CITIC SEC's Research Reports indicate that nuclear fusion is expected to become the ultimate energy source in the civilian power generation sector, with industry enthusiasm continuing to rise. Against the backdrop of a relatively certain technological path and increased investment from various countries, the pace of fusion reactor commercialization is likely to exceed market expectations. It is estimated that the global market size for nuclear fusion devices will reach 2.26 trillion yuan between 2030 and 2035, with significant investment value in components such as high-temperature superconducting materials and first wall, divertor, and other components in vacuum chambers. It is recommended to firmly grasp the Technology main line and pay attention to long-term investment opportunities in related materials at the dawn of nuclear fusion commercialization.
中信证券：核聚变商业化节奏有望超预期，关注零部件长期投资价值
CITIC SEC: The pace of nuclear fusion commercialization is expected to exceed expectations, focus on the long-term investment value of components.
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