2026.01. 20 本文字数：2393，阅读时长大约4分钟 作者 | 第一财经 潘寅茹 封图 | 日本柏崎刈羽核电站（来源：日本原子能规制委员会网站） 据央视新闻报道，日本东京电力公司已放弃原定20日重启柏崎刈羽核电站6号机组的计划。 17日东电在声明中称，柏崎刈羽核电站6号机组反应堆在日前进行的控制棒抽出试验中发生防抽出功 能故障，本次故障导致6号机组重启推迟。 这项试验是核反应堆重启前检查的一个环节。通常情况下，在一根控制棒被抽出的状态下，再抽出其 他控制棒时，防抽出功能就会启动，警报会响起。而在17日的试验中，警报并未响起。 公开信息显示，位于日本北部新潟县的柏崎刈羽核电站总装机容量约821.2万千瓦，是日本最大的核 电站。2011年"3·11"东日本大地震引发福岛第一核电站事故后，日本境内所有的核电机组一度全 部停运，柏崎刈羽核电站也于2012年关闭。一旦顺利重启，柏崎刈羽核电站将成为东电旗下 自"3.11"福岛核事故以来首个重启的核电站。 目前，东电官网并未给出柏崎刈羽核电站重启的时间表。 争议不断 尽管日本政府与核电站的运营方都先后砸下重金，但当地民众依旧对东电和日本政府不放心。去年底 的投票 ...

尽管日本政府与核电站的运营方都先后砸下重金，但当地民众依旧对东电和日本政府不放心。 据央视新闻报道，日本东京电力公司已放弃原定20日重启柏崎刈羽核电站6号机组的计划。 17日东电在声明中称，柏崎刈羽核电站6号机组反应堆在日前进行的控制棒抽出试验中发生防抽出功能 故障，本次故障导致6号机组重启推迟。 尽管日本政府与核电站的运营方都先后砸下重金，但当地民众依旧对东电和日本政府不放心。去年底的 投票前，约300名当地居民在新潟县议会外抗议反对柏崎刈羽核电站的重启，认为当地电力供给充足， 没有必要冒险重启核电站。在这些民众看来，一旦发生事故，他们是首当其冲的受害者。新潟县去年10 月公布的一项调查显示，60%的居民认为柏崎刈羽核电站重启条件尚未满足，近70%的居民担心东电欠 缺运营能力。 加速重启背后 根据日本原子能规制委员会的数据，截至2026年1月14日，日本境内已有7家核电站的13个机组恢复运 行；停运机组达20台，涉及8家核电站。 这项试验是核反应堆重启前检查的一个环节。通常情况下，在一根控制棒被抽出的状态下，再抽出其他 控制棒时，防抽出功能就会启动，警报会响起。而在17日的试验中，警报并未响起。 公开信息显 ...

Group 1: AI's Impact on US Electricity Demand - The overall electricity consumption growth rate in the US is relatively low, with a projected total electricity consumption of 41,104 billion kWh in 2024, reflecting a year-on-year increase of 2.5% [13] - The electricity elasticity coefficient for the US is expected to be 0.77 in 2024, indicating a long-term trend of decreasing energy consumption per unit of GDP, with a compound annual growth rate (CAGR) of only 0.38% from 2008 to 2024 [18] - The share of electricity consumption from data centers in the US has been increasing, reaching 4.4% in 2023, with a significant rise from 1.9% in 2018 [23] Group 2: Supply Side Dynamics - Natural gas is currently the primary source of electricity generation in the US, with a projected share of 43% in 2024, while coal and nuclear power are on a downward trend [29] - The installed capacity growth rates for various energy sources in 2024 are projected as follows: coal (-2.3%), natural gas (-0.2%), nuclear (2.9%), solar (34.1%), and wind (10.5%) [24] - Recent policies have shifted from supporting renewable energy to tightening regulations, particularly affecting solar and wind energy projects [36] Group 3: Future Projections for Data Center Electricity Demand - By 2028, US data center electricity consumption is expected to range between 325-580 TWh, accounting for 6.7%-12% of total US electricity consumption [42] - The compound annual growth rate for data center electricity demand in the US is projected to be around 23% from 2024 to 2030, with an expected total consumption of 606 TWh by 2030 [52] - The additional power capacity required for data centers by 2030 is estimated to be between 9-100 GW, depending on growth scenarios [58] Group 4: Regional Disparities and Challenges - Data centers are highly concentrated in states like Virginia, Texas, and California, leading to significant regional disparities in electricity load, with Virginia's data centers consuming 25.6% of the state's total electricity [71] - The current electricity supply system is a major source of data center outages, with power system failures accounting for 52% of global data center incidents [76] - The interconnection capacity of regional power grids in the US is insufficient to match the growing electricity load, particularly in the eastern regions driven by AI data centers [86]

Group 1: Company Overview and Financial Performance - The company has seen significant growth in the nuclear power sector, with revenue from this area accounting for 46.66% of total revenue in 2024, a year-on-year increase of 67.24% [1] - The gross margin for the nuclear power sector in 2024 is reported at 34.95%, while the gross margins for the industrial and civil construction, and subway tunnel sectors range between 20% and 30% [1] Group 2: Order Status and Market Outlook - The company currently has a substantial number of orders on hand and sufficient production capacity, actively participating in bidding for nuclear power projects [2] - It is anticipated that 6-8 nuclear power units will be approved for development in China each year, indicating a positive growth period for the nuclear sector [2] - The company has undertaken over 30 subway ventilation projects across major cities, highlighting a broad market outlook for subway infrastructure [2] Group 3: International Expansion and Strategic Plans - The company is exploring overseas business opportunities through a dual strategy of "partnering for overseas expansion" and "independent overseas expansion" [2] - Future updates on international ventures will be disclosed in compliance with regulatory requirements [2] Group 4: Shareholder Engagement and Profit Distribution - As of December 31, 2024, the company has negative distributable profits, which does not meet the conditions for profit distribution [3] - The company is considering the use of capital reserves to offset losses, in line with the latest Company Law regulations [3] Group 5: Subsidiary Developments - The subsidiary, Southern Additive, has been supported through a recent acquisition and capital increase to enhance its 3D printing services [4] - Southern Additive is currently executing a limited number of orders and is engaged in multiple rounds of sample testing for clients [4] Group 6: 3D Printing Service Characteristics - The 3D printing services offered by Southern Additive feature high design flexibility, rapid customization, high precision, and environmental friendliness, positioning the company well in a growing market [4] - The company is equipped to print with various materials, including titanium alloys, pure copper, stainless steel, and high-temperature alloys, aiming to capitalize on the expanding 3D printing market [4]