本报讯 （记者贺王娟） 4月25日，华清安泰能源股份有限公司（证券简称：华清安泰，证券代码：832326）发布拟变更公司全称及简称公告，拟 将华清安泰能源股份有限公司全称改为京能华清能源股份有限公司，公司简称由华清安泰改为京能华清。 2025年3月27日，北京京能热力股份有限公司（证券简称：京能热力，股票代码：002893）通过"老股转让+定向发行+表决 权委托"方式完成对新三板挂牌公司华清安泰控股权收购，华清安泰正式迎来了发展的全新篇章，北京市人民政府国有资产监 督管理委员会成为华清安泰实际控制人。 未来，双方将充分整合先进能源技术，优化能源资源配置，发挥在热力生产与供应、新能源和可再生能源应用技术等方面 的经验优势，进一步提升综合竞争实力，为服务首都供热保障贡献更大力量，携手在能源领域开拓更为广阔的发展空间。 （编辑 张伟） 华清安泰现控股股东京能热力为北京能源集团有限责任公司下属实控公司。京能集团成立于2004年，资产规模达4641亿 元，年营业收入超过920亿元，员工总数3.4万余人，投资版图不仅覆盖全国31个省区市，更延伸至海外市场，旗下坐拥京能清 洁能源、京能电力、昊华能源、京能置业、北京能源国际 ...

Investment Rating - The industry rating is "Outperform the Market," indicating that the overall return of the industry is expected to exceed the market benchmark index by more than 5% in the next 6 months [14]. Core Insights - The recent breakthrough in the "Xuanlong-50U" spherical toroidal hydrogen-boron fusion device by Xin'ao Energy Research Institute marks the first successful achievement of a plasma current discharge of 1 million amperes, establishing a foundation for the commercialization of hydrogen-boron fusion [3][4]. - Nuclear power is recognized as a crucial force in promoting the green transition of energy due to its cleanliness, safety, efficiency, and minimal land use, with annual utilization hours exceeding 7000 hours, the highest among all power sources [5]. Summary by Sections Breakthroughs and Developments - The "Xuanlong-50U" device underwent an upgrade in 2023, achieving its first plasma discharge on January 24, 2024, and exceeding expected plasma current indicators on August 15, 2024. The focus for 2025 will be on high-parameter hydrogen-boron plasma discharge research [4]. Investment Opportunities - Recommended companies for investment include: 1. **Jia Dian Co., Ltd.**: Leading in nuclear main pumps and helium fans for fourth-generation high-temperature gas-cooled reactors [5]. 2. **Guoguang Electric**: Key components for the ITER project [5]. 3. **Lanshi Heavy Industry**: Covers upstream nuclear fuel systems to downstream spent fuel processing [5]. 4. **Kexin Electromechanical**: Producing high-temperature gas-cooled reactor products and replacing imports [5]. 5. **Hailu Heavy Industry**: Services for third and fourth-generation reactors and thermal nuclear fusion reactors (ITER) [5]. 6. **Jiangsu Shentong**: Secured over 90% of orders for nuclear-grade valves in new nuclear power projects [5]. 7. **Xianheng International**: Products applied in the operation and maintenance of nuclear energy [5].

人民财讯3月15日电，3月14日，中国能建党委书记、董事长宋海良，党委副书记、总经理倪真在天津拜 会中央政治局委员、天津市委书记陈敏尔，天津市委副书记、市长张工，并见证天津市人民政府和中国 能建签署战略合作框架协议。 双方表示，要深入贯彻落实习近平总书记考察天津重要讲话精神和对天津工作一系列重要指示要求，以 推进京津冀协同发展为战略牵引，聚焦高质量发展，推动能源绿色转型，深化新型电力系统、智慧城 市、交能融合、"AI+能源"、新型储能、绿色氢氨醇等领域务实合作，共同书写中国式现代化天津篇 章。 ...

Investment Rating - The industry rating is "Outperform the Market" [6][13]. Core Insights - In 2024, global nuclear power installed capacity is expected to see a slight increase, with 440 operational nuclear reactors and a total capacity of approximately 399 million kilowatts, up from 437 reactors and 393 million kilowatts in 2023 [3]. - Kazakhstan has officially designated the construction site for its first nuclear power plant in the Almaty region, marking a significant step in the country's nuclear energy development [4]. - Nuclear power is recognized for its clean, safe, and efficient characteristics, making it a crucial force in promoting energy transition and addressing global climate change [5]. Summary by Sections Global Nuclear Power Capacity - As of December 31, 2024, there will be 31 countries utilizing nuclear energy, with a total of 440 operational reactors and an installed capacity of about 399 million kilowatts, reflecting a slight increase from the previous year [3]. Kazakhstan's Nuclear Development - The decision to establish Kazakhstan's first nuclear power plant in the Almaty region is based on the country's legal framework for the peaceful use of atomic energy, indicating a commitment to developing its nuclear energy sector [4]. Nuclear Power's Role in Energy Transition - Nuclear power plants maintain an annual utilization rate of over 7000 hours, the highest among all energy sources, and do not emit harmful pollutants, positioning nuclear energy as a key player in the global shift towards greener energy solutions [5]. - The report highlights potential future applications of nuclear energy in desalination, hydrogen production, and medical protection, emphasizing its expanding role beyond electricity generation [5]. Investment Opportunities - The report suggests several companies to watch, including: 1. Jiadian Co., which leads in high-temperature gas-cooled reactor power equipment [5]. 2. Guoguang Electric, a key supplier for the ITER project [5]. 3. Lanshi Heavy Industry, covering the entire nuclear fuel cycle [5]. 4. Kexin Electromechanical, which has developed domestic alternatives for nuclear fuel transport [5]. 5. Haili Heavy Industry, servicing various reactor types [5]. 6. Jiangsu Shentong, securing over 90% of orders for nuclear-grade valves in new projects [5]. 7. Xianheng International, involved in the operation and maintenance of nuclear power [5].