【券商聚焦】中信证券：核聚变招标放量在即商业化进度有望超预期_老虎社区_美港股上老虎

【券商聚焦】中信证券：核聚变招标放量在即商业化进度有望超预期

金吾财讯2025-11-13

金吾财讯 | 中信证券发研报指，核聚变具有释放能量高、安全可靠、环境友好等优点，被誉为“人类终极能源”。近年来随着技术进步，行业热度及融资规模不断提升。据我们测算，仅国内2025-30年间核聚变装置总投资或超3000亿元，其中磁约束路线装置有望通过“实验堆-工程示范堆-商业堆”三步走战略稳步发展，在2025-30年实现批量建设；场反位等多路线有望快速落地，贡献行业显著增量。

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