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欧盟推迟了限制对俄罗斯核燃料依赖的提案。
news flash· 2025-06-16 09:00
Core Viewpoint - The European Union has postponed a proposal to limit dependence on Russian nuclear fuel [1] Group 1 - The delay in the proposal indicates ongoing reliance on Russian nuclear fuel within the EU [1] - This decision may impact the EU's energy strategy and its efforts to diversify energy sources [1]
核能核电概念板块异动下行 行业主力资金净流出14.92亿元
Jin Tou Wang· 2025-06-16 02:29
Core Viewpoint - The nuclear energy sector experienced a mixed performance on June 13, with a slight overall decline of 0.39%, despite notable gains from specific companies like Qifeng Precision Engineering, which rose by 27.19% [1][3]. Group 1: Stock Performance - Qifeng Precision Engineering saw a significant increase of 27.19% [1][6]. - Other notable gainers included Libat and CGN Technology, both rising over 10% [1]. - The top ten companies in the nuclear energy sector by stock performance included Qifeng Precision Engineering, Libat, and CGN Technology, with respective increases of 27.19%, 10.00%, and 10.00% [2][6]. Group 2: Capital Flow - On June 13, the nuclear energy sector experienced a net outflow of 1.492 billion yuan in main capital [3][4]. - The top three companies by net inflow were Changjiang Electric Power, CGN Technology, and Qifeng Precision Engineering, with inflows of 340 million yuan, 138 million yuan, and 112 million yuan respectively [4][7]. - The overall capital flow showed a significant outflow from large orders, totaling 688 million yuan, while small orders saw an inflow of 1.666 billion yuan [4].
新华财经早报:6月16日
Xin Hua Cai Jing· 2025-06-16 00:06
Domestic News - The National Flood Control and Drought Relief Headquarters has initiated a Level 4 emergency response for flood control in Zhejiang, maintaining a Level 3 emergency response for Guangdong and Guangxi [3] - The Ministry of Finance has allocated 40 million yuan in emergency disaster relief funds to support flood and typhoon response efforts in Hainan, Guangdong, and Guangxi due to the impact of Typhoon "Butterfly" [3] - The first flood of the year in Guangxi, named "Beiliu River No. 1 Flood of 2025," was recorded with water levels reaching 33.00 meters, which is at the warning level [3] - From January to May, China's railway construction saw a fixed asset investment of 242.1 billion yuan, a year-on-year increase of 5.9%, contributing to economic growth [3] - The Fourth China-Africa Economic and Trade Expo reported 176 signed projects with a total value of 11.39 billion USD, marking a 45.8% increase in project numbers and a 10.6% increase in project value compared to the previous session [3] - China's trade with five Central Asian countries has expanded from 312.04 billion yuan in 2013 to 674.15 billion yuan in 2024, representing a growth of 116% with an average annual growth rate of 7.3% [3] - The Chinese bond market is becoming a key focus for foreign public funds, with expectations for bonds to provide stable returns amid economic uncertainties [3] International News - Iran has launched a new round of missile attacks against Israel, which has retaliated by targeting Iranian military and nuclear facilities [5] - U.S. President Trump warned Iran against attacking American targets, stating that the U.S. would respond with full force [5] - The escalating conflict between Israel and Iran has led to concerns about a larger regional conflict, causing significant declines in Middle Eastern stock markets, with Egypt's index dropping by 7.4% and Kuwait's by over 5% [6] - The price of WTI crude oil surged over 6% at the beginning of the week, reaching 76.65 USD per barrel, amid fears that the conflict could disrupt oil supplies in the region [6] - New Zealand announced a trial visa waiver for Chinese citizens holding valid Australian visas starting November 2025, which will last for 12 months [6]
世界银行解禁核融资,英美政府积极投资核能产业,重点关注可控核聚变板块
Tianfeng Securities· 2025-06-15 14:59
行业报告 | 行业研究周报 2025 年 06 月 15 日 | 投资评级 | | | --- | --- | | 行业评级 | 强于大市(维持评级) | | 上次评级 | 强于大市 | 作者 吴立 分析师 SAC 执业证书编号:S1110517010002 wuli1@tfzq.com 周新宇 分析师 SAC 执业证书编号:S1110524070007 zhouxinyu@tfzq.com 行业走势图 资料来源:聚源数据 相关报告 1 《新兴产业-行业研究周报:英美烟草 下半年聚焦 Glo 新品市场扩张;25 年 4 月 中 国电 子 烟 出 口额 保 持 平 稳!》 2025-06-08 2 《新兴产业-行业研究周报:《2024 年 世界烟草发展报告》发布,新型烟草市 场规模保持增长!》 2025-05-25 新兴产业 证券研究报告 建议关注: 联创光电(国内领先的高温超导磁体供应商,高温超导磁体是第二代紧凑型托卡马克装置最佳 选择,成本占比近一半),永鼎股份(高温超导带材主要供应商)【天风通信团队覆盖】、国光 电气(偏滤器、屏蔽模块热氦检漏设备、包层第一壁板等供应可控核聚变装置)【天风军工团 队覆盖】, ...
跨界供热、制氢、海水淡化……如何不断拓宽核能综合利用的边界?
党的二十大报告提出,坚持面向世界科技前沿、面向经济主战场、面向国家重大需求、面向人民生命健 康,加快实现高水平科技自立自强。作为衡量国家综合实力的重要标志,核能科技的创新能力是我国从 核能大国迈向核能强国的核心引擎。 "618"临近,各种新奇实用的消暑产品成为网络购物车里的"准订单"。仔细对比会发现,往年的手持小 风扇,今年装到了防晒帽檐上;防晒服加长领口一拉,直接省下单买口罩的钱;凉茶、酸梅汤不卖成 品,改成了卖配方……可以说,消费需求的多元化、个性化正在"倒逼"厂家和经销商在产品改进、精准 服务上推陈出新。 需求和市场在哪里,产品、服务和创新紧随其后的逻辑,同样适用于能源产品,核能产品正是其中的典 型案例。从稳定发电到高质量供热、供汽,再到制氢、海水淡化、生产同位素,近年来,核能综合利用 的边界不断拓宽,贴近经济社会发展实际需求的功能不断延展,一个个概念变成看得见、摸得着的成 果,惠及产业、造福百姓。 回想2017年冬天,在北京房山的中国原子能科学研究院,当笔者亲手触摸到低温供热堆加热的暖气片 时,不禁感叹"核能不止会发电!"彼时,核能供热的新闻引发巨大关注,而这"破圈"的一小步,也引来 外界质疑——核能 ...
国际原子能机构称以色列袭击了伊朗的伊斯法罕铀转化设施。
news flash· 2025-06-14 09:05
国际原子能机构称以色列袭击了伊朗的伊斯法罕铀转化设施。 ...
伊朗否认伊斯法罕核设施遭以色列袭击
news flash· 2025-06-14 07:57
智通财经6月14日电,据央视新闻报道,伊朗原子能机构发言人当地时间14日在接受媒体采访时表示, 以色列袭击对于伊朗核设施造成的损坏是"有限的",伊朗方面将抓紧修复这些损坏之处,民众无需对核 污染感到恐慌。另据伊朗伊斯法罕省长的安全顾问透露,截至14日上午,没有收到关于伊斯法罕的核设 施遭遇袭击的报告。此前以色列方面曾宣称"摧毁"了伊斯法罕的一处核设施。 伊朗否认伊斯法罕核设施遭以色列袭击 ...
伊朗原子能机构发言人:伊朗福尔多核设施受到的损害有限。
news flash· 2025-06-14 07:20
伊朗原子能机构发言人:伊朗福尔多核设施受到的损害有限。 ...
哈萨克斯坦原子能机构:俄罗斯国家原子能公司将领导在哈萨克斯坦建设核电站的财团。
news flash· 2025-06-14 06:44
哈萨克斯坦原子能机构:俄罗斯国家原子能公司将领导在哈萨克斯坦建设核电站的财团。 ...
数十年核能融资禁令解除!可控核聚变板块频繁异动
Hua Xia Shi Bao· 2025-06-14 01:45
华夏时报(www.chinatimes.net.cn)记者 何一华 李未来 北京报道 国内某头部券商投资顾问告诉《华夏时报》记者,可控核聚变目前还是预期炒作阶段,主要是现在除了 政府以外的资金也开始关注并往里投钱,行业资本开支上来之后,资本市场对后面的业绩变现也就有了 预期。 6月13日下午,安泰科技(000969.SZ)工作人员告诉《华夏时报》记者,公司看好核电业务发展前景, 但是当前核聚变发展仍处于较早阶段,并没有实现商业化。融发核电(002366.SZ)工作人员告诉记 者,由于核聚变还没有实现商用,目前公司订单主要还是已经实现商业化的核电站项目。 日前,世界银行表示将解除长达数十年的核能融资禁令,还计划帮助开发小型模块化反应堆。记者了解 到,当前全球核聚变政策趋势持续走强,中国、日本、德国、美国、欧盟等多国家地区围绕可控核聚变 的政策目标、装置进度也都取得积极进展。 资本市场上,可控核聚变板块异动频频,今年以来,截至6月13日收盘,同花顺可控核聚变板块指数涨 幅达到41.72%。 各国重视核能发展 今年以来,核能领域频频出现利好,日前,世界银行的一项决定结束了该行自1959年以来对核能项目的 融资禁令。 ...