原标题：我国科技事业取得历史性成就 9月18日，国务院新闻办公室举行"高质量完成'十四五'规划"系列主题新闻发布会。科技部部长阴 和俊在会上表示，5年来，我国科技事业取得历史性成就、发生历史性变革。 创新能力稳步提升 重大科技成果加速涌现。"天宫"空间站转入常态化运营，新能源汽车产销量稳居世界首位，CR450 动车组巩固扩大高铁技术世界领跑优势，全球首座第四代核电站商运投产，特高压输变电世界领先，光 伏、风电装机容量居世界首位。 高新技术产业规模不断壮大。规上高技术制造业增加值较"十三五"末增长42%；"三新"经济增加值 占GDP的比重达18%；人工智能、生物科技等前沿领域正在形成新的经济增长点。 科技部副部长邱勇介绍，自2020年起，科技部开展职务科技成果赋权试点，共40家单位在3年试点 期内以转让、许可、作价投资等方式转化科技成果合同金额累计120.9亿元，比试点前3年增长126.5%， 带动28个省份近700家单位开展省级赋权试点。 中国技术交易所、上海技术交易所、深圳证券交易所3家国家知识产权和科技成果产权交易机构， 12个国家科技成果转移转化示范区，以及高校院所自建的1084家技术转移机构，高校和企 ...

Group 1 - The "Belt and Road" initiative has transformed from concept to action over the past 12 years, becoming a widely accepted global public product and international cooperation platform [2][3] - Media plays a crucial role in promoting the "Belt and Road" initiative by fostering cooperation, enhancing mutual understanding, and sharing success stories [2][4] - The forum highlighted the importance of media collaboration in telling the "Belt and Road" story and promoting cultural exchange and mutual learning among nations [3][4] Group 2 - The initiative emphasizes not only economic cooperation but also cultural exchange and mutual learning, with media serving as a facilitator for these interactions [4][5] - Various provinces in China, such as Fujian and Zhejiang, are actively promoting the "Belt and Road" initiative through innovative communication strategies and cultural storytelling [5][6] - The forum introduced a research project focused on green development, showcasing China's commitment to sustainable practices within the "Belt and Road" framework [6][7] Group 3 - Companies like China Nuclear Industry Group and Changan Automobile are leading efforts in clean energy and carbon reduction, contributing to the green development goals of the "Belt and Road" initiative [7] - The forum participants expressed a strong desire for enhanced media collaboration to strengthen ties among nations and promote the spirit of the Silk Road [7][8]

9月18日，国务院新闻办公室举行"高质量完成'十四五'规划"系列主题新闻发布会。科技部部长阴和俊 在会上表示，5年来，我国科技事业取得历史性成就、发生历史性变革。 创新能力稳步提升 "'十四五'是我国科技事业发展历程中具有里程碑意义的5年。"阴和俊说，这5年，科技管理体制实现重 塑，新型举国体制优势充分彰显，中央科技委员会成立，央地协同、部门联动进一步加强，全国科技工 作"一盘棋"的基本格局已经形成。 转化水平上新台阶 科技成果转化一头连着科技创新，一头连着产业创新，是科技创新和产业创新深度融合的重要途 径。"十四五"以来，我国科技成果转化水平又上新台阶，全国技术合同成交额连续多年保持两位数增 长，2024年达到6.8万亿元。 重大科技成果加速涌现。"天宫"空间站转入常态化运营，新能源汽车产销量稳居世界首位，CR450动车 组巩固扩大高铁技术世界领跑优势，全球首座第四代核电站商运投产，特高压输变电世界领先，光伏、 风电装机容量居世界首位。 高新技术产业规模不断壮大。规上高技术制造业增加值较"十三五"末增长42%；"三新"经济增加值占 GDP的比重达18%；人工智能、生物科技等前沿领域正在形成新的经济增长点。 ...

Group 1 - China's total number of R&D personnel ranks first in the world, with high-level international journal papers and international patent applications also ranking first for five consecutive years [1][4] - The number of high-tech enterprises in China exceeds 500,000, contributing to the country's rise to 10th place in the comprehensive innovation capability ranking [1][4] - The Ministry of Science and Technology emphasizes the urgency and opportunity in achieving high-level technological self-reliance and contributing to Chinese-style modernization [1][4] Group 2 - Since the 18th National Congress, the Chinese government has implemented an innovation-driven development strategy, aiming to build an innovative country by 2035 [4] - The "14th Five-Year Plan" period has seen historic achievements and transformations in China's scientific and technological endeavors, laying a solid foundation for becoming a world technology power [4][5] - The integration of technological innovation and industrial innovation has been emphasized, with new technologies being transformed into new products and industries, driving high-quality development [4][5] Group 3 - The proportion of young scientific and technological talents under 45 years old leading national key R&D projects is 43.3%, indicating a growing role of youth in innovation [5] - The national technology contract transaction volume has maintained double-digit growth for several years, projected to reach 6.8 trillion yuan in 2024, facilitating the transition of scientific achievements from laboratories to production lines [6] Group 4 - The next five years are deemed critical for overcoming challenges and seizing opportunities in the new round of technological revolution and industrial transformation [8][9] - The spirit of renowned scientists continues to inspire future generations to strive for innovation and contribute to national development [8][9]

Summary of Key Points from the Conference Call Industry Overview - The conference call focuses on the nuclear power industry in China, highlighting the development trajectory and current market dynamics of nuclear power companies, particularly China National Nuclear Corporation (CNNC) and China General Nuclear Power Group (CGN) [1][2][4]. Core Insights and Arguments - **Nuclear Power Development Phases**: The development of nuclear power in China has experienced a peak period from 2006 to 2011, followed by a freeze from 2016 to 2018. Since 2019, the approval speed for new units has accelerated, with over 10 new units approved annually expected to continue until 2025 [1][2]. - **Market Share**: CNNC and CGN dominate the nuclear power market, holding approximately 90% of the market share, while the state-owned nuclear power company has a relatively small market presence [1][4]. - **Characteristics of Nuclear Power**: Nuclear power is characterized as clean and stable, unaffected by fluctuations in natural resources. The government guarantees 100% consumption of nuclear power, which is advantageous compared to other seasonal energy sources [1][5]. - **Cost Structure**: The cost structure of nuclear power involves significant upfront investment, with decreasing financial and depreciation costs over time. Fuel costs account for about 20% of total costs, with only 10% being influenced by uranium prices, as fuel prices are often locked in through long-term contracts [1][9]. - **Electricity Pricing**: Nuclear electricity pricing is determined by the generation type, with second-generation nuclear power priced at 0.43 yuan per kWh. Third-generation nuclear power can be priced higher due to increased costs. The market trading ratio is about 50%, and while coal price fluctuations can impact nuclear pricing, extreme scenarios affecting CNNC and CGN are unlikely [1][7]. Additional Important Insights - **Investment Opportunities**: Despite slightly lower return on equity (ROE) compared to other power companies, CGN presents significant investment opportunities due to its low valuation in the Hong Kong market and ongoing construction projects that support ROE [3][11]. - **Future Development Trends**: The introduction of domestically developed technologies, such as the Hualong One, has significantly reduced construction costs and improved profitability. The future outlook for nuclear power is positive, driven by carbon emission targets and ongoing technological advancements [10][15]. - **Dividend and Financing Strategies**: CGN has a higher dividend payout ratio and faces more financing pressure due to a slower approval pace for new units, while CNNC has alleviated its financing pressure after a significant capital increase [14]. Conclusion - The nuclear power sector in China is poised for growth, with strong government support and a favorable market environment. The focus on technological advancements and cost reductions will likely enhance the competitiveness of major players like CNNC and CGN in the coming years [15].

Core Viewpoint - The Guangdong Lianjiang Nuclear Power Project has successfully completed the construction of the world's largest seawater cooling tower, marking a significant advancement in nuclear power technology in China [1] Group 1: Project Details - The Lianjiang Nuclear Power Project is the first in China to adopt secondary cooling technology, enhancing environmental friendliness compared to traditional direct cooling methods [1] - The cooling tower is recognized as the largest in the global nuclear power sector, referred to as the "world's largest nuclear cooling tower" [1] Group 2: Operational Timeline and Capacity - The first phase of the Lianjiang Nuclear Power Project is scheduled to be operational by 2028, with two units expected to generate approximately 20 billion kilowatt-hours annually, sufficient to meet the electricity needs of around 4 million households for a year [1] - Once all six units are operational, the total annual electricity generation is projected to reach about 70 billion kilowatt-hours [1]

格隆汇9月18日丨沃尔核材(002130.SZ)在投资者互动平台表示，公司持续推广核安全（1E级）电缆附件 产品，与中核集团、中广核和国家电投3大核电公司均有合作，中标率在同行业中处于领先水平，该系 列产品已成功应用于国内外多个核电工程。目前，公司也已完成核电站80年寿期核安全级电缆附件的研 制及鉴定，填补了国际空白，处于国际先进水平。随着核电项目的大力推进，将对公司的核电业务产生 积极影响，公司也将持续加大研发投入和市场拓展力度，不断增强公司产品的核心竞争力，积极把握行 业发展机遇。 ...

（记者 王晓波） 沃尔核材（002130.SZ）9月18日在投资者互动平台表示，公司持续推广核安全（1E级）电缆附件产 品，与中核集团、中广核和国家电投3大核电公司均有合作，中标率在同行业中处于领先水平，该系列 产品已成功应用于国内外多个核电工程。目前，公司也已完成核电站80年寿期核安全级电缆附件的研制 及鉴定，填补了国际空白，处于国际先进水平。随着核电项目的大力推进，将对公司的核电业务产生积 极影响，公司也将持续加大研发投入和市场拓展力度，不断增强公司产品的核心竞争力，积极把握行业 发展机遇。 每经AI快讯，有投资者在投资者互动平台提问：公司目前核电业务发展情况如何？当前美国及其他国 家正准备大力发展核电业务，请问，对公司未来核电板块发展有什么帮助？公司对后续几年核电板块的 业务发展有何规划和目标？ ...

Core Insights - Global electricity investment is projected to grow by 60% from 2015 to 2025, with renewable energy sectors leading the growth [1] Investment Trends - Solar energy investment is expected to reach $441 billion this year, representing a staggering 211% increase compared to 2015 [1] - Wind power investment is projected to hit $242 billion, marking a 69% increase since 2015 [1] - Nuclear power investment is anticipated to reach $74 billion, reflecting a 64% growth from 2015 [1] - In contrast, coal power investment is expected to decline by 10% from 2015, totaling $82 billion this year [1]

Group 1: Fund Market Dynamics - A total of 87 public funds have resumed large-scale subscriptions in September, with equity funds accounting for 53% of this number [1] - The emergence of "doubling funds" has been driven by a recovering market, particularly in sectors like technology and pharmaceuticals, with several funds achieving over 100% growth this year [1] - Fund managers have successfully captured key market trends, leading to significant increases in fund sizes and inflows [1] Group 2: Federal Reserve Actions - The Federal Reserve has lowered the federal funds rate target range by 25 basis points to 4%-4.25%, marking its first rate cut of 2025 [2] - This decision is seen as a necessary response to complex economic and political challenges in the U.S., including a cooling job market and the impact of tariffs on domestic demand [2] - Analysts suggest that further rate cuts may occur by the end of the year and into next year to address inflation pressures and maintain economic stability [2] Group 3: Corporate Developments - Multiple photovoltaic companies are entering the energy storage sector, supported by recent industrial policies that bolster the development of this industry [3] - Several automotive parts companies are diversifying into the embodied intelligence robotics field, indicating a positive outlook for this sector [3] - The PEEK materials industry continues to grow, with a shift from reliance on imports to domestic alternatives and technological breakthroughs, although high costs remain a barrier to widespread adoption [4] Group 4: Company Announcements - Ping An Trust has appointed Wang Xin as the new chairman following the departure of the previous chairman due to work adjustments [5] - Meili Cloud announced that its shareholder, China Metallurgical Paper Industry Group, has been accepted for bankruptcy liquidation by the court [6] - Haike New Source reported that 32.17 million shares held by its controlling shareholder have been judicially frozen, but this does not significantly impact the company's control or operations [6] Group 5: Market Reactions - The U.S. stock market showed mixed results following the Federal Reserve's rate cut announcement, with the Dow Jones rising by 0.54% while the Nasdaq and S&P 500 experienced slight declines [15] - The market's reaction included a significant rise in Chinese concept stocks, with a notable 2.85% increase in the index [15] - Gold prices reached new highs before experiencing a significant drop of over 1.6% [16]