哈喽大家好，今天小无带大家聊聊科技圈炸锅的大事！ 2025年11月24日，十多个国家的科学家扎堆合肥未来大科学城，签下了《合肥聚变宣言》，中国牵头的燃烧等离子体国际科学计划正式启 动。 能源焦虑与技术困局 核聚变这玩意儿到底有多香？零排放、燃料取之不尽，简直是为解决能源危机量身定做的。国际能源署的数据都快把警钟敲烂了：2024年全 球数据中心耗电415太瓦时，占全球总用电量的1.5%，2030年还要翻倍。 现在AI、电动车越来越多，光伏风电又靠天吃饭，稳定供电根本跟不上，核聚变要是成了，夏天空调随便开、电动车随便充的日子不就来 了？ 但谁能想到，这么香的技术，却被一道"终极BOSS"拦住了——燃烧等离子体。这玩意儿难到啥程度？ 这哪儿是简单签约啊，分明是人类组团向终极能源发起总攻！咱就是说，现在全球都在抢核聚变这块"香饽饽"。 近40个国家加码布局，160多个聚变装置连轴转，私营企业更是狂揽71.2亿美元投资，曾经说"永远差三十年"的技术，现在真要临门一脚了？ 谁能想到，中国不仅自己硬，还拉着全世界一起干。开放共享的三大战略直接戳中全球痛点：全球科学家共用BEST资源、联合分担风险、一 起制定标准。法国、德国 ...

中国科学院合肥物质科学研究院副院长、等离子体所所长宋云涛表示："今天发布这个计划，意味 着有更多国际科学家和中国聚变科学家携手合作，共同为解决人类未来能源的核心科学和工程问题而努 力。" （原载于《科技日报》 2025-11-24 01版） 核聚变能，通过模拟太阳的聚变反应释放能量，被认为是人类的"终极能源"。BEST装置，是我国 新一代"人造太阳"。根据研究计划，该装置将于2027年底建成，随后进行氘氚燃烧等离子体实验研究， 验证其长脉冲稳态运行能力，力求聚变功率达到20兆瓦至200兆瓦，实现产出能量大于消耗能量，并力 争在2030年演示聚变能发电。 据了解，此次中国科学院合肥物质科学研究院等离子体物理研究所（以下简称"等离子体所"）牵头 发起燃烧等离子体国际科学计划，中欧聚变研究团队面向全球共同发布BEST研究计划，希望进一步整 合国际聚变领域的合作资源，凝聚国际聚变科学家智慧，通过设立开放科研基金、组织国际学术会议、 搭建联合实验平台、建设国际化人才队伍等方式，围绕聚变物理前沿问题开展合作研究。 24日，中国科学院"燃烧等离子体"国际科学计划项目在安徽合肥未来大科学城BEST装置大厅正式 启动，紧凑型聚 ...

此外，还有一些产业链公司积极拓展业务。西安爱科赛博电气股份有限公司表示，公司拓展覆盖BEST 及环流三号为代表的核心重点项目。同时，公司积极拓展商业堆领域的多技术路线项目（如高温超导托 卡马克、球形托卡马克、场反位形等路线），深入对接需求方案，全力支撑保障业务推进，力争取得合 作订单。 "我们将要进入燃烧等离子体的新阶段。"中国科学院合肥物质科学研究院副院长、等离子体物理研究所 所长宋云涛表示，这是聚变工程研究的关键，这意味着核聚变像"火焰"一样，由反应本身产生的热量来 维持，是未来持续发电的基础。 BEST装置作为我国下一代"人造太阳"，根据研究计划，2027年底该装置建成后，将进行氘氚燃烧等离 子体实验研究，验证其长脉冲稳态运行能力，力求聚变功率达到20兆瓦至200兆瓦，实现产出能量大于 消耗能量，演示聚变能发电。 这场能源革命的背后，是一条不断扩大的产业链。据《证券日报》记者不完全统计，BEST项目的核心 供应链至少有A股16家上市公司构成，这些公司在超导线材等关键领域筑起技术保障。 西部超导材料科技股份有限公司表示，作为超导线材供应商，公司高温超导材料关键制备技术研发不断 取得突破并形成高性能产品，并 ...

Core Viewpoint - The concept of controllable nuclear fusion is gaining momentum in the market, with significant stock price increases for companies involved in this sector, indicating strong investor interest and potential growth opportunities [1]. Group 1: Market Performance - Companies such as Antai Technology and Dongfang Tantalum have reached their daily price limits, while Western Superconducting has increased by over 9%, and Yongding shares have risen nearly 8% [1]. - Other companies like Hezhu Intelligent have also seen stock price increases of over 5% [1]. Group 2: Technological Breakthroughs - A research team led by researcher Rong Lijian from the Institute of Metal Research, Chinese Academy of Sciences, has achieved a breakthrough in the metal-based technology for second-generation high-temperature superconducting tapes, successfully industrializing high-purity ton-level Hastelloy (C276) metal substrates [1]. - The Chinese "artificial sun" project is expected to be completed by 2027, potentially becoming the first device in human history to achieve fusion power generation [1]. Group 3: Industry Development - According to Everbright Securities, since 2025, China's nuclear fusion sector has entered a rapid development phase characterized by technological breakthroughs and industrial layout [1]. - Key milestones include the transition of "China Circulation No. 3" into a new phase of combustion testing in March, the establishment of China Fusion Energy Co., Ltd. in July, and the successful installation of critical components for the BEST device in October [1]. - The industry is expected to accelerate with multiple technological routes being pursued, including the Circulation No. 4, Spark No. 1, and laser fusion power station projects led by academic teams, indicating a promising long-term outlook for controllable nuclear fusion projects [1].

Core Insights - The establishment of China Fusion Energy Company marks a significant milestone in China's efforts to commercialize nuclear fusion energy, with over 10 billion yuan in investments from major energy firms and capital institutions [2][11] - The global fusion industry has seen explosive growth, with total investments reaching $9.766 billion, a 414% increase since 2021, indicating strong investor confidence and technological advancements [4] - The competition in the fusion energy sector is intensifying, with significant breakthroughs in China's fusion projects and international collaborations accelerating the path to commercialization [5][7] Investment and Market Dynamics - China Fusion Energy Company is positioned as a national strategic player, with investments from key state-owned enterprises and private capital, reflecting a robust investment structure [11][12] - The supply chain for nuclear fusion is maturing, with several A-share listed companies entering the supply chain, indicating a growing interest in the fusion energy sector [14][15] - The fusion industry is expected to enter a critical decade, with many companies planning to operate commercial demonstration plants by 2035 [8][10] Technological Advancements - Major advancements in China's fusion devices have been reported, including record plasma confinement times and temperature achievements, positioning the country as a leader in plasma technology [5][6] - Internationally, significant projects like ITER and commercial agreements for fusion energy procurement are paving the way for the practical application of fusion technology [7][8] Future Outlook - The timeline for commercial fusion energy is becoming clearer, with expectations that the first fusion power plant could be operational by 2030 [7][8] - The integration of AI and high-temperature superconductors is expected to further accelerate the development of fusion technology, enhancing feasibility and cost-effectiveness [16]

Core Viewpoint - The article discusses the potential of controlled nuclear fusion as a revolutionary energy source, highlighting its ability to provide near-zero cost and unlimited energy, which could significantly transform human civilization [1][4]. Group 1: Research and Development - The research on controlled nuclear fusion has been ongoing for over 70 years, with significant advancements in plasma temperature, reaching 160 million degrees Celsius [4][8]. - The key challenge remains to improve plasma density and energy confinement time, which are essential for achieving sustainable fusion reactions [8][9]. - The EAST device has successfully maintained plasma at 100 million degrees for over 1000 seconds, while the Chinese Circulator 3 has reported experimental results of electron and ion temperatures reaching 200 million degrees [8][12]. Group 2: Technological Challenges - Achieving controlled nuclear fusion requires solving the issues of tritium self-sufficiency, as tritium is scarce and expensive to extract [4][12]. - The concept of a "magnetic cage" is crucial for increasing the collision frequency of deuterium and tritium particles, which is necessary for fusion [4][9]. - Current methods of fuel injection into the plasma are inefficient, with only a small fraction of injected tritium participating in the reaction, leading to challenges in maintaining a self-sustaining cycle [20]. Group 3: Future Prospects - The BEST project, set to be completed by 2027, aims to be the world's first experimental device for stable deuterium-tritium burning, marking a significant step towards commercialization [12][15]. - The commercialization of controlled nuclear fusion is expected to drastically reduce energy costs, potentially transforming agriculture and addressing environmental issues like desertification through affordable desalination [23][25]. - The timeline for large-scale commercialization is uncertain, with estimates suggesting that significant breakthroughs may not occur until after 2030 [15][24].