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中德同步加码核聚变突破,天工国际(00826)受益材料赛道
智通财经网· 2025-10-02 07:37
Group 1 - The field of controllable nuclear fusion is accelerating towards commercialization, with significant advancements reported from China and Germany, marking an intensifying global competition in the "artificial sun" race [1] - In China, the BEST project in Hefei has achieved a key breakthrough with the successful development and delivery of the main component, the Dewar base. The total assembly work for BEST is set to officially start in May 2025, with completion expected in two years, aiming for the first demonstration of fusion energy generation globally [1] - Germany's government has approved an action plan to build the world's first nuclear fusion power plant, with over 2 billion euros allocated for research and infrastructure support by 2029 [1] Group 2 - China Galaxy Securities emphasizes the importance of controllable nuclear fusion as the sole direction for future energy, with around 35 countries engaged in fusion research, led by China, the US, Russia, Europe, and Japan [2] - The nuclear fusion industry chain consists of upstream materials, midstream superconducting magnets, first wall structures, vacuum modules, and downstream power plant operations. Companies are advised to focus on core projects in terms of industry development stages, high value, certainty, elasticity, and AI empowerment [2] - Industrial growth potential is highlighted for Tian Gong International (00826), which is positioned in the scarce core materials sector, particularly in titanium alloys and fusion materials, with significant growth opportunities in humanoid robotics [2]