从应用节能视角审视，廉价核聚变能源将引发"能源使用革命"，进一步放大其普惠价值。当前全球节能技术推广的最大瓶颈，在于部分高耗能产业"节能成 本高于能源成本"——例如钢铁、化工等行业的低碳改造，常因电力成本过高而难以落地。若核聚变发电实现商业化，其单位电价有望降至当前火电的1/5甚 至更低，这将彻底改变能源成本结构。一方面，高耗能产业可通过廉价电力实现绿色转型，降低全球工业品生产成本；另一方面，廉价电力将推动电动汽 车、智能家居等节能产品大规模普及，形成"能源廉价-节能易行-碳排降低"的良性循环。在非洲、东南亚等能源短缺地区，廉价核聚变电力还将解决居民基 本用电问题，直接提升数十亿人的生活质量。 全球能源市场正陷入双重困境：化石能源价格波动加剧引发供应链焦虑，可再生能源的间歇性又难以支撑基荷电力需求。就在此时，中国"人造太阳"核聚变 发电装置传来重磅消息——BEST装置有望在两年后实现关键"点燃"，2027年底建成后将聚焦氘氚燃烧等离子体实验，为商业化发电扫清核心障碍。作为能 源专家与应用节能研究者，我们清晰地认识到，这不仅是中国能源科技的里程碑，更意味着人类离廉价新能源的时代已近在咫尺，中国核聚变技术将以"能 ...

Group 1 - Major companies are increasing investments in nuclear fusion power, which will impact the nuclear fusion, shoreline energy storage, and photovoltaic or green energy sectors [1] - The A50 index rose nearly 1% on Friday, indicating improved market sentiment, with expectations of a likely high opening on Monday [1] - The third-quarter report of the technology company Hanwang shows revenue of 1.727 billion, a year-on-year increase of 1332.52%, and a net profit of 567 million, a year-on-year increase of 391.47% [1] Group 2 - The recent drop in spot gold and silver prices has led to bearish sentiment, but this is viewed as an opportunity rather than a risk [2] - The core logic behind the recent cycle of price increases is driven by inflation and potential interest rate cuts by the Federal Reserve [2] - The demand for copper, aluminum, and silver is expected to rise due to advancements in AI technology [2]

Core Viewpoint - Japan is positioning nuclear fusion power as a key component of its energy strategy, aiming for verification in the 2030s to enhance industrial competitiveness and economic security [1][4][5]. Group 1: Government Strategy - The Japanese government plans to revise the "Fusion Energy Innovation Strategy" to explicitly state its goal of leading global verification efforts in nuclear fusion by the 2030s [3]. - A special task force will be established within the Cabinet Office to address legal, budgetary, and talent development issues related to nuclear fusion technology [4]. - The government aims to promote international standardization in collaboration with private enterprises, which could facilitate market expansion for Japanese companies [4][5]. Group 2: Technological Development - Nuclear fusion is considered a safer alternative to current nuclear power, with lower radioactive waste and no greenhouse gas emissions, making it an "ideal energy" source [1][4]. - Japan plans to allocate 10 billion yen in the 2024 budget to enhance experimental facilities across three institutions, including the National Institute for Fusion Science and the Quantum Science and Technology Research and Development Agency [4]. - The establishment of the "J-Fusion" consortium in 2024, involving over 80 companies, aims to accelerate the development of nuclear fusion technology [6]. Group 3: Global Context and Competition - Japan's focus on nuclear fusion aligns with similar goals from the US and China, both targeting verification in the 2030s, while the UK aims for verification by 2040 [5]. - The ITER project, a collaborative international nuclear fusion experiment, has faced delays, pushing its operational target to 2034, prompting Japan to expedite its own fusion power initiatives [6].