点击 最 下方 "在看"和" "并分享，"关注"材料汇 添加 小编微信 ，遇见 志同道合 的你 正文 本篇报告解决了以下核心问题： 1 、当前核聚变技术进展和未来关键时间节点展望； 2 、全球核聚变装置运行状况及融资情况分析； 3 、磁体系统、偏滤器、包层系统价值量分析及关键材料拆解。 核聚变技术加速突破，大科学装置实现里程碑节点 ITER（国际热核聚变实验堆）： 2020年进行了重大工程安装启动仪式，预计2034年开始对氘-氚等离子体进行实验，2036年开始以全磁能和等离子体电流长脉冲运 行，2039年开始氘-氚运行。中国承担了18个关键部件采购包制造。 HL-3（环流三号）： 2025年5月，综合参数聚变三乘积达到10的20次方量级，中国聚变快速挺进燃烧实验。 EAST（东方超环）： 2025年1月，首次完成1亿摄氏度1066秒长脉冲高约束模等离子体运行，再次刷新世界纪录。 BEST（紧凑型聚变能实验装置）： 2025年5月，工程总装提前两个月正式启动，计划2027年建成，2030年演示发电。 CRAFT（聚变堆主机关键系统综合研究设施）： 目标建成国际核聚变领域参数最高、功能最完备的综合性研究及测试平台 ...

1.1全球政策加速材料迭代 1.2 技术交叉催生颠覆性突破 2. 六大核心赛道深度解析 3. 2025年战略聚焦方向 4. 企业突围路径建议 点击 最 下方 "在看"和" "并分享，"关注"材料汇 添加 小编微信 ，遇见 志同道合 的你 正文 目录 1. 产业变革背景：碳中和与第四次工业革命的双重驱动 5. 结语：材料革命重塑人类文明 2.1 固态电池材料：电动车革命的终极答案 2.2 超导材料：能源网络与量子计算的基石 2.3 生物基可降解材料：万亿级替代市场启动 2.4 宽禁带半导体材料：5G/6G时代的底层支撑 2.5 智能响应材料：人机交互的新界面 2.6 超材料：重新定义物理规律 3.1 商业化临近临界点的材料 （1）固态电解质 （2）钙钛矿光伏材料 3.2 可能引发产业链重构的技术 （1）分子级自组装材料 （2）氢脆抑制合金 3.3 地缘政治敏感领域 （1）极紫外光刻胶 （2）高纯石英砂 4.1 生态构建：宁德时代"材料 - 电芯 - 回收"闭环体系 4.2 敏捷创新：陶氏化学数字孪生材料开发平台 4.3 标准争夺：中国石墨烯联盟主导ISO/IEC国际标准制定 图 新材料产业全景图，来源：新材料在 ...

以下文章来源于峰瑞资本 ，作者李罡 峰瑞资本 . 峰瑞资本致力于调动所有可能的资金、技术和资源，投资优秀创业公司，并帮助它们成长为具有长期社 会价值和商业价值的伟大企业。峰瑞坚持投早、投小、投科技，重点投资方向包括消费/TMT、硬科 技、生物医药，超过1/2的已投项目属于交叉学科创新。 本文来自微信公众号： 峰瑞资本 （ID：freesvc） ，作者：李罡（峰瑞资本副总裁），原文标题： 《"人造太阳"有多难？揭秘可控核聚变的核心技术和创业机会 | 峰瑞报告》，头图来自：AI生成 "AI与核能利用，是两件可以改变21世纪人类生活面貌的伟大事物。"OpenAI首席执行官山姆·阿尔特 曼曾断言。 人工智能与核能，就像是通向未来文明的两条轨道——一条正在重塑智能的本质，另一条则试图驯服 来自宇宙本源的能量。 更重要的是，这两条轨道正在交汇协同。一方面，AI发展迅猛，算力需求暴增，进而引发能源消耗 的问题。而核能，尤其是可控核聚变，被视为解决这一挑战的关键。另一方面，AI或许将助力核能 发展，不仅可以把控核反应系统，或许还能参与到反应本身的实时控制。2025年6月，核电公司泰拉 能源 （TerraPower） 宣布完成 ...

明日主题前瞻 1、6G | 据智通财经，在7月5日举办的2025全球数字经济大会"6G技术创新与产业发展峰会"上，北京市发布了首个6G产业专项政策。北京市政府相关负责人 表示，通过出台专项支持政策引导推动6G产业走实走深，充分发挥高校云集、科研院所众多、高新技术企业集聚优势，构建了完善的产学研协同创新体 系。未来，北京将进一步强化技术策源，共创成果转化，推进产业带动，加强人才聚集，全力支持6G关键技术攻关和产业生态建设。 点评：华福证券指出，2025年为6G标准制定元年，产业有望在2029年以后进入商业化阶段。开源证券认为，6G技术的进步和应用场景的拓展预计将推动教 育、娱乐、设计、制造等行业的变革，也将为资本市场带来新的投资机会。银河证券表示，在当前6G技术持续突破的过程中，科技巨头正纷纷抢占核心技 术赛道。我国对于未来产业的支持力度，已逐步提升到方向确立后的投入时期。 2、超导 | 据国务院国资委官网，近日，国务院国资委党委书记、主任张玉卓到中国有色矿业集团有限公司调研并表示，要持续提升重要金属矿产资源保障 能力，要加快发展新质生产力，加大科技创新投入，推动资源开发、冶炼加工、工程建设等传统业务向高端化、 ...

Core Insights - The article highlights differentiated growth in specific segments, with semiconductor materials growing at 50%, new energy materials at 52%, and biomedical materials at 87%, while traditional structural materials maintain a stable growth rate of 8-10% [2][10]. - Emerging fields are rapidly rising, such as AI servers with high-frequency materials growing at 60%, new energy vehicles with MLCC demand increasing by 100%, and hydrogen energy with a 60% localization rate for proton exchange membranes [2][10]. - The industry chain is evolving, with semiconductor materials seeing a "wafer factory + material factory" bundling development model, and new energy materials adopting a three-in-one model involving automakers, battery manufacturers, and material suppliers [2][12]. Market Dynamics - Channel transformation is evident, with traditional distribution dropping to 40%, while customized services account for 35%, technology licensing for 15%, and joint research for 10% [3][13]. - Reverse innovation is on the rise, with downstream applications leading material customization, breaking the traditional linear research-production-sales model, and it is expected that by 2030, 30% of new material innovations will be driven by application scenarios [3][20]. - Companies are making strategic choices, with leading firms focusing on "materials + equipment + algorithms" full-stack capabilities, SMEs concentrating on niche technologies, and startups exploring disruptive innovations [3][23]. Technological Advancements - Material genome engineering is revolutionizing the R&D model, while breakthroughs in production processes are reshaping cost curves [4][16]. - Future technological directions include extreme performance breakthroughs, intelligent upgrades, green manufacturing, and cross-industry integration [4][20]. Market Outlook - The market is projected to reach 1 trillion yuan by 2025 and exceed 3 trillion yuan by 2030, maintaining a CAGR of 18%, driven by domestic substitution, technological iteration dividends, and the expansion of emerging applications [4][19]. - Key materials to watch include high-end photoresists, aerospace engine materials, solid-state batteries, high-temperature superconductors, perovskite photovoltaic materials, high-frequency materials, MLCCs, UTG glass, and biodegradable materials [4][10]. Industry Background - The innovative materials sector is a cornerstone for China's manufacturing transformation, with the industry size surpassing 6 trillion yuan in 2024, maintaining a 20% annual growth rate [7][8]. - The industry is characterized by intensive policy support, accelerated technological breakthroughs, and expanded application scenarios, particularly in fields like solid-state battery materials and high-temperature superconductors [8][10]. Competitive Landscape - The industry is witnessing an increase in concentration, characterized by a dual-track model of "national teams leading + specialized private firms" [12]. - The collaborative model in the supply chain is innovating significantly, with semiconductor materials adopting a bundling development model and new energy materials forming a three-in-one R&D approach [12][13]. Policy and Institutional Innovation - National strategic layouts provide strong support, with the Ministry of Industry and Information Technology outlining key development directions for advanced materials [15]. - The establishment of a standard system that aligns with international standards is accelerating, although challenges remain due to new EU regulations [15][16]. Investment Strategy Recommendations - Focus on three major tracks: high certainty in domestic substitution (semiconductor precursors, medical-grade polylactic acid), beneficiaries of technological iteration (solid-state electrolytes, superconducting materials), and platform technology companies (materials AI design software) [24]. - Companies should build long-term agreements for certification and procurement, while material firms need to integrate into automotive battery technology roadmaps [23][24].

Core Viewpoint - The State-owned Assets Supervision and Administration Commission (SASAC) emphasizes the need for a new round of mineral exploration strategies to enhance the development of the new materials industry, particularly superconducting materials, and to ensure high-quality growth in the sector [1] Group 1: Strategic Actions - SASAC aims to improve the security of important metal mineral resources and accelerate the exploration, investment, development, construction, smelting, and processing across the entire industry chain [1] - The implementation of a new round of breakthrough mineral exploration strategies is prioritized to increase the reserves and production of important metal minerals [1] - The "going out" strategy is to be promoted to establish a positive image of central enterprises [1] Group 2: Economic Growth and Industry Trends - The focus is on achieving high-quality stable growth while closely monitoring macroeconomic conditions and industry trends [1] - Companies are encouraged to adjust their operational strategies in a timely manner, emphasizing cost reduction and efficiency improvement [1] - There is a call to plan and layout major projects that effectively support the expansion of domestic demand [1] Group 3: Technological Innovation and Transformation - The development of new productive forces is to be accelerated with increased investment in technological innovation [1] - Traditional businesses such as resource development, smelting, processing, and engineering construction are encouraged to transition towards high-end, intelligent, and green practices [1] - The high-quality development of the new materials industry, particularly superconducting materials, is a key focus area [1]

Core Insights - The high-temperature superconducting (HTS) materials industry is experiencing significant growth opportunities due to breakthroughs in superconducting technology across various sectors such as energy, healthcare, and transportation [3][4] - The industry faces challenges including high material costs, technological shortcomings, and an incomplete supply chain, which need to be addressed for sustainable development [8][9] Group 1: Development Opportunities - Breakthroughs in scalable production technologies for HTS materials have been achieved, with companies in China's Yangtze River Delta region capable of producing kilometer-long YBCO superconducting wires, reaching international advanced levels [4] - The application of HTS materials is becoming increasingly mature, with developments in superconducting power equipment and the establishment of the world's first superconducting substation [5] - The market demand for HTS materials is experiencing explosive growth, with a tenfold increase since 2020, driven by the potential commercialization of fusion reactors and advancements in high-energy accelerators [6] Group 2: Challenges to High-Quality Development - The cost of HTS materials remains high, limiting their large-scale application, with YBCO wire prices around $150 per kA·m, far from the target of $50 per kA·m for widespread use [8] - Key technologies for high-end superconducting magnets are still reliant on imports, hindering the industry's ability to compete globally [9] - The supply chain for HTS materials is not fully developed, with dependencies on foreign imports for critical raw materials and equipment, posing risks to self-sufficiency [9] Group 3: Strategies for Advancement - The industry should focus on core technology breakthroughs, collaborative development, and the establishment of an innovative ecosystem to enhance the rapid development of the HTS materials sector [10][11] - Strengthening the supply chain by ensuring the availability of high-purity raw materials and advanced manufacturing technologies is essential for the industry's growth [10] - Encouraging participation from local governments, leading enterprises, and research institutions in R&D efforts will foster a collaborative innovation platform, promoting resource sharing and technological standards [11]

Core Viewpoint - China's superconducting technology is advancing rapidly, with Shanghai Superconductor Technology Co., Ltd. being the only company globally to produce over 1,000 kilometers of superconducting materials annually, indicating a significant competitive edge in the industry [1] Company Summary - Shanghai Superconductor Technology Co., Ltd. plans to expand its production capacity significantly, aiming to reach 20,000 kilometers within three years [2] - The company has established itself as a global leader in high-temperature superconducting materials, holding over 80% market share domestically and serving more than 180 clients worldwide [1] - The company has moved its operations to a new industrial area to facilitate a production increase from 200 kilometers to 2,000 kilometers annually [1] Industry Summary - The superconducting materials industry is expected to experience explosive growth over the next decade, prompting the need for rapid capacity expansion [1] - The Zhangjiang area has become a preferred location for new factories due to recent land price reductions, making it more accessible for companies like Shanghai Superconductor [2] - The establishment of a dedicated approval service team in Zhangjiang has streamlined the process for new projects, allowing for faster construction and operational readiness [3][4]

聚焦打造新质生产力发展新优势，综改区强化产业链引领，聚焦高端装备、新材料、合成生物、人工智 能等主赛道，加快培育新动能，提升先进制造质量竞争力。山西省16条重点产业链中，综改区链主、链 核企业分别占24.3%、16.6%，高新技术企业占全省的26.1%，省级专精特新企业占全省的20.4%，高技 术制造业增加值占全省的50%。山西晶科能源智造有限公司、山西厚生新材料科技有限公司、泰山玻璃 纤维（太原）有限公司、海纳半导体（山西）有限公司等一批新投产项目加快产能爬坡，山西煤矿机械 制造股份有限公司、山西锦波生物医药股份有限公司等一批新建技改升级项目加快投产。 转自：中国质量报 质量强区战略激发高质量发展新动能 山西综改区锻造新质生产力"主引擎" □ 本报记者 秦海峰 作为全省转型发展排头兵，近年来，山西转型综改示范区（以下简称"综改区"）紧扣"打造成为培育新 质生产力、塑造发展新优势的先行区"工作目标，以质量强企、强链、强区为抓手，在高端制造、科技 创新、标准引领三大领域突破攻坚，为全省高质量发展注入强劲动能。 为强化科技创新支撑，综改区出台了《促进产业高质量发展的若干措施》等系列政策，引导企业持续提 高核心技术 ...

（原标题：上市公司动态 | 小商品城拟香港设立子公司提供公司秘书服务，上海超导科创板IPO获受 理，兆威机电、卧龙电驱披露H股上市进展） 重点要闻 小商品城拟设立香港全资子公司并申请香港TCSP牌照 兆威机电(003021.SZ)公告称，公司已于2025年6月18日向香港联交所递交了发行境外上市外资股（H 股）并在香港联交所主板挂牌上市的申请，并于同日在香港联交所网站刊登了本次发行并上市的申请材 料。 卧龙电驱拟发行H股并在香港联交所上市 卧龙电驱(600580.SH)公告称，公司拟在境外发行股份（H股）并在香港联合交易所有限公司挂牌上市， 以深化全球化战略布局，提高公司国际形象及综合竞争力。关于本次H股发行并上市的具体细节尚未确 定。 再融资动态 国泰海通发行150亿元科技创新公司债券获得证监会同意注册批复 小商品城(600415.SH)公告称，为借助香港金融生态优势，公司全资子公司浙江迅弛数字科技有限公司 （"义支付"母公司）拟在香港设立两家全资子公司。其中，迅弛香港有限公司注册资本5000万港元，由 其再投资设立迅弛香港东方有限公司（注册资本1000万港元），后者将作为香港TCSP牌照（信托或公 司服务 ...