Industry Insights - The State-owned Assets Supervision and Administration Commission (SASAC) emphasizes the need to enhance the resource security of important metal minerals and accelerate the comprehensive development of the non-ferrous metal industry chain, including exploration, investment, development, construction, smelting, and processing [1] - A new round of mineral exploration strategy is being implemented to increase reserves and production of important metal minerals, while also promoting a positive image of central enterprises in the "going out" strategy [1] - There is a focus on achieving high-quality stable growth by closely monitoring macroeconomic conditions and industry trends, adjusting business strategies, and planning major projects to support domestic demand expansion [1] Technology and Market Trends - High-temperature superconductors are expected to see increased market share due to ongoing developments in superconducting cables and controlled nuclear fusion applications [2] - The ReBCO tape is anticipated to significantly reduce production costs compared to first-generation high-temperature superconductors, presenting vast commercial prospects [2] - Controlled nuclear fusion is viewed as a potential ultimate solution for human energy needs, with commercial development prospects expected to accelerate as domestic and international projects progress [2] Company Developments - Western Superconductor is the only company in China that has achieved commercial production of superconducting wires, with products used in major scientific projects such as the International Thermonuclear Experimental Reactor (ITER) and China's fusion reactor [3] - Baile Electric has developed superconducting current limiter technology and is involved in the construction of smart grids for the State Grid, with products certified by IEC to enhance grid stability [3] - Dongfang Tantalum is recognized as the world's largest research and manufacturing base for superconducting niobium materials, achieving a stable RRR value of over 500 for high-purity superconducting niobium materials [4]

超导材料具有零电阻和完全抗磁性等性质，可实现常规材料无法实现的大容量无阻输电、超强磁场 等应用，是具有重大经济和战略意义的先进材料。《国家战略性新兴产业发展规划》《关于推动未来产 业创新发展的实施意见》等多个国家发展战略规划将超导材料列为未来新兴产业的重点突破方向，明确 提出，加快超导材料等前沿新材料创新应用。目前，我国高温超导材料产业迎来重大发展机遇，主要表 现在以下几个方面。 一是高温超导材料规模化制备技术取得突破。实用化的高温超导材料主要包括铜氧化物超导材料、 二硼化镁超导材料和新型铁基超导材料。在以钇钡铜氧（YBCO）为代表的铜氧化物高温超导线材规模 化生产上，我国长三角地区多家企业已具备千米级线材的生产能力，进入国际先进水平行列。在二硼化 镁超导材料方面，我国也实现了千米级长线技术的突破。在新型铁基超导材料实用化研发领域，我国一 直处于国际引领地位，率先突破了高性能长线制备技术并建成了千米级长线制备平台，开辟了实用化高 温超导材料产业"新赛道"。 二是基于高温超导材料的产业应用日趋成熟。在高温超导电力应用领域，我国研制出配电级超导电 缆、超导变压器、超导限流器和超导储能系统等超导电力设备；建成全球首 ...

可控核聚变系列 - 高温超导 20250618 摘要 超导材料依据理论可分为第一类和第二类，其中第二类超导体因可形成 混合态而更具实用价值。实用化的超导材料又分为低温超导和高温超导， 后者可在液氮条件下工作，更具应用前景。 高温超导带材主要分为铜基（如铋系和钇钡铜氧）和铁基两类。铋系已 商业化但性能在磁场下衰减较快，YBCO 性能更稳定成本更低。中国在 铁基超导领域取得显著突破，实现全铁基磁体等应用。 高温超导相比低温超导具有临界磁场更高、可使用液氮冷却等优势，液 氮相较于受限的液氦更具战略意义。高温超导在科研装置和医疗设备中 逐渐替代低温超导，以避免技术瓶颈。 临界电流密度（JC）是超导材料的重要参数，高温超导材料的 JC 可达兆 安每平方厘米量级，允许通过更大电流，从而实现更紧凑的磁体设计， 提高磁场强度。 高温超导材料通常为陶瓷类，加工成带材需真空镀膜等复杂工艺，成本 较高；低温超导为金属合金类，采用拉拔工艺，加工相对简单。高温超 导行业发展空间大，性能提升、产率提高和设备优化是关键。 Q&A 什么是超导材料，它与半导体材料有何区别？ 超导材料是一种完全无电阻的材料，与半导体材料有本质上的区别。半导体的 ...