人民财讯10月21日电，据中国核动力研究设计院官微，10月20日，中国核动力研究设计院(简称"核动力 院")与核工业理化工程研究院(简称"核理化院")围绕医用同位素产业发展开展交流，双方旗下专业化公 司四川海同与天津亚光现场签署战略合作协议，标志着双方在核技术应用领域的合作全面深化融合。 ...

Group 1: Company Overview - Wuxi Beta Pharmaceutical Technology Co., Ltd. announced the completion of a strategic financing round worth hundreds of millions of yuan on October 20, with funds primarily allocated for the development of a global leading C-14 industry chain and the "Zhulong" series of C-14 nuclear batteries [1] - Founded in November 2008 by Dr. Li Gang, Wuxi Beta is the first high-tech enterprise in China specializing in the development and application of C-14 isotope technology [6] - The company aims to become a leading enterprise in the C-14 field in China and an international leader in C-14 technology, focusing on a comprehensive C-14 industry chain [6][9] Group 2: Strategic Investment - Renowned entrepreneur Chen Zemin, founder of Sanquan Foods, has joined Wuxi Beta as a strategic investor and will serve as the honorary chairman and president [1][10] - Chen Zemin's investment represents his third entrepreneurial venture, emphasizing his commitment to advancing cutting-edge technology and contributing to national strategic security and industrial upgrades [10][14] Group 3: Technological Development - Wuxi Beta has developed a complete C-14 industry chain technology system, including irradiation target materials, separation and purification, C-14 source materials, and C-14 products [6][9] - The company has successfully achieved the domestic production of C-14 source materials in collaboration with the China Nuclear Power Research and Design Institute, breaking the reliance on imports [8][9] - The "Zhulong No. 1" C-14 nuclear battery prototype was launched in March 2025, marking a significant milestone in the company's technological advancements [10] Group 4: Future Prospects - Wuxi Beta is currently progressing with the development of the "Zhulong No. 2" C-14 nuclear battery, with successful cold tests and ongoing optimization of thermal testing processes [12] - The company has established a wholly-owned subsidiary to accelerate the iteration and industrialization of C-14 nuclear batteries, while also preparing for the necessary regulatory approvals and facility constructions [12][14]

Core Viewpoint - During the "14th Five-Year Plan" period, Hengyang, as a sub-central city in Hunan Province, is implementing a development strategy of "Manufacturing City and Cultural Tourism City," leading to a unique development path and significant economic growth [1][3]. Economic Growth - The regional GDP of Hengyang is projected to grow from 350.85 billion yuan in 2020 to 449.17 billion yuan by 2024, reflecting a robust economic trajectory [1][3]. - Hengyang has been recognized as one of the top 100 advanced manufacturing cities, digital cities, and cities with strong technological innovation competitiveness in China for four consecutive years [1][3]. Industrial Development - Hengyang's core strategy of "Manufacturing City" has led to the elevation of industrial capabilities, with the Heng-Chang-Zhu-Tan ultra-high voltage power transmission and transformation equipment industry cluster being included in the national advanced manufacturing cluster list [3][4]. - Key enterprises have shown significant growth, such as Henggang Group's output increasing from 8.8 billion yuan in 2020 to 14.6 billion yuan in 2024, and TBEA Hengyang Transformer Co., Ltd. expanding from 5.2 billion yuan to 14.1 billion yuan in the same period [3][4]. Cultural and Tourism Development - Hengyang is leveraging its rich historical and cultural heritage to promote cultural tourism, with initiatives like hosting the third Hunan Tourism Development Conference [4][5]. - The city emphasizes the integration of cultural tourism and technology, revitalizing idle assets and enhancing project construction through market mechanisms [4][5]. Emerging Industries - Hengyang is establishing a clear industrial structure with five stable industries, including power transmission equipment and salt chemical industry, and is advancing into three emerging industries such as smart weighing and digital economy [5]. - The smart weighing industry is expected to exceed 20 billion yuan this year, and the "Hengzhou Avenue Digital Economy Corridor" has attracted 4,862 enterprises [5].

Core Insights - Hengyang has demonstrated significant development over the past five years, aligning with the "14th Five-Year Plan" and focusing on the "three highs and four new" blueprint [3][5] - The city's GDP has increased from 350.85 billion yuan in 2020 to 449.17 billion yuan in 2024, with an average annual growth rate of 6%, ranking second in the province [3] - Hengyang has achieved notable success in industrial cluster development, with several clusters recognized at the national level, contributing to its status as a key player in advanced manufacturing and digital economy [3][4] Economic Development - Hengyang's per capita disposable income has improved to 1.61, maintaining the highest level in Hunan province, indicating significant progress in common prosperity [3] - The city has received 45 national and provincial platform recognitions, including being designated as a national key city and provincial sub-center [5] - Policies such as "Park 18 Articles" and "Heng 10 Articles" have been implemented to optimize the development environment [5] Industrial Growth - The city is focusing on five key industries, including high-voltage transmission and salt chemical industries, with strong leading enterprises in these sectors [6] - Emerging industries such as intelligent weighing measurement, resource recycling, and digital economy are being prioritized, with the intelligent weighing measurement industry expected to exceed 20 billion yuan this year [6] - Hengyang is also laying the groundwork for future industries, including humanoid robotics and commercial manned spaceflight, with significant investments and developments underway [6] Social and Environmental Progress - Hengyang has seen a continuous decline in production safety incidents and fatalities over the past five years, indicating improved safety standards [4] - The city's air quality has remained stable, with over 87% of days classified as having good air quality, reflecting ongoing environmental improvements [4] - Community governance initiatives have been recognized at both national and provincial levels, showcasing effective local governance models [3]

Core Insights - The 2025 World Fusion Energy Group's second ministerial meeting and the 30th International Atomic Energy Agency Fusion Energy Conference were held in Chengdu, highlighting the significance of controllable nuclear fusion as the "ultimate energy" for humanity, which could reshape the global energy landscape and international cooperation [1] - China is strategically positioning itself to lead in the nuclear fusion sector through systematic industrial layout and national strategic planning, transitioning from a technology follower to a leader [3][5] National Layout - China's nuclear industry development is rooted in national planning, which supports steady industrial progress and reflects strategic considerations for moving from technology catch-up to industry leadership [3] - The country is leveraging early technological accumulation and deep participation in the International Thermonuclear Experimental Reactor (ITER) project to transition from a follower to a leader in the global fusion field [5] - Key locations for controllable nuclear fusion development in China include Shanghai, Chengdu, Hefei, and Langfang, with various critical devices being developed collaboratively [5][7] Industry Growth - China's nuclear technology application sector has a complete innovation chain, covering nearly 40 subfields, with an estimated output value growing from 300 billion yuan in 2015 to nearly 700 billion yuan in 2022, reflecting an annual growth rate of over 15% [8] - Sichuan province is a major hub for nuclear industry and technology utilization, with significant innovation and application potential, particularly in the development of the "China Circulation No. 3" and electromagnetic-driven fusion devices [9][10] Regional Development - Sichuan's support for the nuclear industry, especially in nuclear technology applications, is characterized by targeted policies aimed at fostering high-quality development in the nuclear medical industry by 2030 [10] - The province's approach to industrial layout is differentiated, allowing regions to develop specialized fields based on local resources, creating a comprehensive ecosystem in the nuclear industry [10] Chengdu's Role - Chengdu's strategic positioning aligns with the development of the fusion industry, as it has been designated as a center for economic, technological innovation, and international exchange [11][12] - The city hosts leading research institutions and has cultivated local enterprises that excel in specific fields, contributing to a robust industrial ecosystem [12][13] - The recent international fusion energy conference in Chengdu has further solidified the city's role in the nuclear industry, with the establishment of a global fusion energy research and training collaboration center [12][15] Future Plans - A comprehensive development plan for the controllable nuclear fusion industry has been released, focusing on technology research, results transformation, and the establishment of a global technology research hub [15] - The plan aims to create a closed-loop industrial chain and foster new business models, contributing to Chengdu's vision of becoming a model for sustainable urban development and achieving the "ultimate energy solution" for humanity [15]

Core Viewpoint - China National Nuclear Corporation (China Tongfu) signed a memorandum of understanding with the Brazilian National Nuclear Energy Commission (CNEN) to enhance cooperation in the field of isotope procurement, aiming to improve the research and application capabilities of isotope products [1] Group 1: Partnership and Cooperation - The memorandum focuses on long-term collaboration in isotope product supply, quality management, and information exchange [1] - This partnership is expected to support the development of Brazil's nuclear technology applications and radioactive pharmaceuticals industry [1] Group 2: Strategic Expansion - China Tongfu aims to leverage this agreement to expand its international cooperation and promote its technology, products, and services abroad [1] - The company is positioned as a key player in China's isotope and radioactive pharmaceuticals sector, contributing to the peaceful use of nuclear technology and public health initiatives [1]

Core Viewpoint - China Tongfu (01763.HK) announced the launch of a new isotope separation technology called "Adsorption Catcher," based on the fourth-generation "MOF" materials, which aims to enhance high-end nuclear medicine and controllable nuclear fusion sectors, opening new industrial development prospects [1] Group 1: Technology Innovation - The "Adsorption Catcher" technology innovatively incorporates fourth-generation "MOF" materials, which are the focus of the 2025 Nobel Prize in Chemistry, breaking the traditional framework of isotope separation technology [1] - This technology enables "customized design" of separation materials at the molecular level, showcasing significant advantages in "high purity, high efficiency, low cost, and low energy consumption" [1] Group 2: Application and Impact - The technology has broad applications, covering key areas such as nuclear medicine, nuclear fusion, heavy water reactors, and biomedical research, which are critical to the national economy [1] - It will provide core technological support for building a "self-controlled, safe, and stable" isotope supply chain in China, helping to reduce dependence on imported high-end isotopes [1]

Core Viewpoint - China Tongfu (01763) has announced the launch of a new isotope separation technology called "Adsorption Catcher," based on the fourth-generation "MOF" materials, which aims to enhance high-end nuclear medicine and controllable nuclear fusion sectors, opening new industrial development prospects [1] Group 1: Technology Innovation - The "Adsorption Catcher" technology innovatively incorporates fourth-generation "MOF" materials, which are the focus of the 2025 Nobel Prize in Chemistry, breaking the traditional framework of isotope separation technology [1] - This technology enables "customized design" of separation materials at the molecular level, showcasing significant advantages in "high purity, high efficiency, low cost, and low energy consumption" [1] Group 2: Application and Impact - The technology has a wide range of applications, covering key areas such as nuclear medicine, nuclear fusion, heavy water reactors, and biomedical research, which are crucial to the national economy [1] - It will provide core technological support for building a "self-controllable, safe, and stable" isotope supply chain in China, helping to reduce reliance on imported high-end isotopes [1]

Core Viewpoint - China Zhongfu (01763) has announced the launch of a new isotope separation technology called "Adsorption Catcher," based on the fourth-generation "MOF" materials, which aims to enhance high-end nuclear medicine and controllable nuclear fusion sectors, opening new industrial development prospects [1] Group 1: Technology Innovation - The "Adsorption Catcher" technology innovatively incorporates fourth-generation "MOF" materials, which are the focus of the 2025 Nobel Prize in Chemistry, breaking the traditional framework of isotope separation technology [1] - This technology enables "customized design" of separation materials at the molecular level, showcasing significant advantages in "high purity, high efficiency, low cost, and low energy consumption" [1] Group 2: Application and Impact - The technology has a wide range of applications, covering key areas such as nuclear medicine, nuclear fusion, heavy water reactors, and biomedical research, which are crucial to the national economy [1] - It will provide core technological support for building a "self-controllable, safe, and stable" isotope supply chain in China, helping to reduce dependence on imported high-end isotopes [1]

Core Insights - The report by the China Nuclear Energy Association predicts that by around 2030, the overall scale of China's nuclear technology application industry will double, establishing a safe, reliable, and efficient nuclear technology application infrastructure [1][2] - The report titled "China Nuclear Technology Application Industry Development Report (2025)" was released at the 2025 International Conference on Nuclear Technology Application [1] Summary by Categories Industry Growth - The nuclear technology application output in China is expected to reach 890 billion yuan in 2024, representing a 27% increase from 2022, with a compound annual growth rate of 15.6% from 2020 to 2024 [1] - The industrial application accounts for approximately 42.7% of the total output, while nuclear medicine diagnosis and treatment contributes 21.7%, and agricultural applications make up 13.9% [1] Employment and Infrastructure - By the end of 2024, there will be approximately 140,000 legal entities engaged in radioactive isotopes/radiation devices, employing around 960,000 people, marking increases of 34% and 17% respectively since 2022 [1] - The number of various radiation devices in use is projected to be about 320,000 sets, with 172,000 radioactive sources, reflecting growth of 17% and 4.9% respectively since 2022 [1] Regional Development - Economic regions in China are actively implementing nuclear technology industry policies and establishing industrial parks to promote the scale of key industries [2] - The Yangtze River Delta is developing an integrated nuclear energy and technology application model, while the Pearl River Delta focuses on building a hub for nuclear medical industries [2] International Collaboration - China has opened 12 top nuclear research facilities to the international community and established 8 IAEA collaboration centers [2] - There is a growing trend of exporting high-end nuclear medical equipment and other products, with continuous growth in the export of isotopes like cobalt-60 [2] Future Outlook - The report suggests that the upgrade of manufacturing, development of the digital economy, and the integration of artificial intelligence with nuclear technology applications present new opportunities for accelerated application and innovation in the nuclear technology sector [2]