Core Viewpoint - The completion of all components for the world's largest and strongest pulsed superconducting magnet system marks a significant milestone in the field of fusion energy, as announced by the ITER organization [1] Group 1: Component Manufacturing - The last component manufactured is the sixth module of the central solenoid, which was produced and tested in the United States [1] - This module will be transported to the ITER site in Saint-Paul-lez-Durance, France, for assembly [1] Group 2: System Specifications - The central solenoid will be the most powerful magnet in the entire system, capable of lifting an aircraft carrier due to its strong magnetic force [1] - The central solenoid will work in conjunction with six toroidal field (TF) magnets, which are manufactured and delivered by Russia, Europe, and China [1] - The total weight of the fully assembled pulsed magnet system will be nearly 3,000 tons [1] Group 3: Role in Fusion Reactor - The pulsed magnet system will serve as the "electromagnetic heart" of the ITER tokamak reactor, playing a crucial role in its operation [1]

Core Insights - The ITER project has achieved a significant milestone by completing the manufacturing of all components of the world's largest and most powerful pulsed superconducting magnet system [1][2] - The final component, the sixth module of the central solenoid, was manufactured and tested in the United States and will be assembled in France, where it will serve as the strongest magnet in the system [1] - The entire pulsed magnet system weighs approximately 3000 tons and is considered the electromagnetic "heart" of the ITER tokamak reactor [1] Summary by Sections - **Pulsed Superconducting Magnet System**: The completion of the pulsed superconducting magnet system marks a critical achievement in fusion energy, with the central solenoid capable of lifting an aircraft carrier [1] - **Operational Efficiency**: Once fully operational, ITER will require only 50 megawatts of input heating power to generate 500 megawatts of fusion power, demonstrating a highly efficient energy production process [2] - **International Collaboration**: The ITER project involves over 30 countries, showcasing a unique international cooperation framework that allows for progress in addressing climate change and energy security challenges [2]

Group 1 - The core viewpoint is that China's "artificial sun" is expected to light its first lamp by 2035, marking a historic turning point in fusion energy development [1][2] - The private company New Hope Group has achieved a significant breakthrough with its "Xuanlong-50U" hydrogen-boron fusion device, realizing a million-ampere discharge for the first time globally [1][2] - The commercialization of controllable nuclear fusion is anticipated to lead to an exponential increase in energy capacity, akin to a leap from the "carriage era" to the "high-speed rail era" [1] Group 2 - China is rapidly advancing from laboratory research to power generation, with a six-step process for the commercialization of controllable nuclear fusion [2] - The China Nuclear Industry Group aims to enter the demonstration phase around 2045, while the China Fusion Engineering Test Reactor (CFETR) is planned to complete its demonstration pile by 2035 [2] - The New Hope Group's hydrogen-boron route is being accelerated using AI algorithms, emphasizing safety, fuel freedom, and a short construction period as its key advantages [2]

Core Insights - The "Xuanlong-50U" spherical tokamak fusion device developed by Xin'ao has achieved a significant breakthrough by realizing high-temperature, high-density million-ampere plasma current, marking an important step towards the commercialization of hydrogen-boron fusion [1] - This experiment represents the first instance of achieving high-performance parameters for million-ampere hydrogen-boron plasma discharge internationally, positioning China among the top three countries with megampere spherical tokamak devices [1] Group 1 - The "Xuanlong-50U" device is China's first medium-scale spherical tokamak experimental facility, designed and built independently in 2019, and upgraded from the previous "Xuanlong" device [1] - The device was completed by the end of 2023 and exceeded its expected plasma current targets in August 2024, with plans to focus on high-parameter hydrogen-boron plasma discharge research starting in 2025 [1] - The experiment utilized high-concentration hydrogen-boron fuel, achieving plasma electron temperatures of 40 million degrees Celsius and a density of 1×10^20 m^-3, while also addressing technical challenges in efficiently generating spherical tokamak plasma currents [1] Group 2 - The Xin'ao fusion research team aims to achieve even higher hydrogen-boron plasma parameters, targeting ion temperatures of 100 million degrees Celsius by 2026, and generating a certain number of 200 keV high-energy protons for hydrogen-boron fusion reaction experiments [2] - The "Helong-2" device has been designed with a goal of reaching ion temperatures of 500 million degrees Celsius to comprehensively validate the feasibility of hydrogen-boron fusion [2] - The spherical tokamak hydrogen-boron fusion technology route has been incorporated into the national fusion energy strategy, with magnetic confinement spherical tokamak hydrogen-boron fusion being one of the three key research routes proposed by the Ministry of Science and Technology [2]

Core Insights - The integration of artificial intelligence (AI) is significantly empowering fusion research, aiming to reshape the ecosystem of nuclear fusion studies through deep collaboration among academia, industry, and policy [1][4] - Nuclear fusion, often referred to as the "artificial sun," simulates the energy release mechanism of the sun, requiring extreme conditions to fuse light atomic nuclei into heavier ones, thus providing a virtually limitless energy source [1][2] Group 1: Current Developments in Fusion Research - The International Thermonuclear Experimental Reactor (ITER) project involves resources from 35 countries globally, while China's Experimental Advanced Superconducting Tokamak (EAST) collaborates with ITER, creating an innovative network covering approximately 70 countries and over 150 research institutions [2] - China's "Circulation Three" project is set to open for international collaboration by the end of 2023, with the first round of joint experiments in 2024 attracting participation from 17 global institutions, research institutes, and universities [2] Group 2: AI's Role in Fusion Research - AI has demonstrated significant advantages in handling complex data related to nuclear fusion, enabling precise predictions and intelligent control, transforming plasma data analysis from "hours of modeling" to "milliseconds for solutions" [3] - The introduction of AI allows for 300 milliseconds of advance prediction, effectively preventing interruptions in fusion reactions due to plasma instability, a feat traditional commercial software cannot achieve [3] - AI models can integrate specialized knowledge, expert experience, and experimental records, potentially leading to the establishment of a cross-device database, fundamentally revolutionizing fusion research paradigms [3] Group 3: Future Implications - The deepening integration of AI and fusion research is expected to pave the way for an open-source ecosystem, breaking down data barriers and enhancing resource integration to lower research and development risks [3] - This collaboration will also reduce the marginal costs of knowledge integration, promoting cross-disciplinary cooperation and accelerating the fusion research process [3][4] - The combination of AI and nuclear fusion represents a pinnacle challenge in science and engineering, serving as a test of human collaborative intelligence [3][4]

3月25日，可控核聚变板块大爆发，指数一度涨超7%，掀起涨停潮。 作者 | 弗雷迪 数据支持 | 勾股大数 据（www.gogudata.com） 释放能量高，且环境友好的核聚变被誉为"人类终极能源"，同时也是AI衍生概念，连Open AI的山姆·奥特曼都被其愿景吸引下场亲自投资。 殊不知，近几年可控核聚变研究已经迈入工程可行性验证阶段，实验堆项目正积极落地。 2025年以来，聚变新能、中科院等离子体所等单位开始密集招标，累计采购项目约46项。 这种突破，怎能不在A股庆祝一番？ | 603169 兰石重装 R 10.07 | | | 6.45 | 0.59 | | --- | --- | --- | --- | --- | | 002255 海陆重工 | | 10.06 | 7.88 | 0.72 | | 603015 弘讯科技 | R | 10.02 | 13.73 | 1.25 | | 600105 永鼎股份 | R | 10.00 | 7.26 | 0.66 | | 603011 合锻智能 | R | 9.98 | 11.24 | 1.02 | | 002639 雪人股份 | R | 9.96 | 8. ...

证券研究报告 | 国防军工 | 2025年03月04日 军 工 / 新兴产业团队 • 行业深度报告 国内外可控核聚变融资创新高，我国可控核聚变建设元年或正式开启 分析师 李鲁靖 登记编号：S1220523090002 刘明洋 登记编号：S1220524010002 黄凯伦 登记编号：S1220524090001 摘要 建议关注： 2 国内外核聚变政策陆续出台，大力推进可控核聚变产业化。国务院国资委将重点支持相关企业开展关键技术攻关，力争在 核聚变反应堆设计、材料研发、等离子体控制等方面取得突破性进展。同时，还将推动企业加强与高校、科研院所的合作， 加快核聚变技术从实验室走向产业化的步伐。2024年7月，中国在核聚变领域的发展路线规划显示，预计在2050年前后建 成聚变商用电站，实现聚变堆商用发电，使聚变能源惠及千家万户。 JT-60SA进行一系列技术升级，ITER设备测试进展顺利。2025年2月，日本与欧盟合作的JT-60SA核聚变实验堆项目取得了 重大进展，为全球能源生产带来了新的希望。2025年1月20日，ITER项目在关键设备测试和调试方面取得了重要进展，尤 其是针对其复杂的低温泵系统和真空容器的准备工 ...

原理早已清楚，工程充满挑战。 文丨 贺乾明 编辑丨黄俊杰 2022 年夏天，数亿元风险资金投向两家中国的核聚变创业公司，我们在 科技专栏发文 介绍了可控核聚变的技术进展、投融资情况。 两年后，一座核聚变实验装置在上海临港建成，完成初步技术验证。它看上去并不宏伟，主体部分只有 3 米高，周围插满各种管道，用于输送实验 用的气体、冷却剂和电等 "原料"。 启动它之前，要花几周时间把空气从装置中抽走，在内部创造出真空环境。然后周围的设施再花几周向真空室外的区域注入液氮和液氦，把它们的 温度降低到零下 240 度左右，再给位于其中的超导体注入电流，形成强力的螺旋磁场。维持这样的环境，每个月要花 30 万元电费。 它的主要功能是实验，看造出来的设施能否成功点亮等离子体——气体、液体和固体之外的第四种物质形态——这是实现核聚变的最基础条件。 工程师点击 "开始实验" 按钮后一瞬间，大量电子会沿着螺旋磁场轰击提前注入真空室中的氦气，把它们变成高速旋转的等离子体。同时，周围的装 置向等离子体发射与其旋转频率相同的电磁波，把它加热到 500 万度。 整个测试过程只持续了几十毫秒——还没有人眨眼一次的时间长。但为了实现这一瞬间的 ...