FRC核聚变有望首先实现商业化,电源系统是FRC稳定运行的关键,半导体开关是大势所趋短期:诺瓦聚变、星能玄光、瀚海聚能等选择FRC技术路径的国内核聚变创业公司加速成立,投融资需求增加,相关真空开关、电容等核心零部件率先受益。相关标的包括旭光电子、国光电气、王子新材、胜业电气等。长期:Helion作为预计全球最早实现聚变发电销售的商业化公司(预计2028年给微软提供50MW聚变发电),其技术特色在于...
Source LinkFRC核聚变有望首先实现商业化,电源系统是FRC稳定运行的关键,半导体开关是大势所趋短期:诺瓦聚变、星能玄光、瀚海聚能等选择FRC技术路径的国内核聚变创业公司加速成立,投融资需求增加,相关真空开关、电容等核心零部件率先受益。相关标的包括旭光电子、国光电气、王子新材、胜业电气等。长期:Helion作为预计全球最早实现聚变发电销售的商业化公司(预计2028年给微软提供50MW聚变发电),其技术特色在于...
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