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发证了!这一大国重器取得关键进展
Guan Cha Zhe Wang· 2025-10-11 14:18
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。 ...
【私募调研记录】高毅资产调研海大集团、江苏神通等3只个股(附名单)
Zheng Quan Zhi Xing· 2025-05-15 00:12
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]
我国大陆地区核电机组规模居全球第一
Xin Jing Bao· 2025-04-23 06:18
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]