China’s Private ‘Artificial Sun’ Clears New Milestones as Start-ups Race to Commercialise Fusion

Energy Singularity’s HTS tokamak, Honghuang‑70, has achieved successive long‑pulse plasma runs — culminating in a 1,337‑second steady state — demonstrating engineering reliability in a privately built device. The results strengthen China’s private fusion push amid rising investment and new national law support, though net energy gain and reactor‑scale engineering remain unresolved challenges.

Cooling towers of Dukovany Nuclear Power Plant against a clear blue sky.

Key Takeaways

  • 1Energy Singularity’s Honghuang‑70 tokamak, built with high‑temperature superconducting magnets, achieved steady plasma runs of 120s, 335s and 1,337s across recent tests.
  • 2The device is the first HTS tokamak constructed by a commercial company and has surpassed the previous long‑pulse record set by the state‑run EAST facility.
  • 3Private fusion in China is drawing increasing venture capital and policy support, including the 2026 Atomic Energy Law that explicitly encourages controlled thermonuclear fusion R&D.
  • 4Critical technical and commercial hurdles remain: net energy gain, materials resilience, tritium handling and the high capital cost of HTS magnet systems.
  • 5Energy Singularity plans a larger prototype, Honghuang‑170, aimed at engineering validation and net‑gain objectives, with a target completion around 2028.

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Strategic Analysis

Honghuang‑70’s milestone is less about a single physics breakthrough and more about industrialising fusion engineering. Repeated, reliable long‑pulse operation in a privately built HTS tokamak indicates that experienced teams and adaptable industrial supply chains can close the gap between laboratory experiments and repeatable engineering performance. That reduces one barrier to commercialisation but does not eliminate the two largest obstacles: achieving net energy gain and scaling systems economically. If Chinese startups can demonstrate net gain and develop domestic supply chains for HTS magnets and neutron‑resistant materials, they could compress timelines and costs relative to state‑led programmes elsewhere. This would shift fusion from a long‑term national science project to a contested commercial technology, attracting global capital and strategic attention. Policymakers and investors should therefore treat recent runs as a signal to accelerate regulation, standards and industrial preparedness rather than proof that commercial fusion is imminent.

China Daily Brief Editorial
Strategic Insight
China Daily Brief

An engineer’s short social-media post captured the mixture of technical grit and quiet triumph behind a milestone in China’s fast-growing private fusion sector. Zhang Zhewen, a high-temperature superconducting magnet technician at Energy Singularity, wrote that months of painstaking testing had paid off after the company’s tokamak, Honghuang‑70, sustained a steady plasma for two minutes during its 5,319th experiment. That run, followed by later experiments lasting 335 seconds and 1,337 seconds, marks not just an engineering achievement for one machine but a symbolic advance for China’s efforts to move controllable fusion from laboratory curiosity toward an industry.

Honghuang‑70 is billed as the world’s first high‑temperature‑superconductor (HTS) tokamak built by a commercial company. Its magnet system — the most costly and technically demanding part of any tokamak — uses HTS coils for toroidal, poloidal and central solenoid fields intended to confine the plasma. Long‑pulse operation matters because a commercial fusion power plant must sustain plasma for extended periods to produce stable, continuous power; achieving multi‑minute steady states is a necessary step toward that goal even if it stops short of net energy gain.

The runs by Honghuang‑70 have overtaken previous public records for duration by other Chinese superconducting tokamaks: the state‑run EAST facility once held the world record for long‑pulse operation at 1,066 seconds. Energy Singularity’s successive experiments now demonstrate the engineering reliability of HTS tokamak designs in an industrial setting and illustrate how private firms are narrowing the gap between exploratory physics and repeatable engineering.

The human story behind the headlines is familiar to large‑scale engineering projects: a small team learning through repetition. Zhang, who trained in mechanical engineering and worked in aerospace cabling before joining the startup in 2023, describes the toll of long campaigns, the millions of parameter checks and the morale swings of early tests that fell short of expectations. For him and colleagues, the runs are validation that design choices for magnets, power supplies and heating systems are robust enough to keep the plasma confined without damaging the hardware.

The progress is happening against a backdrop of capital flows and policy nudges that make fusion a legitimate commercial bet in China. Venture financing for private fusion firms climbed at the start of 2026, and the country’s new Atomic Energy Law (effective January 2026) explicitly encourages controlled thermonuclear fusion research and development. Shanghai, where Energy Singularity is based, has positioned fusion among its “future industries” and local funds have already backed multiple domestic fusion ventures, signalling both political and financial support.

Despite the momentum, major hurdles remain. These experiments do not yet demonstrate net energy production — producing more usable energy than consumed — which remains the defining technical milestone for a fusion power plant. Engineering questions around material endurance under neutron flux, tritium handling, system integration at reactor scale, and the high up‑front capital cost of HTS magnet systems must still be resolved. The company’s roadmap includes a larger machine, Honghuang‑170, intended to test critical engineering nodes and target net energy gain; it is planned to be completed by 2028, which, if met, would be an aggressive schedule.

Commercial and strategic implications are wide‑ranging. If private firms in China can turn demonstrable long‑pulse stability into net energy and scalable reactor designs, they could shorten the path to fusion electricity, attract more private and public capital, and intensify global competition in an area previously dominated by national laboratories. Skeptics — from industry figures who question the economics of building terrestrial fusion reactors to technologists who point to alternative clean energy solutions — remain a counterweight, stressing that scientific breakthroughs must translate into viable, affordable systems at utility scale.

For now, Honghuang‑70’s runs are an engineering vote of confidence for HTS tokamak concepts and a sign that China’s fusion ecosystem — a mix of startups, state institutions, investors and provincial champions — is maturing. Whether that maturation will deliver commercial fusion within a decade is uncertain, but the recent streak of long‑pulse experiments makes the question less theoretical and more an engineering timeline to be watched closely.

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