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万亿级能源革命来袭!可控核聚变6大龙头强势崛起,谁能问鼎能源之王
Xin Lang Cai Jing· 2025-09-26 14:26
Group 1 - China Fusion Energy Company announced the construction of the "China Circulation No. 4" experimental device in Shanghai, marking the entry into the "superconducting era" of nuclear fusion research [1] - The National Development and Reform Commission and the Energy Administration issued the "Implementation Opinions on Intelligent Development of Controlled Nuclear Fusion," emphasizing the use of AI technology to create intelligent control systems for plasma steady-state operation [1][3] Group 2 - The global competition in nuclear fusion is intensifying, with China's BEST project starting assembly two months ahead of schedule, while the US Helion company signed a global first nuclear fusion power purchase agreement with Microsoft for delivery in 2028 [4] - Japan has updated its "Fusion Energy Innovation Strategy," advancing its commercialization target to 2040, with predictions of over 10 demonstration reactors entering construction by 2035 [4] Group 3 - Wangzi New Materials, through its subsidiary Ningbo Xinyong, has broken international monopolies to become the only domestic producer of nuclear fusion pulse capacitors, with a product lifecycle of 100,000 cycles, supplying the BEST device [5] - Western Superconducting is the only company globally with full-process production capabilities for low-temperature superconducting materials, serving as the exclusive supplier of superconducting wire for the ITER project in China [6][7] - Hezhong Intelligent has overcome three major technical challenges in manufacturing fusion reactor vacuum chambers, achieving 100% domestic production for the BEST project [8] - China National Heavy Machinery Corporation successfully manufactured a thousand-ton TF coil box for the CRAFT project, recognized for its capabilities in large component formation [9] - Antai Technology, a core supplier for the EAST device, contributed to a world record of 1,056 seconds of long pulse operation with its tungsten-copper composite components [10] - A joint venture with an academic team is focusing on Z-pinch hybrid reactor technology, covering major domestic devices and demonstrating significant cost advantages [11]