In 2025, China achieved a significant breakthrough in the field of controllable nuclear fusion. The "Chinese HL-3" nuclear fusion experimental device located in Chengdu, Sichuan, successfully achieved continuous operation of high-temperature plasma at 150 million degrees Celsius for 300 seconds and simultaneously completed power output. This achievement marks the first time that controllable nuclear fusion has transitioned from the laboratory to the power grid, bringing a milestone progress to the global energy revolution.

The core technological breakthroughs have significantly improved power generation efficiency.

The core technological breakthroughs in this nuclear fusion power generation mainly focus on three areas. First is the upgrade of the "magnetic cage," which enhances the confinement capability of the plasma. Second is fuel innovation, using more efficient fusion fuels. Lastly, advancements in energy conversion technology have improved the efficiency of converting fusion energy into electrical energy.

Data disclosed by the China National Nuclear Corporation shows that the demonstration power station of the "Chinese HL-3" can release 12,000 kilowatt-hours of electricity per single operation, with an annual designed power generation capacity of 1 billion kilowatt-hours. This power generation capacity is sufficient to meet the basic electricity needs of a city with a population of one million. More notably, the operating cost of nuclear fusion power generation has dropped to 0.18 yuan/kilowatt-hour, approaching the price level of coal power, demonstrating excellent economic performance.

With the breakthrough progress of the "Chinese HL-3," China's technological research and development and industrial chain layout in the field of nuclear fusion are entering an accelerated stage. The State-owned Assets Supervision and Administration Commission of the State Council stated that it will prioritize supporting relevant enterprises in key technology breakthroughs, striving for breakthrough progress in the design of nuclear fusion reactors, material research and development, and plasma control.

Meanwhile, the government is also promoting enterprises to strengthen cooperation with universities and research institutes, accelerating the pace of nuclear fusion technology transitioning from laboratories to industrialization. According to China's nuclear fusion development roadmap, it is expected that a commercial fusion power plant will be built around 2050, achieving commercial power generation from fusion reactors, and making fusion energy benefit thousands of households.

The broad prospects for industry development

The breakthrough in nuclear fusion technology not only demonstrates China's leading position in this field but also brings broad development space for related industries. Securities analysis agencies generally believe that policy signals in the nuclear fusion industry will become increasingly clear, and subsequent policies or support funds may be introduced for overall planning.

Moreover, the nuclear fusion industry overlaps significantly with third-generation nuclear power and defense material companies. These related companies have clear growth rates and reasonable valuations, and are expected to experience synchronized improvements in both earnings and valuations. With the continuous advancement of nuclear fusion technology, its application prospects in the energy sector will become even broader, potentially becoming a vital force driving the global energy transformation.

This article originates from Jinfenzhe.

Original source: https://www.toutiao.com/article/7488561235407946259/

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