全球核能发电量持续增长

Core Insights - The International Energy Agency (IEA) projects that global nuclear power generation is set to reach a historical high by 2026, driven by the restart of nuclear reactors in Japan, strong growth in the U.S. and France, and new nuclear projects in Asia [1] - Nuclear energy currently accounts for nearly 10% of global electricity generation, making it the second-largest low-carbon energy source after hydropower [1] - Over 40 countries support the expansion of nuclear energy applications in response to rapid electricity demand growth, which is outpacing overall energy demand growth [1] Group 1: Global Nuclear Power Trends - The IEA's report indicates that the global nuclear power generation capacity is expected to reach a historical high by 2025, with nearly 420 operational reactors and 63 reactors under construction, totaling over 70 gigawatts (GW) [1] - The growth in electricity demand is driven by traditional industries and emerging sectors such as electric vehicles, data centers, and artificial intelligence [1] - The past decade has seen global electricity usage grow at twice the rate of overall energy demand, with this trend expected to continue [1] Group 2: Southeast Asia Nuclear Initiatives - Southeast Asian countries are initiating nuclear projects, with Vietnam planning to restart a 4 million kilowatt nuclear power plant and Indonesia aiming to build over 20 reactors by 2050 [2] - Thailand plans to introduce two small modular reactors by 2037, while Malaysia has launched a national nuclear technology policy for 2030 [2] - By 2040, Southeast Asia's nuclear power capacity is expected to exceed 7 GW [2] Group 3: European Nuclear Policy Shifts - Several European countries are reassessing their nuclear energy policies, with Germany's stance on nuclear power becoming more flexible amid rising energy prices [2] - Countries like Belgium, the UK, and Italy are also planning to restart or expand their nuclear facilities [2] - A declaration signed at the UN Climate Change Conference aims to triple global nuclear power capacity by 2050, compared to 2020 levels, contributing to net-zero emissions goals [2] Group 4: Technological Innovations in Nuclear Energy - Technological innovations are reshaping the nuclear energy landscape, with multiple small modular reactor designs under development, expected to be operational by around 2030 [3] - The IEA estimates that global small modular reactor capacity could reach 40 GW by 2050, with potential for growth to 120 GW under supportive policies [3] - Small modular reactors offer shorter investment return periods, making them more attractive to commercial investors and facilitating broader private sector participation in the nuclear industry [3]