证券日报网讯 1月13日，电投产融（000958）在互动平台回答投资者提问时表示，百万千瓦级压水堆核 电机组普遍配套建设一定规模的制氢系统，主要为厂内设备供应氢气。依托压水堆核电机组安全稳定的 清洁基荷电力，CAP1000和CAP1400机组具备开展电解水制氢的能力，可与成熟的PEM电解水制氢等技 术耦合，打造核能综合利用新场景。同时，CAP1000和CAP1400机组也具备结合膜法或热法相关技术， 开展海水淡化的能力。未来，电投核能将因地制宜，结合具体核电项目所在地的经济社会发展需求，积 极开展核能供热、制氢、海水淡化等市场开发工作。 ...

（编辑 任世碧） 证券日报网讯 12月17日，电投产融在互动平台回答投资者提问时表示，"国和一号"（CAP1400）技术 是在引进消化吸收三代非能动压水堆核电技术的基础上，形成的具有自主知识产权的大型先进压水堆核 电型号，采用"非能动"安全设计理念，单机功率达到150万千瓦，是中国自主设计的最大功率的核电技 术。在核能综合利用方面，同为本次拟注入资产的山东核电围绕核电厂余热利用和地方清洁取暖的实际 需求，在国内率先开展大型压水堆热电联产研究与实践，逐步确立高品质热能发电、中品质热能供热、 低品质热能生态建设的基本思路，打造了"海阳核电核能综合利用"创新品牌，建成投运了包括"暖核一 号"在内的一批核能综合利用创新示范项目。对于该项目未来具体的综合利用实施计划与时间表，公司 将基于战略发展、技术经济性及地方需求进行审慎研究论证。公司将依法合规推进相关工作，并严格按 照相关规定履行信息披露义务，敬请关注公司后续公告。 ...

据世界核电运营者协会统计显示，中国核电技术综合指数9年来保持全球第一，其中2024年全球满分的 机组中，有43%是中国的。 "中国核电在发展中实现了技术的迭代优化。"任育之说，同时，全球首座陆上商用模块小型堆"玲龙一 号"将于2026年投入运行。中国是世界上唯一30多年不间断建设核电的国家，培养了全球规模最大的核 电专业技术人员，拥有全球最有竞争力的核电产业链供应链体系。 任育之表示，目前，中国无论是在核电建设施工方面，还是在运营维护方面都处于世界先进水平。下一 步，将积极安全有序发展核电，大力支持核电技术创新，积极探索核能的综合利用，稳步提高核能在能 源消费的比重，为满足经济社会发展用能需求，降低能源碳排放做出贡献。(完)【编辑:陈海峰】 中新社北京12月5日电 (记者 阮煜琳)中国国家能源局新闻发言人、发展规划司司长任育之5日在北京表 示，中国的核电正在以"更高、更快、更强"的步伐向世界核电先进行列迈进。将积极安全有序发展核 电，大力支持核电技术创新，稳步提高核能在能源消费中的比重。 任育之5日在国务院新闻办公室举行的交流会上表示，中国核电的发展方针始终坚持安全第一，同时通 过不断持续的核电项目建设带动了 ...

助力石化化工等高耗能产业绿色转型 中化新网讯 11月21日，海南核电"和气一号"项目正式投产运行。该项目利用已建成投产的海南核电1、 2号机组作为热源，最大供汽能力为每小时50吨，为产业园区企业提供安全稳定、清洁低碳的能源保 障。 核能供汽，是利用核电站的热量供应工业蒸汽，满足石化等高耗能产业用汽需求，是推动高耗能产业绿 色转型发展的一种途径。《2024—2025年节能降碳行动方案》明确提出，有序推进蒸汽驱动改电力驱 动，鼓励大型石化化工园区探索利用核能供汽供热。《2030年前碳达峰行动方案》明确，开展核能综合 利用示范。 中国工程院院士江亿认为，利用核电余热提供工业生产用蒸汽是实现碳中和的一项重要举措。核电余热 容量大，大规模开发利用可以降低成本，建议建设聚集的零碳用汽工业产业园，利用核能供汽提供零碳 电力和热力，满足园区内企业零碳生产需要。建议与电力部门协调，用足这一柔性负荷资源，研究统一 调度模式，确定合理的动态电价，降低接入容量费，支持核能供汽项目发展。 中国能源研究会理事长史玉波表示，要聚焦传感器精度提升、吸收耦合优化等关键技术，持续降低项目 建设和应用成本，让核能供汽技术更成熟、更可靠、更安全、更 ...

● 本报记者 刘杨 中核集团近日发布全国首个核能工业供汽（"和气一号"）碳足迹因子测算体系，填补了国内外的行业认 证空白，为核能蒸汽赋予可量化的"绿色身份证"；同日，海南核电"和气一号"项目投产供汽，与江 苏"和气一号"形成双示范格局，推动核能工业供汽正式迈入标准化、规模化发展新阶段。 中国证券报记者调研了解到，作为继核能民用供暖后的又一创新实践，"和气一号"凭借碳足迹仅为燃煤 1/600的低碳优势、物理隔绝的安全设计，以及余热利用的高效模式，不仅为石化等高耗能产业提供了 零碳解决方案，更在"双碳"目标指引下，为我国产业结构升级与能源结构转型注入了强劲的"核动力"。 填补行业认证空白 "核能供汽的低碳优势无可辩驳。"江苏核电技术专家组组长周萍表示，"和气一号"核能供汽的碳足迹仅 为燃煤热电联产蒸汽的1/600，天然气热电联产蒸汽的1/100，核能供汽比化工蒸汽低碳优势更突出，比 天然气更绿色。 在全球绿色贸易壁垒日益深化的背景下，产品碳足迹数据已成为企业提升国际竞争力的关键指标。此 前，国内外尚无公开的核能供汽碳足迹研究成果，"和气一号"的测算体系填补了行业空白。 碳足迹因子发布当天，海南核电"和气一号"实现 ...

Group 1: Clean Energy Industry - China has established the world's largest and most complete clean energy industry chain, with a total investment of $818 billion in energy transition in 2023, a 20% increase year-on-year, surpassing the combined investments of the US, UK, and EU [2] - In 2024, global CO2 emissions related to energy are projected to increase by 0.8% year-on-year, reaching a historical high of 3.78 billion tons, highlighting the urgency for energy transition [2] - China exports clean energy products to over 200 countries, providing 70% of global wind power equipment and 80% of solar photovoltaic components, significantly reducing global wind and solar power generation costs by over 60% and 80% respectively [2] Group 2: Electricity Consumption - In October, China's total electricity consumption reached 857.2 billion kWh, a year-on-year increase of 10.4%, with a cumulative consumption of 8,624.6 billion kWh from January to October, up 5.1% [3] - The southern power grid region (Guangdong, Guangxi, Yunnan, Guizhou, Hainan) achieved a 10% year-on-year increase in electricity consumption in October, marking the first double-digit growth since February [4] Group 3: Nuclear Energy Developments - The world's largest "Hualong One" nuclear power base in Fujian successfully connected its second unit to the grid, marking significant progress in the batch construction of "Hualong One" [3] - China's nuclear energy utilization has entered a new phase with the Hainan nuclear power project beginning to supply industrial steam, expanding beyond electricity generation and residential heating [4] - Japan's Niigata Prefecture governor has agreed to restart the Kashiwazaki-Kariwa nuclear power plant, which has been offline since the Fukushima disaster in 2011, indicating a shift in Japan's nuclear energy policy [6] Group 4: Infrastructure and Logistics - China's longest crude oil pipeline, the Western Crude Oil Pipeline, has transported over 200 million tons of oil, enhancing national energy security [3] - The Gansu power grid's energy storage system achieved a record discharge power of 5.04 million kW, supporting electricity supply during peak demand [7]

Core Insights - The Hainan Nuclear Power's steam supply project marks a significant step in China's nuclear energy comprehensive utilization, transitioning from electricity generation to industrial steam supply [1][2] Group 1: Project Overview - The project officially began supplying industrial steam on November 21, 2023, to enterprises in the China Nuclear Industry Cooperation Demonstration Zone [2] - This initiative represents Hainan Nuclear Power's shift from solely generating nuclear energy to becoming a comprehensive energy supply base [2] Group 2: Technical and Economic Aspects - The project is part of the "Harmonious One" initiative by China National Nuclear Corporation (CNNC) and features green, safe, and efficient characteristics [2] - It utilizes a three-tier energy transmission system: nuclear power units, heat exchange stations, and park enterprises, leveraging the mature technology of Hainan Nuclear Power's Units 1 and 2 [2] - The maximum steam supply capacity is 50 tons per hour, and the steam usage costs for enterprises will be reduced by approximately 30% compared to traditional supply models [2] Group 3: Future Prospects - The project is designed to seamlessly integrate with the "Linglong One" small reactor steam supply system, serving as a demonstration platform for the large-scale application of small reactor technology in industrial steam supply [2] - This initiative aims to expand the multi-purpose application scenarios of small reactors and enhance the efficiency and economic value of nuclear energy utilization [2]

Group 1 - The core viewpoint of the articles highlights the advancements in China's nuclear energy sector, particularly the launch of the "Heqi No.1" nuclear industrial steam supply project, which marks a significant step towards standardized and large-scale utilization of nuclear energy in industrial applications [1][2][3] - The "Heqi No.1" project has achieved a carbon footprint measurement system for nuclear industrial steam, which is the first of its kind in the country, providing a "green ID card" for every kilogram of nuclear steam produced [1][2] - The project has demonstrated substantial environmental benefits, with its carbon footprint being 1/600 of that from coal-fired steam and 1/100 of that from natural gas steam, showcasing its low-carbon advantages [2][3] Group 2 - The "Heqi No.1" project has supplied over 480 million tons of industrial steam to the Lianyungang petrochemical industry base, resulting in a reduction of 107,000 tons of CO2 emissions and 184 tons of sulfur dioxide [2] - China National Nuclear Corporation (CNNC) has a total of 26 operational units and 19 units under construction or approved, with a total installed capacity of 46.859 million kilowatts, contributing significantly to the country's clean energy goals [3] - The company is actively promoting the comprehensive utilization of nuclear energy in various sectors, including regional heating, industrial steam supply, seawater desalination, and hydrogen production [3]

Core Viewpoint - The Hainan Nuclear Power project has achieved a significant milestone by entering the commissioning phase for industrial steam supply, marking a new stage in the comprehensive utilization of nuclear energy in China [1][3]. Group 1: Project Overview - The Hainan Nuclear Power's steam supply project relies on Units 1 and 2 of Hainan Nuclear Power, utilizing a three-tier energy transmission system to provide safe, clean, and reliable industrial energy to enterprises in the park, with a maximum steam supply capacity of 50 tons per hour [1]. Group 2: Economic Impact - Compared to traditional steam supply models, the steam usage costs for enterprises in the demonstration zone will be reduced by approximately 30% [3]. - The nuclear steam supply project is expected to seamlessly integrate with the "Linglong No. 1" small reactor steam supply system, serving as a demonstration platform for the large-scale application of small reactor technology in industrial steam supply [3]. Group 3: Future Prospects - The project aims to further expand the multi-purpose application scenarios of small reactors, enhancing the efficiency and economic value of nuclear energy utilization [3].

Core Viewpoint - The China National Nuclear Corporation (CNNC) has officially entered the commissioning phase of the Hainan Nuclear Power Steam Supply Project, marking a significant advancement in the comprehensive utilization of nuclear energy in China, transitioning from single power generation and residential heating to industrial steam supply [1][3]. Group 1: Project Overview - The Hainan Nuclear Power Steam Supply Project relies on the Hainan Nuclear Power Units 1 and 2, utilizing a three-tier energy transmission system ("nuclear power unit - heat exchange station - park enterprises") to provide safe, clean, and stable industrial energy support for enterprises in the park, with a maximum steam supply capacity of 50 tons per hour [3][5]. Group 2: Economic Impact - Compared to traditional steam supply models, the steam usage costs for enterprises within the demonstration zone will be reduced by approximately 30% [5]. - The nuclear steam supply project is expected to seamlessly integrate with the "Linglong No. 1" small reactor steam supply system, serving as a demonstration platform for the large-scale application of small reactor technology in the industrial steam supply sector, thereby expanding the multi-purpose application scenarios of small reactors and enhancing the efficiency and economic value of nuclear energy utilization [5].