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大跨界!中国石油强化布局可控核聚变
Zhong Guo Dian Li Bao· 2025-07-03 03:17
Group 1 - China National Petroleum Corporation (CNPC) Capital announced an investment of 655 million yuan in Kunlun Capital for a total capital increase of 3.275 billion yuan, aimed at investing in controllable nuclear fusion projects [1] - This is not CNPC's first venture into nuclear fusion; last year, Kunlun Capital and Hefei Science Island Holdings became shareholders in a fusion energy company, each investing 2.9 billion yuan for a 20% stake [1] - Controllable nuclear fusion is referred to as the "ultimate energy" source, with the potential to provide limitless energy without high-level radioactive waste [3][4] Group 2 - The principle of nuclear fusion mimics the sun's energy production, utilizing isotopes of hydrogen (deuterium and tritium) to release significant energy [4] - The key technologies for achieving controllable nuclear fusion are magnetic confinement fusion and inertial confinement fusion, with the tokamak device being the most mainstream approach [4] - China has made significant advancements in nuclear fusion research, transitioning from a follower to a core player in the field, with projects like the EAST tokamak and participation in the ITER project [3][8] Group 3 - The ITER project, initiated in 1985, aims to create a large-scale fusion reactor through international collaboration, with China joining in 2006 and taking on a significant portion of the research tasks [9][10] - The CFEDR (China Fusion Engineering Demonstration Reactor) project is a strategic initiative to develop a demonstration reactor, with plans to achieve commercial fusion energy by 2050 [11][12] - The CRAFT (Comprehensive Research Facility for Fusion Technology) project is set to be completed by 2025, providing a platform for high-parameter testing and supporting the CFEDR project [12]
【电新】25年新增核准10台核电机组,可控核聚变领域近期频现突破——碳中和领域动态跟踪(一百五十七)(殷中枢/郝骞/宋黎超)
光大证券研究· 2025-04-28 09:07
点击注册小程序 查看完整报告 特别申明: 本订阅号中所涉及的证券研究信息由光大证券研究所编写,仅面向光大证券专业投资者客户,用作新媒体形势下研究 信息和研究观点的沟通交流。非光大证券专业投资者客户,请勿订阅、接收或使用本订阅号中的任何信息。本订阅号 难以设置访问权限,若给您造成不便,敬请谅解。光大证券研究所不会因关注、收到或阅读本订阅号推送内容而视相 关人员为光大证券的客户。 报告摘要 事件: 4月27日,经国务院常务会议审议,决定核准三门核电三期工程等5个核电项目,合计10台机组 。 真实能量,预计在2027年底建成。 ( 3)下一代"人造太阳"——中国聚变工程示范堆( CFEDR)正在开 展工程设计,未来将瞄准建设世界首个聚变示范电站。 风险分析: 项目建设进度不及预期、 政策变化致项目核准进度不及预期 、 原材料价格上涨风险。 发布日期: 2025-04-28 免责声明 本订阅号是光大证券股份有限公司研究所(以下简称"光大证券研究所")依法设立、独立 我国核电项目审批已经进入规模化核准阶段 根据《中国能源报》内容,此次核准的 5个核电机组具体为中核三门核电5、6号机组、中广核广西防城港 核电5、6号机组 ...