Recent institutional research reports indicate that the European Union has passed a long-term budget strategy proposal for the years 2028-2034, allocating €5.4 billion directly for the development of fusion energy, with a focus on key projects such as the ITER international thermonuclear fusion experimental reactor (€4 billion) and fusion research (€1.4 billion).
Recent institutional research reports indicate that the European Union has passed a long-term budget strategy proposal for the years 2028-2034, allocating €5.4 billion directly for the development of fusion energy, with a focus on key projects such as the ITER international thermonuclear fusion experimental reactor (€4 billion) and fusion research (€1.4 billion).
Kaiyuan Securities stated that nuclear fusion refers to the process in which light nuclei collide and fuse to form heavier nuclei, releasing a significant amount of energy. The technological routes for controlled nuclear fusion are diverse, with significant developments occurring in magnetic confinement, Z-pinch, FRC, and other approaches. The controlled nuclear fusion industry has entered a rapid incubation phase, with prospects for gradual commercialization. Technological advancements and capital investments are jointly driving the industry into this rapid incubation stage, and it is recommended to pay attention to investment opportunities in upstream equipment and materials arising from the accelerated capital expenditures of fusion projects.
According to the Caixin theme database, related listed companies include:
Yingliu Co., Ltd. plans to establish a joint venture, Anhui Juneng New Materials Technology Co., Ltd., to engage in the development, production, and sales of materials and components for fusion reactors, as well as nuclear detection instruments.
SRE New Materials has made further progress in the application of high-strength, high-conductivity copper alloy materials and products in the field of controlled nuclear fusion, successfully providing support to key industry clients such as New Hope Technology, Xingsuan Juneng, and Energy Singularity.
