（编辑 丛可心） 证券日报网讯 1月9日，中国能建在互动平台回答投资者提问时表示，2025年7月，公司开展年度科学技 术奖评审工作，其中"城市配网高温超导输电技术应用研究"获2025年度中国能源建设集团有限公司科学 技术奖一等奖。公司积极参与核聚变技术的研究，前瞻规划布局可控核聚变试验堆、示范堆项目的电源 系统、储能系统、发电系统等设计和装备研究，积极推动可控核聚变工程化应用。公司始终秉持开放合 作理念，与各领域优秀企业保持广泛合作，通过优势互补共同推动项目落地实施。 ...

（记者 王晓波） 每经AI快讯，有投资者在投资者互动平台提问：核聚变技术已经确认汞可以转变为黄金，新疆天业存 在汞矿多少，有进军这个项目的计划吗？ 新疆天业（600075.SH）1月7日在投资者互动平台表示，公司目前没有汞矿。公司控股股东天业集团为 确保公司氯碱化工汞资源的闭式循环，在贵州万山联合成立贵州万山天业绿色环保科技有限公司，该公 司专注于含汞废物的处理与汞资源回收利用，形成年回收处理废低汞触媒8000吨、含汞废物4000吨的处 理能力。公司始终围绕国家产业政策和自身主业优势进行战略布局，我们将密切关注行业发展政策及动 向，合理把握商业机会。 ...

来源：科技日报 科技日报记者 洪敬谱 28日上午，中国科学院合肥物质科学研究院等离子体物理研究所（以下简称"合肥物质院等离子体所"）传来喜讯，由该所牵头承担的国际热核 聚变实验堆（ITER）计划校正场线圈采购包，顺利完成全部制造工程，最后4个校正场线圈竣工并正式交付，这标志着该采购包的制造任务全 面收官。 据悉，ITER是目前全球规模最大、最复杂的托卡马克装置。ITER计划校正场线圈共有三组18个线圈，分别均匀分布于ITER装置主机的顶部、 中部、底部三个区域，是ITER装置主机最重要的磁体系统之一。校正场线圈能否成功研制并如期完成安装，直接影响ITER装置等离子体运行 参数。 作为ITER中国工作组重要单位之一，合肥物质院等离子体所承担了超导导体、校正场线圈等多项采购包、工程总装及数十项合同任务，占中 国参与ITER份额的绝大部分。该所依靠自主研发掌握聚变工程系列关键技术，交付进度与产品质量在ITER七方中位居前列，创造多项第一， 为ITER计划推进贡献核心中国力量。 Delivery ATLER 1 - 0 t IS A- DITERS BERE BERT STORES NIFIC al : 20 0 F ...

该集团于当地时间周四上午宣布，计划与核聚变初创公司TAE Technologies合并，组建"全球首批公开上 市的核聚变企业之一"。这笔交易估值超60亿美元，完成后两家公司的股东将各持有新公司约一半的股 份。 这并非TMTG首次涉足热门新兴领域，此前该集团还曾发布过与加密货币相关的业务公告。消息传出 后，TMTG的股价在周四盘前交易中一度上涨约30%。 来源：金十数据 美国总统特朗普旗下的应用软件公司特朗普媒体科技集团（Trump Media & Technology Group Corp，简 称TMTG）最为人熟知的业务是运营"真实社交"（Truth Social）平台，如今这家公司要进军核能领域 了。 TMTG首席执行官德文·努涅斯（Devin Nunes）在一份声明中称："核聚变能源将成为自20世纪50年代商 用核能出现以来能源领域最重大的突破。这一技术革新不仅能降低能源价格、增加能源供给，还能助力 美国巩固人工智能领域的领先地位，重振制造业根基，同时强化国防实力。" 据国际原子能机构介绍，核聚变技术是通过原子核聚合释放能量的技术，相比核电站目前采用的核裂变 技术，它能释放出更多能量。 韦德布什证券公司 ...

格隆汇12月12日丨中国交建(601800.SH)在投资者互动平台表示，公司未掌握核聚变技术，但聚焦新质 基建业务发展，先后参与了山东石岛湾核电站、大连红沿河核电厂、福建宁德核电站等项目的相关部分 工程。 ...

Core Insights - The article discusses the dual role of AI as both an energy consumer and an energy efficiency enhancer, highlighting the potential for AI applications to significantly reduce energy consumption over time despite its immediate energy demands [1][2]. Group 1: AI's Energy Consumption - AI's energy demand is growing rapidly, with data centers projected to consume 1.5% of global electricity by 2024, amounting to approximately 415 TWh, with the U.S. accounting for 45% of this consumption [4]. - The International Energy Agency forecasts that global data center electricity consumption will more than double by 2030, reaching around 945 TWh, driven primarily by AI and other digital services [4]. - In the U.S., data centers are expected to contribute nearly half of the electricity demand growth from now until 2030, surpassing the total electricity consumption of energy-intensive industries like aluminum and cement [4][5]. Group 2: AI's Role in Energy Efficiency - AI can act as a "savings tool" in the real economy by optimizing energy supply systems, improving industrial processes, and enhancing efficiency in sectors like transportation and construction [1]. - AI technologies are being developed to reduce energy consumption during model training and inference, with innovations such as the "Mixture of Experts" (MoE) architecture leading to a 70% reduction in training energy consumption [1][6]. - Companies like Tencent and Google are actively pursuing green energy initiatives, with Tencent aiming for 100% renewable energy by 2030 and Google exploring hourly matching of renewable energy supply [9][10]. Group 3: Innovations in Energy Supply and Consumption - AI is enhancing energy supply systems by improving predictive accuracy and operational strategies, particularly in renewable energy sectors [11][12]. - In industrial applications, companies are using AI to optimize processes, resulting in significant energy efficiency gains, such as a 3% improvement in energy use at ArcelorMittal's Luxembourg plant [14]. - AI applications in transportation and building management are also yielding substantial energy savings, with logistics companies reducing fuel costs by 20% through route optimization [15][16]. Group 4: Future Prospects and Challenges - The relationship between AI's energy consumption and its potential for energy savings is complex, with short-term increases in energy use expected before long-term savings materialize [19][20]. - The development of fusion energy technology is seen as a potential long-term solution for providing zero-carbon energy to support AI's growth [21]. - The article emphasizes the need for a balanced approach to AI deployment, ensuring that energy efficiency gains are realized while managing the immediate energy demands of AI systems [23].

Core Insights - Chongde Technology's dynamic pressure oil film sliding bearing products are primarily used in energy generation, industrial drives, petrochemicals, and shipping sectors [2] - The application of these bearings in nuclear fusion devices includes turbine systems and vacuum pumps, although nuclear fusion technology is still in the research and development phase, with commercial progress being uncertain [2] - The company will continue to monitor industry technological advancements and actively expand product applications in new industrial scenarios [2]

Group 1 - The establishment of an office in Shanghai by Framatome is driven by the city's large scale and comprehensive nuclear power industry cluster [1] - Framatome has signed multiple cooperation agreements with Chinese partners at the recent China International Import Expo, covering areas such as fuel, control system components, and technical services [1] - Framatome, a subsidiary of EDF, has over 400 employees in China and has maintained a long-term partnership with Chinese nuclear industry players for over 45 years [1] Group 2 - Framatome is closely collaborating with China on nuclear fusion technology, including the ITER project, and has set up a special cooperation mechanism for local fusion initiatives [2] - The decision to open a branch in Shanghai in 2016 was aimed at being closer to the market and building trustful and efficient partnerships [2] - Government support is deemed crucial for the development of the nuclear energy sector, with China having made significant investments in nuclear power since the 1980s [2] Group 3 - China is projected to become the largest nuclear power market globally, with over 100 nuclear reactors expected to be built by 2030 [3] - The historical ties and long-term partnerships between China and France in the nuclear energy sector are expected to continue to strengthen [3]

Core Viewpoint - The article highlights a significant breakthrough in China's nuclear energy sector with the successful conversion of thorium-uranium nuclear fuel using molten salt reactors, marking a shift from uranium dependency to utilizing abundant thorium resources [3][4][6]. Group 1: Technological Breakthrough - China's first successful conversion of thorium-uranium nuclear fuel in a molten salt reactor demonstrates the feasibility of utilizing thorium resources, providing a technological foundation for industrial applications of thorium-based molten salt reactors [3][4]. - The 2MWt liquid fuel thorium-based molten salt experimental reactor is the only one in the world to achieve thorium fuel incorporation, solidifying China's leading position in international molten salt reactor research [4][5]. Group 2: Economic and Resource Implications - China's rich thorium reserves, often found as by-products of rare earth mining, significantly reduce the cost of nuclear fuel acquisition, presenting a dual benefit of enhancing energy security while optimizing rare earth resource utilization [6][7]. - The shift to thorium-based molten salt reactors allows for flexible site selection, enabling nuclear power plants to be built in inland areas rather than being restricted to coastal regions [7]. Group 3: Market Performance - The nuclear energy sector in China's A-share market has shown strong performance, with nearly 30 related stocks increasing by over 100% this year, and the nuclear power sector's total market capitalization exceeding 1.3 trillion yuan [3][8]. - The nuclear energy index has risen approximately 52% since the beginning of the year, outperforming major A-share indices, indicating robust investor interest and confidence in the sector's future [8]. Group 4: Future Prospects - By 2030, China's operational nuclear power capacity is expected to become the largest in the world, with projections indicating a total installed capacity of 200 million kilowatts by 2040, contributing to about 10% of the country's electricity generation [8]. - The ongoing advancements in nuclear fusion technology, particularly the BEST project, are set to further enhance China's position in the global nuclear energy landscape, with the potential to demonstrate fusion power by 2027 [9][10].

Core Viewpoint - China has achieved a significant breakthrough in nuclear energy by successfully converting thorium-uranium nuclear fuel using a molten salt reactor, paving the way for industrial applications of thorium-based molten salt reactors in the country [1][2][4]. Group 1: Technological Breakthrough - The 2MWt liquid fuel thorium-based molten salt experimental reactor has successfully achieved thorium-uranium fuel conversion, becoming the only molten salt reactor in the world to operate with thorium fuel [2][3]. - This technology demonstrates the feasibility of utilizing thorium resources in nuclear energy systems, reinforcing China's leading position in international molten salt reactor research [2][3]. Group 2: Resource Advantages - China has abundant thorium reserves, which can replace the traditional reliance on uranium, thus providing a critical opportunity for the nuclear energy sector to "leapfrog" its development [1][4]. - The conversion of thorium into fissile uranium-233 through neutron bombardment is a key technological advancement, allowing for efficient energy production [4][5]. Group 3: Economic and Safety Benefits - The thorium resources are often by-products of rare earth mining, significantly reducing the cost of nuclear fuel acquisition while enhancing the value of rare earth extraction [5]. - The molten salt reactor operates at high temperatures (600-700°C) without the need for external water sources, fundamentally improving safety and allowing for flexible site selection, which can extend nuclear power capabilities into inland areas [5][6]. Group 4: Market Performance - The nuclear energy sector has seen strong performance in the stock market, with nearly 30 related stocks increasing by over 100% this year, and the nuclear energy index rising by approximately 52% [6]. - According to the China Nuclear Energy Development Report (2025), China's operational nuclear power capacity is expected to become the largest in the world by 2030, with projections of reaching 200 million kilowatts by 2040 [6].