Controlled Nuclear Fusion Industry Outlook: Entering a Critical Pilot Phase

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Introduction

Controlled nuclear fusion stands as humanity’s ultimate energy solution, offering abundant fuel, zero emissions, and unparalleled safety. With 1g of deuterium-tritium fusion releasing energy equivalent to 11.2 tons of coal, it far surpasses fission and fossil fuels, aligning with global "carbon neutrality" goals.


Key Technology Pathways

1. Magnetic Confinement Fusion (MCF)

2. Inertial Confinement Fusion (ICF)


Industry Chain Breakdown

Upstream Materials & Components

Midstream Equipment

Downstream Projects


Policy & Investment Landscape


Key Companies

| Segment | Companies | Milestones |
|--------------------|----------------------------------------|---------------------------------------------|
| Superconductors| Western Superconducting, Yutong Wire | ITER-grade Nb₃Sn wires (12T fields) |
| Divertors | AT&M, Guoguang Electric | ITER-certified tungsten components |
| Systems | SEC, Hefei Metalforming | BEST vacuum chambers (±0.1mm precision) |


FAQs

Q1: When will fusion power become commercially viable?
A: Pilot plants like CFETR (2030) and SPARC (2035) may lead to grid integration by 2040–2050.

Q2: What’s the biggest technical hurdle?
A: Tritium self-sufficiency and first-wall material durability under neutron irradiation.

Q3: How does fusion compare to fission economically?
A: Current costs exceed fission, but economies of scale (e.g., China’s 2050 target of 10 plants/year) could reduce costs to <$0.01/kWh.


👉 Explore cutting-edge fusion investments
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Risks & Challenges

For more insights, connect with our energy analysts.


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