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上海申银万国证...
Jun 25, 2025

今日重点推荐可控核聚变行业点评之一:产业及资金端催化不断,聚变进程持续加速事件一:产业层面,高温超导材料领军企业上海超导IPO 获受理。我国高温超导带材技术实力接近或达到国际领先,产能持续扩张。随着产业化进程推进,下游可控核聚变、超导电力、大科学装置等应用领域需求持续扩张。事件二:资金层面,中油资本拟向昆仑资本增资用于可控核聚变项目。重点关注标的:超导磁体系统:西部超导、永鼎股份(东部超导)、...

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