证券日报网讯 12月17日，中远通在互动平台回答投资者提问时表示，公司已有电源产品应用于核电领 域，该部分收入占比小，敬请投资者注意投资风险。 （文章来源：证券日报） ...

Core Viewpoint - China General Nuclear Power Corporation (CGN) has announced the commencement of full construction for the Ningde Unit 6 nuclear power plant, marking a significant milestone in its project timeline [1] Group 1: Project Details - The Ningde Unit 6 nuclear power plant is being developed by Fujian Ningde Second Nuclear Power Co., Ltd., a joint venture of CGN [1] - The construction began with the first concrete pouring for the reactor building on December 16, 2025 [1] - The plant will utilize the Hualong One nuclear technology, with a single unit capacity of 1,210 MW [1] Group 2: Company Assurance - The company and its board members guarantee the authenticity, accuracy, and completeness of the disclosed information, ensuring there are no false records or significant omissions [1] - CGN has stated that there is no other undisclosed information that requires disclosure at this time [1]

2025年12月18日，海南自由贸易港将正式启动全岛封关。自贸港建设7年来，海南着力推进一批重点项目建设，其中有些项目已建成 投运，成为海南自贸港高质量发展的"助推器"。目前，海南自贸港正成为中国对外开放的新前沿、地区互利合作的新热土和推动经 济全球化的新引擎。资料图为2025年11月22日，海南三亚，河口通道工程项目正加快推进施工。三亚河口通道工程项目作为海南自 贸港重点项目，是海南三亚首个水下隧道工程，隧道总长度3.118千米，由1条主线、3条匝道及8个隧道出入口组成。（无人机照 片）中新社记者 骆云飞 摄 2025年12月18日，海南自由贸易港将正式启动全岛封关。自贸港建设7年来，海南着力推进一批重点项目建设，其中有些项目已建成 投运，成为海南自贸港高质量发展的"助推器"。目前，海南自贸港正成为中国对外开放的新前沿、地区互利合作的新热土和推动经 济全球化的新引擎。资料图为2025年11月11日，俯瞰海口新海港和南港"二线口岸"（货运）集中查验场。海口新海港和南港"二线口 岸"（货运）集中查验场作为海南自贸港封关运作规模最大的基础性工程，承接海南全省75%以上的货运及邮快件通关查验任务，投 用后将实现每年 ...

Core Viewpoint - The energy sector has demonstrated strong resilience and effectiveness in ensuring energy supply during the "14th Five-Year Plan" period, with non-fossil energy consumption exceeding the 20% target, supporting stable economic growth [2] Performance Highlights - Electricity consumption is expected to exceed 10 trillion kilowatt-hours for the first time, with July and August seeing continuous monthly consumption surpassing 1 trillion kilowatt-hours, marking a global first [3] - Oil and gas production reached historical highs, with crude oil production at approximately 215 million tons and natural gas production exceeding 260 billion cubic meters, maintaining an annual increase of over 10 billion cubic meters for nine consecutive years [3] - The national electricity supply remains secure and stable, with significant improvements in oil and gas exploration and development, and an increase in energy resource complementarity [3] - The energy self-sufficiency rate increased from around 80% to over 84%, establishing the world's largest renewable energy system [3] Green Transition - The pace of green and low-carbon transformation in the energy sector is accelerating, with significant developments in renewable energy, including the completion of the first batch of wind and solar power bases and the construction of approximately 50 million kilowatts in the second and third batches [3] - By 2030, the proportion of non-fossil energy consumption is expected to reach 25%, with renewable energy generation capacity exceeding 50% [5] Infrastructure Development - Major hydropower and nuclear power projects are advancing, with national hydropower installed capacity exceeding 440 million kilowatts and 10 new nuclear power units approved for construction [4] - The construction of a unified national electricity market has made significant progress, with 28 provinces engaging in electricity spot trading, and market-based electricity transactions expected to reach 6.6 trillion kilowatt-hours, a year-on-year increase of 6.8% [4] Innovation and Future Outlook - The integration of energy and artificial intelligence is rapidly developing, with new energy storage installations surpassing 100 million kilowatts, accounting for over 40% of the global total [7] - The government is promoting the development of hydrogen energy and green fuels, with plans to establish a hydrogen energy industry development implementation plan and support various projects in the energy sector [7]

Core Viewpoint - The report from Citigroup indicates that the recent decline in the stock prices of several mainland public utility companies is attributed to the National Energy Administration's conservative guidance for the upcoming year, particularly regarding wind and solar power capacity targets and a cautious stance on hydropower and nuclear development [1] Group 1: Industry Insights - The National Energy Administration has proposed a prudent approach to setting new installed capacity targets for wind and solar energy for next year [1] - Historical experience suggests that the forecast of over 200 GW for wind and solar installed capacity next year may be underestimated [1] - It is anticipated that capital expenditure for hydropower and nuclear projects during the 14th Five-Year Plan period will increase to meet emission reduction targets [1] Group 2: Market Outlook - There is an expectation of accelerated expansion in the demand for global energy storage systems (ESS) [1] - Citigroup maintains a "buy" rating for companies including Goldwind Technology, Tongwei Co., Dongfang Electric, and Sungrow Power [1]

中广核福建宁德核电站6号机组正式开工 中新网宁德12月17日电 (林榕生)16日，中广核福建宁德核电站6号机组完成核岛第一罐混凝土浇筑 (FCD)，标志着该机组主体工程正式开工。 广告等商务合作，请点击这里 本文为转载内容，授权事宜请联系原著作权人 中新经纬版权所有，未经书面授权，任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwview")，看更多精彩财经资讯。 中广核福建宁德核电站6号机组主体工程开工现场。福建宁德核电有限公司 供图 中广核工程有限公司宁德项目部总经理黄祥俦称，项目建设将以科技创新为引领，充分应用数字沙盘、 数字进度一体化平台、智慧工地等数字化工具，积极推进钢板混凝土等26项先进建造技术落地应用。 目前，宁德核电项目二期整体建设有序推进，5号机组已进入主体工程建设高峰阶段。随着6号机组的开 工，宁德核电将持续为福建省经济社会发展注入清洁动能，助力区域能源结构优化与绿色低碳转型。 (完) 来源：中国新闻网 编辑：徐世明 宁德核电项目位于福建省福鼎市太姥山镇，规划建设6台百万千瓦级核电机组，分两期实施，是福建省 首个开工及投产的核电站。其中，项 ...

官方数据显示，今年中国新核准开工建设核电机组10台，在运在建核电机组达到112台、装机1.25亿千 瓦。(完) （文章来源：中国新闻网） 12月16日，中广核福建宁德核电站6号机组主体工程正式开工，图为开工现场。(中广核供图) "本次6号机组核岛混凝土浇筑总量约8819.2立方米，持续约55小时。"福建宁德核电有限公司董事长、 总经理田辉宇介绍，面对厂址空间有限、地质条件复杂等挑战，项目团队充分借鉴中广核以往"华龙一 号"机组建设经验，通过工期推演、清单化管理，建立完善质量管理体系，系统识别施工难点，优化施 工逻辑，统筹资源配置，并以工程日会机制强化过程管控，确保关键节点稳妥推进。 目前，宁德核电项目二期整体建设有序推进，5号机组已进入主体工程建设高峰阶段。 中新社北京12月16日电 (记者庞无忌)记者16日从中国广核集团获悉，当日，中广核福建宁德核电站6号 机组完成核岛第一罐混凝土浇筑(FCD)，意味着该机组主体工程正式开工。 宁德核电项目位于福建省福鼎市太姥山镇，规划建设6台百万千瓦级核电机组，分两期实施。其中，项 目二期5、6号机组于2023年7月31日获国家核准，均采用中国自主研发的第三代核电技术"华 ...

明年要着眼惠民生增后劲，推动投资止跌回稳。当前投资出现下滑，但我国在科技创新、产业升级、基础设施、改善民生等方面还有不少短板弱 项。要把投资于物和投资于人相结合，统筹提振消费和扩大投资，加快建设停车场、充电桩、旅游公路等消费基础设施，提高养老、托育、医疗等 民生类投资比重，高质量推进城市更新，着力扩大有效投资。要有效发挥政府投资带动作用，用好中央预算内投资、超长期特别国债、地方政府专 项债券等资金，优化实施"两重"项目，靠前实施具备条件的"十五五"重大项目，发挥重大工程牵引带动作用。要激发民间投资活力，落实好进一步促 进民间投资发展的若干措施，支持民营企业参与铁路、核电等领域重大项目，引导民间投资向高技术、服务业等新赛道拓展，以更实举措增强民间 投资信心。 据新华社，针对内需发展现状如何？提振消费、扩大投资的空间和动力在哪里？ 中央财办有关负责同志表示，扩大内需是明年排在首位的重点任 务。 今年我国内需总体保持稳健，前三季度内需对经济增长贡献率达到71%。提振消费政策成效明显，扩大有效投资扎实推进。我们也注意到，近 几个月消费和投资增速有所放缓，需要持续加力扩内需。 明年要把握消费的结构性变化，从供需两侧发力 ...

Macro Dynamics - The Ministry of Commerce announced an anti-dumping investigation on imported pork and pork products from the EU, concluding that dumping exists and imposing tariffs ranging from 4.9% to 19.8% effective from December 17, 2025, for a period of five years [2] Employment and Labor - The Ministry of Human Resources and Social Security emphasized the importance of stabilizing employment as the primary task, aiming to enhance laborers' income and implement various measures to support employment stability [3][4] Industry Development - Guangzhou's government released a plan to build a green and low-carbon modern industrial system, targeting significant growth in six future industries and aiming to establish a modern industrial system by 2035 [5] Financial Institutions - Morgan Stanley expressed optimism about Chinese assets, predicting improved corporate earnings and a supportive policy environment for market valuation [6] - A Bank of America survey indicated a strong investor sentiment heading into the new year, with a confidence index reaching 7.4, the highest in four and a half years [7] Market Data - On December 16, the market experienced a decline, with major indices falling and a total trading volume of 1.72 trillion yuan, a decrease of 49.3 billion yuan from the previous trading day [10] - The financing balance of the two markets increased by 4.839 billion yuan, reaching a total of 24.80855 trillion yuan as of December 15 [11] - The Hong Kong Hang Seng Index fell by 1.54%, with the technology index down 1.74% on December 16 [12] Company Dynamics - XPeng Motors received a Level 3 autonomous driving road test license in Guangzhou, initiating regular testing on high-speed roads [13] - Ant Group's AI health app "Antifufu" surged to the third position on the Apple app store after its release, with over 15 million monthly active users [14] - The construction of the sixth unit of the Ningde Nuclear Power Project commenced, utilizing China's self-developed third-generation nuclear technology, expected to significantly reduce carbon emissions [15] - Century Huatong announced the cancellation of 56.1208 million repurchased shares, reducing its total share capital from 7.428 billion shares to 7.372 billion shares [16]

哈喽，大家好，我是小玖。 最近美国能源圈出了件颠覆认知的事。 密歇根湖东岸的帕利塞兹核电站，2022年还因为亏本运营黯然关闭。 可短短三年后，这里就挤满了检修工人，机器轰鸣声昼夜不停。 按照计划，它将在2026年初重新发电，成为美国史上第一座"死而复生"的核电站。 这可不是闹着玩的，一座运转半个世纪的老电厂，凭啥突然被拉回"阳间"？ 小玖给大家拆解下AI的"耗电真相"。 训练一个顶尖大模型，数万个GPU得24小时满负荷跑好几个月，这是稳定到吓人的"电力吞金兽"。 而我们刷AI聊天、用图像生成，单次耗电虽少，全球数十亿次请求加起来，能耗堪比中小国家的用电 量。 从弃核到抢核的180度大转弯 帕利塞兹核电站的关闭，曾是美国核电行业的缩影。 运营成本高、民众顾虑多，2022年关闭时，没人觉得它还有重启的可能。 可谁也没料到，AI的爆发式增长会掀起一场电力"饥荒"。 国际能源署的数据显示，过去5年全球数据中心用电量每年增长12%，到2030年需求将翻番，达到945太 瓦时，比现在日本全年用电量还高。 化石能源环保不达标，唯独核电能全年无休供电，还零碳排放。 更关键的是经济账变了。以前核电因为初始投资高被嫌弃"太贵"， ...