中法两国（以下称"双方"）一致认为，核能作为一种清洁低碳、稳定可靠的基荷能源，对应对气候变化、能源安全等全球性挑战具有独特重要作用。 双方欢迎两国在1997年5月15日签署的政府间和平利用核能合作协定，以及在1982年11月22日签署的和平利用核能合作议定书框架下，开展工业和科技合 作。 中法两国将继续秉持透明、尊重和互信原则在这一领域开展合作。 1.双方一致认为，核能合作是中法全面战略伙伴关系的重要组成部分。在已有成功合作基础上，双方将继续在第三代压水堆核电机组建设运行管理、现有核 电站延寿、永久关闭核电站的清理和退役及放射性废物管理等方面的经验反馈和技术交流。 7.双方重申对国际核不扩散体系的承诺，特别是对《不扩散核武器条约》的承诺，并强调国际原子能机构在引领和推动建立强健、可持续的全球框架，在确 保核安全、核安保，以及履行相应核保障和核不扩散义务方面发挥着核心作用。两国与国际原子能机构一道，将在资金可及并符合各自国内法律要求的前提 下，为实现上述目标提供所需的必要资源。 2.双方一致认为，技术创新是提升核能安全性和经济性的重要方式，将充分发挥现有合作项目的作用，继续开展核能技术创新研发合作；并探讨在小型 ...

Group 1 - Both China and France recognize the unique importance of nuclear energy as a clean, low-carbon, stable, and reliable baseload energy source in addressing global challenges such as climate change and energy security [1] - The two countries will continue to cooperate under the framework of the intergovernmental agreement on peaceful use of nuclear energy signed in 1997 and the cooperation protocol signed in 1982, focusing on industrial and technological collaboration [1] - Nuclear cooperation is considered a vital component of the comprehensive strategic partnership between China and France, with ongoing collaboration in areas such as the construction and operation management of third-generation pressurized water reactor nuclear power plants, extending the life of existing nuclear power plants, decommissioning permanently closed plants, and managing radioactive waste [1] Group 2 - Both parties acknowledge the importance of coordinated cooperation in areas such as nuclear fuel supply, nuclear equipment manufacturing, and uranium resource security to ensure the stability of the nuclear energy supply chain [2] - The commitment to the development of nuclear fusion energy is recognized as a significant direction for the peaceful use of nuclear energy, with both countries willing to participate deeply in the International Thermonuclear Experimental Reactor (ITER) project [2] - Emphasis is placed on the need for sustainable and sufficient professional skills training in nuclear technology and industry development, with ongoing collaboration in education and training for nuclear science and engineering [2] Group 3 - Both countries reaffirm their commitment to the international non-proliferation regime, particularly the Treaty on the Non-Proliferation of Nuclear Weapons, and recognize the role of the International Atomic Energy Agency in ensuring nuclear safety and security [3] - The commitment to supporting international nuclear energy development while adhering to international obligations regarding nuclear safety, security, and non-proliferation is emphasized [4] - China supports France's declaration to triple global nuclear energy from 2020 to 2050 as part of efforts to accelerate carbon neutrality commitments [4]

Group 1 - The core message of the article highlights the increasing interest of Western leaders, particularly from Europe, in engaging with China amid escalating US-China tensions, signaling a strategic pivot towards China for economic cooperation and geopolitical stability [1][3][5] - The trade volume between China and France reached $79.58 billion, with a 12% growth in the first three quarters of 2024, indicating China's significant market appeal and the importance of bilateral economic ties [3][11] - Macron's visit to China is seen as an effort to establish a strategic partnership and secure economic cooperation ahead of Trump's planned visit, reflecting Europe's urgency to find a way forward amidst US pressure [5][13][15] Group 2 - The article discusses the adverse effects of Trump's "America First" policy on Europe, including a 20% tariff imposed on the EU, which has exacerbated economic challenges, particularly in Germany and France [7][9] - Macron's diplomatic efforts include a 23-page cooperation agenda that encompasses Airbus aircraft procurement and joint production of solar components, showcasing a proactive approach to strengthen ties with China [9][11] - The establishment of a carbon neutrality cooperation center and agreements on offshore wind projects illustrate the deepening collaboration in emerging sectors, which is more appealing to Europe than mere trade [13][23] Group 3 - The article emphasizes that European companies are increasingly recognizing the necessity of collaborating with China for survival, as evidenced by their participation in trade fairs despite US pressures [17][18] - The deepening industrial ties, such as the increased investment by French semiconductor companies in China, highlight the impracticality of decoupling from the Chinese market [19][21] - Macron's visit is framed as a strategic move to secure long-term development partnerships with China, moving beyond short-term economic gains to establish a shared future [21][25]

●本报驻法国特约记者 邵 琦 董 铭 ●本报记者 白云怡 褚大业 12月4日上午，国家主席习近平在北京人民大会堂同来华进行国事访问的法国总统马克龙举行会谈。这 是会谈前，习近平和夫人彭丽媛同马克龙总统夫妇合影。 （新华社） 4日上午，国家主席习近平在北京人民大会堂同来华进行国事访问的法国总统马克龙举行会谈。习近平 强调，无论外部环境如何变化，中法两国都应当始终展现大国的战略眼光和独立自主，在彼此核心利益 和重大关切问题上相互理解和支持，维护好中法关系的政治基础。马克龙表示，法中保持密切高层交 往，始终相互信任、相互尊重。法方重视对华关系，坚定奉行一个中国政策，愿持续深化法中全面战略 伙伴关系。会谈后，两国元首共同见证签署核能、农食、教育、生态环境等领域多项合作文件。法国 《费加罗报》将马克龙此访形容为一次"至关重要的战略性访问"。随代表团访华的法国苏伊士集团首席 执行官夏弘业4日接受《环球时报》记者采访时表示，此次中法高层交流体现出两国合作的持久活力与 巨大潜力，也彰显国际合作在应对全球范围内一些挑战方面的关键作用。接受《环球时报》记者采访的 专家表示，马克龙此访传递出两国关系保持稳定、在合作方面存在连续性的 ...

Core Thesis - NANO Nuclear Energy Inc. (NNE) is positioned to lead in the nuclear micro-reactor sector, benefiting from a favorable regulatory environment and recent acquisitions that enhance its intellectual property [2][3] Company Developments - NNE is developing advanced systems like LOKI MMR and KRONOS MMR, aiming to be a significant player in North America's nuclear resurgence [3] - The company has strengthened its connections with the Department of Energy's national laboratory network, providing regulatory credibility [3] - Recent milestones include inclusion in the S&P Global Market Index (BMI) and an expansion in Illinois, indicating strong political and regional support [3] Financial Concerns - A recent $400 million equity raise has led to significant dilution, doubling the share count since the IPO, raising concerns about shareholder value without near-term revenue [4] - The stock faces resistance in the low $40s and may retrace to the $20–25 range due to selling pressure and lack of fundamental clarity [4] - NNE's valuation appears stretched with a 7x P/B ratio and no clear commercialization path, warranting caution among investors [4] Market Sentiment - The stock has appreciated approximately 26.19% since May 2025, driven by improved regulatory clarity [5] - NNE is not among the 30 most popular stocks among hedge funds, with a decrease in hedge fund portfolios holding NNE from 7 to 6 [6] - There are suggestions that certain AI stocks may offer greater upside potential with less downside risk compared to NNE [6]

丹麦《今日新闻》12月2日报道，多家丹麦产业巨头联合成立"丹麦核能联 盟"，推动核电重返丹麦能源版图。联盟成员包括丹麦工业联合会、金属工人 工会以及诺和诺德基金会，目标是筹集投资并推动政府批准建设核电站。丹麦 自1985年以来一直禁止核电。今年早些时候，气候与能源大臣拉尔斯·奥高宣布 将全面评估小型模块化核反应堆的潜力和风险。如今，丹麦所有右翼政党以及 中间派均表示支持解除核电禁令。一项夏季前的民调显示，41%的丹麦选民支 持引入核能，仅26%反对，近58%支持至少进一步研究相关可能性。 （原标题：丹麦多方业界联手推动发展核能） ...

Group 1 - The "Guo Uranium No. 1" technology is set to expand internationally, targeting regions such as Central Asia and Africa, driven by the rapid growth of global nuclear energy and a significant increase in uranium resource demand [1] - The geographical distribution of global uranium resources is highly uneven, with proven reserves concentrated in a few countries, primarily Australia, Kazakhstan, and Canada, which together account for over 50% of the global total [3] - The chairman of China Uranium Industry Co., Ltd., Yuan Xu, highlighted that countries like Australia, Canada, Kazakhstan, Russia, Namibia, and Niger have rich uranium resources, while the demand and supply of nuclear energy are unevenly distributed among countries like the US, China, and France [5] Group 2 - The concentrated distribution of natural uranium significantly impacts the global uranium market's supply-demand balance, price trends, and national energy security strategies. China's nuclear power capacity is currently the largest in the world, with domestic natural uranium demand expected to triple over the next 15 years [7] - According to the World Nuclear Association, global natural uranium demand is projected to rise to 204,600 tons (tU) by 2040, indicating a vast market potential and promising outlook for the uranium sector [9] - China Uranium Industry Co., Ltd. ranks among the top ten in global natural uranium production capacity and holds a controlling stake in the Rossing uranium mine in Namibia, which is the sixth-largest uranium mine globally and the second-largest open-pit uranium mine [11]

（文章来源：每日经济新闻） 每经AI快讯，中核科技（000777.SZ）12月3日在投资者互动平台表示，公司已在核能供气项目提供关键 阀门产品，后期会根据项目调整积极布局。 ...

Core Viewpoint - The company has provided key valve products for a nuclear energy gas supply project and plans to actively adjust its layout based on project developments [1] Group 1 - The company is involved in a nuclear energy gas supply project [1] - Key valve products have been supplied by the company for this project [1] - Future adjustments in the company's strategy will be made according to the project's progress [1]

【#中国铀业上市了#，中国天然铀第一股来了】 据央视财经报道，今天，随着上市钟声的敲响，核能"粮仓"中国铀业登陆深交所主板，成为中国天然铀 第一股，这是我国核工业的里程碑事件。 中国铀业有多重要？天然铀是国家重要的战略资源和能源矿产，天然铀的安全稳定供应是核能快速发展 的基础。中国铀业作为我国天然铀保障供应的国家队、主力军，是支撑核能产业发展的"基石"和"粮 仓"。 中国铀业上市要干什么？中国铀业主要从事天然铀采冶、销售及贸易，以及放射性共伴生矿产综合利用 等核心业务，在新疆、内蒙古等铀资源富集地区，拥有19宗采矿权和6宗探矿权，通过上市，中国铀业 将进一步加大国内天然铀产业的投资力度，实现产能规模和经济规模的快速提升。 中国铀业的核心竞争力是什么？中国铀业旗下"国铀一号"示范工程是中国规模最大的天然铀产能项目， 通过新型采铀技术，盘活了国内数十万吨铀资源。实现国内低品位的复杂铀资源的高效开发利用，实现 我国天然铀产能数倍增长。 铀市场的未来空间有多大？当前，我国核电总体规模居世界第一。未来15年，国内天然铀需求量将增长 3倍。据世界核协会预测，到 2040年，全球天然铀需求将最高上升到近20.46万tU。 ...