【中信证券:核聚变板块催化不断,有较强增长前景预期】中信证券研报指出,5月16日中国聚变能源有限公司发布重大活动服务项目采购公告,叠加竞争法微网微信公众号公布的股权比例,事实上宣告了相关实验装置已处于稳步推进状态。而据测算国内在建实验堆总投资额或超600亿元,带来确定性的上游零部件订单需求。核聚变板块催化不断,有较强增长前景预期。同时判断行业政策信号将不断明确,国际装置加速建设、国内后续或有潜在的行业顶层设计或支持资金预期,对行业坚定看好。

金融界
20 May
中信证券研报指出,5月16日中国聚变能源有限公司发布重大活动服务项目采购公告,叠加竞争法微网微信公众号公布的股权比例,事实上宣告了相关实验装置已处于稳步推进状态。而据测算国内在建实验堆总投资额或超600亿元,带来确定性的上游零部件订单需求。核聚变板块催化不断,有较强增长前景预期。同时判断行业政策信号将不断明确,国际装置加速建设、国内后续或有潜在的行业顶层设计或支持资金预期,对行业坚定看好。

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