金吾财讯 | 中信证券表示，可控核聚变行业边际变化不断，政策端：5月23日美国总统特朗普签署了一系列行政命令，旨在放宽对核能的监管并加速核电建设；4月28日国家能源局举行新闻发布会，会上指出下一步会大力支持核聚变等前沿技术的研发攻关。装置端：美国NIF设施实现破纪录的净能量增益；CFS公司估值达到80亿美元。该行观察到行业近期政策信号不断明确、融资规模提升、装置建设加速、技术进展明显，该行判断多重利好短期有望促进行业加速上涨。同时该行认为行业长期发展空间广阔，国际装置加速建设下，国内后续或有潜在的行业顶层设计或支持资金预期，该行对行业坚定看好。
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