Core Viewpoint - The 2025 Spring International Forum on Sustainable Development of Nuclear Energy is being held in Beijing, showcasing the robust growth and global leadership of China's nuclear energy industry [1][3]. Industry Overview - The "China Nuclear Development Report (2025)" was released, indicating that China's nuclear energy sector ranks among the top globally in several metrics, with a strong development momentum [3][5]. - By the end of 2024, China will have 57 operational nuclear power units with a total installed capacity of 59.76 million kilowatts, ranking third globally [4]. - China's nuclear power generation is projected to reach 444.7 billion kilowatt-hours in 2024, making it the second-largest globally and accounting for 4.72% of the national power generation [4]. Future Projections - It is anticipated that by 2030, China's operational nuclear power capacity will become the largest in the world [5]. - The report suggests promoting balanced development of nuclear power, enhancing nuclear technology innovation, and strengthening uranium resource development to support high-quality industry growth [5]. Technological and Industrial Advancements - China's nuclear power sector has achieved 100% domestic production of main equipment, optimized uranium mining capacity, and positioned itself among the leaders in nuclear fuel component processing [4]. - Significant advancements in nuclear technology applications have been made, including the mass production of key medical isotopes and the approval of several new radioactive drugs [4]. - Innovations in technology are evident with the continuous optimization of advanced reactor types like "Guohe No. 1" and "Hualong No. 1," alongside ongoing research into various new reactor designs and nuclear fuel cycle technologies [4]. International Cooperation - China has exported a total of 7 nuclear power units and is engaged in multi-faceted cooperation with various countries in the nuclear energy sector [4].

中国核能行业协会专家委特邀顾问王炳华27日在2025春季核能可持续发展国际论坛上表示，目前全世界 范围内正在掀起核能小型堆开发热潮。小型堆综合利用应用场景丰富、市场需求广阔。初步测算表明， 小型堆发电、供热成本较燃气机组具有优势。王炳华介绍，初步测算，单一"供暖"小堆单位千瓦热比投 资约为0.7万元/kW(t)，"供暖+工业供汽"小堆单位千瓦热比投资约1.2万—1.5万元/kW(t)。考虑热电转换 比约3：1的条件下，总体来看，当前阶段小型模块化反应堆单位千瓦建造成本约为大型商用压水堆核电 项目2倍。初步测算，平准化电价、热价水平较天然气发电、供热具有优势。未来，在批量化规模化发 展条件下，市场竞争力将显著增强。我国小型堆发展还面临一定问题和挑战。王炳华建议，国家层面统 筹制定小型堆发展战略，在新一轮科技重大专项中接续设立小堆专项，支持小型堆型号研发，形成一批 国家级小型堆型号序列；建立健全适应小堆发展的法规标准和审评体系；将小型堆作为实施我国核 电"走出去"战略的重要抓手；在核能小型堆产业化初期，给予产业扶持政策。(上海证券报) ...

智通财经4月27日电，国家能源局副局长何洋27日在2025春季核能可持续发展国际论坛上表示，中国将 进一步加大关键技术研发投入，提高材料、燃料、软件、工艺等方面创新能力和水平，完善核电科技创 新体系，推动小型堆、四代堆等新一代技术研发示范，积极培育核电高质量发展的创新驱动力。要抓住 当前核电发展的重要机遇期，在确保安全的前提下，积极有序推进沿海核电建设，科学合理确定核电站 布局，保持平稳建设节奏。加快推进先进核电技术试验示范，积极推动核能供暖和综合利用，做好厂址 资源保护，形成"建设一批、储备一批、保护一批、示范一批"的发展格局。 国家能源局：中国将进一步加大核电关键技术研发投入 ...

Core Insights - The report titled "China Nuclear Energy Development Report (2025)" indicates a comprehensive revival of global nuclear energy, with China expected to have the largest operational nuclear power capacity in the world by 2030 [1] Group 1: Current Status of China's Nuclear Energy - As of the end of 2024, China will have 57 operational nuclear power units with a total installed capacity of 59.76 million kilowatts, ranking third globally [1] - China has 28 nuclear power units under construction, with a total installed capacity of 33.7 million kilowatts, maintaining the world's highest construction capacity for 18 consecutive years [1] Group 2: Future Projections - By 2030, it is projected that China's operational nuclear power capacity will reach 110 million kilowatts, playing a significant role as a low-carbon energy alternative and a key supporter of system safety and stability in the new power system [1] Group 3: Recommendations for Development - The report suggests promoting balanced development of nuclear power by utilizing existing coastal nuclear power site resources and expanding site reserves through the repurposing of retired coal power sites [2] - It emphasizes the need to enhance nuclear technology innovation capabilities and to promote the entire industry chain's international expansion [2] Group 4: International Cooperation - China's nuclear energy international cooperation has made significant progress, including strengthened collaboration with the International Atomic Energy Agency (IAEA) and participation in the International Thermonuclear Experimental Reactor (ITER) project [2] - The report highlights ongoing nuclear cooperation with countries such as Russia, France, and Kazakhstan, emphasizing the importance of open collaboration for global nuclear safety and sustainable development [2]

Core Insights - The "China Nuclear Energy Development Report (2025)" predicts that by 2030, China's operational nuclear power capacity will become the largest in the world, given the current construction pace [1][4]. Industry Overview - The global nuclear energy sector is experiencing a revival, with the International Atomic Energy Agency (IAEA) raising its nuclear power development forecasts for four consecutive years. Additionally, 31 countries and regions have signed the "Triple Nuclear Energy Declaration," indicating increased policy support for nuclear energy from major nuclear nations [4]. - As of the end of 2024, China will have 57 operational nuclear power units with a total installed capacity of 59.76 million kilowatts, ranking third globally. The average utilization hours for nuclear power in 2024 are projected to be 7,797 hours, with a cumulative generation of 444.7 billion kilowatt-hours, accounting for 4.72% of the national total generation [4]. Future Projections - The report anticipates a rapid evolution in the international nuclear energy competitive landscape. China aims to maintain an open and cooperative stance to promote international nuclear collaboration, enhance its nuclear technology innovation system, and accelerate advancements in key nuclear technologies [4]. - The proportion of nuclear power in China's electricity market transactions has increased from approximately 30% in 2020 to 46.1% in 2024, indicating a trend of gradual growth [5]. - As the share of renewable energy rises, challenges such as real-time power balance and frequency and voltage support will become more pronounced. Nuclear power is expected to play a crucial role as a stable foundational energy source, particularly in providing base load, grid security support, and emergency backup [5].

Group 1 - The 2025 Spring International Forum on Sustainable Development of Nuclear Energy is being held in Beijing from April 27 to 29, organized by the China Nuclear Energy Association, featuring speeches from government officials, corporate representatives, and experts [1] - As of now, China has 58 operational nuclear power units with a total installed capacity of 60.96 million kilowatts, and 44 units under construction with a capacity of 52.35 million kilowatts, making it the world's largest nuclear power producer [3] - The predicted nuclear power generation in China for 2024 is 444.7 billion kilowatt-hours, ranking second globally and accounting for 4.72% of the total national power generation, equivalent to a reduction of 334 million tons of carbon dioxide emissions [3] Group 2 - The forum released the "China Nuclear Energy Development Report (2025)", which analyzes the current status of nuclear energy development in China, highlighting a global revival in nuclear energy expected before 2030 [3] - The International Atomic Energy Agency (IAEA) has raised its global nuclear power development forecast for four consecutive years, with 31 countries and regions signing the "Triple Nuclear Energy Declaration," indicating increased policy support for nuclear energy from major countries [3] - The proportion of nuclear power in market transactions in China has increased from approximately 30% in 2020 to 46.1% in 2024, reflecting a growing trend towards market-oriented nuclear power [5] Group 3 - To promote high-quality development of nuclear power, it is essential to focus on safety and public acceptance of nuclear energy, as well as reducing nuclear power costs through competitive mechanisms in the manufacturing of production equipment [5]

Core Insights - Nuclear energy is increasingly recognized for its strategic value as a low-carbon, dispatchable baseload energy source amid pressures from climate change and energy security [1] - China plans to complete a fusion energy experimental facility by 2027, with expectations to see the first demonstration of fusion energy within five years [1] Group 1: Nuclear Energy Development - The "Good Hope Science Salon" focused on the theme of "Nuclear Energy Dual Engines: Collaborative Innovation of Fission and Fusion," bringing together experts from academia, industry, and finance to assess China's nuclear energy development [1] - The technical roadmap for China's magnetic confinement fusion energy development includes the construction of an experimental facility, a fusion experimental reactor, an engineering demonstration reactor, and a prototype fusion power plant [1] - The Chinese fusion engineering demonstration reactor (CFEDR) has begun design planning, aiming to be the world's first fusion demonstration power plant [1] Group 2: Small Modular Reactors (SMRs) - The next decade is seen as a critical window for the development and promotion of small modular reactors (SMRs), which offer advantages such as shorter construction times, lower individual investment, and greater site adaptability compared to large reactors [2] - China's first fourth-generation nuclear power project, a pebble bed high-temperature gas-cooled reactor, has been completed, and the country is expected to lead in the construction of the first land-based commercial modular small reactor, "Linglong One" [2] - The electricity consumption of data centers in China is projected to reach 400 terawatt-hours by 2030, double that of 2020, indicating a growing demand for energy solutions like SMRs [2] Group 3: Synergy Between SMRs and Fusion - The collaborative development of SMRs and controllable nuclear fusion is viewed as a "dual engine" for the energy revolution, emphasizing the need for policy coordination, patient capital support, and public understanding [3] - The "Good Hope Science Salon" is organized by Zhongke Chuangxing, focusing on hard technology entrepreneurship and investment, aiming to explore new paradigms and paths for technological innovation and the integration of future industries [3]

人工智能的研发应用需要大量高耗能的数据中心支撑。2022年以来，各个国家和地区对数据中心的投资 几乎翻了一番，2024年投资总额已达5000亿美元。国际能源署近日发布《能源与人工智能》特别报告显 示，大规模数据中心建设推动全球电力需求大增。2024年，数据中心约占全球电力消耗的1.5%，达到 约415太瓦时。其中，美国在全球数据中心电力消耗中占比最大，达到45%，欧洲约占15%。报告显 示，在过去5年，全球数据中心占全球电力消耗量的比例以每年12%递增，按照现有速度，到2030年， 全球数据中心的电力需求将增加一倍以上，达到约945太瓦时。到2030年，服务人工智能的数据中心用 电需求增幅在4倍以上。2035年，全球数据中心电力消耗将攀升至约1200太瓦时。 全球发达经济体数据中心用电增量在其电力需求增量中的占比将大幅提升。2025年初，美国政府宣布斥 资至少200亿美元在本国建设数据中心，欧盟也宣布启动"Invest AI计划"，提供200亿欧元专项基金支 持，日本积极与谷歌、微软、OpenAI等跨国科技企业合作，扩大本国数据中心建设规模。与之相应， 2024年至2030年，美国数据中心用电增量将占该国总用 ...

③ 在核能领域，NuScale 是美国唯一获得核管会认证的公司，具有先发优势；Oklo 拥有先进技 术和充足现金，已获得多个潜在客户；NANO 则专注于微型核反应堆开发。此外，传统核能企 业 BWXT 凭借军用核反应堆优势，也在积极布局商用市场。 RockFlow 本文共5346字， 阅读需约20分钟 AI 正在引发科技巨头的军备竞赛，重点之一就是大型数据中心的规划和建设。这些数据中心需要消耗海量电力资源（据估计，一个大型数据中心的 能耗可能相当于一个中等城市）。目前，它们正在通过零散的可再生能源和老旧的燃煤发电厂度过难关。 未来几年，数据中心的大规模基建还将持续，电力需求仍将以惊人速度继续增长。那么，是否存在一个终极解决方案？ 当然有，答案是核能。 划重点 ① AI 的快速发展正推动数据中心能源需求呈现爆发式增长。目前，它们主要依靠可再生能源和 传统燃煤发电，但长期来看，核能或将成为终极解决方案。这倒逼谷歌、亚马逊、微软等巨头 布局核能领域。 ② 小型模块化核反应堆（SMR）作为核能领域最具前景的新兴技术，灵活性高、前期成本低、 工厂模块化生产、安全性好。然而其发展也面临诸多挑战，包括单位发电成本较高、建设 ...