【华泰证券：未来可控核聚变每年的全球投资规模有望达到100~900亿元】华泰证券发布研报称，可控核聚变正从短期主题投资变成长期产业投资，预计未来几年全球每年有约2~3个核聚变装置建设投产，行业加速从0到1，产业链招标和订单有望迎来持续催化。可控核聚变反应的约束方式和原料组合众多，当前氘氚磁约束聚变仍是主流，占在运和在建约一半。磁约束托卡马克装置目前单位造价在100~300元/瓦聚变功率不等，我们按照每年新建2-3个装置，每个装置聚变功率50~100MW，对应未来可控核聚变每年的全球投资规模有望达到100~900亿元不等。

金融界2025-04-24

华泰证券发布研报称，可控核聚变正从短期主题投资变成长期产业投资，预计未来几年全球每年有约2~3个核聚变装置建设投产，行业加速从0到1，产业链招标和订单有望迎来持续催化。可控核聚变反应的约束方式和原料组合众多，当前氘氚磁约束聚变仍是主流，占在运和在建约一半。磁约束托卡马克装置目前单位造价在100~300元/瓦聚变功率不等，我们按照每年新建2-3个装置，每个装置聚变功率50~100MW，对应未来可控...

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