According to the CICC research report, the 15th Five-Year Plan clearly incorporates controlled nuclear fusion into the country's future industrial system, marking a formal upgrade from cutting-edge scientific exploration to a strategic scientific research direction. As a clean baseload energy, it can not only support carbon reduction and upgrading in high-energy industries, but also spawn applications in many fields. Currently, the middle and downstream collaboration in the industrial chain has broken through, and the technical maturity of core materials, key equipment and integrated design links continues to improve, laying the foundation for commercialization. The proposal focuses on upstream and downstream industrial chain investment opportunities such as superconducting cables, lasers, and sensor monitoring and control systems.

Zhitongcaijing · 2d ago
According to the CICC research report, the 15th Five-Year Plan clearly incorporates controlled nuclear fusion into the country's future industrial system, marking a formal upgrade from cutting-edge scientific exploration to a strategic scientific research direction. As a clean baseload energy, it can not only support carbon reduction and upgrading in high-energy industries, but also spawn applications in many fields. Currently, the middle and downstream collaboration in the industrial chain has broken through, and the technical maturity of core materials, key equipment and integrated design links continues to improve, laying the foundation for commercialization. The proposal focuses on upstream and downstream industrial chain investment opportunities such as superconducting cables, lasers, and sensor monitoring and control systems.