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对话国家电投原董事长王炳华:困扰三代核电站的重大问题是电价 | 财之道
Xin Lang Ke Ji· 2025-09-12 00:43
Core Viewpoint - The development of China's nuclear power industry has made significant strides, transitioning from second-generation to third-generation technology, and is now positioned to lead globally in nuclear energy [2][3][10]. Group 1: Historical Context and Current Status - The year 2023 marks the 70th anniversary of China's nuclear industry, highlighting the evolution from importing technology to developing indigenous capabilities [2]. - Following the Fukushima incident, China initiated comprehensive safety checks and has since entered a new phase of "active, safe, and orderly development" in nuclear power [3]. - As of August 2023, China operates 58 nuclear reactors with a total capacity of 61.01 million kW, and has 31 reactors under construction with a capacity of 37.25 million kW [3][4]. Group 2: Safety and Performance - China's nuclear power plants have maintained an excellent safety record, with over 600 years of safe operation and no incidents rated INES 2 or above [3][4]. - Among the 54 reactors meeting WANO's performance criteria, 38 achieved a perfect score of 100, representing 43.18% of the world's total perfect-rated reactors [4]. Group 3: Technological Advancements - The "Hualong One" reactor, which has complete independent intellectual property rights, is undergoing upgrades to enhance safety systems and reduce construction costs [5]. - Small Modular Reactors (SMRs) are being developed by multiple organizations, with 12 different technologies in various stages of progress [8][9]. Group 4: Environmental Impact - In 2024, nuclear energy is projected to generate 444.7 billion kWh, accounting for 4.72% of total energy production, effectively reducing CO2 emissions by 334 million tons [6]. - The lifecycle carbon footprint of nuclear energy is the lowest among major energy sources, with a carbon footprint factor of only 6.5 gCO₂/kWh [6]. Group 5: Economic Value and Applications - The construction of a nuclear power plant can generate significant economic value, with a projected cash flow of approximately 600 billion yuan over its operational lifespan [11]. - Nuclear energy is diversifying into heating, industrial steam supply, and seawater desalination, with successful projects already in operation [12][13]. Group 6: Future Prospects - The nuclear technology sector is expected to grow rapidly, with the domestic isotope supply industry projected to reach an output value of 890 billion yuan by 2024, growing at a compound annual growth rate of 15.6% [14]. - The development of nuclear fusion is seen as a promising future energy source, with ongoing research and investment from both government and private sectors [15][16].
预见AI:人类进入新“经验时代” 唯有人造太阳能喂饱AI
Nan Fang Du Shi Bao· 2025-09-11 15:58
Group 1: AI and Innovation - The 2025 Inclusion·Bund Conference in Shanghai focused on "Reshaping Innovation Growth," featuring discussions on AI as a key theme, with over 40 forums and a significant technology exhibition [1] - Richard Sutton, the 2024 Turing Award winner, emphasized that humanity is entering a new "Era of Experience," where AI's replacement is inevitable, and the data era is nearing its end [3][4] - Sutton highlighted that the core of intelligence lies in experience, which involves observation, action, and reward, and pointed out the need for continual learning and meta-learning technologies to unlock AI's full potential [3] Group 2: Industry Perspectives - Wang Jian, founder of Alibaba Cloud, stated that open data and computing resources are essential for advancing AI, marking a shift from code open-sourcing to resource sharing [5][6] - Wang also introduced the concept of "computing satellites," which will leverage AI in space exploration, indicating a new frontier for AI applications beyond traditional devices [6] - Wang Xingxing, CEO of Yushu Technology, expressed optimism about the AI era, noting that small organizations will increasingly have explosive growth potential, despite existing challenges in data quality and model algorithms [7][8] Group 3: Organizational Challenges - McKinsey's China Chairman, Li Yili, identified organizational culture as the biggest bottleneck in AI development, advocating for CEO-led transformations focused on profitability rather than just application scenarios [8][9] - Li outlined three stages of globalization for Chinese enterprises, emphasizing the need for a global perspective and diverse collaboration models to enhance growth opportunities [10] Group 4: Energy and AI - Professor Sun Xuan from the University of Science and Technology of China proposed that nuclear fusion is the key to meeting the energy demands of AI, with 1 gram of fusion fuel equating to the energy of 8 tons of oil [11][12] - Sun highlighted the significant energy gap that AI could create, predicting that AI's energy consumption could exceed 20% of the Earth's total energy supply in the future [11] - The fusion industry is seeing increased investment, with a total of $7.1 billion raised globally, indicating a growing interest in commercializing fusion technology [12]
重塑创新增长 AI角色几何?
Group 1: Core Themes of the Conference - The conference emphasizes the theme of "reshaping innovative growth" in the context of AI technology transforming business models and infrastructure [1][2] - Key signals from the conference include the emergence of young tech entrepreneurs, the need for open resources in AI applications, and the higher demands for AI governance [1][2][5] Group 2: Young Entrepreneurs and Innovation - The conference highlighted the participation of nearly 20,000 young tech talents, with many speakers being from the post-90s and post-00s generations [2][3] - Young entrepreneurs believe that the AI-native era offers new opportunities for knowledge and capability dissemination, allowing them to leverage advanced AI models without starting from basic coding [3][4] Group 3: Infrastructure and Resource Challenges - The AI industry is experiencing a massive expansion, with significant capital expenditures expected, such as over $300 billion from major tech companies in the U.S. by 2025 [5][6] - The rise of AI is leading to increased energy consumption, with predictions that AI could account for over 20% of global energy usage in the future [6][7] Group 4: Human Role and Governance in AI - The rapid development of AI technologies is leading to a redefinition of human roles, with a consensus that the future will involve human-machine coexistence [7][8] - Concerns were raised about the pace of technological change and the need for reliable mechanisms to ensure safe deployment of AI, particularly for vulnerable populations [9]
外滩大会今日开幕,图灵奖得主称人工智能进入“经验时代”
Yang Zi Wan Bao Wang· 2025-09-11 12:27
人工智能正在进入"经验时代";文明的下一跃,需要AI"大脑"与核聚变"心脏";基础设施加速扩张,AI 正步入"产业规模化"……9月11日上午,以"重塑创新增长"为主题的2025 Inclusion·外滩大会在上海黄浦 世博园区开幕。来自16个国家和地区的550位嘉宾参会分享,全球顶尖学者、产业界人士、青年创业者 和科学家,共同探索智能时代的创新路径与商业未来。 孙玄在演讲中援引数据称:"AI目前用电量占地球的1.5%,如果我们把AI比喻成'地球大脑'的话,人的 大脑能耗占人体的20%,因此有人预测,AI的耗电量也将占地球总数的20%以上。"这意味着,仅人工 智能一个领域,就将产生巨大的能源缺口。 基础设施加速扩张,AI 正步入"产业规模化" 在外滩大会开幕主论坛上,源码资本投资合伙人、美国国家工程院外籍院士张宏江表示,大模型的"规 模定律(Scaling Law)"仍然有效,而智能体与经济结构转型将深刻重塑社会。 张宏江指出,人类正在进入"智能体群(agent swarm)"时代,也就是数量庞大的智能体之间彼此交互、 执行任务、交换数据、交换信息,甚至交换任务,而人类与这些智能体群的交互,将构成所谓的"智能 ...
人间一年AI一天,替代不可避免,萨顿、王兴兴等回答AI四大终极问题
3 6 Ke· 2025-09-11 12:21
Group 1 - The core theme of the articles revolves around the evolving relationship between AI and humanity, emphasizing the need for collaboration and the ethical implications of AI's integration into society [1][2][20] - Richard Sutton, a prominent figure in AI, argues that fears surrounding AI, such as job loss and existential threats, are often exaggerated and driven by vested interests [2][20] - The development of AI is seen as a pathway to human prosperity through decentralized collaboration, with a focus on the importance of cooperation in achieving meaningful advancements [2][18] Group 2 - Current AI capabilities are still in their infancy, with significant challenges remaining in making AI truly functional in practical applications [4][6] - The integration of AI with robotics is creating a new industry focused on embodied intelligence, which aims to enable robots to perform tasks autonomously [4][6] - The potential for AI to revolutionize industries is acknowledged, but experts caution that the technology is not yet ready for widespread deployment [4][6] Group 3 - The future of AI is closely tied to advancements in energy solutions, particularly nuclear fusion, which is viewed as a critical technology for sustainable development [13][15] - Investment in nuclear fusion has surged, with significant funding from major tech companies, indicating a growing consensus on its importance for future energy needs [13][15] - The challenges of achieving controlled nuclear fusion are acknowledged, with ongoing research focused on overcoming technical hurdles [13][15] Group 4 - The AI industry is transitioning from a focus on human data to an "experience era," where AI learns from direct interactions with the environment [17][20] - Sutton emphasizes the need for new data sources and learning methods to unlock AI's full potential, highlighting the importance of continual and meta-learning [17][20] - The concept of "intelligent agents" is emerging as a dominant application of AI, suggesting a shift towards an "agent economy" that could transform organizational structures [20] Group 5 - China's AI development strategy outlines clear goals for the integration of AI across various sectors by 2027, with a focus on widespread adoption and economic growth [21][20] - Shanghai is positioning itself as a hub for AI innovation, with significant financial support for companies in the AI space, including funding for computational resources and model development [21][20] - The articles suggest that the AI landscape is becoming increasingly defined, with a roadmap for future advancements and applications [20][21]
中科大孙玄:文明跃迁需要AI“大脑”与核聚变“心脏”
Guo Ji Jin Rong Bao· 2025-09-11 11:24
"相信不少人听过这么一句话:AI(人工智能)的终点是能源,能源的终点是聚变。"9月11日,在上海世博园区举行的2025 Inclusion·外滩大会开幕式暨 主论坛上,中国科学技术大学核科学与技术学院教授、星能玄光创始人兼董事长孙玄在演讲中重申了这一业界重要共识——核聚变是开启下一代文明的关键 科技。 孙玄指出,我们正处在一个百年难遇的大时代,人工智能的崛起正指数级推高全球能源消耗,而解决这一终极需求的答案便是核聚变。核聚变一旦实 现,不仅将带来一场能源革命并引发工业革命,更是迈向利用宇宙中最普遍能源、跨越到更高阶文明的关键一步。 "人工智能的进步代表人类的智力从碳基到硅基的演化,聚变代表的是人类从利用地球上已有的能源形式到宇宙能源形式的一个转变。这两者分别实 现,都可以说是代表一个新的时代到来,如果两者能够携手起来,或许可以加速这个大时代的来临。"孙玄表示,"当未来到来时,也许我们并没有意识 到"。 实际上,对前沿科技嗅觉敏锐的资本已有动作,纷纷积极布局这条终极能源赛道。孙玄指出,从2020年起,资本对于核聚变的投入增长显著,英伟达、 谷歌、OpenAI等头部国际科技企业均已入局核聚变领域,押注这一终极能源 ...
2025外滩大会:从数据驱动走向“经验时代” AI竞争进入新阶段
Huan Qiu Wang Zi Xun· 2025-09-11 08:39
来源:环球网 人工智能正在经历从数据驱动向体验驱动的范式转变。2024年图灵奖得主理查德·萨顿提出了"经验时 代"的概念,标志着AI发展进入新阶段。他认为,人类数据红利正逼近极限,人工智能需要从与世界的 直接交互中生成新的知识源,这正是人类和其他动物的学习方式。 图:理查德·萨顿在2025外滩大会开幕式主论坛发表主旨演讲 规模定律仍然主导着AI发展轨迹。美国国家工程院外籍院士张宏江指出,大模型的"规模定律"仍然有 效,而推理模型的出现塑造了大规模发展的新曲线——"推理规模定律"。上下文、记忆等层面对计算的 需求持续推升着算力扩张。 基础设施扩张支撑AI产业化进程。张宏江列举了OpenAI的Stargate和Musk的Colossus等项目,2025年美 国主要科技公司的AI相关资本开支预计超3000亿美元,整个AI数据中心产业链正经历大规模建设热 潮。 智能体经济正在形成。人类正在进入"智能体群"时代,数量庞大的智能体之间彼此交互、执行任务、交 换数据和信息,甚至交换任务。人类与这些智能体群的交互,将构成全新的"智能体经济"。 【环球网科技报道 记者 李文瑶】9月11日,以"重塑创新增长"为主题的2025 I ...
中科大孙玄:AI或将“吃掉”全球五分之一电力
Hua Er Jie Jian Wen· 2025-09-11 06:13
"相信不少人听过这么一句话:AI的终点是能源,能源的终点是聚变。" 9月11日,在2025 Inclusion·外滩大会上,中国科学技术大学核科学与技术学院教授、星能玄光创始人兼董事长孙玄在演讲中重申了这一业界重要共识——核 聚变是开启下一代文明的关键科技。 孙玄指出,AI的崛起正指数级推高全球能源消耗,而解决这一终极需求的答案便是核聚变。核聚变一旦实现,不仅将带来一场能源革命并引发工业革命, 更是迈向利用宇宙中最普遍能源、跨越到更高阶文明的关键一步。 当下,驱动聚变能从实验室走向产业关注的核心力量,正来自于其最大的需求方——AI。孙玄在指出:"AI目前用电量占地球的1.5%,如果我们把AI比喻 成'地球大脑'的话,人的大脑能耗占人体的20%,因此有人预测,AI的耗电量也将占地球总数的20%以上。" 这意味着,仅AI一个领域,就将产生巨大的能源缺口。 核聚变正是满足未来AI技术发展所需的能源供给的解决之道。聚变指的是两个轻核聚合成一个重核,在这一过程中存在质量亏损,可以释放出巨大的能 量。孙玄指出,核聚变拥有极高的能量密度:1克核聚变燃料,释放的能量相当于8吨石油。 等离子体不稳定性 孙玄解释道,实现核聚变的 ...
2025外滩大会开幕 中科大孙玄:AI的尽头是能源
Yang Guang Wang· 2025-09-11 06:07
Core Insights - The core viewpoint emphasizes that nuclear fusion is a key technology for the next generation of civilization, particularly in the context of rising energy demands driven by artificial intelligence [1][3]. Industry Developments - The rise of artificial intelligence is significantly increasing global energy consumption, and nuclear fusion is seen as a solution to meet the energy needs of future AI technologies [3]. - Nuclear fusion has a high energy density, with 1 gram of fusion fuel releasing energy equivalent to 8 tons of oil [3]. - Since 2020, there has been a notable increase in capital investment in nuclear fusion, with major tech companies like Google and OpenAI entering the field [3][4]. Technological Pathways - The mainstream technologies pursuing controllable nuclear fusion are laser inertial confinement and magnetic confinement, both of which have high engineering requirements and associated costs [4]. - A proposed hybrid approach called "magnetic inertial confinement" aims to reduce costs and construction time while enhancing iteration efficiency, but it presents intellectual challenges that require a deep understanding of the underlying physics [4]. - The potential for AI to create self-learning systems that can explore and design new fusion reactors is highlighted as a breakthrough opportunity [4]. Market Trends - According to a report from the Fusion Industry Association, global investments in commercial nuclear fusion companies reached $7.1 billion, an increase of $900 million year-on-year, with 89% of surveyed companies optimistic about achieving grid-connected power by the late 2030s [4]. - China's nuclear fusion sector is rapidly advancing, with various forms of fusion research emerging and significant breakthroughs being made by research institutes, universities, and enterprises [5]. Future Outlook - The combination of advancements in artificial intelligence and nuclear fusion is seen as a potential catalyst for ushering in a new era of energy production, transitioning from terrestrial energy sources to cosmic energy forms [5].
精达股份涨2.11%,成交额2.81亿元,主力资金净流出2262.53万元
Xin Lang Cai Jing· 2025-09-11 04:28
Core Viewpoint - Jingda Co., Ltd. has shown a mixed performance in stock price and financial metrics, with a notable increase in revenue and net profit year-on-year, while experiencing fluctuations in stock trading activity and shareholder composition [1][2][3]. Group 1: Stock Performance - On September 11, Jingda's stock price increased by 2.11%, reaching 8.23 CNY per share, with a trading volume of 281 million CNY and a turnover rate of 1.62%, resulting in a total market capitalization of 17.688 billion CNY [1]. - Year-to-date, Jingda's stock price has risen by 13.67%, with a slight decline of 0.84% over the last five trading days, a 2.62% increase over the last 20 days, and a 10.77% increase over the last 60 days [1]. Group 2: Financial Performance - For the first half of 2025, Jingda reported a revenue of 11.856 billion CNY, reflecting a year-on-year growth of 14.28%, and a net profit attributable to shareholders of 306 million CNY, which is a 6.03% increase compared to the previous year [2]. - Since its A-share listing, Jingda has distributed a total of 1.907 billion CNY in dividends, with 712 million CNY distributed over the last three years [3]. Group 3: Shareholder Composition - As of June 30, 2025, Jingda had 109,600 shareholders, a decrease of 2.86% from the previous period, with an average of 19,613 circulating shares per shareholder, an increase of 2.95% [2]. - Among the top ten circulating shareholders, XINGQUAN Trend Investment Mixed Fund is the eighth largest with 20 million shares, while Hong Kong Central Clearing Limited is the ninth largest with 19.8724 million shares, having increased its holdings by 2.4356 million shares [3].