中国科学院院士和中国工程院院士投票评选的2025年中国十大科技进展新闻、世界十大科技进展新 闻，1月26日下午在北京揭晓。其中，中国"人造太阳"(EAST)创造"亿度千秒"世界纪录等入选2025年中 国十大科技进展。 2025年中国十大科技进展新闻分别是： ——中国"人造太阳"(EAST)创造"亿度千秒"世界纪录。中国有"人造太阳"之称的全超导托卡马克核 聚变实验装置(EAST)在安徽合肥创造新世界纪录，其首次完成1亿摄氏度1066秒"高质量燃烧"，标志着 中国聚变能源研究实现从基础科学向工程实践的重大跨越，对人类加快实现聚变发电具有重要意义。 EAST形如"巨罐"，集"超高温""超低温""超高真空""超强磁场""超大电流"等尖端技术于一体，近百 万个零部件协同工作，拥有专利近2000项。10余年来，EAST历经15万多次实验，最终实现"亿度千 秒"的长脉冲高约束模等离子体运行，攀上新的科学高峰。 ——深度求索(DeepSeek)公司另辟蹊径推出中国AI。成立仅一年多的深度求索公司，推出新一代大 模型R1，在性能比肩OpenAI o1正式版的同时，实现超低训练成本，并且全面开源，给全球人工智能 (AI)界带来 ...

1月23日，包钢股份盘中上涨2.01%，截至13:06，报2.54元/股，成交16.84亿元，换手率2.15%，总市值 1150.33亿元。 资金流向方面，主力资金净流出7658.06万元，特大单买入2.53亿元，占比15.04%，卖出2.99亿元，占比 17.74%；大单买入4.32亿元，占比25.66%，卖出4.63亿元，占比27.50%。 包钢股份今年以来股价涨6.72%，近5个交易日涨1.60%，近20日涨6.72%，近60日跌3.05%。 责任编辑：小浪快报 资料显示，内蒙古包钢钢联股份有限公司位于内蒙古包头市昆区河西工业区包钢股份办公楼，成立日期 1999年6月29日，上市日期2001年3月9日，公司主营业务涉及矿产资源开发利用、钢铁产品的生产与销 售。主营业务收入构成为：钢铁产品76.99%，其中:板材50.56%，其他22.35%，其中:管材10.99%，其 中:型材8.34%，其中:线材7.10%，其他(补充)0.65%。 包钢股份所属申万行业为：钢铁-普钢-板材。所属概念板块包括：钍基熔盐堆、大盘股、智慧矿山、 MSCI概念等。 截至12月19日，包钢股份股东户数86.91万，较上期减少2 ...

Core Viewpoint - The article highlights China's innovative approach to nuclear energy, specifically the successful development of a 2 MW liquid-fueled thorium molten salt experimental reactor, which marks a significant advancement in utilizing thorium as a nuclear fuel source, potentially enhancing energy independence and safety [1][2]. Group 1: Project Development - The thorium molten salt experimental reactor was established in Wuwei, Gansu Province, and is the only operational reactor of its kind globally, achieving thorium fuel utilization [1]. - The project faced significant challenges, including a lack of technology, conditions, and team at its inception, leading to a strategic approach of assembling a core team and leveraging collaborative innovation across various research fields [2]. - The reactor's site selection was complicated by public concerns following the Fukushima nuclear disaster, resulting in a lengthy search across multiple provinces before settling in Wuwei with support from the Chinese Academy of Sciences and the Gansu provincial government [2]. Group 2: Technical Challenges - The project encountered severe environmental and logistical challenges, including a harsh desert climate with limited resources, which required team members to adapt to difficult living conditions while working on the reactor [3]. - Technical hurdles included sourcing critical materials like nickel-based alloys and nuclear graphite, which were only produced by a few international companies at the time [3][4]. - A significant technical challenge arose during the summer of 2023 when a blockage occurred in the molten salt pipeline, requiring a dedicated effort from the team to resolve the issue over 100 days [4]. Group 3: Achievements and Future Goals - The experimental reactor achieved full power operation in June 2024 and completed the world's first thorium molten salt reactor with thorium fuel cycle research platform by October 2024, with over 90% of key equipment and materials now domestically produced [4]. - The project is part of a broader strategy to develop a three-step approach: from experimental to demonstration reactors, aiming for industrial application to enhance China's energy security and contribute to carbon neutrality goals [4].

Core Viewpoint - The article highlights China's innovative approach to nuclear energy, specifically the successful development of a 2 MW liquid-fueled thorium molten salt experimental reactor, which marks a significant advancement in utilizing thorium as a nuclear fuel source, potentially enhancing energy independence and safety [1][2]. Group 1: Project Development - The thorium molten salt experimental reactor was established in Wuwei, Gansu Province, overcoming initial challenges such as lack of technology, conditions, and team [2]. - The project faced significant delays in site selection due to public concerns following the Fukushima nuclear disaster, ultimately being located in a remote area with limited resources [2][3]. - The team adopted a strategy of collaboration and innovation, leveraging the strengths of the Chinese Academy of Sciences to build a capable workforce [2]. Group 2: Technical Challenges - The project encountered severe environmental and logistical challenges, including a lack of water and electricity, leading to team members living in difficult conditions for extended periods [3]. - Technical challenges included sourcing critical materials like nickel-based alloys and nuclear graphite, which were only produced by a few international companies at the time [3][4]. - A significant technical hurdle was overcome in the summer of 2023 when a blockage occurred in the molten salt pipeline, requiring intensive efforts from the team to resolve [4]. Group 3: Achievements and Future Goals - The experimental reactor achieved full power operation in June 2024 and became the first in the world to incorporate thorium into molten salt, establishing a unique research platform for thorium-uranium fuel cycles [4]. - The project has achieved over 90% localization of key equipment and materials, indicating a strong move towards self-sufficiency in nuclear technology [4]. - The next phase aims to achieve industrial application of the thorium molten salt technology, contributing to China's energy security and carbon neutrality goals [4].

Group 1 - The 2 megawatt liquid fuel thorium molten salt experimental reactor, led by the Shanghai Institute of Applied Physics, has achieved thorium-uranium fuel conversion, making it the only operational molten salt reactor utilizing thorium fuel globally [1] - Thorium molten salt reactors are advanced fourth-generation nuclear energy systems that use thorium as fuel and high-temperature molten salt as a coolant, offering safety and efficiency without the need for large pressure vessels or extensive water cooling [1] - The GH3535 alloy produced by Fushun Special Steel Co., Ltd. is a key material that supports the extreme conditions of the fourth-generation nuclear energy system [1] Group 2 - The development of the GH3535 alloy began in 2012, with the research team overcoming challenges in precise composition control and metal segregation through extensive experimentation and process improvements [2] - The alloy's high-temperature deformation resistance and narrow thermal processing window posed significant challenges during forging, which were addressed through close collaboration with skilled workers and iterative adjustments to processing techniques [2] - Fushun Special Steel has achieved a supply ratio exceeding 95% for the thorium molten salt reactor's core components, marking a significant milestone in their capabilities and leading to new collaborations focused on the commercialization of larger and higher-grade GH3535 alloy components [3]

Group 1 - The article emphasizes the importance of timely and professional information interpretation in investment decision-making [1] - It highlights the investment value of significant events, industry chain companies, and key policy interpretations [1] - The company mentioned, which indirectly holds shares in Moer Thread and Muxi, is deeply involved in the commercial development of thorium-based molten salt reactors [1] Group 2 - In the storage and automotive electronics sector, new LPDDR4 process products are on the verge of release, while there is a shortage in the eMMC product market [1] - The company’s storage products are primarily utilized in the automotive industry, indicating a strategic focus on this growing market [1] - The DRAM product inventory is reported to be sufficient, suggesting a stable supply chain for the company [1]

Core Viewpoint - The article emphasizes that China is on the verge of becoming the world's first "electric power empire," driven by advancements in technology and energy production, particularly in the context of AI development and energy consumption [1][3]. Group 1: Energy and Technology - The International Energy Agency predicts that the energy market is entering an "electric era" led by China, linking energy control to global influence [3]. - The future of industrial upgrades relies heavily on technology and AI, which require substantial electricity for operations, with AI training consuming significant energy [4][5]. - By 2030, global AI industry electricity consumption is expected to exceed 945 billion kilowatt-hours annually, highlighting the critical need for sufficient and cost-effective electricity [4]. Group 2: China's Energy Strategy - China is not a major oil producer, making the development of renewable energy essential for its future, aiming for electric power dominance [14][15]. - China's projected electricity generation in 2024 is expected to reach 10 trillion kilowatt-hours, significantly surpassing the United States' 4.8 trillion kilowatt-hours [17][18]. - China's advancements in renewable energy, such as solar and hydropower, contribute to its ability to produce electricity at lower costs, with average electricity costs around 0.5 yuan per kilowatt-hour [34][35]. Group 3: Technological Innovations - Recent breakthroughs in controlled nuclear fusion and thorium-based molten salt reactors position China as a leader in safe and efficient energy production [22][26]. - These technologies could potentially provide energy for thousands of years, ensuring energy security and low costs for China [29][30]. Group 4: Competitive Landscape - The article argues that the low cost of electricity in China gives it a competitive edge in manufacturing and AI development, making it less vulnerable to energy shortages compared to the U.S. [60][61]. - The U.S. faces significant challenges in electricity supply, with predictions of a 20% power shortfall by 2028, which could hinder its technological advancements [6][66]. Group 5: Investment Opportunities - Investors are encouraged to look beyond traditional tech sectors and consider opportunities in the electricity grid and power equipment, as these areas will be crucial for supporting the growing demand for energy in high-tech industries [78][79].

Core Viewpoint - Donghua Testing (300354) is collaborating with a certain institute of the Chinese Academy of Sciences to develop an intelligent PHM system for China's new thorium-based molten salt reactor [1] Company Summary - Donghua Testing is actively engaged in research and development efforts in partnership with a prestigious scientific institution [1]

Core Viewpoint - The controllable nuclear fusion sector is experiencing significant growth, with Hailu Heavy Industry's stock price increasing over 172% from its year-low, driven by industry advancements and strong financial performance [1][3]. Company Summary - Hailu Heavy Industry's stock price reached 14.38 CNY per share, with a market capitalization of 11.95 billion CNY [1]. - The company has been involved in the nuclear power sector since 1998 and is a core supplier of nuclear power equipment in China, with a diverse range of products for various nuclear reactor types [3]. - The company's nuclear power business has become a key growth driver, with revenue from this segment reaching 83.24 million CNY in the first half of the year, a staggering increase of 891.35% year-on-year [3]. Financial Performance - For the first three quarters of the year, Hailu Heavy Industry reported total revenue of 1.685 billion CNY, a decrease of 5.27% year-on-year, while net profit increased by 32.67% to 320 million CNY [4]. - In the third quarter alone, revenue was 653 million CNY, reflecting a year-on-year increase of 4.23%, and net profit was 128 million CNY, up 13.13% year-on-year [4]. Industry Developments - The recent surge in Hailu Heavy Industry's stock price is attributed to favorable industry developments, including the successful operation of a 2 MW liquid fuel thorium-based molten salt experimental reactor, which is the only one globally to achieve thorium fuel conversion [3]. - The thorium-based molten salt reactor is expected to reduce reliance on imported uranium resources, leveraging China's abundant thorium resources [3].

Core Viewpoint - The company has been dedicated to the research of key thermal equipment and systems, particularly molten salt storage and steam generation systems, since 2010, showcasing its commitment to innovation in energy technology [1] Group 1: Technology Development - The company has developed a large-capacity molten salt heat absorber and steam generation system suitable for solar thermal and storage systems, which has been recognized as the first major technological equipment in the national energy sector [1] - The molten salt energy storage technology is a significant competitive advantage for the company, enabling applications in solar thermal power generation, user-side energy storage, flexible transformation of thermal power, and zero-carbon parks [1] Group 2: Project Experience - The company has accumulated extensive experience in the construction and operation of molten salt energy storage projects, indicating a strong operational capability in this field [1] Group 3: Future Opportunities - The company is focusing on the application layout of third-generation and fourth-generation nuclear reactors, particularly in thorium-based molten salt reactors, which are seen as a core path for fourth-generation nuclear technology [1] - The company aims to leverage its technological advantages to participate in future demonstration projects and commercialization opportunities related to thorium-based molten salt reactors [1]