ReBCO带材

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我国推动以超导材料等新材料发展,还有望受益于核聚变产业加速
Xuan Gu Bao· 2025-07-06 14:50
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]
完成自主创新的关键跨越,中国散裂中子源速调管技术突破
Xuan Gu Bao· 2025-06-08 14:43
Group 1: Industry Developments - The successful testing and acceptance of China's first compact P-band high-power metamaterial traveling wave tube marks a significant breakthrough in the field of neutron sources, showcasing China's core capabilities in high-end RF device development [1] - The market share of high-temperature superconducting materials is expected to gradually expand due to ongoing developments in applications such as superconducting cables and controlled nuclear fusion [1] - REBCO tape, compared to first-generation high-temperature superconductors, is anticipated to significantly reduce production costs and has vast commercial prospects, especially in the development of 16T@4.2K superconducting magnet systems [1] Group 2: Company Highlights - Dongfang Tantalum Industry focuses on the localization of superconducting niobium materials, leveraging its full industry chain advantages and technological innovations to become a leading enterprise in the superconducting materials sector [2] - Western Superconducting Technologies utilizes its comprehensive superconducting material technology and major engineering experience to break international monopolies in fields such as nuclear fusion, medical imaging, and quantum computing [2] - Guoli Co., Ltd. is a platform enterprise for high-end electronic vacuum devices, entering the large scientific engineering and nuclear fusion fields with superconducting supporting devices (traveling wave tubes, cooling systems), characterized by high technical barriers and clear self-control determinacy [2]
方正证券:商业化进程有望加速 关注可控核聚变超导材料/磁体的投资机会
智通财经网· 2025-05-28 06:36
Core Viewpoint - The market share of high-temperature superconducting materials is expected to gradually expand due to the ongoing development and application of superconducting cables and controllable nuclear fusion, with ReBCO tape promising significant cost reductions and broad commercial prospects [1][2]. Group 1: Superconducting Materials - Superconducting materials exhibit zero resistance and complete diamagnetism, making them valuable in various applications including power energy, medical equipment, transportation, quantum information computing, defense industry, and scientific research [2]. - Currently, low-temperature superconducting materials account for over 90% of the global superconducting materials market, while high-temperature superconducting materials have limited market application due to technological constraints [2][3]. - The ITER project indicates that superconducting magnets constitute 28% of the total cost, highlighting their critical role in Tokamak devices [2]. Group 2: High-Temperature Superconductors - ReBCO tape is expected to significantly reduce production costs compared to first-generation high-temperature superconductors, showing great potential in the development of superconducting magnet systems operating above 16T@4.2K [1][2]. - High-temperature superconductors can operate at higher temperatures and possess greater thermal inertia, making them more robust and suitable for complex and harsh environments, thus expanding their application range [3]. Group 3: Related Companies and Opportunities - Key companies involved in the nuclear fusion supply chain include Guoguang Electric, Hezhong Intelligent, and Lianchuang Optoelectronics, focusing on various components and systems [4]. - Companies specializing in superconducting magnets include Yongding Co., Dongfang Tantalum, and Xibu Superconductor, which produce high-temperature and low-temperature superconducting materials [4]. - The power supply sector includes companies like Yingjie Electric and Xu Guang Electronics, which provide essential components for nuclear fusion projects [4].