（文章来源：每日经济新闻） 每经AI快讯，11月24日，A股可控核聚变板块短线拉升，哈焊华通、斯瑞新材、合锻智能涨超6%，永 鼎股份、中国核建、上海电气跟涨。 ...

Group 1: Clean Energy Industry - China has established the world's largest and most complete clean energy industry chain, with a total investment of $818 billion in energy transition in 2023, a 20% increase year-on-year, surpassing the combined investments of the US, UK, and EU [2] - In 2024, global CO2 emissions related to energy are projected to increase by 0.8% year-on-year, reaching a historical high of 3.78 billion tons, highlighting the urgency for energy transition [2] - China exports clean energy products to over 200 countries, providing 70% of global wind power equipment and 80% of solar photovoltaic components, significantly reducing global wind and solar power generation costs by over 60% and 80% respectively [2] Group 2: Electricity Consumption - In October, China's total electricity consumption reached 857.2 billion kWh, a year-on-year increase of 10.4%, with a cumulative consumption of 8,624.6 billion kWh from January to October, up 5.1% [3] - The southern power grid region (Guangdong, Guangxi, Yunnan, Guizhou, Hainan) achieved a 10% year-on-year increase in electricity consumption in October, marking the first double-digit growth since February [4] Group 3: Nuclear Energy Developments - The world's largest "Hualong One" nuclear power base in Fujian successfully connected its second unit to the grid, marking significant progress in the batch construction of "Hualong One" [3] - China's nuclear energy utilization has entered a new phase with the Hainan nuclear power project beginning to supply industrial steam, expanding beyond electricity generation and residential heating [4] - Japan's Niigata Prefecture governor has agreed to restart the Kashiwazaki-Kariwa nuclear power plant, which has been offline since the Fukushima disaster in 2011, indicating a shift in Japan's nuclear energy policy [6] Group 4: Infrastructure and Logistics - China's longest crude oil pipeline, the Western Crude Oil Pipeline, has transported over 200 million tons of oil, enhancing national energy security [3] - The Gansu power grid's energy storage system achieved a record discharge power of 5.04 million kW, supporting electricity supply during peak demand [7]

此前国际社会高度关注，多国发出声音希望日本解决，而后日本曾经以把部分武器级的钚运往美国作为处理手段，由美方将这些武器级的钚进行稀释，稀 释到民用核设施可以使用的丰度，但是这种做法并没有从根本上解决问题。 现在大家仍然看到，日本在采矿精炼使用处理方面，拥有核燃料使用的整套设备和能力。也就是说，日本如果想生产大量的武器级的钚，可以在短期之内 达成目标，这本身就是重要的风险点。 每经编辑｜程鹏 向江林 11月21日，在国际原子能机构11月理事会期间，中国常驻国际原子能机构代表李松表示，日方近期军事安全动向在国际上引起高度关注，暴露了日方政策 的重大负面转向，释放出危险信号。 针对日本新政府对"无核三原则"的模糊表态，中方在此时强调必须要对日本严加管束，有何含意？ 特约评论员苏晓晖表示，长期以来日本一直以核能发展掩盖其制造核武器的能力，日本国内存储过量的核材料，这其实是一个老问题。 自民党参议院议员宫泽洋一表示，"看不出重新审视（'无核三原则'）的好处"，并称现在完全没有必要刻意去修改。自民党众议院议员、法务大臣平口洋 也表示，希望继续坚持"无核三原则"。自民党众议院议员寺田稔则强调，绝对不应该推进修改"无核三原则" ...

海南核电核能供汽项目开始供汽 据了解，该项目属于中核集团海南核电"和气一号"项目，具有绿色安全、稳定高效的特点。项目由 海南核电有限公司与海南清洁能源高新技术产业园开发投资集团有限公司共同投资建设，依托海南核电 1、2号机组的成熟技术基础，构建起"核电机组—换热站—园区企业"三级能源传输体系。项目采用隔离 热交换技术，蒸汽介质全程无接触，可为园区企业生产运营提供安全稳定、清洁低碳的能源保障，最大 供汽能力为每小时50吨。 与传统供汽模式相比，园区企业的蒸汽使用费用将减少约30%。未来，该项目还可与"玲龙一号"小 堆蒸汽供应体系无缝衔接，成为小堆技术在工业供汽领域规模化应用的示范平台，进一步拓展小堆多用 途应用场景、提升核能综合利用效率与经济价值。 海南日报石碌11月22日电(海南日报全媒体记者 刘阳秀)11月22日，海南日报全媒体记者从海南核 电有限公司获悉，中核集团海南核电核能供汽项目已于11月21日正式向中核产业合作示范区的企业稳定 输送工业蒸汽。这是海南核电首次向相邻企业稳定输送工业蒸汽，标志着海南核电正式从单一核能发电 成为综合能源供应基地，以及我国核能综合利用在走过单一发电、居民供暖阶段后，进入工业 ...

本报记者 杜雨萌 11月21日，我国核能工业供汽"和气一号"双喜临门：其一，中国核工业集团有限公司（简称"中核集 团"）在京发布全国首个核能工业供汽碳足迹因子测算体系，这相当于给每千克核能蒸汽都办了张"绿色 身份证"，精准计算出它从海水变工业蒸汽全生命周期、全生产流程的碳排放，填补国内外行业空白， 有助于提升中国产品绿色竞争力。其二，我国第二个投产的核能工业供汽项目——中核集团旗下中国核 电投资控股的海南核电"和气一号"也同步向中核产业合作示范区稳定供汽。 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。如全球首个高温气冷堆与压水堆耦合工业供汽项目"江苏徐圩核能供热厂"已通过国务院核 准；福清核电蓝色产业园供汽项目已开工建设；漳州能源等单位也积极开展调研论证，为下一步开展核 能供汽项目工作做准备。 （编辑 张伟） 时间拉回至2024年6月19日，中核集团旗下中国核能电力股份有限公司（简称"中国核电"）投资控股的 田湾核电基地的"和气一号"核能工业供汽项目正式建成投产。本次发布以该项目投产一周年为核算周 期，按照国内国际产品碳足迹量化标准进行测算。数据显示， ...

Core Points - The visit of Kazakhstan President Tokayev to Russia and the signing of the declaration elevates the bilateral relationship to a comprehensive strategic partnership and alliance level, marking a new stage in Russia-Kazakhstan relations [1][2] - The declaration emphasizes mutual support in the face of global challenges and outlines specific paths for cooperation in political security, economic integration, knowledge-intensive industries, and cultural exchanges [1][2] Economic Cooperation - The bilateral trade volume is projected to reach $28.7 billion in 2024, with a diversified trade structure and over 96% of transactions conducted in local currencies [2] - Both countries are advancing cooperation in investment, energy, automotive, agriculture, and fertilizer production, while exploring new areas such as chemicals and rare earth mining [2] - The declaration includes plans to deepen cooperation in the energy sector, covering oil, gas, coal, and electricity, ensuring the smooth transportation of energy resources [2][3] Energy Sector Focus - Natural gas cooperation is prioritized, with plans to enhance gas supply projects in northern and eastern Kazakhstan, addressing the needs of major industrial enterprises [3] - The construction of Kazakhstan's first nuclear power plant, led by Russia's state atomic energy corporation, is underway, with an investment of $14 billion to $15 billion and a planned capacity of 2.4 GW [3] Strategic Implications - The signing of the declaration serves as a strong response to Western speculation about Kazakhstan's "strategic drift," reinforcing confidence in long-term investments in capital-intensive projects [4] - The declaration provides a political environment conducive to the development of bilateral relations, although trade barriers and sanction risks remain [4]

Core Insights - The China National Nuclear Corporation (CNNC) has launched the first national carbon footprint calculation system for nuclear energy industrial steam, enhancing the green competitiveness of Chinese products [1][2] - The carbon footprint of nuclear energy steam is significantly lower than that of coal and natural gas, demonstrating its environmental advantages [1][2] Group 1: Carbon Footprint Calculation - The carbon footprint of nuclear energy steam is 1/600 of that from coal-fired combined heat and power (CHP) and 1/100 of that from natural gas CHP [1] - The calculation is based on the operational data from the Jiangsu Nuclear Power "Harmonious One" project, which has been in operation for over a year [1] Group 2: Environmental Impact - The Jiangsu Nuclear Power "Harmonious One" project has provided 4.8 million tons of industrial steam, equivalent to reducing the burning of 400,000 tons of standard coal and cutting CO2 emissions by 1.07 million tons [1] - The project also reduced sulfur dioxide emissions by 184 tons and nitrogen oxides by 263 tons, saving over 700,000 tons of carbon emission quotas annually [1] Group 3: Future Developments - The Hainan Nuclear Power "Harmonious One" project, with a maximum steam supply capacity of 50 tons per hour, is set to provide clean and low-carbon energy for local enterprises [2] - The achievements from the "Harmonious One" project are expected to be replicated in industrial clusters in the Yangtze River Delta and Guangdong-Hong Kong-Macao regions, supporting China's dual carbon strategy [2]

Core Insights - The recent election of academicians in China highlights the importance of energy security and transformation for the country's economic and social development, with a significant number of experts from the energy sector being elected [1][2] - The inclusion of top talents from private companies like CATL and BYD signifies the recognition of corporate innovation in the national energy strategy [2][4] Group 1: Election Overview - A total of 73 new academicians and 27 foreign academicians were elected to the Chinese Academy of Sciences, while the Chinese Academy of Engineering welcomed 71 new academicians and 24 foreign experts, bringing the total number of academicians in the Chinese Academy of Engineering to 1002 [1] - The energy and mining engineering division had the highest number of new academicians, with 12 elected, underscoring the critical role of energy in national development [1][2] Group 2: Notable Experts - Key figures elected include experts from major companies and institutions such as Lei Zengguang from China National Nuclear Corporation, Lu Jiazhen from State Grid Hunan Electric Power Company, and Wu Kai from CATL, indicating a strong representation from the energy sector [2] - The election of six experts related to the energy field in the Chinese Academy of Sciences reflects a robust foundation in basic research, frontier applications, and systematic planning [2] Group 3: Contributions of Newly Elected Academicians - Academician Liu Weiping focuses on nuclear astrophysics and radioactive nuclear beam physics, laying theoretical foundations for future nuclear energy applications [3] - Academician Chen Yongsheng has made significant advancements in organic solar cell technology, achieving a light conversion efficiency of 17.3% [3] - Academicians Chen Yanjing and Dai Shifeng provide critical support for energy resource security through their research in mineral formation and coal geology [3] - Academician Shu Gequn proposes theories aimed at enhancing energy conversion efficiency, while Academician Sun Hongbin is pioneering developments in smart energy internet systems [3] Group 4: Strategic Implications - The newly elected academicians are seen as vital links between laboratory innovations and industrial applications, addressing the urgent national needs for energy security and green transformation [4]

据介绍，与传统供汽模式相比，示范区内企业的蒸汽使用费用将减少约30%。后续，核能供汽项目还可与"玲龙一号"小堆蒸汽供应体系无缝衔接，成为小 堆技术在工业供汽领域规模化应用的示范平台，进一步拓展小堆多用途应用场景、提升核能综合利用效率与经济价值。 （总台央视记者 崔霞 杨潇 吴天白 董彬 张伟克） 记者从中核集团获悉，中核集团海南核电核能供汽项目今天（21日）正式进入调试供汽阶段，这是海南核电首次向相邻企业稳定输送工业蒸汽，标志着我 国核能综合利用从单一发电、居民供暖迈入工业供汽新阶段。 海南核电核能供汽项目依托海南核电1、2号机组，通过"核电机组—换热站—园区企业"三级能源传输体系，可以为园区企业提供安全清洁、稳定可靠的工 业能源保障，最大供汽能力达每小时50吨。 ...

Core Viewpoint - The U.S. Department of Energy has undergone a restructuring that prioritizes fossil fuels and nuclear energy over renewable energy and energy efficiency initiatives [3]. Group 1: Restructuring Details - The new organizational structure includes the establishment of several new offices, such as the Hydrocarbon and Geothermal Energy Office and the Fusion Office [3]. - The Clean Energy Demonstration Office, created under the Biden administration, has been abolished [3]. - The Office of Energy Efficiency and Renewable Energy has also been removed from the new structure [3]. Group 2: Funding and Support Changes - The office responsible for financing innovative energy projects has been renamed to the Office of Dominant Energy Financing [3].