核聚变能
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“十五五”锚定六大未来产业,新奥产业智能助力新质生产力发展
Zheng Quan Shi Bao Wang· 2025-11-02 03:06
日前,《中共中央关于制定国民经济和社会发展第十五个五年规划的建议》(以下简称"十五五"规划建 议)正式发布,明确将"构建以先进制造业为骨干的现代化产业体系"作为核心任务之一,擎画了产业发 展的智能化、绿色化、融合化方向——既要优化提升传统产业,也要培育和壮大量子科技、生物制造、 氢能和核聚变能、脑机接口、具身智能、第六代移动通信等六大新兴产业和未来产业,成为新的经济增 长点。 新奥已经培育多年的脑机接口和核聚变能位列未来产业规划。新奥集团始终致力于创新,与生态伙伴协 同发力,推动产业智能化和颠覆性技术研发。在核聚变能、脑机接口等未来产业已实现突破,正成 为"十五五"时期产业智能升级和新兴产业发展的重要参与者与赋能者,为新兴产业发展注入强劲动能。 布局未来:从技术攻关到生态共建,攻坚未来产业"新高地" 在能碳智能领域,新奥从不同行业的生产特性与需求出发,创新推出"能碳一体化"数智产品与泛能服务 方案,真正帮企业实现"节能降碳"与"效率提升"双赢。以"肇庆墩煌纺织项目"为例,通过光伏供电、压 缩空气储能、能碳管家等"组合拳",针对性解决了纺织行业染色环节"用能大、成品率波动大"的痛点, 以数智化手段实现了绿电占比 ...
聚焦“十五五”规划建议丨下好产业布局“先手棋” 打造经济新增长点
Yang Shi Wang· 2025-10-29 07:34
Group 1 - The core viewpoint emphasizes the acceleration of energy transition in China, with a focus on building a new energy system and promoting emerging technologies as new economic growth points [1][3][10] - In the electricity consumption of the whole society, one-third is green electricity, and the proportion of non-fossil energy in national energy consumption increases by 1 percentage point annually, while coal's share decreases by 1 percentage point each year [3] - China is leading the world in renewable energy and new energy vehicles, enhancing the "green content" of industries while balancing economic growth and environmental protection [3][12] Group 2 - The rapid development of the digital economy in China is highlighted, with new e-commerce becoming a vibrant component, and over half of live-streaming e-commerce actively using generative AI to optimize operations [7][8] - Emerging industries such as quantum technology, biomanufacturing, hydrogen energy, and brain-machine interfaces are being prioritized in China's strategic layout to seize global technological competition [10][12] - The "14th Five-Year Plan" targets future industries that represent revolutionary technological breakthroughs, indicating a significant potential for productivity leaps and industrial empowerment [12]
【电新】“十五五”规划呼之欲出,推动氢能和核聚变能成为新的经济增长点——碳中和领域动态追踪(一百六十三)(殷中枢/郝骞)
光大证券研究· 2025-10-27 23:04
Core Viewpoint - The article discusses the strategic planning and development of future industries in China, focusing on key areas such as quantum technology, biomanufacturing, hydrogen energy, nuclear fusion energy, brain-computer interfaces, embodied intelligence, and sixth-generation mobile communication as new economic growth points [4]. Group 1: Energy Sector Development - The clean energy transition is crucial for achieving carbon neutrality goals, with China making significant advancements in solar, wind, and energy storage sectors, establishing a global leadership position in these areas [5]. - Hydrogen energy and nuclear fusion are identified as essential components for deep decarbonization, with hydrogen serving as a flexible carrier and nuclear fusion as a clean baseload power source, potentially forming a key combination for future energy development [5]. Group 2: Hydrogen Energy Industry - Recent policies in China have increasingly supported the hydrogen energy sector, including renewable energy consumption assessments and funding for green methanol projects, indicating a strong governmental push for hydrogen development [6]. - The hydrogen industry is expected to benefit from continuous cost reductions driven by technological advancements and scale, alongside supportive policies for various downstream applications, creating new opportunities for the green hydrogen and ammonia industry [6]. Group 3: Nuclear Fusion Developments - Since 2025, China's nuclear fusion sector has entered a rapid development phase, marked by significant milestones such as the "China Circulation No. 3" entering a new testing phase and the establishment of the China Fusion Energy Co., Ltd. [7]. - Multiple technological routes and projects, including the "Circulation No. 4" and laser fusion power stations, are progressing, indicating a promising future for controlled nuclear fusion projects in China [8].