近期，核聚变产业正逐步进入主流投资机构和政策制定者的视野。随着全球对清洁能源需求的不断增长以及碳中和目标的推进，被视为‘终极能源’的核聚变技术因其几乎无限的燃料来源、零碳排放和固有安全性，吸引了越来越多的关注。2020年代以来，多家私营核聚变公司如Commonwealth Fusion Systems、TAE Technologies和中国的能量奇点等相继获得数亿美元融资，部分项目已进入工程验证阶段。与此同时，各国政府也加大支持力度——美国能源部启动‘里程碑计划’，欧盟通过‘地平线欧洲’资助聚变研发，中国则将聚变能纳入国家中长期科技发展规划。机构投资者普遍认为，尽管商业化仍需时日（预计2035年后），但技术突破正在加速，早期布局有望在未来能源格局中占据先机。核聚变产业从实验室走向市场的拐点或已临近。
Recently, the nuclear fusion industry is increasingly catching the attention of mainstream investment institutions and policymakers. Driven by the global demand for clean energy and the push toward carbon neutrality, fusion—often dubbed the ‘ultimate energy source’—is gaining traction due to its nearly limitless fuel supply, zero carbon emissions, and inherent safety. Since the 2020s, private fusion companies such as Commonwealth Fusion Systems, TAE Technologies, and China’s Energy Singularity have secured hundreds of millions of dollars in funding, with several projects now entering engineering validation phases. Governments are also stepping up support: the U.S. Department of Energy launched its ‘Milestone Program,’ the European Union funds fusion R&D through Horizon Europe, and China has included fusion energy in its national medium- and long-term science and technology development plan. Institutional investors generally believe that while commercialization may still be a decade away (likely post-2035), technological breakthroughs are accelerating, making early investment a strategic move to secure a foothold in the future energy landscape. The inflection point for fusion’s transition from lab to market may be drawing near.
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