586 lines
36 KiB
HTML
586 lines
36 KiB
HTML
<!DOCTYPE html>
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<html lang="zh-CN" data-theme="night">
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<head>
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<meta charset="UTF-8">
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<meta name="viewport" content="width=device-width, initial-scale=1.0">
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<title>核聚变超导 - 深度行业研究报告</title>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.10.1/dist/full.min.css" rel="stylesheet" type="text/css" />
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<script src="https://cdn.tailwindcss.com"></script>
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<style>
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@import url('https://fonts.googleapis.com/css2?family=Noto+Sans+SC:wght@300;400;500;700&family=Orbitron:wght@400;700&display=swap');
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body {
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font-family: 'Noto Sans SC', sans-serif;
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background-color: #020010;
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overflow-x: hidden;
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font-family: 'Orbitron', sans-serif;
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background: rgba(15, 23, 42, 0.6); /* slate-900 with opacity */
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backdrop-filter: blur(20px) saturate(180%);
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-webkit-backdrop-filter: blur(20px) saturate(180%);
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border: 1px solid rgba(255, 255, 255, 0.1);
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border-radius: 1.5rem; /* 24px */
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background-color: #9E00FF;
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.table thead th {
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color: #00A9FF !important;
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border-bottom: 2px solid #00A9FF !important;
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.table tbody tr:hover {
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background-color: rgba(71, 85, 105, 0.5) !important;
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</style>
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</head>
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<body class="text-gray-300 min-h-screen">
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<div class="aurora-background">
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<div class="aurora aurora-1"></div>
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<div class="aurora aurora-2"></div>
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<div class="aurora aurora-3"></div>
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</div>
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<main class="container mx-auto p-4 md:p-8 relative z-10">
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<header class="text-center mb-12">
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<h1 class="text-4xl md:text-6xl font-bold font-orbitron text-transparent bg-clip-text bg-gradient-to-r from-cyan-300 to-purple-400 mb-4 animate-pulse">
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核聚变超导
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</h1>
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<h2 class="text-xl md:text-2xl text-gray-400">开启终极能源的奇点时刻 · 深度行业研究报告</h2>
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<p class="text-xs text-gray-500 mt-4">北京价值前沿科技有限公司 AI投研agent：“价小前投研” 进行投研呈现，本报告为AI合成数据，投资需谨慎。</p>
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</header>
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<div class="bento-grid">
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<!-- 核心观点 & 核心逻辑 -->
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<div class="bento-item bento-item-1 glass-card p-6 flex flex-col">
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<h3 class="text-2xl font-bold mb-4 text-cyan-300">核心观点与逻辑</h3>
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<div class="space-y-6 flex-grow">
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<div class="p-4 bg-black/20 rounded-xl">
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<h4 class="font-bold text-lg text-fuchsia-400">核心观点摘要</h4>
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<p class="text-gray-300 mt-2">“核聚变超导”概念正处在从科学可行性验证向工程化、商业化初期过渡的关键拐点。核心驱动力源于<strong>高温超导（HTS）材料的技术突破</strong>，这使得构建更小、更强、更经济的聚变装置成为可能，将“终极能源”的实现时间表大幅提前。市场正从主题炒作向基本面驱动演进，具备核心技术壁垒、深度绑定国家级项目、且面临供需紧张格局的<strong>超导材料环节</strong>具备最确定的增长潜力和投资价值。</p>
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</div>
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<div class="p-4 bg-black/20 rounded-xl flex-grow">
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<h4 class="font-bold text-lg text-fuchsia-400">核心驱动力</h4>
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<ul class="list-disc list-inside space-y-2 mt-2">
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<li><strong>物理定律驱动：</strong> 聚变功率与磁场强度的四次方成正比 <code class="text-xl font-orbitron bg-gray-700 text-yellow-300 px-2 py-1 rounded">P ∝ B⁴</code>。超导材料是产生强磁场(B)的唯一途径，是实现商业发电的物理前提。</li>
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<li><strong>技术路线革新：</strong> 以<strong>第二代高温超导（REBCO/YBCO）</strong>为代表的HTS材料突破是直接催化剂。其可在液氮温区工作，成本更低，且能产生更高磁场（<strong>20-50特斯拉</strong> vs LTS的4-5特斯拉），使紧凑型托卡马克成为可能。</li>
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<li><strong>国家战略意志：</strong> 国资委“提前布局”及中核集团规划<strong>超500亿元</strong>投资，为行业提供了长期、稳定的资金和政策支持，确定性极高。</li>
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</ul>
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</div>
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</div>
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</div>
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<!-- 关键催化剂 -->
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<div class="bento-item bento-item-2 glass-card p-6">
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<h3 class="text-2xl font-bold mb-4 text-cyan-300">关键催化剂</h3>
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<div class="space-y-4">
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<div>
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<h4 class="font-semibold text-fuchsia-400">近期 (3-6个月)</h4>
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<ul class="list-disc list-inside text-sm mt-1">
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<li>重大项目招标落地 (BEST, CFTER)</li>
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<li><strong>上海超导IPO</strong>申报提供估值锚</li>
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<li>关键技术节点验证 (“洪荒70”等)</li>
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</ul>
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</div>
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<div>
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<h4 class="font-semibold text-fuchsia-400">长期发展路径</h4>
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<ul class="list-disc list-inside text-sm mt-1">
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<li><strong>2024-2027:</strong> 工程验证期 (实验/示范堆)</li>
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<li><strong>2028-2035:</strong> 商业示范期 (首批商业电站)</li>
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<li><strong>2035以后:</strong> 全面商业化 (规模建设)</li>
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</ul>
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</div>
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</div>
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</div>
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<!-- 市场空间预测 -->
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<div class="bento-item bento-item-2 glass-card p-6 flex flex-col">
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<h3 class="text-2xl font-bold mb-4 text-cyan-300">市场空间</h3>
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<div id="marketChart" class="w-full h-full min-h-[200px] flex-grow"></div>
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</div>
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<!-- 概念发展时间轴 -->
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<div class="bento-item bento-item-3 glass-card p-6 overflow-y-auto max-h-[500px]">
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<h3 class="text-2xl font-bold mb-4 text-cyan-300">概念发展脉络</h3>
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<ul class="timeline timeline-vertical">
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<li>
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<div class="timeline-start">2023年及以前</div>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="w-5 h-5 text-cyan-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.137-.089l4-5.5z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-end timeline-box glass-card !bg-black/20"><strong>长期背景:</strong> ITER项目推进，西部超导奠定低温超导(LTS)龙头地位。</div>
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<hr class="bg-cyan-400"/>
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</li>
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<li>
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<hr class="bg-cyan-400"/>
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<div class="timeline-start">2024年初</div>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="w-5 h-5 text-cyan-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.137-.089l4-5.5z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-end timeline-box glass-card !bg-black/20"><strong>技术突破:</strong> MIT验证高温超导(HTS)磁体可行性；能量奇点建成“洪荒70”。</div>
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<hr class="bg-cyan-400"/>
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</li>
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<li>
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<hr class="bg-cyan-400"/>
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<div class="timeline-start">2025年3-6月</div>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="w-5 h-5 text-cyan-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.137-.089l4-5.5z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-end timeline-box glass-card !bg-black/20"><strong>国家战略布局:</strong> 国资委定调；中核/BEST/星火一号等重大项目加速。</div>
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<hr class="bg-cyan-400"/>
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</li>
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<li>
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<hr class="bg-cyan-400"/>
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<div class="timeline-start">2025年8月</div>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="w-5 h-5 text-cyan-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.137-.089l4-5.5z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-end timeline-box glass-card !bg-black/20"><strong>订单引爆:</strong> 东方钽业、王子新材获ITER订单，直接引爆市场情绪。</div>
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<hr class="bg-cyan-400"/>
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</li>
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<li>
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<hr class="bg-cyan-400"/>
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<div class="timeline-start">2025年10月</div>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="w-5 h-5 text-cyan-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.137-.089l4-5.5z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-end timeline-box glass-card !bg-black/20"><strong>产业化预期强化:</strong> HTS电缆首次纳入国家特高压集采，推动规模化降本。</div>
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</li>
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</ul>
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</div>
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<!-- 预期差分析 -->
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<div class="bento-item bento-item-4 glass-card p-6">
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<h3 class="text-2xl font-bold mb-4 text-cyan-300">预期差分析</h3>
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<div class="grid md:grid-cols-3 gap-4">
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<div class="p-4 bg-black/20 rounded-xl">
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<h4 class="font-bold text-fuchsia-400">“喜新厌旧”的预期差</h4>
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<p class="text-sm mt-2">市场高度关注HTS，但<strong>低温超导(LTS)</strong>因成本及加工优势，仍将是聚变堆主要用材。<strong>西部超导</strong>作为LTS垄断者，其业绩确定性可能被市场忽略。</p>
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</div>
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<div class="p-4 bg-black/20 rounded-xl">
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<h4 class="font-bold text-fuchsia-400">“故事”与“报表”的预期差</h4>
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<p class="text-sm mt-2">HTS公司前景广阔，但<strong>永鼎股份</strong>明确披露，超导业务<strong>营收占比不足1%且亏损</strong>。市场可能过度交易远期愿景，忽视短期财务现实。</p>
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</div>
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<div class="p-4 bg-black/20 rounded-xl">
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<h4 class="font-bold text-fuchsia-400">技术路线的“一刀切”预期差</h4>
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<p class="text-sm mt-2">市场认知倾向于HTS颠覆LTS。但更经济的方式是<strong>混合磁体</strong>，即HTS内插于LTS内。两者在长时间内是<strong>共存互补</strong>而非完全替代关系。</p>
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</div>
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</div>
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</div>
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<!-- 产业链分析 -->
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<div class="bento-item bento-item-5 glass-card p-6">
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<h3 class="text-2xl font-bold mb-4 text-cyan-300">产业链与核心玩家</h3>
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<div class="join join-vertical w-full">
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<div class="collapse collapse-arrow join-item border-base-300 border">
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<input type="radio" name="my-accordion-4" checked="checked" />
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<div class="collapse-title text-xl font-medium text-fuchsia-300">上游：核心材料</div>
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<div class="collapse-content">
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<p>技术壁垒最高、价值量最大环节。</p>
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<ul class="list-disc list-inside mt-2 text-sm space-y-1">
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<li><strong>低温超导(LTS):</strong> <span class="badge badge-primary">西部超导</span> (国内垄断)</li>
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<li><strong>高温超导(HTS):</strong> <span class="badge badge-secondary">精达股份 (上海超导)</span>, <span class="badge badge-accent">永鼎股份 (东部超导)</span>, <span class="badge badge-info">联创光电</span></li>
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<li><strong>其他材料:</strong> 西部材料 (阻隔层), 广大特材 (铠甲), 东方钽业 (原料)</li>
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</ul>
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</div>
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</div>
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<div class="collapse collapse-arrow join-item border-base-300 border">
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<input type="radio" name="my-accordion-4" />
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<div class="collapse-title text-xl font-medium text-fuchsia-300">中游：核心部件</div>
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<div class="collapse-content">
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<p>价值量占比高，工程化能力是关键。</p>
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<ul class="list-disc list-inside mt-2 text-sm space-y-1">
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<li><strong>超导磁体系统 (价值占比~30%):</strong> <span class="badge badge-info">联创光电</span> (中标"星火一号"), <span class="badge badge-primary">西部超导</span></li>
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<li><strong>偏滤器等:</strong> 国光电气, 安泰科技</li>
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<li><strong>特种电源/真空室:</strong> 弘讯科技, 合锻智能</li>
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</ul>
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</div>
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</div>
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<div class="collapse collapse-arrow join-item border-base-300 border">
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<input type="radio" name="my-accordion-4" />
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<div class="collapse-title text-xl font-medium text-fuchsia-300">下游：装置集成与运营</div>
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<div class="collapse-content">
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<p>国家队主导，商业公司崭露头角。</p>
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<ul class="list-disc list-inside mt-2 text-sm space-y-1">
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<li><strong>国家队:</strong> 中国聚变能源有限公司 (中核集团)</li>
|
||
<li><strong>商业公司:</strong> 能量奇点, 星环聚能</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="mt-4">
|
||
<h4 class="font-bold text-lg text-fuchsia-400 mt-4">核心玩家对比</h4>
|
||
<div class="text-xs space-y-2 mt-2">
|
||
<p><strong>西部超导 (LTS领导者):</strong> <span class="text-green-400">优势:</span> 国内唯一LTS全流程生产，订单确定性强。 <span class="text-yellow-400">风险:</span> 长期HTS迭代风险。</p>
|
||
<p><strong>精达股份 (HTS领导者-参股):</strong> <span class="text-green-400">优势:</span> 间接享有上海超导>80%市占率，IPO是价值释放点。<span class="text-yellow-400">风险:</span> 间接持股，非直接运营。</p>
|
||
<p><strong>永鼎股份 (HTS追赶者):</strong> <span class="text-green-400">优势:</span> 差异化MOCVD技术路线，产能扩张积极。<span class="text-yellow-400">风险:</span> 业务占比小且亏损，业绩拖累。</p>
|
||
<p><strong>联创光电 (磁体核心玩家):</strong> <span class="text-green-400">优势:</span> 卡位磁体集成环节，已获国家队订单。<span class="text-yellow-400">风险:</span> 业绩与单项目绑定深。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 风险与挑战 -->
|
||
<div class="bento-item bento-item-6 glass-card p-6">
|
||
<h3 class="text-2xl font-bold mb-4 text-cyan-300">潜在风险与挑战</h3>
|
||
<div x-data="{ tab: 'tech' }" class="w-full">
|
||
<div class="tabs tabs-boxed bg-black/30">
|
||
<a class="tab" :class="{'tab-active': tab === 'tech'}" @click="tab = 'tech'">技术风险</a>
|
||
<a class="tab" :class="{'tab-active': tab === 'biz'}" @click="tab = 'biz'">商业化风险</a>
|
||
<a class="tab" :class="{'tab-active': tab === 'policy'}" @click="tab = 'policy'">政策与竞争</a>
|
||
</div>
|
||
<div class="p-4 mt-4 bg-black/20 rounded-xl min-h-[300px]">
|
||
<div x-show="tab === 'tech'">
|
||
<h4 class="font-bold text-fuchsia-400 mb-2">技术路线不确定性</h4>
|
||
<ul class="list-disc list-inside space-y-2">
|
||
<li><strong>HTS材料稳定性:</strong> 在强磁场下的稳定性仍需提升，失超是重大挑战。</li>
|
||
<li><strong>制备路线竞争:</strong> HTS带材的MOCVD、PLD、MOD等路线仍在竞争，最终胜出者尚无定论。</li>
|
||
<li><strong>信息交叉验证风险:</strong> 不同信源对LTS与HTS关系、永鼎股份业务评估存在矛盾，构成认知风险。</li>
|
||
</ul>
|
||
</div>
|
||
<div x-show="tab === 'biz'">
|
||
<h4 class="font-bold text-fuchsia-400 mb-2">成本与进度</h4>
|
||
<ul class="list-disc list-inside space-y-2">
|
||
<li><strong>成本高昂:</strong> HTS带材价格超<strong>100元/米</strong>，降本进程不及预期将影响商业电站经济性。</li>
|
||
<li><strong>项目延迟:</strong> 核聚变是复杂巨型系统工程，任何环节问题都可能导致项目整体推迟，订单兑现延迟。</li>
|
||
</ul>
|
||
</div>
|
||
<div x-show="tab === 'policy'">
|
||
<h4 class="font-bold text-fuchsia-400 mb-2">宏观环境</h4>
|
||
<ul class="list-disc list-inside space-y-2">
|
||
<li><strong>投入可持续性:</strong> 作为耗资巨大的前沿研究，未来投入的可持续性仍需观察。</li>
|
||
<li><strong>竞争加剧:</strong> 随着前景明朗，更多资本和企业可能涌入，加剧竞争。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 结论与投资启示 -->
|
||
<div class="bento-item bento-item-7 glass-card p-6">
|
||
<h3 class="text-2xl font-bold mb-4 text-cyan-300">综合结论与投资启示</h3>
|
||
<div class="flex flex-col md:flex-row gap-6">
|
||
<div class="md:w-1/2">
|
||
<p class="mb-4">核聚变超导已<strong>渡过纯粹主题炒作，进入由订单驱动的早期基本面阶段</strong>。长期逻辑坚实，短期催化明确，但仍具高风险、高回报特征。</p>
|
||
<div class="p-4 bg-black/20 rounded-xl">
|
||
<h4 class="font-bold text-fuchsia-400">最具投资价值的细分环节</h4>
|
||
<p class="mt-2"><strong>超导材料 (线材/带材)</strong>：价值占比最高 (磁体系统~30%)、技术壁垒最深 (竞争格局清晰)、需求确定性最强 (已现供应紧张)，具备量价齐升潜力。</p>
|
||
</div>
|
||
</div>
|
||
<div class="md:w-1/2">
|
||
<h4 class="font-bold text-fuchsia-400">需重点跟踪的关键指标</h4>
|
||
<ul class="list-decimal list-inside space-y-1 mt-2 text-sm">
|
||
<li><strong>订单与合同:</strong> 核心公司来自关键项目的新增订单金额与交付进度。</li>
|
||
<li><strong>产能与成本:</strong> HTS供应商的年产公里数及单位成本下降曲线。</li>
|
||
<li><strong>项目里程碑:</strong> 关键装置的首次放电、Q值突破等工程节点。</li>
|
||
<li><strong>财务数据验证:</strong> 转型公司的超导业务收入占比、毛利率和盈利能力的实际变化。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 相关上市公司梳理 -->
|
||
<section class="mt-12">
|
||
<h2 class="text-3xl font-bold text-center mb-8 text-cyan-300">相关上市公司梳理</h2>
|
||
|
||
<div class="glass-card p-6 mb-8 overflow-x-auto">
|
||
<h3 class="text-xl font-bold mb-4 text-fuchsia-400">涨幅异动分析</h3>
|
||
<table class="table table-zebra table-sm w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>日期</th>
|
||
<th>股票名称</th>
|
||
<th>涨幅</th>
|
||
<th class="w-2/3">驱动逻辑与异动解析</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td>2025-10-14</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=000890" target="_blank" class="link link-hover text-cyan-400">000890 法尔胜</a></td>
|
||
<td><span class="text-red-400 font-bold">10.0%</span></td>
|
||
<td class="text-xs"><strong>核心结论:</strong> 5.4亿元高温超导基材长单公告与超导电缆首次纳入国家特高压集采共振，基本面赛道切换得到政策订单双重确认。<br><strong>驱动概念:</strong> 高温超导+特高压+核聚变</td>
|
||
</tr>
|
||
<tr>
|
||
<td>2025-08-29</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002735" target="_blank" class="link link-hover text-cyan-400">002735 王子新材</a></td>
|
||
<td><span class="text-red-400 font-bold">9.99%</span></td>
|
||
<td class="text-xs"><strong>核心结论:</strong> 中核官宣ITER部件交付，首次点名旗下安和捷高温超导带材实现国产化配套，资金攻击“可控核聚变材料”稀缺标的。<br><strong>驱动概念:</strong> 可控核聚变+ITER交付+高温超导带材</td>
|
||
</tr>
|
||
<tr>
|
||
<td>2025-08-13</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=000962" target="_blank" class="link link-hover text-cyan-400">000962 东方钽业</a></td>
|
||
<td><span class="text-red-400 font-bold">9.98%</span></td>
|
||
<td class="text-xs"><strong>核心结论:</strong> ITER钽材订单落地叠加产业催化，低位放量确认业绩拐点，资金抢筹。<br><strong>驱动概念:</strong> 核聚变超导+ITER钽材订单+军工新材料</td>
|
||
</tr>
|
||
<tr>
|
||
<td>2025-06-30</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=600990" target="_blank" class="link link-hover text-cyan-400">600990 四创电子</a></td>
|
||
<td><span class="text-red-400 font-bold">10.0%</span></td>
|
||
<td class="text-xs"><strong>核心结论:</strong> CRAFT超导馈线项目验收叠加商业化首单落地，公司作为ITER监测雷达核心配套商获资金抢筹。<br><strong>驱动概念:</strong> 可控核聚变+军工卫星+低空经济</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
|
||
<div class="glass-card p-6 overflow-x-auto">
|
||
<h3 class="text-xl font-bold mb-4 text-fuchsia-400">产业链核心及相关公司</h3>
|
||
<table class="table table-zebra table-sm w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>股票代码</th>
|
||
<th>股票名称</th>
|
||
<th>核心逻辑/原因</th>
|
||
<th>标签</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<!-- 核心公司 -->
|
||
<tr>
|
||
<td><a href="https://valuefrontier.cn/company?scode=688122" target="_blank" class="link link-hover text-cyan-400">688122</a></td>
|
||
<td>西部超导</td>
|
||
<td>低温超导材料龙头，超导线材应用于核聚变领域</td>
|
||
<td><div class="badge badge-primary">核聚变核心产业链</div></td>
|
||
</tr>
|
||
<tr>
|
||
<td><a href="https://valuefrontier.cn/company?scode=600363" target="_blank" class="link link-hover text-cyan-400">600363</a></td>
|
||
<td>联创光电</td>
|
||
<td>高温超导磁体供应商，联合建设可控核聚变项目</td>
|
||
<td><div class="badge badge-primary">核聚变核心产业链</div></td>
|
||
</tr>
|
||
<tr>
|
||
<td><a href="https://valuefrontier.cn/company?scode=600105" target="_blank" class="link link-hover text-cyan-400">600105</a></td>
|
||
<td>永鼎股份</td>
|
||
<td>子公司东部超导是核聚变高温超导带材供应商</td>
|
||
<td><div class="badge badge-primary">核聚变核心产业链</div></td>
|
||
</tr>
|
||
<tr>
|
||
<td><a href="https://valuefrontier.cn/company?scode=600577" target="_blank" class="link link-hover text-cyan-400">600577</a></td>
|
||
<td>精达股份</td>
|
||
<td>上海超导(高温超导龙头)第一大股东</td>
|
||
<td><div class="badge badge-primary">核聚变核心产业链</div></td>
|
||
</tr>
|
||
<tr>
|
||
<td><a href="https://valuefrontier.cn/company?scode=688776" target="_blank" class="link link-hover text-cyan-400">688776</a></td>
|
||
<td>国光电气</td>
|
||
<td>供应偏滤器、屏蔽模块、热氮检漏设备等</td>
|
||
<td><div class="badge badge-primary">核聚变核心产业链</div></td>
|
||
</tr>
|
||
<tr>
|
||
<td><a href="https://valuefrontier.cn/company?scode=000969" target="_blank" class="link link-hover text-cyan-400">000969</a></td>
|
||
<td>安泰科技</td>
|
||
<td>EAST钨铜偏滤器、ITER钨铜复合部件等</td>
|
||
<td><div class="badge badge-primary">核聚变核心产业链</div></td>
|
||
</tr>
|
||
<!-- 创新联合体 -->
|
||
<tr>
|
||
<td><a href="https://valuefrontier.cn/company?scode=601611" target="_blank" class="link link-hover text-cyan-400">601611</a></td>
|
||
<td>中国核建</td>
|
||
<td>中国核工业集团有限公司</td>
|
||
<td><div class="badge badge-secondary">创新联合体成员</div></td>
|
||
</tr>
|
||
<tr>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002149" target="_blank" class="link link-hover text-cyan-400">002149</a></td>
|
||
<td>西部材料</td>
|
||
<td>西北有色金属研究院</td>
|
||
<td><div class="badge badge-secondary">创新联合体成员</div></td>
|
||
</tr>
|
||
<!-- 其他相关 -->
|
||
<tr>
|
||
<td><a href="https://valuefrontier.cn/company?scode=603015" target="_blank" class="link link-hover text-cyan-400">603015</a></td>
|
||
<td>弘讯科技</td>
|
||
<td>子公司EEI与欧洲CERN合作，参与ITER计划</td>
|
||
<td><div class="badge badge-accent">产业链相关</div></td>
|
||
</tr>
|
||
<tr>
|
||
<td><a href="https://valuefrontier.cn/company?scode=603011" target="_blank" class="link link-hover text-cyan-400">603011</a></td>
|
||
<td>合锻智能</td>
|
||
<td>承接核聚变真空室构件的研制工作</td>
|
||
<td><div class="badge badge-accent">产业链相关</div></td>
|
||
</tr>
|
||
<tr>
|
||
<td><a href="https://valuefrontier.cn/company?scode=301082" target="_blank" class="link link-hover text-cyan-400">301082</a></td>
|
||
<td>久盛电气</td>
|
||
<td>生产的特种电缆应用于ITER项目</td>
|
||
<td><div class="badge badge-accent">产业链相关</div></td>
|
||
</tr>
|
||
<tr>
|
||
<td><a href="https://valuefrontier.cn/company?scode=600468" target="_blank" class="link link-hover text-cyan-400">600468</a></td>
|
||
<td>百利电气</td>
|
||
<td>控股子公司英纳超导研发铋系高温超导线材</td>
|
||
<td><div class="badge badge-info">超导材料</div></td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
</main>
|
||
|
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