可控核聚变行业周报：英伟达与西门子联手CFS打造聚变数字孪生体洪荒70完成120秒稳态长脉冲等离子体运行

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本报告导读：上周（2026/1/5-2026/1/9）可控核聚变领域动态：上周中标主要集中在磁体等部件；英伟达、西门子联手CFS 打造聚变数字孪生体，洪荒70 完成120 秒稳态长脉冲等离子体运行；东升聚变完成数亿元天使轮融资。投资要点：投资建议重点关注磁体、电源、偏滤器等在内的可控核聚变关键环节核心厂商：1）磁体：相关标的为联创光电、永鼎股份；2）电源：相关标的为王子新材、旭光电子、爱科赛博、...

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Primordial 70 completes 120-second steady-state long-pulse plasma operation","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"DIPS":0.6,"NVDU":0.6,"2NVD.UK":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6,"NVDW":0.6,"SIEGY":1.9,"NVDG":0.6,"NVDS.UK":0.6,"NVDX":0.6,"NVDA":1.91,"NVDY":0.6,"NVD":0.6,"NVDQ":0.6,"NVDD":0.6,"NVD2.UK":0.6,"3NVD.UK":0.6,"NVD3.UK":0.6,"NVDS":0.6,"NVII":0.6},"content_text":"本报告导读：上周（2026/1/5-2026/1/9）可控核聚变领域动态：上周中标主要集中在磁体等部件；英伟达、西门子联手CFS 打造聚变数字孪生体，洪荒70 完成120 秒稳态长脉冲等离子体运行；东升聚变完成数亿元天使轮融资。投资要点：投资建议重 点关注磁体、电源、偏滤器等在内的可控核聚变关键环节核心厂商：1）磁体：相关标的为联创光电、永鼎股份；2）电源：相关标的为王子新材、旭光电子、爱科赛博、四创电子；3）堆内外结构件及其他分系统：推荐标的为杭氧股份，相关标的为合锻智能、国光电气、安泰科技。采购需求不断增加，上周中标主要集中在磁体等部件，行业中标显著加速。上周，中科院合肥物质院等离子体所、聚变新能（安徽）有限公司持续更新多项采购和中标信息。采购主要为堆内外结构件，中标主要集中于磁体和堆内外结构件，中标金额超亿元。核聚变采购和中标需求不断增加，行业中标显著加速。英伟达与西门子联手CFS 打造聚变数字孪生体，洪荒70 完成120秒稳态长脉冲等离子体运行。1）2026 年1 月6 日，美国龙头聚变公司Commonwealth Fusion Systems（CFS）宣布，将与芯片制造商英伟达（NVIDIA）和能源技术公司西门子携手，共同开发SPARC聚变装置的数字孪生体。这场跨界合作旨在利用人工智能、高级数据及项目管理工具，大幅加速商业聚变能的研发进程。2）2026 年1月6 日下午，正在运行的全球首台全高温超导托卡马克核聚变实验装置洪荒70 取得重要进展，在第5319 次实验中成功实现了120 秒稳态长脉冲等离子体运行。这一实验结果标志着洪荒70 已经具备可靠的长脉冲运行能力，进一步验证了高温超导托卡马克的工程可靠性和运行稳定性。这也是全球首次，由一家商业公司研发建造的核聚变装置，成功实现了百秒量级的等离子体电流长脉冲运行。聚变企业东升聚变完成数亿元天使轮融资，韩国2026 年研发投资计划瞄准聚变与AI 融合。1）2026 年1 月初，可控核聚变领域传来重磅融资消息。东升聚变（上海）技术有限公司（以下简称\"东升聚变\"）宣布完成数亿元天使轮融资，投资方阵容豪华，包括鼎晖百孚、中科创星、IDG 资本、红杉中国、高瓴资本、龙芯创投等多家知名投资机构。这是国内可控核聚变赛道2026 年开年的标志性融资事件，也是全球首家采用\"托卡马克位形+氘氦3 燃料\"技术路线的磁约束聚变企业获得的重要资本支持，标志着这一前沿能源技术商业化进程迈出关键一步。2）2026 年1 月2 日，韩国科学和信息通信技术部（MSIT）发布了《2026 年度科学技术信息通信部研究开发项目综合实施计划》，计划总投入8.1188 万亿韩元（约391.5 亿人民币/56.05 亿美元）。其中，聚变能研究作为未来能源战略的核心组成部分，获得明确的支持，包括AI 驱动的数字虚拟聚变平台（45 亿韩元/2160 万人民币/311 万美元）及ITER 国际合作。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2603264756","isCrawlerRequest":true}

可控核聚变行业周报：英伟达与西门子联手CFS打造聚变数字孪生体 洪荒70完成120秒稳态长脉冲等离子体运行

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可控核聚变行业周报：英伟达与西门子联手CFS打造聚变数字孪生体洪荒70完成120秒稳态长脉冲等离子体运行