伊朗议会国家安全和外交政策委员会发言人：俄罗斯将在伊朗建设8座核电站。 跟踪中东局势动态 +订阅 订阅美国VS伊朗动态 +订阅 ...

中广核矿业 20250606 摘要 新框架协议调整了天然铀定价机制，固定价格部分参考 UXN 和 TradeTech 的长期油价预测，并增加通胀系数；浮动价格比例从 60% 提高到 70%，参考现货指数价格，旨在平衡稳定性和市场弹性。 美国核电政策积极，计划到 2050 年将核电产能增加四倍，叠加中国、 印度等新兴国家明确的核电发展规划，以及 AI 驱动的用电需求增长，共 同提升了市场对核电的信心。 2025 年上半年天然铀现货交易平稳，成交量不大，价格在 65 至 70 美 元间波动。但长期来看，供需关系紧张，预计天然铀市场中长期内仍将 保持看涨趋势。 天然铀长贸价格反映核电站的稳定性需求，波动较小，稳居 80 美元以 上；现货指数受短期因素影响波动较大，上行区间内通常比长贸价格走 得更快，幅度更大。 集团调整定价机制旨在吸引资金进行项目并购，并避免再次出现倒挂现 象。提高与市场挂钩部分的比例，并设定相对较高的基价，以应对市场 波动。 Q&A 中广核矿业新发布的三年关联交易框架协议有哪些主要调整？ 新的三年关联交易框架协议主要在两个方面进行了调整。首先，固定价格部分 根据市场情况进行了调整。之前 2023 ...

6月6日，中核集团以"核创价值、卓越同行"为主题，在南京华山饭店举办了第三届上市公司集中投资者交流季活动，中核国际受邀出席。 图源：中核国际公众号 中核国际董事局主席王成在会上作了主旨演讲。王成围绕"核创价值、卓越同行"的主题分享了四点思考：一是当前世界局势深入演进，全球面临能源转 型，核电复兴趋势强劲，当前及未来一段时间在全球核能积极发展和天然铀市场持续活跃的趋势下，将迎来全新的发展机遇。二是中核铀业作为天然铀勘 查开发国家队和主力军，以科技进步深化创新驱动，逐步建立健全天然铀保障供应体系，天然铀供应保障能力持续增强，国际影响力话语权显著提升。三 是中核国际作为中核铀业旗下唯一在港上市公司，拥有诸多优势，2024年营业收入及净利润双增长，分别同比增长217%、83.4%，盈利实现连续四年正增 长，盈利能力持续增强。四是作为国际天然铀市场的重要参与者及供应商，致力成为国际天然铀业务领域的重要参与者和影响者，助力全面提升中核集团 的国际竞争力和影响力，不负股东及广大投资者的厚望。 其间，中核国际举办专场投资者交流会。中核国际董事局主席王成先生，中核海外副总会计师柴源女士，中核国际资本运营总监兼公司秘书徐凌女士、 ...

Group 1 - Meta is reportedly in talks to invest over $10 billion in AI startup Scale AI, which would be its largest external investment in the AI sector, with Scale AI's latest valuation close to $14 billion [2] - Westinghouse Electric is negotiating with the U.S. government and industry partners to deploy 10 large nuclear reactors, with an estimated cost of $75 billion, excluding potential delays and cost overruns [3] - Tesla's Optimus humanoid robot project leader, Milan Kovach, is leaving the company, which may affect investor confidence in Tesla's robotics business and raise concerns about increased competition in the industry [4] Group 2 - Microsoft plans to rank AI models based on safety, adding a new category to its existing metrics of quality, cost, and output speed, indicating a growing emphasis on safety in AI technology [5] - Axiom Space is set to launch its fourth International Space Station mission, Ax-4, on June 10, marking the first government-funded spaceflight for India, Poland, and Hungary in over 40 years, potentially boosting investor confidence in the aerospace sector [6]

据英国金融时报：西屋电气公司正与美国官员及行业合作伙伴就部署十座大型核反应堆进行磋商，以实 现特朗普政府的相关目标。 ...

Core Points - The Trump administration has suspended licenses for U.S. nuclear equipment suppliers to sell products to Chinese power plants, impacting companies like Westinghouse Electric and Emerson with business values in the hundreds of millions of dollars [1] - The U.S. Department of Commerce is reviewing strategically significant export products and has paused existing export licenses during this review period [1] - In response, China has urged the U.S. to lift negative measures and recognize China's progress in fulfilling agreements [1] - This action occurs amid a transformation in the international nuclear energy landscape, with China's nuclear technology and industrial system now leading globally [1] - While Trump signed an executive order to promote nuclear energy development, the coherence of U.S. and European policies faces challenges [1]

Core Viewpoint - The management of state-owned enterprises (SOEs) in China has shifted from policy advocacy to substantive implementation, with expectations for valuation restructuring and market confidence enhancement as assessment mechanisms and supporting policies improve [1][5]. Group 1: SOE Value Management - The State-owned Assets Supervision and Administration Commission (SASAC) has emphasized improving the quality of SOEs' listed companies and enhancing value management to stabilize market expectations [1][4]. - Several SOEs have held performance briefings and investor engagement activities, committing to increase dividend payouts and enhance shareholder returns while focusing on core business improvement and innovation [1][2]. - China National Nuclear Corporation (CNNC) reported a market value of approximately 260 billion yuan, with a year-on-year increase of over 30%, highlighting its commitment to shareholder value through strategic investments [1][2]. Group 2: Dividend Policies - China National Power has maintained a cash dividend payout ratio exceeding 35% for ten consecutive years, with the 2024 dividend ratio reaching a historical high of 41.92%, totaling over 24 billion yuan in cumulative dividends [2]. - China Nuclear Technology has consistently returned cash dividends for 18 years, with a 2024 payout ratio of 32.43% and an average payout ratio exceeding 30% from 2020 to 2024 [2]. - China Huaneng Group is focused on enhancing dividend frequency and amounts across its listed companies to stabilize market value [2]. Group 3: Innovation and Reform - Accelerating innovation and deepening reforms are crucial for SOEs to enhance value management and improve the quality of listed companies [3][4]. - The State Grid Corporation is implementing multiple measures to promote high-quality development of its listed companies, focusing on energy transition and new power system construction [3]. - China Aerospace Science and Technology Corporation aims to enhance innovation capabilities and integrate technology and industry innovation to improve value creation [3]. Group 4: Regulatory Framework - The SASAC has issued guidelines to improve the market value management of SOEs, emphasizing the importance of maintaining investor rights and promoting healthy capital market development [3][4]. - Recent analyses indicate that value management is essential for listed companies to enhance intrinsic value and market performance through various compliant methods [4][5]. - SOEs are increasingly formalizing their value management practices, including the establishment of value enhancement plans and regular communication with investors [5].

■李春莲 近段时间以来，核能在资本市场"出圈"，可控核聚变领域的技术突破也引发热议，科技巨头们更是开始强势布局核能。 6月3日，Meta宣布与核能公司星座能源签署了一份为期20年的核电采购协议，从2027年6月份开始，Meta将在该公司清洁 能源中心购买大约1.1吉瓦的电力，这是该中心一座核反应堆的全部发电量。 对科技巨头而言，锁定未来的长期电力供应成为竞争战略的一部分。 随着人工智能、大数据等新兴技术的迅猛发展，数据中心的耗电量呈指数级增长，这对稳定、高效、低碳的能源供应提出 了前所未有的挑战，全球AI浪潮的爆发正将科技巨头的能源焦虑推向顶点。在此背景下，微软、谷歌、亚马逊等企业纷纷将目 光投向核能，科技发展与能源变革交织在一起有望重构能源产业新格局。 其一，AI技术的指数级发展正在颠覆传统能源的供需平衡。 国际能源署报告显示，到2030年，全球数据中心的电力需求预计将增长一倍以上，人工智能将成为推动这一用电激增的最 主要动力。 微软、谷歌等企业为支撑AI算力扩张，不得不寻求稳定、低碳的能源解决方案。传统可再生能源受限于天气波动性，而核 能凭借7×24小时稳定供电和零碳排放特性，成为填补能源缺口的战略选择。 ...

金十数据6月6日讯，当地时间6日，俄罗斯国家原子能集团公司总经理利哈乔夫率领的俄方代表团在加 里宁格勒与国际原子能机构举行新一轮磋商。国际原子能机构总干事格罗西同日前往俄罗斯。俄国家原 子能集团公司发文称，磋商中，俄方代表团与国际原子能机构代表团重点讨论了在乌军持续炮击的背景 下，确保扎波罗热核电站安全的议题。 俄方与国际原子能机构代表团举行磋商 讨论扎波罗热核电站安全议题 ...

Group 1 - The core viewpoint is that China National Nuclear Corporation (CNNC) expects a market capitalization of approximately 260 billion yuan for its listed companies in 2024, with an annual growth rate exceeding 30% [1] - CNNC emphasizes the importance of market value performance for its listed companies, with several achieving an A-grade in information disclosure assessments from stock exchanges in 2024 [1] - China Nuclear Power successfully completed a 14 billion yuan refinancing project for A-shares in 2024 [1] Group 2 - China Nuclear Construction is enhancing its nuclear power construction capabilities and actively expanding into international markets, achieving significant milestones in the International Thermonuclear Experimental Reactor (ITER) project [1] - Tongfang Co. is focusing on strategic leadership and innovation, resulting in significant market development achievements and continuous growth in overseas revenue [1] - China Isotope & Radiation is deepening its "6+N" industry layout strategy, forming a collaborative ecosystem in core businesses such as nuclear medicine and irradiation technology applications [1] Group 3 - CNNC's overall performance is steadily improving, having received an A-grade in annual performance assessments from the State-owned Assets Supervision and Administration Commission for 19 consecutive years [2] - The year 2025 marks the 70th anniversary of China's nuclear industry and is designated as CNNC's "Pursuit of Excellence Year," aiming to support high-quality development of its listed companies through excellent operational performance and management efficiency [2] - CNNC plans to leverage capital market functions to assist in industrial transformation and upgrading, promoting high-level circulation of technology, industry, and finance [2]