（文章来源：人民日报） 超临界二氧化碳被认为是中高热源温度场景下最具应用前景的工质之一，在光热发电、余热发电、储能 发电等领域具有良好的应用前景。 "超碳一号"使用超临界二氧化碳作为循环工质，相比烧结余热蒸汽发电技术，发电效率提升85%以上， 净发电量提升50%以上。 记者从中核集团获悉：12月20日，全球首台商用超临界二氧化碳发电机组在贵州六盘水首钢水钢集团成 功商运，这也是超临界二氧化碳余热发电技术"超碳一号"的全球示范工程。"超碳一号"标志着超临界二 氧化碳发电技术从实验室推向商业落地，有助于突破世界范围内中小功率规模、中高温热源高效利用的 技术瓶颈。 ...

Core Viewpoint - The successful operation of the world's first commercial supercritical carbon dioxide power generation unit, "Super Carbon No. 1," in Liupanshui, Guizhou, marks a significant advancement in power generation technology, utilizing supercritical carbon dioxide for waste heat recovery [3][4]. Group 1: Technology Overview - "Super Carbon No. 1" is a 15-megawatt supercritical carbon dioxide waste heat power generation project developed by China National Nuclear Corporation and other partners [3]. - The technology operates by using supercritical carbon dioxide, which is maintained at temperatures above 31 degrees Celsius and pressures exceeding 73 atmospheres, to drive turbines and generate electricity [3][4]. - This innovative method departs from traditional steam-based power generation, enhancing efficiency by over 85% compared to previous waste heat steam power generation technologies [4]. Group 2: Economic Impact - The new system is expected to generate an additional 70 million kilowatt-hours of electricity annually, translating to an increase in revenue of nearly 30 million yuan [4]. - The compact design and high efficiency of the "Super Carbon No. 1" system allow for a 50% reduction in space requirements, making it a viable option for various industries [4]. Group 3: Industry Implications - The steel and cement industries, which are major energy consumers and carbon emitters, stand to benefit significantly from the implementation of this technology, contributing to carbon reduction efforts [4]. - The technology's potential application across the country could lead to transformative changes in waste heat utilization in not only the steel industry but also in cement and glass sectors [4]. - Future projects, such as the "molten salt energy storage + supercritical carbon dioxide power generation" demonstration, are already in the pipeline, with expectations for completion by 2028 [4][5].

转自：北京日报客户端 记者从中核集团获悉，12月20日，全球首台商用超临界二氧化碳发电机组在贵州六盘水首钢水钢集团成 功商运，这也是超临界二氧化碳余热发电技术"超碳一号"的全球示范工程。 作为一种新型发电技术，"超碳一号" 有助于突破世界范围内中小功率规模、中高温热源高效利用的技 术瓶颈，加速形成新质生产力，本次商运也意味着全球首次将超临界二氧化碳发电技术从实验室推向商 业落地，标志其向政产学研用结合的技术创新体系转进，具有里程碑式的意义。 超临界二氧化碳发电技术实验装置 来源：北京日报客户端 "超碳一号"示范工程是中核集团中国核动力研究设计院与济钢集团国际工程技术有限公司、首钢水城钢 铁（集团）有限责任公司共同推进的全球首套2×15兆瓦超临界二氧化碳烧结余热发电工程。相比现役 烧结余热蒸汽发电技术，"超碳一号"发电效率提升85%以上，净发电量提升50%以上，同时系统简化、 设备减少、运维便利，场地需求减少50%。 作为一种革新型热电转换技术，"超碳一号"以超临界二氧化碳作为循环工质，具有效率高、系统紧凑、 辅助系统少和机动性强的核心优势，且未来有望向更大功率、更高温应用场景拓展。 据了解，美国能源局2017 ...

Group 1 - The world's first commercial supercritical carbon dioxide power generation unit, "Super Carbon No. 1," has successfully commenced operation in Liupanshui, Guizhou, marking a significant advancement in power generation technology [3] - The "Super Carbon No. 1" demonstration project, a 15-megawatt supercritical carbon dioxide waste heat power generation system, is a collaborative effort between China National Nuclear Corporation, JISCO International Engineering Technology Co., Ltd., and Shougang Water City Steel Group [3] - This innovative technology utilizes supercritical carbon dioxide as a working fluid, operating at temperatures above 31 degrees Celsius and pressures exceeding 73 atmospheres, to generate electricity more efficiently than traditional methods [3][4] Group 2 - The efficiency of the "Super Carbon No. 1" technology is reported to be over 85% higher than previous waste heat steam power generation technologies, with net power generation increasing by more than 50% [4] - The project is expected to generate an additional 70 million kilowatt-hours of electricity annually, resulting in an increase in revenue of nearly 30 million yuan [4] - The technology is seen as a practical solution for energy conservation and carbon reduction in traditional industries such as steel and cement, which are major energy consumers and carbon emitters [4] Group 3 - The "Super Carbon No. 1" system is noted for its compact design, reduced auxiliary systems, and rapid response capabilities, potentially reducing space requirements by 50% [4] - If applied nationwide, this technology could revolutionize waste heat utilization not only in the steel industry but also in other sectors like cement and glass [4] - A new demonstration project combining molten salt energy storage with supercritical carbon dioxide power generation is set to begin in 2024, with expectations for completion by 2028 [4][5]

Core Viewpoint - The conference focused on the integration of new power systems and energy internet development, aligning with China's "dual carbon" goals and responding to national energy work directives [2][6]. Group 1: Conference Overview - The 2025 Smart Grid Industry Innovation Development Conference was held in Nanjing, co-hosted by China Energy Automobile Communication Group and China Energy News [2]. - The event aimed to strengthen the foundation for building an energy powerhouse, highlighting Nanjing's role as a hub for smart grid innovation and manufacturing [2]. Group 2: Keynote Speeches and Discussions - Experts discussed critical topics such as carbon neutrality pathways, high-quality construction of new distribution systems, digital engineering practices in power systems, and the latest policy interpretations [6]. - Notable speakers included senior experts from major energy companies and institutions, providing theoretical support and forward-looking guidance for industry development [6]. Group 3: Collaborative Platform - The conference established a high-end platform for interaction among government, industry, academia, research, and application sectors, promoting project connections and cross-industry collaboration [6]. - The event marked a significant step towards building a new energy system and advancing towards green and low-carbon development through collaborative and innovative efforts [6].

" 超 碳 一 号 " 来 了！全 球 首 台 商 用 超 临 界 二 氧 化 碳 发 电 机 组 商 运 。 End 欢迎分享给你的朋友！ 出品 | 中国能源报（c n e n e rg y） 现役烧结余热蒸汽发电技术，类似于"烧开水"，用热量将水变为水蒸气，推动汽轮机转 动发电。"超碳一号"不再"烧开水"，而是采用超临界二氧化碳为循环工质，发电效率提 升85%以上，净发电量提升50%以上。 本次商运意味着全球首次将超临界二氧化碳发电技术从实验室推向商业落地。超临界二氧 化碳还在光热发电等多个领域拥有广阔应用前景。 来源： 新华社 12 月 20 日 ， 全 球 首 台 商 用 超 临 界 二 氧 化 碳 发 电 机 组 在 贵 州 六 盘 水 首 钢 水 钢 集 团 成 功 商 运，这也是超临界二氧化碳余热发电技术"超碳一号"的全球示范工程。 记者从中核集团了解到，"超碳一号"示范工程是全球首套15兆瓦超临界二氧化碳烧结余 热发电工程。 编辑丨闫志强 ...

"超碳 飛了! t =" 在贵州六盘水首钢水钢集团成功商运 本次商运意味着全球首次将超临界二氧化碳发电技术从实验室推向商业落地。超临界二氧化碳还在 光热发电等多个领域拥有广阔应用前景。 2025年12月20日 全球首台 这也是超临界二氧化碳余热发电技术 "超碳一号"的全球示范工程 12月20日，全球首台商用超临界二氧化碳发电机组在贵州六盘水首钢水钢集团成功商运，这也是超 临界二氧化碳余热发电技术"超碳一号"的全球示范工程。 记者从中核集团了解到，"超碳一号"示范工程是全球首套15兆瓦超临界二氧化碳烧结余热发电工 程。 现役烧结余热蒸汽发电技术，类似于"烧开水"，用热量将水变为水蒸气，推动汽轮机转动发 电。"超碳一号"不再"烧开水"，而是采用超临界二氧化碳为循环工质，发电效率提升85%以上，净发电 量提升50%以上。 商用超临界二氧化碳发电机组 记者：高敬、李力可、肖艳 海报制作：吴彬尔 新华社国内部、新华社四川分社、新华社贵州分社联合出品 【纠错】 【责任编辑:施歌】 ...

Core Viewpoint - The report highlights the growth trajectory of China's nuclear power generation, indicating a significant increase in production and a positive outlook for the industry from 2025 to 2031 [1] Industry Summary - According to the National Bureau of Statistics, China's nuclear power generation is projected to reach 38.7 billion kilowatt-hours in October 2025, reflecting a year-on-year growth of 4.2% [1] - Cumulatively, from January to October 2025, the total nuclear power generation is expected to be 396.76 billion kilowatt-hours, marking an 8.7% increase compared to the previous year [1] - The report is part of a comprehensive analysis by Zhiyan Consulting, which specializes in industry research and provides strategic insights for investment decisions in the nuclear energy sector [1] Company Summary - Listed companies in the nuclear power sector include China General Nuclear Power (003816), China National Nuclear Power (601985), and others, indicating a diverse market landscape [1] - The report emphasizes the importance of these companies in the context of China's growing nuclear energy market and their potential for investment opportunities [1]

证券日报网讯 12月19日，中国铀业在互动平台回答投资者提问时表示，中国铀业已同中国核电签署了 长贸协议，约定向中国核电下属核电公司供应天然铀。 （文章来源：证券日报） ...

Group 1 - Controlled nuclear fusion is considered a future ideal energy source due to its high energy output compared to nuclear fission, with 1 gram of deuterium-tritium fusion fuel releasing energy equivalent to 11.2 tons of standard coal, which is about four times that of 1 gram of uranium-235 fission [12][13] - The deuterium-tritium reaction is the mainstream application in nuclear fusion, offering advantages such as feasible fuel acquisition, high technical feasibility, and significant energy gain, making it the most viable path for achieving net energy gain and commercial power generation [18][19] - Magnetic confinement is recognized as the most promising method for achieving large-scale controlled nuclear fusion, with superconducting technology being key to future device miniaturization and cost reduction [1][25] Group 2 - The global demand for electricity is increasing, driven by data centers, which currently consume about 415 TWh and are expected to double to approximately 945 TWh by 2030, making controlled nuclear fusion an ideal energy solution [2][3] - The progress in controlled nuclear fusion has shifted from "can it ignite" to "can it operate long-term, stably, and economically," with significant advancements in devices like EAST and ITER laying the groundwork for commercial viability [2][3] - Major domestic projects in China, such as EAST and BEST, are expected to see capital expenditures exceeding 92 billion yuan over the next five years, benefiting local companies involved in the supply chain [4][6] Group 3 - The manufacturing value of midstream equipment in the tokamak devices is significant, with over 50% of the value chain attributed to midstream equipment, including key components like vacuum chambers and superconducting magnets [3][6] - Domestic companies are expected to benefit from the nuclear fusion sector, with investments in upstream materials and midstream equipment manufacturing, including companies like Western Superconducting, Antai Technology, and China Nuclear Power [6][4] - The capital expenditure in China's controlled nuclear fusion sector is projected to maintain around 92 billion yuan from 2026 to 2030, with annual investments exceeding 10 billion yuan [6][4]