点击 最 下方 关注《材料汇》 ， 点击"❤"和" "并分享 添加 小编微信 ，寻 志同道合 的你 正文 （ 如需报告全文请告知小编 ） 2025年，英国原子能管理局（UK Atomic Energy Authority，UKAEA）发布新版 聚变材料路线图 ，拓展 了 实现可持续聚变能源必须攻克的关键材料范畴 ，为未来技术突破指明了方向。 路线图指出， 到2028年 ，锂增殖氚创新计划（LIBRTI）将生成第一组数据，用于球形托卡马克能源生 产计划（STEP）的材料仍处于长交付周期状态； 到2035年 ，国际聚变材料辐照设施-示范导向中子源项目（IFMIF-DONES）将投运，用于STEP的材料 将处于短交付周期状态。 到本世纪40年代初期 ，STEP首次实现等离子体放电。 路线图从"模拟聚变环境""构建材料供应链，助力绿色、可持续的商业化聚变"和"开发预测模型，确保 材料合格"三个维度，分近期（2025年-2035年）和长期（21世纪40年代及以后）两个层级，介绍了聚变 材料的发展目标。 （1）模拟聚变环境 近期： 建立在相关温度、强磁场（20T）和应变（+/-0.5%）条件下，辐照、处理和测试 高温超导 ...

（文章来源：21世纪经济报道） 2026核聚变能科技与产业大会将于2026年1月16日至17日在安徽合肥举办。此次大会将在合肥庐阳区聚 变堆主机关键系统综合研究设施（CRAFT）园区召开，主题为"聚核之力，创见未来"，旨在促进核聚 变产业链上下游协同创新与成果转化，届时核聚变产业资金、产业技术合作有望加速。 开源证券称，可控核聚变装置研发建设正稳步推进，BEST、星火一号、先觉聚能、环流四号项目有望 陆续开工，核心部件订单有望持续释放；TMTG并购TAE打造全球首家商业聚变上市公司，有望提振 FRC板块情绪。 ...

Group 1 - The core viewpoint of the article is that Russia plans to develop a megawatt-class nuclear-powered spacecraft engine prototype by 2030, highlighting the collaboration between the Russian State Atomic Energy Corporation and the Russian State Space Corporation for lunar orbital station and rocket engine projects [1] - The Russian State Atomic Energy Corporation has made progress in over 100 high-tech new fields, particularly in nuclear medicine and nuclear fusion, indicating a strong focus on innovation and development [1] - By 2025, the total value of overseas orders for the Russian State Atomic Energy Corporation is expected to reach $200 billion, with revenue from overseas projects projected to be $16.5 billion [1] Group 2 - Two battery plants being constructed by the Russian State Atomic Energy Corporation in Kaliningrad and the New Moscow region are set to commence commercial operations in 2026, which will supply charging batteries for 100,000 cars annually [1]

Group 1 - The core viewpoint of the article is that the Russian State Atomic Energy Corporation plans to develop a megawatt-class nuclear-powered spacecraft engine prototype by 2030, in collaboration with the Russian space agency [1] - The collaboration between the Russian State Atomic Energy Corporation and the Russian space agency focuses on contributions of nuclear energy to near-Earth and deep space exploration [1] - The company has made progress in over 100 high-tech new fields, particularly in nuclear medicine and nuclear fusion, with many new projects developed [1] Group 2 - By 2025, the overseas order volume of the Russian State Atomic Energy Corporation is expected to reach $200 billion, with revenue from overseas projects amounting to $16.5 billion [1] - Two battery factories being constructed in Kaliningrad and New Moscow are set to commence commercial operations in 2026, with the capacity to supply charging batteries for 100,000 cars annually [1]

人民财讯1月1日电，据南方日报，2025年12月31日上午，广东省委书记黄坤明在广州会见了中国核工业 集团有限公司党组书记、董事长申彦锋，党组副书记、总经理张涛一行，双方就深化能源开发合作、携 手加快绿色低碳发展等进行深入交流。 ...

Group 1 - The meeting between Shanghai Electric Group and China General Nuclear Power Group focused on consolidating cooperation, expanding collaboration areas, and enhancing innovation synergy [1][3] - Both companies acknowledged their long-standing strategic partnership and emphasized the importance of their collaboration in advancing China's clean energy sector [3] - The discussion highlighted the need to deepen traditional cooperation in nuclear energy while exploring practical collaboration in solar thermal, wind power, and green hydrogen and ammonia [3] Group 2 - Shanghai Electric aims to support China General Nuclear Power Group in areas such as nuclear safety, technological innovation, and domestic substitution [3] - The companies plan to focus on core technology breakthroughs and deep industrial integration to contribute to the national "dual carbon" strategy and the green transformation of the energy structure [3] - Key executives from both companies participated in the meeting, indicating a strong commitment to ongoing collaboration [4]

Core Viewpoint - China Uranium Industry (001280) emphasizes its commitment to fulfilling its mission of being a "strong nuclear cornerstone and nuclear power granary" while focusing on high-quality development and stable supply of natural uranium [1] Group 1 - The company aims to accelerate the construction of its strategic goals and industrial planning [1] - The focus will be on core responsibilities and main business areas to enhance operational efficiency [1] - The company is determined to ensure a safe and stable supply of natural uranium as part of its key mission [1]

Group 1 - The establishment of the Controlled Nuclear Fusion Innovation Consortium aims to advance fusion energy as a key future energy source in China, aligning with the country's strategic development plan for nuclear energy [1][2] - The consortium, formed by China National Nuclear Corporation and 25 other entities, will focus on building a technological innovation hub for fusion engineering, integrating technology needs with industrial advantages [1][2] - Shanghai Electric, a leading manufacturer in nuclear power equipment, has developed critical core devices and possesses comprehensive capabilities in the supply of fusion equipment, supporting the industrialization process of fusion energy [2][3] Group 2 - The forum highlighted the transition of fusion technology from scientific research to engineering applications, marking a crucial period for commercialization [3][4] - The event featured 18 thematic reports focusing on advanced technologies such as fusion energy conversion, energy storage, and special power sources, fostering collaboration among academia, industry, and research [4] - Shanghai Electric plans to leverage decades of technological accumulation to collaborate with various sectors in advancing fusion technology from laboratory validation to industrial application [3]

Core Viewpoint - The article highlights the advancements in nuclear fusion energy research in Hefei, China, emphasizing its significance as a future energy source alongside hydrogen energy as outlined in the 14th Five-Year Plan [1] Group 1: Nuclear Fusion Research Developments - The scientific island in Hefei, covering less than 3 square kilometers, is identified as the main hub for nuclear fusion research in China [1] - In January 2025, the "East" (EAST) facility achieved a world record by maintaining a plasma temperature of 100 million degrees Celsius for 1066 seconds in a steady-state long-pulse high-confinement mode [1] - In May 2025, the construction of the next-generation compact fusion experimental device (BEST) officially commenced [1] - By the end of 2025, the comprehensive research facility for the key systems of the fusion reactor (CRAFT) is expected to be in the final stages of completion [1]

Group 1: Industry Developments - The ITER edge local model power supply system (ELM-PS) cash contract was successfully awarded to a consortium led by the Southwest Institute of Nuclear Physics, covering the design, manufacturing, and installation of 27 adjustable output power supplies[6]. - The Chengdu quasi-symmetric stellarator project has completed its main structure, expected to operate by 2027, filling a significant research gap in China[6]. - New breakthroughs in neutral beam injection technology by New Wave Fusion achieved a total ion source power of 5MW and an injection power of 2.5MW, meeting design goals and enhancing plasma heating capabilities[6]. Group 2: Investment Events - Beijing Zero Point Energy Technology Co., Ltd. completed over 50 million yuan in angel round financing, focusing on low-cost, high-parameter controllable nuclear fusion technology[8]. - The company aims to use this funding to develop its first experimental device for key verification experiments in magnetic zero-point fusion technology[8]. Group 3: Risk Factors - Potential risks include underperformance of industrial policies and delays in technological breakthroughs and cost reductions[8].