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金杯电工:公司具备超导磁体用系列产品,如NbTi超导漆包线、低温超导绞缆等的研发及生产能力
Mei Ri Jing Ji Xin Wen· 2025-12-29 08:50
(文章来源:每日经济新闻) 每经AI快讯,金杯电工(002533.SZ)12月29日在投资者互动平台表示,公司在超导线缆等前沿技术领 域持续进行研发投入和技术储备,目前具备超导磁体用系列产品如NbTi超导漆包线、低温超导绞缆、 铝稳定体低温超导缆的研发及生产能力,相关产品可应用于超导磁悬浮车、医疗诊断与治疗装备、大科 学工程装备等领域。 ...
金杯电工(002533.SZ):相关产品可应用于超导磁悬浮车、医疗诊断与治疗装备、大科学工程装备等领域
Ge Long Hui A P P· 2025-12-29 08:43
格隆汇12月29日丨金杯电工(002533.SZ)在互动平台表示,公司在超导线缆等前沿技术领域持续进行研 发投入和技术储备,目前具备超导磁体用系列产品如NbTi超导漆包线、低温超导绞缆、铝稳定体低温 超导缆的研发及生产能力,相关产品可应用于超导磁悬浮车、医疗诊断与治疗装备、大科学工程装备等 领域。 ...
【大涨解读】核聚变:人类历史首个聚变发电建成时间确定,行业发展全面提速,已资本开支扩张阶段
Xuan Gu Bao· 2025-10-28 03:17
Market Performance - On October 28, the nuclear fusion sector strengthened again, with companies such as Antai Technology and Dongfang Tanye achieving consecutive gains, while Western Superconducting and Yongding shares also rose [1] - Antai Technology's stock price reached 22.98, with a 10.00% increase, and it is a core supplier for global controllable nuclear fusion devices [2] - Western Superconducting, the only Chinese supplier of low-temperature superconducting wire for the ITER project, saw its stock rise by 8.28% to 83.16 [2] - Yongding shares increased by 7.86% to 16.20, with its subsidiary being the only mass producer of second-generation high-temperature superconducting tape in China [2] Domestic and International Developments - Helical Fusion, a Tokyo-based startup, announced progress in developing high-temperature superconducting magnets crucial for fusion reactors, marking a significant step towards commercial fusion energy [3] - Helion Energy received conditional use permits for its fusion generator facility in Washington, clearing obstacles for construction [4] - In China, a research team from the Institute of Metal Research successfully industrialized high-purity ton-level Hastelloy (C276) metal substrates for second-generation high-temperature superconducting tapes [5] - The compact fusion energy experimental device in Hefei is expected to be completed by 2027, potentially becoming the first facility to achieve fusion power generation [5] Industry Insights - The controllable nuclear fusion industry in China is entering a phase of significant capital expenditure, with over 150 billion yuan planned or under construction by September 2025 [6] - The industry is diversifying its technological routes, with the Tokamak being the most mature. Key components such as magnets and vacuum chambers constitute major costs [6] - The global nuclear fusion market is projected to reach approximately $843.46 billion by 2040, with a compound annual growth rate (CAGR) of about 6% from 2030 to 2040. China's market is expected to grow to around $53.68 billion by 2040, with a CAGR of 6.4%, slightly higher than the global average [6] Project Updates - The EAST project has reached a mature stage, with core component tenders nearly complete, while the BEST project is in mid-construction with key component tenders ongoing [7] - The CFEDR project is still in the research phase, with concentrated tendering expected between 2027 and 2029 [7] - The CRAFT project has completed some tenders and is advancing in the procurement of magnets, power supplies, and diagnostic systems [7]