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狂签6吉瓦,Meta成全球最大核能买家,囤电备战AI算力
Sou Hu Cai Jing· 2026-01-10 09:36
Meta 此次大规模"囤电"有着明确的战略目标:为其即将落地的超大型数据中心保驾护航。其中,位于 俄亥俄州、装机容量为 1 吉瓦的"普罗米修斯(Prometheus)"数据中心预计将于今年上线;而位于路易 斯安那州、规模更庞大的 5 吉瓦"亥伯龙(Hyperion)"项目则计划于 2028 年投入运营。 IT之家注:吉瓦是功率单位,1 吉瓦等于 10 亿瓦(1000 兆瓦)。大致相当于两个中型燃煤发电厂的输 出功率,或者约 300 多万块光伏板的发电量。 在供应商选择上,Meta 采取了"传统核电站 + 新型初创公司"的组合策略。其中,能源巨头威斯特拉 (Vistra Corp)将承担主要的供电任务,利用其位于俄亥俄州的佩里(Perry)和戴维斯-贝斯(Davis- Besse)核电站,为 Meta 输送 2176 兆瓦的电力。 1 月 10 日消息,彭博社昨日(1 月 9 日)发布博文,报道称 Meta 公司为满足 AI 日益膨胀的算力胃 口,签署多项重磅核能采购协议,总电量高达 6 吉瓦(GW),这一规模足以满足 500 万个美国家庭的 用电需求,让其一举超越其他科技巨头成为全球最大的核能买家。 面对如此 ...
从创新突破看发展突围
Ren Min Ri Bao· 2026-01-07 00:57
创新,鼓励"一花独放",更喜"满园春色"。推进科创项目、重大工程,尤其离不开系统思维、区域协同 一段时间以来,有关"突破"的消息接踵而至—— 我国高铁营业里程突破5万公里,织就全球最大、最先进的高铁网; 藏粮于地、藏粮于技,2025年全国粮食产量14297.5亿斤,再创新高; 山东2025年地区生产总值预计突破10万亿元,新质生产力蓬勃涌动,展现"经济大省挑大梁"风采; 海南自由贸易港绿色低碳发展迎来重要技术突破,二氧化碳捕集液化装置顺利运行…… 无论全局还是一域,一项项坚实的突破,为中国经济顶压前行、向新向优发展写下生动注脚。 创新,鼓励"一花独放",更喜"满园春色"。推进科创项目、重大工程,尤其离不开系统思维、区域协 同。 看"一架飞机"。20多个省份,1000余家科研院所、高校、企业,30多万人参与研制;前机身大部段在江 西南昌制造,百余零部件由湖北武汉企业供应,总装在上海完成……C919大飞机翱翔蓝天,靠的是全 国上下大力协同、合力攻关。 实践中,我们一次次将集中力量办大事的制度优势,转化为科技创新的乘数效应。北斗卫星导航系统攻 克160多项关键核心技术,突破500余种核心器件的国产化研制,"是党和国 ...
中国核能电力股份有限公司关于2025年半年度权益分派实施后调整回购价格上限的公告
Shang Hai Zheng Quan Bao· 2026-01-06 17:42
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:601985 证券简称:中国核电 公告编号:2026-004 中国核能电力股份有限公司 关于2025年半年度权益分派实施后 调整回购价格上限的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏,并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示: 一、回购股份的基本情况 中国核能电力股份有限公司(以下简称公司)于2025年4月27日召开第五届董事会第三次会议,审议通 过了《关于公司2025年度回购A股股票方案的议案》,同意公司使用自有资金和自筹资金以集中竞价交 易方式回购公司股份,用于后续实施股权激励,回购价格不超过人民币13.98元/股(含),回购资金总 额不低于人民币3亿元(含)且不超过人民币5亿元(含),回购期限自董事会审议通过本次回购股份方 案之日起不超过12个月。本次回购股份事项的具体内容详见公司于2025年4月29日、5月8日、5月14日在 上海证券交易所网站披露的《中国核能电力股份有限公司关于以集中竞价方式回购股份方案的公告》 《中国核能电力股份有限公司关于取得金融机构股票回购贷款承诺函的 ...
波士顿动力机器人首次进厂干活;韩国公司展示全球首部小型核电站丨智能制造日报
创业邦· 2026-01-06 04:28
Group 1 - The article highlights the unveiling of the world's first small modular reactor (SMR) by a South Korean company at CES 2026, emphasizing its potential to provide cleaner and more flexible energy solutions compared to traditional nuclear power plants [2] - The SMR technology is seen as a significant shift in nuclear energy, moving from large infrastructure to deployable tech products, which could power data centers and remote areas [2] Group 2 - A partnership between Zhiyuan Robotics and MiniMax has been established to enhance voice interaction in robotics, focusing on personalized voice synthesis and user experience [4] - MiniMax will provide a tailored AI technology support for Zhiyuan Robotics, optimizing the interaction between users and robots through a custom persona system [4] Group 3 - Beijing's artificial intelligence core industry is projected to reach a scale of 450 billion yuan by 2025, with over 2,500 companies expected to be concentrated in the area, accounting for about half of the national total [5] - The city is home to nearly 60 publicly listed AI companies and around 40 unicorns, showcasing its dominance in the AI sector [5] - The article mentions the significant user engagement of Doubao, an AI application, which surpassed 172 million monthly active users, indicating a transformative impact on the industry [5] Group 4 - Boston Dynamics' Atlas robot has made significant advancements by performing real work tasks at a Hyundai factory, marking a transition from laboratory demonstrations to industrial applications [4]
中国核能电力股份有限公司2025年半年度权益分派实施公告
Shang Hai Zheng Quan Bao· 2026-01-05 19:25
本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏,并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示: ● 每股分配比例 A股每股现金红利0.02元(含税) 本次利润分配方案经中国核能电力股份有限公司(以下简称公司) 2025年11月14日的2025年第二次临 时股东会审议通过。 二、分配方案 1. 发放年度:2025年半年度 2. 分派对象: 除权(息)参考价格=(前收盘价格-现金红利)÷(1+流通股份变动比例) 截至股权登记日下午上海证券交易所收市后,在中国证券登记结算有限责任公司上海分公司(以下简称 中国结算上海分公司)登记在册的本公司全体股东(公司回购专用证券账户除外)。 根据《上市公司股份回购规则》《上海证券交易所上市公司自律监管指引第7号一一回购股份》等相关 法律、行政法规、部门规章及其他规范性文件的有关规定,公司回购专用证券账户中的股份不享有利润 分配等权利,因此不参与本次利润分配。 (2)本次差异化分红除权除息计算依据 根据《上海证券交易所交易规则》等相关规定,公司按照以下公式计算除权除息开盘参考价格: 3. 差异化分红送转方案: (1)本次差异化分 ...
韩国公司展示全球首部小型核电站|直击CES
Xin Lang Cai Jing· 2026-01-05 18:09
新浪科技讯,在今天于拉斯维加斯开幕的 CES 2026 上,韩国电力公司展出了号称世界上第一台小型核 能发电设备。随着 AI、量子计算和云技术对电力的需求呈爆炸式增长,寻找清洁、稳定的替代能源已 成为全球科技界的迫切任务,这类创新是填补能源缺口的关键。 这些设备被称为小型模块化反应堆(SMR),其设计初衷是提供比传统核电站更安全、更灵活且更易 于部署的能源方案。夏皮罗指出,这类技术的出现标志着核能正在从"庞大的基础设施"向"可部署的科 技产品"转型,为数据中心和偏远地区供电提供了可能。 韩国电力公司 (KEPCO) 和韩国水力与核能公司 (KHNP) 联合展示了这一设备。值得一提的是, 韩国电力公司是全球首家在 CES 主展馆设立独立展台的公用事业公司。这些模型展示了 SMR 紧凑的结 构设计,其体积仅为传统核反应堆的几分之一。这种技术的核心卖点在于其非能动安全系统(即在失去 外部电源时也能自动降温)以及可以在工厂预制并整体运输的便利性。 在 CES 现场,韩国展团通过这些模型和沉浸式视频,向科技界展示了核能如何作为一种清洁、稳定 的"基荷电源",为未来高耗能的 AI 算力中心提供 24/7 的电力支持。 除 ...
“玲龙一号”首堆完成非核冲转试验
Huan Qiu Wang Zi Xun· 2026-01-05 01:28
科技日报讯 (记者朱虹)2025年12月23日,全球首个陆上商用模块式小型堆"玲龙一号"汽轮发电机组 非核冲转一次成功。冲转全程机组运行平稳,各项关键参数均符合设计标准,标志着项目建设突破关键 节点,为后续核蒸汽冲转及并网发电筑牢基础。 来源:科技日报 ...
日本对美巨额投资,或聚焦能源基建
Huan Qiu Shi Bao· 2025-12-28 22:58
Core Viewpoint - Japan plans to officially launch an unprecedented investment initiative in the U.S. with a total commitment of up to $550 billion, focusing initially on energy cooperation projects [1][3]. Group 1: Investment Commitment - Japan's Ministry of Finance announced a provision of 7.18 trillion yen (approximately $65 billion) for low-interest loans and guarantees to support the $550 billion investment agreement with the U.S. [3]. - The investment commitment stems from a trade agreement reached in July, where Japan agreed to invest in key U.S. industries and technologies in exchange for reduced tariffs on Japanese automobiles and other products [3]. - All investments must be completed before the end of President Trump's term, but as of December, no specific projects have been finalized or announced [3]. Group 2: Energy Investment Focus - Energy investments are a primary focus, with up to $332 billion allocated for U.S. critical energy infrastructure, including $100 billion for nuclear reactor projects in collaboration with Toshiba, Mitsubishi, and Westinghouse [4]. - Additional investments include $25 billion for large power equipment infrastructure, aimed at enhancing the U.S. electrical grid and stability systems [4]. - Overall, investments related to power generation projects could total $387 billion [4]. Group 3: Financial Support and Pressure - Japanese financial institutions are experiencing increased pressure for guarantees, with historical highs in financing and loan guarantee support from government-backed financial institutions [7]. - The Japanese government plans to inject funds into trade insurance and international cooperation banks to support potential increases in U.S. investments and financing guarantees [7]. - The Ministry of Finance will allocate 3.61 trillion yen for low-interest loans and 3.53 trillion yen for government guarantees, with total investment and loan amounts reaching a record high of 8.58 trillion yen [7].
稳经营、提质效 中央企业推动关键产业向新向优(经济新方位)
Ren Min Ri Bao· 2025-12-25 22:27
Core Insights - Central enterprises are expected to enhance their roles in serving the national economic development and improving people's livelihoods, contributing significantly to China's modernization efforts [1] Group 1: Strengthening Scale and Capability - Central enterprises have seen their total assets exceed 90 trillion yuan, with significant advancements in various projects such as the world's first commercial supercritical carbon dioxide power generation unit and the largest green hydrogen-ammonia integrated project [2] - The total R&D expenditure of central enterprises has surpassed 5 trillion yuan, with an annual investment growth rate in emerging industries exceeding 20% [2] - The number of technology talents in central enterprises has increased by nearly 50%, enhancing their scale, value creation capabilities, and brand influence [2] Group 2: Industrial Upgrading and Innovation - Central enterprises are focusing on technological innovation to empower industrial transformation, with 438 technology breakthroughs achieved this year [3] - The implementation of AI technology has led to over 800 application scenarios, and 1,854 smart factories have been established as part of the digital transformation efforts [3] - During the "14th Five-Year Plan" period, energy consumption per unit of output and carbon dioxide emissions per unit of output have decreased by 12.8% and 13.9%, respectively [3] Group 3: Strategic Function and Governance - Nine new central enterprises have been established as part of the ongoing reform of state-owned enterprises, with a focus on optimizing the structure and enhancing strategic functions [4] - The management levels of central enterprises are now controlled within four tiers, improving management efficiency and transparency [5] - The State-owned Assets Supervision and Administration Commission (SASAC) has implemented a more scientific regulatory approach, including a tailored assessment for each enterprise [5]
电投产融:截至2025年6月30日电投核能及其控股子公司共拥有390项专利
Zheng Quan Ri Bao Wang· 2025-12-22 12:45
证券日报网讯12月22日,电投产融(000958)在互动平台回答投资者提问时表示,截至2025年6月30 日,电投核能及其控股子公司共拥有390项专利。未来,公司将持续进行技术创新与成果转化,以提升 电站运营的安全性、经济性与可靠性。关于各项技术的具体细节、商业化应用路径及市场潜力,请以公 司公告为准。 ...