2][5] Group 1: Industry Overview - Nuclear fusion involves the combination of two light atomic nuclei under high temperature and pressure, releasing a large amount of energy, and is seen as a potential ultimate energy source for humanity [2] - Despite existing technical challenges such as energy balance and material performance, strong policy and capital support will drive the acceleration of research and development in the industry [2] - The CFETR in China, EU-DEMO in Europe, and K-DEMO in South Korea are planned to begin construction between 2035 and 2040, with operations expected to start by 2050 [2] Group 2: Technological Developments - Various technological routes for nuclear fusion exist, with the Tokamak being the most mature, while other routes like Z-pinch also show potential [3] - The Tokamak technology, which uses magnetic fields to confine plasma, is the most widely applied and developed, with significant milestones such as the EAST achieving high-quality burning at 100 million degrees Celsius for 1000 seconds [3] Group 3: Cost Structure - The main cost components of Tokamak systems include the magnetic system, vacuum chamber, and other supporting systems, with the magnetic system accounting for 28% of costs, vacuum chamber 8%, and internal components 17% [4] - The industry is focusing on superconducting magnets to enhance plasma confinement time, with high-temperature superconductors expected to improve fusion reaction rates and reduce cooling costs as technology matures [4] Group 4: Investment Opportunities - With major fusion devices like BEST in planning or construction phases and large-scale bidding imminent, investment opportunities are emerging in related sectors [5] - Companies to watch include those involved in low-temperature superconductors, high-temperature superconductors, vacuum chambers, and power systems, such as Western Superconducting, Lianchuang Optoelectronics, and others [5]

Core Insights - China's self-developed nuclear fusion device (BEST) has achieved a significant milestone with the successful installation of its first key component, marking a new phase in its construction, with plans for completion by the end of 2027 and potential commercialization by 2030 [1] - The nuclear fusion index reached a historical high, with a cumulative increase of 116.67% since last year's "9·24" market surge, and an 81.61% rise this year [1] - Fund managers believe controlled nuclear fusion could become the ultimate form of energy for humanity, with a market potential reaching trillions of yuan [1][2] Industry Developments - Rapid advancements in high-temperature superconducting materials and artificial intelligence are accelerating the realization of controlled nuclear fusion, positioning it as a new battleground for major powers [2] - Controlled nuclear fusion is seen as a key pathway to achieving clean, safe, and nearly limitless energy, offering advantages over traditional nuclear fission, including higher energy density and reduced radioactive waste [2][3] - The global nuclear fusion market is projected to exceed $40 trillion by 2050, with the number of fusion companies increasing from 33 in 2022 to 45 in 2024, attracting $7.1 billion in investments [4] Investment Landscape - China has invested approximately 145.5 billion yuan in major nuclear fusion projects, with expected annual capital expenditures nearing 10 billion yuan over the next 3-5 years [5] - The commercial viability of nuclear fusion power plants is crucial, as high initial development costs must be significantly reduced to scale up fusion energy [6] - Public funds focusing on nuclear fusion themes have seen significant gains, indicating a growing interest in this sector, with potential for substantial market growth as commercialization progresses [7] Key Investment Opportunities - The most valuable segments of the controlled nuclear fusion supply chain include materials such as magnets and first-wall components, with significant investment opportunities in upstream suppliers [8] - Investors are advised to track national-level experimental projects in Hefei and Chengdu, as well as private sector investments in linear fusion devices, to identify growth potential in the industry [7][8]