在全球碳中和目标加速推进的背景下，聚变能源——这一被誉为‘终极能源’的技术路径，正迎来前所未有的投资热潮与产业竞逐。据国际能源署及多家投行预测，未来十年全球聚变能源市场规模有望突破万亿美元。目前，包括美国、英国、中国、日本等在内的多个国家已将聚变能纳入国家战略，并设立专项基金支持研发。与此同时，私营企业如Helion Energy、Commonwealth Fusion Systems、中国的能量奇点等初创公司也纷纷获得数亿美元融资，推动小型化、商业化聚变装置快速迭代。技术路线方面，托卡马克、仿星器、惯性约束及磁化靶聚变等多种路径并行发展，竞争激烈。尽管聚变能源尚未实现净能量增益的持续输出，但2022年美国国家点火装置（NIF）首次实现‘能量盈余’的重大突破，极大提振了行业信心。万亿级市场前景叠加政策与资本双重驱动，使得聚变能源赛道成为全球科技与产业界竞相布局的战略高地。
Amid the accelerating global push toward carbon neutrality, fusion energy—long hailed as the ‘ultimate energy source’—is experiencing an unprecedented surge in investment and industrial competition. According to the International Energy Agency and multiple investment banks, the global fusion energy market could surpass one trillion U.S. dollars within the next decade. Countries including the United States, the United Kingdom, China, and Japan have already incorporated fusion into their national strategies and established dedicated funds to support research and development. Meanwhile, private companies such as Helion Energy, Commonwealth Fusion Systems, and China’s Energy Singularity have each secured hundreds of millions of dollars in funding, rapidly advancing compact and commercially viable fusion devices. Multiple technical approaches—including tokamaks, stellarators, inertial confinement, and magnetized target fusion—are progressing in parallel, intensifying the race. Although sustained net energy gain has not yet been achieved, the U.S. National Ignition Facility (NIF) made a historic breakthrough in 2022 by achieving ‘energy breakeven,’ significantly boosting industry confidence. With a trillion-dollar market potential driven by both policy support and capital inflows, the fusion energy sector has become a strategic frontier for global technological and industrial competition.
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