核聚变实验装置

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中信证券:中国聚变有限公司装置稳步推进 零部件订单或将加速兑现
news flash· 2025-05-20 00:25
Core Viewpoint - China Fusion Energy Company is making steady progress in its projects, with a significant procurement announcement indicating a strong demand for upstream component orders [1] Group 1: Project Progress - On May 16, China Fusion Energy Company announced a major procurement for service projects, signaling that related experimental devices are advancing steadily [1] - The total investment for domestic experimental reactors under construction is estimated to exceed 60 billion yuan, indicating a robust demand for upstream component orders [1] Group 2: Industry Outlook - The nuclear fusion sector is expected to experience continuous catalytic growth, with strong prospects for expansion [1] - Industry policy signals are anticipated to become clearer, with accelerated construction of international devices and potential top-level design or funding support expected domestically [1]