推进碳达峰、碳中和是我国对国际社会的庄严承诺，也是实现可持续发展的内在要求。2025年，我国公 布的《碳达峰碳中和的中国行动》白皮书中指出，核电是优质高效的清洁能源，中国始终坚持在确保安 全的前提下有序发展核电，推动核能在清洁供暖、工业供热、海水淡化等领域的利用。 能源结构的绿色低碳转型是实现碳达峰、碳中和的关键。一直以来，中核集团牢固树立绿色发展理念， 持续发挥清洁能源主力军作用。旗下中国核电已拥有控股在运核电机组27台，控股核电在建及核准待建 机组18台，总装机容量4685.9万千瓦，2025年年度累计清洁能源上网电量2307.47亿千瓦时，为实现"双 碳"目标提供稳定可靠支撑。除此以外，中核集团还积极推动区域供暖、工业供汽/供冷、海水淡化、核 能制氢、同位素生产等核能综合利用。 据了解，江苏徐圩核能供热发电厂是全球首个压水堆与高温气冷堆耦合项目、全球首个高温气冷堆商业 化推广项目，也是全球首个在核电总承包模式下全厂一体化建造的核电工程。该项目是以工业供热为 主、兼顾电力供应的核动力厂，采用我国具有完全自主知识产权的三代核电技术华龙一号和四代核电技 术高温气冷堆组合，通过华龙一号主蒸汽加热除盐水制备饱和蒸 ...

里昂发表研究报告指，阿里巴巴近期与中国核电(CNNP)成立合资企业，投资额达约3590万美元，虽然 该笔投资金额相对于阿里未来数年计划投入的530亿美元AI资本开支而言规模较小，但这反映中国科技 巨头正积极探索为其先进的AI模型提供高效且稳定的能源支持，以便在与美国的人工智能竞争中保持 优势。该行认为，中国在核电厂部署方面是全球领导者，相信未来数年仍将如此。该行预期今年业内将 会有更多中国数据中心与核能合作的消息。 ...

Market Performance - As of the beginning of 2026, the Nasdaq 100 increased by 1.13%, the S&P 500 by 1.43%, and the Russell 2000 by 7.96%[5] - The VIX index decreased by 26.8%, indicating reduced market volatility[5] - There is a strong expectation of significant market fluctuations in the second half of the year, with a focus on small-cap stocks driven by policy and macroeconomic factors[5] Employment Trends - The unemployment rate shows significant structural differentiation among ethnic groups, with the highest slope for Black individuals, moderate for Hispanic, and stability for White individuals[5] - Job losses are notably present in interest-sensitive sectors like real estate and manufacturing, with the gig economy impacting Black workers the most[5] - A potential economic recovery may occur when interest rates begin to decline, with Black and Hispanic employment likely to recover before White employment[5] Sector Insights - The electricity sector saw a 13% increase in U.S. electricity prices last year, with ongoing affordability concerns linked to electoral outcomes[6] - The nuclear power sector is expected to experience significant growth due to policy changes and increased demand for long-term power purchase agreements (PPAs)[6] - The metals sector is facing short-term corrections due to tariff fears, but long-term demand for strategic resources remains strong[6] AI and Technology - The storage sector is identified as having the highest certainty for growth, driven by advancements in AI and hardware architecture[6] - The valuation reconstruction in the AI infrastructure space is expected to yield high returns, with a focus on overcoming supply constraints[6]

Group 1 - The core point of the article is the establishment of China Nuclear (Xiangshan) Nuclear Energy Co., Ltd. with a registered capital of 250 million yuan, which will engage in power generation, transmission, and supply, as well as radiation monitoring and heat production [1] - The company is located in Xiangshan County, Ningbo City, Zhejiang Province, which is the site of the Jin Qimen Nuclear Power Project, currently under construction [1] - The shareholders of the new company include several entities, such as China Nuclear Zheneng Energy Co., Ltd. and Minsheng Life Insurance Co., Ltd., indicating a mix of state-owned and private enterprises involved in the nuclear power sector [1] Group 2 - The establishment of this company may serve as the owner for the subsequent phases of the Jin Qimen Nuclear Power Project, specifically the second or third phase [1] - The involvement of five non-nuclear enterprises as private shareholders in the project highlights the increasing participation of private capital in the nuclear energy sector [1]

南海之滨，气象万千。在这里，改革开放的第一声春雷隆隆作响，也在这里，守护核安全的屏障被锻造得更加坚固。 近日，一项具有全国示范意义的核应急基础建设项目——深圳市大亚湾核应急中心洗消站，在紧锣密鼓地推进中呈现出清晰轮廓。这不仅是深圳市承接省级 下放46项核与辐射环境安全职权事项清单后，立足全国视野、率先打造的标杆性示范项目，更彰显了深圳市在核应急领域的担当与行动力。自接棒以来，深 圳市委、市政府高度重视，敢于担当，将核安全摆在突出位置，切实履行核安全责任，持续加大核安全投入与支持力度，深圳市生态环境局与大鹏新区立即 展开谋划，以勇于创新的精神，扎实推进建设，致力于将洗消站打造成为"全国标杆、全球领先"的核应急设施，充分展现深圳效率与先行示范的使命意识。 安全是发展的基石，核安全更是基石中的基石。核事故应急洗消是阻断放射性污染扩散、保障公众健康、恢复社会秩序的关键环节，洗消能力的短板，直接 影响到整个应急响应链条的最终效果与社会信心。"面对如此庞大的人口基数与高度复杂的应急撤离需求，现有依托早期建设的洗消设施，无论在容量、技 术还是布局上，都已难以有效支撑未来可能出现的大规模、高效率去污作业。"深圳市生态环境局核 ...

【环球时报记者 邢晓婧 环球时报特约记者 严格】"今日，东京电力柏崎刈羽核电站（新潟县）将重启 运行。对于日方置诸多问题于不顾、执意重启核电站的行径，我们表示强烈抗议。"1月21日傍晚，《环 球时报》记者收到国际环保非政府组织FoE Japan、原子能规制市民监督会以及新潟县原子能规制厅·规 制委员会监督会发来的联合抗议声明，表示"强烈抗议柏崎刈羽核电站重启运行"。 据日本广播协会网站21日报道，当天晚7时左右，东京电力重启了新潟县柏崎刈羽核电站6号机组的核反 应堆。这是2011年"3·11"东日本大地震引发福岛第一核电站事故后，事故核电站运营商东京电力公司旗 下核电站的首次重启。东电原定于20日重启该机组，但因17日控制棒装置测试中发现警报未响的故障而 延期。 FoE Japan 21日晚间在发给《环球时报》记者的另一封邮件中称，近期东京电力柏崎刈羽核电站6号机组 接连发生控制棒故障，再次引发公众对"企业自主监管"模式的质疑。此前曝光的滨冈核电站基准地震动 数据造假事件，已充分暴露出日本原子能规制委员会与规制厅的审查工作严重依赖企业提交的数据，却 未对数据真实性进行有效核验。 联合抗议声明中写道，柏崎刈羽核 ...

国内新闻 ◐ 2 025年我国绿色算力设施可再生能源利用率逾70%。 1月21日，国务院新闻办公室举行新闻发布会，介绍20 25年暨"十四 五"时期工业和信息化发展成效。会上披露，2025年度，国家绿色算力设施可再生能源利用率平均值超过70%。 ◐ 2025年我国制造业智能化、绿色化加快发展。 据央视新闻1月2 1日报道，国家税务总局发布的最新税收数据显示，2025年， 全国高耗能制造业销售收入占制造业比重较上年下降1.1个百分点，反映产业结构不断优化。制造业企业购进环境治理服务金额 同比增长7. 3%，反映绿色治理投入不断加大。新能源相关产业也在快速发展，新能源车制造业、锂离子电池制造业销售收入同 比分别增长14 . 3%和2 5. 1%。 新闻聚焦 ◐ 我国电动汽车充电设施数量突破2 00 0万。 据新华社消息，国家能源局1月21日宣布，截至20 25年1 2月底，我国电动汽车充电 设施数量达20 09 . 2万个，突破2000万大关，建成全球最大电动汽车充电网络，可支撑超40 00万辆新能源汽车充电需求。其中， 公共充电设施（枪）4 7 1.7万个，私人充电设施（枪）1 537. 5万个。 ◐ 首次突破 ...

Group 1 - The core point of the article is the resolutions passed during the 18th meeting of the fourth board of directors of China General Nuclear Power Corporation (CGN), which includes approval of the 2026 business plan, investment plan, and risk assessment report [4][6][12] - The meeting was held on January 21, 2026, in Shenzhen, with all eight directors present, and it complied with relevant laws and regulations [2][3] - The board approved the appointment of Zhou Jianping as the company's general legal counsel, effective from January 21, 2026, to December 31, 2027 [16][17] Group 2 - The board approved the foreign exchange derivative trading business for its subsidiaries, Guangdong Nuclear Power Joint Venture Co., Ltd. and Taishan Nuclear Power Joint Venture Co., Ltd., to manage exchange rate risks [13][31] - The total trading amount for Guangdong Nuclear is capped at 1.2 billion RMB, while Taishan Nuclear's trading amount is capped at 100 million Euros [31][34] - The trading aims to mitigate the impact of currency fluctuations on the companies' operations, with all transactions being closely related to their actual foreign exchange income and expenses [36][70] Group 3 - The board's resolutions included the approval of the internal audit plan for 2026 and the corporate governance report for 2025 [8][10] - The board also approved the preliminary design budget for the Lufeng Nuclear Power Units 5 and 6, with a total investment of 44.411 billion RMB [20] - The resolutions were made with unanimous support from the directors present, ensuring transparency and compliance with corporate governance standards [4][6][12]

Core Viewpoint - Nuclear stocks experienced a significant pre-market surge following President Trump's announcement of a strong push for nuclear energy development in the U.S. and the signing of an executive order to approve the construction of multiple new nuclear plants [1] Company Performance - Oklo Inc (OKLO.US) saw an increase of over 7.6% [1] - NuScale Power (SMR.US) rose by more than 5.8% [1] - Centrus Energy (LEU.US) gained over 4% [1] - Cameco (CCJ.US) increased by more than 3.6% [1]

Core Viewpoint - China General Nuclear Power Corporation (CGN) is engaging in foreign exchange derivative trading to hedge against currency risks associated with its revenue and expenses, with specific transactions approved by its board of directors [1]. Group 1: Company Financials - As of January 21, 2026, CGN's stock closed at 3.88 yuan, down 1.52% from the previous trading day, with a total market capitalization of 195.935 billion yuan [1]. - The stock opened at 3.93 yuan, reached a high of 3.95 yuan, and a low of 3.88 yuan, with a trading volume of 5.73 billion yuan and a turnover rate of 0.37% [1]. Group 2: Foreign Exchange Derivative Transactions - Guangdong Nuclear Power Joint Venture Co., Ltd. plans to conduct foreign exchange derivative trading to hedge against currency risks, with a maximum transaction amount of 1.2 billion yuan for USD to RMB forward exchange [1]. - Taishan Nuclear Power Joint Venture Co., Ltd. intends to engage in RMB to Euro forward exchange trading due to a foreign currency debt of 100 million euros, with a maximum transaction amount of 100 million euros [1]. - The contract settlement date for these transactions is no later than November 2, 2026, and the counterparties include banking financial institutions and CGN Finance Co., Ltd. [1]. Group 3: Corporate Governance - The transactions have been approved by the 18th meeting of the 4th Board of Directors, with independent directors and sponsors expressing their agreement, thus not requiring shareholder meeting approval [1].