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250亿美元核电大单,俄伊签了
中国基金报· 2025-09-27 01:11
据报道,协议金额约250亿美元,该项目是伊朗规模最大的核能工程之一,占地面积约500公 顷,4个机组总装机容量约5020兆瓦。目前已完成选址,工程设计、环境评估及前期场地准 备工作正在推进。 伊朗副总统兼伊朗原子能组织主席伊斯拉米22日率团抵达莫斯科,与俄方官员会晤并出席25 日至28日在莫斯科举行的"世界原子能周"国际论坛。 大消息!超级赛道,利好来了 来源:新华社 伊朗与俄罗斯签署大型核电合作协议 据伊朗官方通讯社26日报道,伊朗与俄罗斯当天在莫斯科签署一项大型核电合作协议,双方 将在伊朗霍尔木兹甘省锡里克地区合作建设第三代核电站。 签约仪式在莫斯科"世界原子能周"伊朗展馆举行,伊朗霍尔木兹公司代表伊朗原子能组织与 俄罗斯国家原子能公司签署协议。 ...
为“硬核”工业装上智慧大脑
Zhong Guo Qing Nian Bao· 2025-09-26 22:39
Group 1 - The 25th China International Industry Fair (CIIF) opened in Shanghai, attracting nearly 3,000 exhibitors from 28 countries and regions, showcasing advancements in smart manufacturing and new industrialization [1] - The Minister of Industry and Information Technology stated that China's industrial added value is expected to reach 40.5 trillion yuan in 2024, with manufacturing value added at 33.6 trillion yuan, maintaining the world's largest scale for 15 consecutive years [1] - During the "14th Five-Year Plan" period, China's manufacturing value added is projected to increase by 8 trillion yuan, contributing over 30% to global manufacturing growth [1] Group 2 - The performance of sand painting robots at the fair demonstrated the integration of AI in traditional industries, with the robotic arms achieving a repeat positioning accuracy of ±50 microns [2] - Various types of robots, including humanoid and wheeled robots, showcased collaborative work in a simulated "future factory" environment [2] Group 3 - KPMG's report highlighted that intelligent technology is becoming the next frontier in industrial tools, with companies like Yuejiang enabling rapid integration of multi-form robots without major modifications to existing production lines [3] - Intelligent machine tools with autonomous exploration capabilities are set to enhance manufacturing efficiency significantly [3] Group 4 - Shanghai Electric showcased a project that converts corn straw into green methanol, representing a significant step in sustainable energy solutions for industrial high-end equipment [4][5] - The "Harmonious System," a digital control system for nuclear power plants, was presented, marking a technological advancement in nuclear safety and operational efficiency [5] Group 5 - The fair featured advanced technologies such as acoustic fiber materials for health monitoring and AI chips driving digital transformation in industries [6] - Shanghai Superconductor Technology's second-generation high-temperature superconducting tape was highlighted for its strategic significance in various advanced applications [6] Group 6 - A Zhejiang-based factory utilized AI tools to enhance production capabilities, achieving significant improvements in manufacturing processes and connecting Chinese manufacturing with global supply chains [7]
我国首批商用重水堆产锶-89成功出堆
Xin Hua Cai Jing· 2025-09-26 15:36
新华财经北京9月26日电(记者安娜)记者26日从中核集团获悉,近日山核电基地"和福一号"再结硕果 ——我国首批商用重水堆辐照生产的锶-89成功出堆,这标志着我国在医用同位素生产领域的自主可控 能力进一步增强。 据中核集团有关负责人介绍,锶-89是一种重要医用同位素,广泛用于晚期恶性肿瘤骨转移所致骨痛的 缓解治疗,能够显著减轻患者痛苦,提高生活质量。此前,我国虽具备一定锶-89自主生产能力,但市 场需求缺口较大,长期依赖进口填补供应空白。 在国家原子能机构等指导支持下,中核集团以秦山核电基地商用重水堆为平台,历时三年攻克辐照技术 瓶颈,自主研发"和福一号"同位素生产技术,为镥-177、钇-90、锶-89等医用同位素的规模化、稳定持 续生产奠定坚实技术基础。此次我国首批商用重水堆辐照锶-89成功出堆,正是"和福一号"技术落地见 效的重要成果,为我国核药产业自主创新筑牢技术基石。 此前,秦山核电基地生产的钴-60、碳-14不仅满足了国内大部分市场需求,还实现部分出口,镥-177已 实现规模化供应,钇-90已具备批量辐照生产能力。 中核集团有关负责人表示,未来秦山核电基地将持续深挖重水堆的资源与技术潜力,加速推进相关 ...
田湾基金正式发起设立 国寿资产为独家金融机构LP
Zhong Zheng Wang· 2025-09-26 15:04
中证报中证网讯(记者 陈露)近日,国寿资产作为独家金融机构LP(有限合伙人),同中国核工 业集团有限公司成员单位共同发起设立中核田湾(北京)核电股权投资基金合伙企业(有限合伙)(简 称"田湾基金"),并完成首笔出资。田湾基金投资于中核苏能核电有限公司,资金用于支持田湾核电站 7、8号机组及江苏徐圩核能供热一期项目建设。 国寿资产相关负责人介绍,公司发挥保险资金长期资本、耐心资本优势,创新股权投资方法论,为 田湾基金"量身定制"交易方案。该基金投资期限长达10年,交易安排充分考虑核电项目建设及运营实 际,有效适配核电项目资本金的投资需要。 未来,国寿资产将在田湾基金典型经验基础上,持续探索股权投资创新实践,深入挖掘核电、大型 水电、海上风电、物流、交通运输、数据中心等具有稳定收益回报的基础设施类股权投资机会,积极拓 展存量资产盘活业务,不断提升保险资金服务实体经济质效,为新质生产力发展注入源源不断的金融动 能。 ...
250亿美元核电大单!俄伊签了
财联社· 2025-09-26 14:26
以下文章来源于科创板日报 ,作者牛占林 科创板日报 . 专注科创板和科技创新,上海报业集团主管主办,界面财联社出品。 根据伊朗媒体报道,此次协议涉及在伊朗南部霍尔木兹甘省锡里克地区新建4座第三代核电机组, 总占地面积500公顷,总发电容量将达 5000兆瓦 。 该协议由伊朗副总统兼伊朗原子能组织主席穆罕默德·伊斯拉米与总裁俄罗斯国家原子能公司Alexei Likhachev共同签署。 俄罗斯国家原子 能公司将其形容为一项"战略性项目"。 伊朗目前唯一在运的布什尔核电站同样由俄罗斯承建,已于2013年并网发电。今夏用电高峰期间,伊朗全国曾多次拉闸限电,政府急于扩 大基荷电源。 伊斯拉米本周表示,伊朗和俄罗斯将签署一系列合作发展文件,伊朗将通过发展核电站的形式使俄方参与到伊朗的能源保障中。 他还透露,按计划将在全国选址新建8座核电机组,助力伊朗到2040年实现核电总装机20吉瓦的目标。 这一进展发生之际,伊朗正面临制裁重启的压力。上周五,联合国安理会未能通过延长对伊朗制裁豁免的决议草案,这意味着若在周日(9月 28日)之前无法达成重大协议,制裁将重新生效。 伊朗批评安理会投票结果,称若制裁恢复,将"事实上中止"与 ...
俄罗斯与伊朗签了
中国能源报· 2025-09-26 13:47
End 欢迎分享给你的朋友! 出品 | 中国能源报(c n e n e rg y) 编辑丨闫志强 当地时间9月26日,伊朗霍尔木兹公司与俄罗斯企业签署了关于建设4座核电机组的执行 协议。 据 悉 , 这 份 执 行 协 议 价 值 250 亿 美 元 , 涉 及 在 霍 尔 木 兹 甘 省 建 设 4 座 第 三 代 先 进 核 电 机 组。 来源:央视新闻客户端 俄罗斯与伊朗签署价值2 5 0亿美元协议,将在伊建设4座核电机组。 ...
田湾基金正式设立 国寿资产担任独家金融机构LP
Zheng Quan Ri Bao Wang· 2025-09-26 13:12
Core Viewpoint - China Life Asset Management Co., Ltd. has established the Tianwan Fund in collaboration with China National Nuclear Corporation to invest in nuclear power projects, which is crucial for optimizing energy structure and achieving carbon neutrality goals [1][2] Group 1: Investment Details - The Tianwan Fund is a limited partnership fund initiated by China Life Asset as the sole financial LP, focusing on investments in China National Nuclear Corporation's projects [1] - The fund's first investment will support the construction of Units 7 and 8 of the Tianwan Nuclear Power Plant and the first phase of the Xuwei Nuclear Heating Project [1] - The investment period for the Tianwan Fund is set for 10 years, tailored to meet the capital needs of nuclear power project construction and operation [2] Group 2: Technological Significance - The Xuwei Phase I project is notable for being the world's first demonstration project combining a third-generation pressurized water reactor and a fourth-generation high-temperature gas-cooled reactor [1] - The "Hualong One" reactor is highlighted as a key model for China's nuclear power development and a symbol of its global nuclear presence [1] - The high-temperature gas-cooled reactor is recognized as part of a major national science and technology initiative [1] Group 3: Strategic Implications - The investment in the Tianwan Fund represents a practical step by China Life Asset to support green finance and the transition to a low-carbon economy [2] - The company aims to leverage its long-term capital advantages to innovate equity investment methodologies and explore stable return opportunities in infrastructure sectors such as nuclear power, hydropower, and offshore wind [2] - Future plans include continuous exploration of innovative equity investment practices based on the Tianwan Fund's experience to enhance the effectiveness of insurance capital in serving the real economy [2]
第25届工博会:为“硬核”工业装上“智”慧大脑
Zhong Guo Qing Nian Bao· 2025-09-26 13:12
Core Insights - The 25th China International Industry Fair (CIIF) showcases advancements in smart manufacturing and industrial automation, featuring nearly 3,000 exhibitors from 28 countries and regions [1][2] - China's industrial value added is projected to reach 40.5 trillion yuan in 2024, with manufacturing value added at 33.6 trillion yuan, maintaining its position as the world's largest manufacturing country for 15 consecutive years [1] - The integration of artificial intelligence (AI) into traditional industries is expected to significantly reduce labor costs and enhance efficiency [2][4] Group 1: Smart Manufacturing Technologies - The performance of the sand painting robot at CIIF demonstrates the precision of smart robotic arms, achieving a repeat positioning accuracy of ±50 microns [1] - The "super factory" concept by Yujian Robotics emphasizes platform compatibility, allowing for quick integration of various robotic forms without major modifications to existing production lines [2] - The μAI smart machine tool developed by Shanghai Jiao Tong University can autonomously generate processing paths without human intervention, marking a significant advancement in manufacturing technology [3][4] Group 2: Green Energy and Sustainable Solutions - Shanghai Electric's project converts corn straw into green methanol, showcasing a model for sustainable energy production that combines renewable energy with biomass [4] - The "Hemu System," a digital control system for nuclear power plants, represents a significant technological advancement in ensuring nuclear safety and operational efficiency [5] Group 3: Industrial Supply Chain Innovations - Haizhi Online's AI tools have transformed the production capabilities of a factory in Ningbo, enhancing its efficiency and enabling it to take on high-performance aerospace orders [7][8] - The company has created a digital "capacity map" to connect supply and demand, significantly reducing circulation costs and improving production efficiency [7]
国寿资产服务核电发展战略落地田湾基金 投资期限达10年
Xin Hua Cai Jing· 2025-09-26 12:03
Group 1 - China Life Asset Management Company has established the Tianwan Nuclear Power Equity Investment Fund in collaboration with China National Nuclear Corporation, with the first investment completed [1] - The fund will invest in China Nuclear SuNeng Nuclear Power Co., Ltd., supporting the construction of Tianwan Nuclear Power Units 7 and 8, as well as the first phase of the Xuwei Nuclear Heating Project [1] - The Tianwan project is significant for optimizing China's energy structure and achieving carbon neutrality goals, featuring the world's first demonstration of a dual-coupled third and fourth generation nuclear power plant [1] Group 2 - The investment in the Tianwan Fund represents a practical measure of green finance supporting low-carbon transformation and the construction of a beautiful China [2] - China Life Asset Management is leveraging its long-term capital advantages to innovate equity investment methodologies tailored for the Tianwan Fund, with a 10-year investment period [2] - Future plans include exploring equity investment opportunities in stable-return infrastructure sectors such as nuclear power, hydropower, offshore wind, logistics, transportation, and data centers [2]
电投产融:目前电投产融正推进重大资产重组
Zheng Quan Ri Bao Zhi Sheng· 2025-09-26 10:13
Core Viewpoint - The company is currently advancing a major asset restructuring, divesting existing financial businesses and acquiring high-quality nuclear power assets, positioning itself as a consolidation platform for nuclear power operations under the State Power Investment Corporation [1] Group 1: Asset Restructuring - The company is in the process of significant asset restructuring, which involves divesting its current financial operations [1] - The restructuring aims to integrate nuclear power assets, enhancing the company's focus on nuclear energy [1] Group 2: Nuclear Technology - The company has mastered advanced nuclear technologies such as AP1000 and CAP1000 [1] - AP1000 is a third-generation nuclear technology developed by Westinghouse Electric Company, while CAP1000 is a domestically developed technology based on the AP1000 design [1] - The Shandong Haiyang Nuclear Power Project, controlled by the company, plans to construct six 1,000 MW nuclear units, with the first two units utilizing AP1000 technology and the remaining four employing the domestically designed CAP1000 technology [1]