CNNP(SH:601985) Sou Hu Cai Jing·2025-10-30 04:45Core Viewpoint - Nuclear power is a major source of electricity globally, recognized for its efficiency, low economic cost, and significant reduction in greenhouse gas emissions, despite past incidents like Chernobyl and Fukushima [1] Investment and Development - The United States currently leads in nuclear energy production, but China is expected to surpass it soon due to a large number of nuclear reactors under construction, making it the largest in the world [3] - Bill Gates highlighted that China's investment in nuclear fusion is twice that of all other countries combined, showcasing China's rapid rise in the nuclear power industry [5][6] - From 2024 to the present, China's investment in fusion facilities ranges from $6.5 billion to $13 billion, significantly exceeding other nations' investments [6] Technological Advancements - China's advancements in nuclear technology include the EAST facility achieving a world record of 101 seconds of plasma operation at 120 million degrees Celsius, laying a crucial foundation for commercial nuclear fusion [8] - In the fission sector, China has developed a series of reactor models such as "Hualong One" and "Guohe One," with a total of 102 operational and approved reactors by the end of 2024, surpassing the U.S. in nuclear capacity [9] Energy Demand and Future Outlook - The demand for stable, clean, and affordable electricity is increasing due to the growth of industries like artificial intelligence and electric vehicles, which are heavily reliant on robust power supply [11][13] - Nuclear power is uniquely positioned to provide large-scale, zero-carbon, and continuous electricity, making it attractive for tech giants like Google and Microsoft [13] Global Energy Dynamics - Gates expressed concerns about the U.S. lagging in next-generation nuclear technology, which could lead to a loss of influence in the global energy landscape [14][16] - China's rise in nuclear power enhances its position in the global clean energy framework, potentially allowing it to set industry standards in the future [16][17] - The shift in global energy dynamics reflects a need for pragmatic actions rather than zero-sum thinking, emphasizing the importance of collaboration in achieving energy security and carbon neutrality [19]