CNNP(SH:601985) Zhong Guo Chan Ye Jing Ji Xin Xi Wang·2025-09-08 00:23Core Insights - Nuclear energy development presents a paradox, generating significant low-carbon electricity while facing political and public perception challenges [1] - Global nuclear power generation is projected to reach a record high of 2817 terawatt-hours (TWh) in 2024, surpassing the previous peak in 2021 [1] - The growth rate of global nuclear power generation over the past decade is 2.6% annually, recovering from the lows following the Fukushima disaster [1] Group 1: Global Trends - Non-OECD countries are adding nuclear capacity at a faster rate of 3% per year compared to OECD countries at 2.5% [1] - The Asia-Pacific region accounts for over 28% of global nuclear power generation, more than double the proportion from a decade ago [1] - China's nuclear power generation has increased from 213 TWh in 2014 to over 450 TWh in 2024, with an average annual growth rate of nearly 13% [1] Group 2: Regional Developments - The United States remains the largest producer of nuclear power, generating approximately 850 TWh annually, which constitutes 29.2% of global nuclear output [1] - Canada's nuclear generation has decreased from 106 TWh in 2016 to 85 TWh in 2024 [1] - France's nuclear output has declined from 442 TWh in 2016 to 338 TWh in 2024, while Germany has completed its nuclear phase-out [2] Group 3: Emerging Markets - Countries like the Czech Republic, Hungary, and Slovakia are increasing their nuclear power generation, while Brazil and Argentina maintain levels between 15 to 25 TWh [2] - The UAE has increased its nuclear output from zero in 2019 to over 40 TWh in 2024 [2] - Japan has restarted some nuclear reactors, but its output remains significantly below pre-Fukushima levels, projected at 84 TWh in 2024 compared to over 300 TWh in 2010 [2]