中国经济网北京11月22日讯(记者宋雅静)11月22日9时32分，中核集团旗下中国核电投资控股的漳 州核电2号机组首次并网成功，正式向电网送出第一度电。至此，"华龙一号"批量化建设一期工程两台 机组全部并网发电，为国家能源结构优化、实现"双碳"目标做出新的贡献。 漳州核电2号机组于2020年9月4日开工建设，历经土建工程、设备安装、系统调试等过程，于2025 年10月11日装载核燃料，2025年11月3日反应堆首次临界。 并网现场 漳州核电是"华龙一号"批量化建设的始发地，也是目前全球最大的"华龙一号"核电基地，规划建设 6台"华龙一号"核电机组。基地全面建成后，预计每年可提供超600亿度的清洁电能，据估算将可以满足 福建南部地区厦门市、漳州市用电总和的75%，能够有效改善福建省"北电南送"的电力格局。 "华龙一号"作为我国核电走向世界的国家名片，是我国研发设计的具有完整自主知识产权的三代压 水堆核电创新成果。目前"华龙一号"已成为全球在运、在建机组总数最多的第三代核电技术，是当前核 电建设的主力堆型，标志着中国核电技术与综合竞争力跻身世界第一方阵，充分印证了"中国方案"的先 进与可靠。 截至目前，漳州核电1 ...

首个、首次、首台 本周 我国在工程建设、科学探测等领域 实现多项重大突破 中国科技与中国实力再度刷屏 用"中国精度"看宇宙 中微子实验首个重大成果发布 11月19日 江门中微子实验在建成两个月后 首次发布重大科研成果 其对中微子相关参数的测量精度 比此前实验的最好精度提高了1.5~1.8倍 我国首个采用冷却塔的 "华龙一号"核电站正式开建 11月18日 我国首个 采用冷却塔的"华龙一号"核电站 中广核招远核电1号机组 作为国际上首个运行的超大规模和超高精度的中微子专用大科学装置，江门中微子实验将助力科学家对来自太阳、超新星、 大气和地球的中微子开展前沿研究，其最主要的科学目标是解决粒子物理学领域未来十年内的一个重大问题，即：中微子的 质量顺序，从而为探索未知物理世界打开新窗口。 江门中微子实验合作组发言人介绍 中微子实验的核心探测器达到了设计要求 未来几年会把精度再提高几倍 实现用"中国精度"看宇宙 核岛第一罐混凝土顺利浇筑 标志着山东招远核电基地建设全面启动 "华龙一号" 是我国自主研发的第三代核电技术 是目前全球在运和在建机组数量最多的 一种核电堆型 整个招远核电项目规划建设 6台华龙一号核电机组 总装机 ...

活动期间谈论的主要内容如下： 一、讨论了已披露第三季度报告经营数据 冰轮环境技术股份有限公司投资者关系活动记录表 编号：【2025】第 077 号 | 投资者关 | √特定对象调研 | □分析师会议 | | --- | --- | --- | | | □媒体采访 | □业绩说明会 | | 系 | □新闻发布会 | □路演活动 | | 活动类别 | □现场参观 | □其他 | | 参与单位 | | | | 名称 | | 汇添富吕天傲、银华基金张伯伦、长江证券贾少波 | | 及人员姓 | | | | 名 | | | | 时间 | 2025 年 11 月 19 日 | | | 地点 | 公司会议室 | | | 上市公司 | | | | 接 | 董事会秘书孙秀欣 | | | 待人员姓 | | | | 名 | | | 证券代码：000811 证券简称：冰轮环境 公司第三季度实现营收 17.2 亿元，同比增长 6.88%，归母净利润 1.6 亿元，同比增长 13.54%。前三季实现营收 48.3 亿元，同比下滑 2.45%；归母净利润 4.28 亿元，同比下滑 9.68%。 二、讨论了业务情况和产业板块 公司致力于在能源 ...

Core Viewpoint - Jiangsu Shentong announced its market positioning focused on consolidating metallurgy, developing nuclear power, expanding petrochemicals, and serving energy, with an emphasis on domestic operations and export growth [2] Group 1: Nuclear Power Business - The company has successfully developed valve products that meet the requirements of third and fourth generation nuclear power technologies, covering major reactor types such as AP1000, Hualong One, Guohe One, and high-temperature gas-cooled reactors [2] - The revenue share from the nuclear power business has further increased due to successful bids in multiple nuclear power projects [2] Group 2: Research and Development - Continuous investment in research and development has enabled the company to maintain a technological lead in key areas such as nuclear power, hydrogen energy, semiconductor equipment, and offshore vessels [2] - The company has developed more competitive products to meet the changing market demands [2] Group 3: Hydrogen Energy and Semiconductor Equipment - The company's layout in hydrogen energy and semiconductor equipment has begun to show results, with its subsidiary, Shentong New Energy, achieving mass production capabilities for specialized high-pressure valves [2]

Financial Performance - The company achieved a revenue of 1.72 billion CNY in Q3 2025, representing a year-on-year growth of 6.88% [5] - The net profit attributable to shareholders for Q3 2025 was 160 million CNY, up 13.54% year-on-year [5] - For the first three quarters of 2025, the total revenue was 4.83 billion CNY, a decline of 2.45% compared to the previous year, with a net profit of 428 million CNY, down 9.68% [5] Business Overview - The company focuses on providing advanced system solutions and lifecycle services in the energy and power sectors, with key products including compressors and heat exchangers [5] - The temperature management solutions cover a range from -271°C to 200°C, featuring products like screw compressors, centrifugal compressors, and industrial heat pumps [5] - The company has developed a full range of magnetic levitation compressor products, showcasing significant technological advantages and market performance [5] Industry Applications - The company's products are widely used in various sectors, including food processing, cold chain logistics, industrial cooling systems, and commercial air conditioning [6] - Specific applications include data centers, nuclear power plants, and energy recovery systems, highlighting the versatility of the company's offerings [6] Data Center Solutions - The company’s subsidiary, Dunham Bush, provides cooling equipment for data centers, including variable frequency centrifugal chillers and integrated natural cooling systems [7] - Successful projects include major data centers for national supercomputing and telecommunications companies, with ongoing high market demand [7] Nuclear Power Sector - The company is actively involved in the nuclear power industry, focusing on core scenarios such as nuclear island cooling and heat recovery [8] - Recent projects include innovative technologies for nuclear power plants, contributing to safe and efficient energy utilization [9] Technological Innovations - The company has developed a no-power cooling system for the nuclear island, supporting the first commercial high-temperature gas-cooled reactor [9] - Collaborations with Tsinghua University have led to advancements in nuclear energy applications, including seawater desalination and long-distance heating [9]

漳州核电基地。 华龙一号作为我国核电走向世界的国家名片，是我国研发设计的具有完整自主知识产权的三代压水堆核电创新成果。华龙一号已成为全球在运在建机组总 数最多的三代核电技术，是当前核电建设的主力堆型，标志着中国核电技术与综合竞争力跻身世界第一方阵。 漳州核电2号机组启动首次核燃料装载工作。 10月11日，生态环境部向中核集团旗下中国核电投资控股的漳州核电2号机组颁发运行许可证。 装料是将全新的核燃料组件装入反应堆压力容器，是核电工程中有核试验和无核试验的分界点，也是核电站并网发电前最重要的环节之一。11日16时，采 用华龙一号技术的漳州核电2号机组开始装载首炉核燃料，标志着机组进入主系统带核调试阶段。 漳州核电是华龙一号批量化建设的始发地，规划建设6台华龙一号核电机组，是目前全球最大的华龙一号核电基地，全面建成投产后，每年能提供约600亿 千瓦时的清洁电力供应。据了解，漳州核电2号机组预计在2025年第四季度投产发电。 ...

Group 1: Haida Group - Haida Group has set short-term and medium-term goals for its feed business, targeting an increase of 3 million tons by 2025 and 51.5 million tons by 2030 [1] - The company emphasizes the importance of core technological capabilities, particularly in breeding technology, farming models, and feed technology [1] - The overseas strategy focuses on Southeast Asia, Africa, and South America, with capital expenditures aimed at overseas capacity construction and domestic equipment upgrades [1] - The company is exploring a light-asset, low-risk pig farming model and aims to maintain procurement advantages through technological research and development [1] - In aquaculture, factory-based shrimp farming has become a key focus, with plans for future expansion [1] - The company plans to distribute 1.8 billion yuan in cash dividends for the year 2024 [1] Group 2: Jiangsu Shentong - Jiangsu Shentong continues to invest in R&D in the nuclear valve sector, successfully launching products that meet the requirements of third and fourth-generation nuclear power technologies [2] - The company expects to complete bidding by the end of 2025 to early 2026, with phased deliveries of nuclear valve products over the next 2-3 years [2] - The gross margin stands at 36.75%, within a normal fluctuation range [2] - The company emphasizes the management of accounts receivable and has implemented various measures to reduce bad debt risks [2] - Future profit growth is concentrated in key areas such as nuclear power, hydrogen energy, semiconductor equipment, and marine engineering [2] Group 3: Anji Technology - Anji Technology continues R&D in electroplating solutions and additives, with local production progressing smoothly in 2024 [3] - The company has seen significant growth in functional wet electronic chemicals, particularly in post-etch cleaning and post-polishing cleaning solutions [3] - The gross margin is expected to improve in 2024 due to product diversification and enhanced production efficiency [3] - The company is strengthening its supply capability of core raw materials to enhance product stability and competitiveness [3] - Product pricing is determined by market mechanisms, taking into account customer demand and other factors [3]

Core Viewpoint - China's nuclear power industry has made significant advancements, with a total of 102 nuclear units and an installed capacity of 113 million kilowatts, ranking first globally [1][2] Group 1: Nuclear Power Units and Capacity - As of now, there are 58 operational nuclear units, 31 units with construction permits, and 13 units approved for construction in mainland China, totaling 102 units [1] - The installed capacity of these nuclear units is 113 million kilowatts, making China the leader in nuclear power capacity worldwide [1] Group 2: Technological Advancements - All newly constructed nuclear units in China utilize third-generation or higher nuclear technology, including designs such as AP1000, EPR, and Hualong One, which enhance safety levels [1] - The design of nuclear units in China has benefited from international practices, resulting in advanced and reliable technology with a latecomer advantage [1] Group 3: Safety and Performance - China's nuclear units have operated safely for over 600 reactor years, maintaining a strong safety record [1] - According to the World Association of Nuclear Operators (WANO), 82.18% of China's nuclear units achieved excellent performance metrics, with 84.79% rated advanced and 92.07% at the median level, indicating a leading position globally [1] Group 4: Regulatory Framework - The National Nuclear Safety Administration has established a robust nuclear safety regulatory system that aligns with both national conditions and international standards, ensuring the safety of nuclear plant operations and construction quality [2] - The administration has implemented the highest and strictest nuclear safety regulations and standards, along with effective regulatory practices and feedback mechanisms [2]