Key Points Nuclear startup Oklo's shares have skyrocketed to more than $100 during the past month. The company just held a groundbreaking ceremony for its first small modular reactor. If Oklo's technology works as planned, there's plenty of room for growth, even at its current valuation. 10 stocks we like better than Oklo › Shares of nuclear power startup Oklo (NYSE: OKLO) have skyrocketed in September, with shares gaining about 50% in price during the past month alone. At more than $100 a sha ...

全球范围内，核电发展势头日益增强，特别是受到小型模块化反应堆技术加速部署推动，铀需求前景颇为积极。然而，随着现有矿山 在未来10年面临资源枯竭，铀供应缺口隐现，可能将拖累核电复兴。 根据世界核协会《20 25世界核能业绩报告》，截至去年底，全球运行中核反应堆共440座，较2023年底增加3座；全球核电总装机容量 398吉瓦，较2023年底392吉瓦增加6吉瓦。去年，全球新开工核反应堆9座、实现并网7座、永久停运4座。截至去年底，全球在建反应 堆总数为62座，较20 23年底增加1座。 去年，全球实际发电核反应堆410座，实际发电总装机容量369吉瓦，较2 023年增加1吉瓦。截至去年底，日本有19吉瓦装机量、印度 有不足1吉瓦装机量处于暂停运行状态，另有11吉瓦运行中反应堆未发电。 值得一提的是，全球超过60%的核电机组的容量因子维持在80%以上，去年平均容量因数同比增长至83%，延续了2000年以来的高容量 因数趋势，这意味着核电机组运行业绩并未随运行年限增加而下降。 容量因数是衡量发电设施实际发电效率的指标，为机组全年实际发电量与理论最大发电量的比值。世界核协会指出，暂未观察到容量因 数随反应堆服役年限增 ...

Core Viewpoint - Rolls-Royce Holdings has denied reports regarding the exploration of an initial public offering (IPO) for its Small Modular Reactor (SMR) division, stating that there are currently no plans or processes initiated for an IPO [1] Company Summary - The spokesperson for Rolls-Royce's SMR division clarified that discussions about an IPO and other financing options are still in the early stages [1] - In June, Rolls-Royce's SMR unit was selected as one of the first builders of small modular reactors in the UK, which is a key initiative for the country's goal of decarbonizing its grid by the mid-2030s [1] - The UK government has committed to investing £2.5 billion (approximately $3.4 billion) in the SMR project over the next four years, aiming to establish Europe's first small nuclear industry demonstration projects [1] Industry Summary - Several countries, including the US, Canada, Romania, and the Czech Republic, are accelerating the development of small modular reactor technology [1] - The successful implementation of the UK SMR project could not only transform the domestic energy structure but also potentially open new growth opportunities in the global nuclear energy market [1]