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9家企业协同攻关！可控核聚变加速迈向工程化验证 融资客加码这11只潜力股_我的网站

一 |     　　8月25日，9家主体组建长三角创新联合体，协同攻关高温超导强场托卡马克磁体。    GUATEMALA CITY -- One of the leaders of the nationwide protests against efforts to undermine Guatemala’s elections that have paralyzed much of the country’s commerce for nearly two weeks is a young one-time law student who now heads up one of the country’s most important Indigenous organizations.While Guatemala President Alejandro Giammattei tries to draw President-elect Bernardo Arévalo into a dialogue aimed at ending the protests, Luis Pacheco says that it isn’t Arévalo’s call to make and that Giammattei could end them by meeting their demands.Guatemala has been roiled throughout much of this year’s election cycle and even a resounding victory by Arévalo in August did not calm it. The academic and former diplomat ran on a platform of battling corruption that observers say has unnerved Guatemala’s entrenched power structure.This month's protests have been the largest public display rejecting the administration's questioning of the election. Protesters have peacefully blocked key roadways at more than 100 points across the country. Giammattei this week made clear his intention to clear them by force if necessary.The protesters have made Attorney General Consuelo Porras the target of their ire. Since Arévalo was the surprise second-place finisher in an initial round of voting in June, her office has pursued investigations related to how Arévalo's Seed Movement party collected signatures required to register years earlier and multiple investigations related to the election itself.For Pacheco and the 48 Indigenous communities he represents northwest of Guatemala’s capital, the solution is simple: Porras, one of her prosecutors and a judge who suspended Arévalo’s party have to go.“We’re not asking for something that can’t be done, we are not asking for constitutional reforms, which would be more complicated,” Pacheco said late Tuesday. He stood a block from one of the roadblocks in Guatemala City, holding the wooden staff that signals his position and his customary wide-brimmed hat and shoulder bag. His manner of speaking was measured and calm.Pacheco said the galvanizing moment for the K’iche’ people he represents was a raid on electoral offices broadcast live in which federal agents opened and took away — despite resistance from some electoral officials — boxes containing precinct vote tally sheets. “The people already voted and you have to respect the decision taken,” he said.“We know that they don’t want to lose the power they have,” Pacheco said.The protests have been largely peaceful. Demonstrators allow ambulances to pass, as well as trucks carrying basic food stuffs and gasoline. “We don’t want to kill ourselves as people,” he said. “What we want to show is that we want to defend and take back democracy.”Pacheco cited Atanasio Tzul, an Indigenous leader who led an uprising in 1820 demanding rights, as an influence.Álvaro Pop, former chairman of the United Nations Permanent Forum on Indigenous Issues, said that what is happening now in Guatemala is the end of a cycle in which the government has tried to eliminate or transform the protest.In 2015, thousands of Guatemalans took to the streets, eventually forcing then-President Otto Pérez Molina to resign over corruption allegations. In 2020, Giammattei violently put down protests against his administration.Guatemalans are much more conscious than in previous years of the pervasive corruption in their government, Pop said, in large part because of the years of work by a U.N.-backed anticorruption mission.“The Indigenous peoples (call for the protests) because they are the ones with the moral standing to do so and that is why there is a response and support, but there is the risk that the protests are undermined by racism,” Pop said.Pacheco, mayor of the town of Juchanep, will only hold the rotating post of president of the 48 cantons for a year, but is aware that his role in the protests could lead to persecution.Recently, a far-right activist closely aligned with Porras filed a complaint against Pacheco alleging damage committed by protesters. Often this is a prelude to criminal charges.“We’re not here on behalf of a political party, we’re not defending Arévalo so he can assume the presidency, no one else decided this,” Pacheco said. “Not even if Arévalo told us to stop the protests, we’re not going to do it. The negotiation is between the Indigenous peoples and the government.”。有机构指出，可控的关键是约束，随着约束技术路线有望逐步收敛，建议关注高价值量的高温超导技术相关投资机会。
　　聚变堆高温超导磁体研制路线图公布　　8月25日，2026核聚变能大会披露关键产业进展：由中国聚变能源有限公司牵头，联合上海超导、东部超导、上海交大、上海电气核电集团、超磁新能、能量奇点、杭氧集团、翌曦科技共9家主体组成长三角创新联合体，围绕中国环流四号聚变装置需求，形成高温超导强场托卡马克磁体研制能力与工程化技术体系。　　据悉，中国环流四号是全球首个高温超导强场稳态燃烧聚变实验平台，将系统验证聚变复杂环境下25T高温超导强场磁体的可靠性。项目目标2028年前建成首条25T高温超导强场磁体研制和测试线，2030年前完成原型磁体研制。　　值得注意的是，上述产业进展并非孤立事件。近日，由我国牵头制定的国际标准ISO 19991:2026《聚变技术—实验磁约束聚变设施—聚变装置用超声分子束注入加料技术》正式发布，这是聚变加料领域首项ISO国际标准，增强了我国在国际标准化领域的话语权。　　政策层面，今年初正式施行的《原子能法》明确鼓励和支持受控热核聚变的科学研究与技术开发，为产业长期发展奠定法律基础；“十五五”规划纲要将核聚变列为六大未来产业之一，上海市“十五五”规划进一步明确可控核聚变聚焦突破高温超导磁体、智能控制等关键技术，建成托卡马克装置。

二 | 　　在产业端，能量奇点“洪荒70”全高温超导托卡马克实现1337秒稳态长脉冲等离子体运行，刷新商业核聚变世界纪录，国产化率超96%；BEST紧凑型聚变装置进入密集招标期，安泰科技以1.09亿元中标合肥BEST项目屏蔽包层系统第一壁采购-2标段。　　机构建议关注核心环节国产替代机会　　可控核聚变是指通过人工控制实现轻原子核聚合反应释放巨大能量的技术路径，包括激光惯性约束与磁约束两大核心技术路线，其中，磁约束聚变中的托卡马克装置是目前最接近商业化的主流方案。　　“磁约束凭借稳态运行、可并网发电、安全性强等核心优势，成为全球商业化落地的主流发展方向。”中金公司认为，高温超导技术是决定磁约束聚变从实验堆走向商用堆的核心壁垒与核心增量赛道，建议关注相关产业链的投资机会。　　国泰海通证券最新研报表示，可控核聚变已成为战略腹地，国内主要装置招标进度加速推进，磁体、电源、偏滤器等关键环节的国内供应商有望长期受益。　　国金证券指出，全球商业化聚变公司累计融资已超97亿美元，2026年上半年新增融资约25亿美元，创历史同期新高；国内BEST装置进入密集招标期，标志着板块投资逻辑已从“主题驱动”切换至“招标-订单-业绩”验证期。建议重点关注第一壁/偏滤器、高温超导磁体、真空室等核心环节的国产化替代机会。　　融资客紧盯多只高增长潜力概念股　　东方财富概念板块显示，目前A股市场有88股涉及可控核聚变概念，合计总市值约2.27万亿元。

三 | 　　中国核电体量达1818.21亿元居首，中钨高新以1453.98亿元位居次席，中天科技以1156.65亿元紧随其后，中国能建、上海电气、中油资本、东方电气、厦门钨业市值均超800亿元。　　年初至今，可控核聚变概念板块整体走势偏弱，不足四成概念股录得股价上涨。洁美科技、长光华芯、中钨高新、冰轮环境涨幅均达1.3倍，旭光电子、炬光科技、立航科技、远东股份股价也已翻倍。下跌方面，兰石重装、西部超导、常辅股份、哈焊华通等21股跌逾30%。　　本月以来，板块走势有所回暖，共56股上涨、32股下跌。其中，旭光电子大涨近60%居首，炬光科技涨约51%，金田股份、合锻智能、白银有色涨幅均超三成；联创光电、中岩大地、宏明电子股价大幅走低。　　未来增长潜力方面，东方财富Choice数据显示，根据2家及以上机构预测，共16只可控核聚变概念股今年业绩有望增逾四成。

四 | 　　其中，机构预计远东股份净利有望同比大增超12倍，永鼎股份净利将增长约4.2倍，中钨高新、炬光科技、长光华芯预测净利增幅均在2倍以上，国力电子、合锻智能、厦门钨业、浙富控股今年业绩亦有望翻倍增长。　　结合资金来看，上述业绩有望高增的可控核聚变概念股中，有11股本月获得融资客青睐：中钨高新获杠杆资金加仓9.39亿元，厦门钨业、远东股份分别获抢筹4.05亿、3.02亿元，东方钽业亦获2亿元融资净买入，炬光科技、永鼎股份、金田股份融资净买额均在4000万元以上。（文章来源：东方财富研究中心）。

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