Core Points - Iran's nuclear program is described as completely transparent, with no intention of abandoning it [1] - Iran and Russia are set to jointly construct new large and small nuclear power plants as per existing agreements [1] - Russia's state atomic energy corporation is expanding cooperation with Iran in the peaceful use of nuclear energy, continuing the construction of the Bushehr nuclear power plant's second and third units [1]

Core Viewpoint - The United States faces a paradoxical situation where, despite imposing sanctions on Russia, it remains dependent on Russian uranium for its nuclear power generation, highlighting the complexities of energy security and supply chains in the context of geopolitical tensions [1][3][10]. Group 1: U.S. Energy Policy and Dependency - The U.S. Energy Secretary acknowledged the difficulty of completely eliminating reliance on Russian uranium, stating that efforts are ongoing but not yet successful [12][16]. - Approximately 25% of the total electricity generated by U.S. nuclear power plants relies on enriched uranium imported from Russia [10]. - The U.S. has mandated that public utility companies cease using Russian uranium by 2028, but this has led to retaliatory export restrictions from Russia, complicating the transition [10][19]. Group 2: Global Uranium Market Dynamics - Russia dominates the uranium enrichment market, controlling 85% to 90% of the global supply, making it a critical player in the nuclear energy sector [7][8]. - There are currently 25 nuclear reactors under construction worldwide, with 22 utilizing Russian technology, indicating a significant reliance on Russian expertise [7]. - The global demand for uranium is projected to increase by 28% from 2023 to 2030, driven by the rise of electric vehicles, data centers, and the renewed focus on nuclear energy as a stable and clean power source [14]. Group 3: Implications for Energy Security - The situation underscores the importance of resource control and technological capability in the energy sector, where geopolitical maneuvers may not easily alter existing dependencies [17][19]. - The U.S. is caught in a dilemma where its sanctions against Russia conflict with its immediate energy needs, raising questions about the feasibility of achieving energy independence from Russian uranium [16][19].

全球铀市场正经历一个关键转折点，供应削减、需求飙升和地缘政治紧张共同作用，可能使其成为核能 发展的瓶颈和地缘政治压力点。 据追风交易台消息，摩根大通9月23日的最新报告揭示了一个日益紧张的市场现实：一边是核能复兴和 AI革命带来的爆炸性需求，另一边却是主要生产商的减产和地缘政治引发的供应瓶颈。 今年以来，铀的现货和期货价格已上涨约5%。价格上涨的背后，是全球主要生产商如Kazatomprom和 Cameco纷纷削减产量，而中国迅猛的核电建设与AI数据中心带来的巨大电力需求，正推动需求强劲增 长。 深层次的风险潜藏在核燃料供应链和地缘政治的风险中。报告强调，西方国家在铀浓缩服务方面严重依 赖俄罗斯，而美国旨在摆脱这种依赖的法案可能在2028年后造成严重的供应短缺。 供应缺口扩大，价格获强力支撑 此外，一个全新的需求驱动因素正在出现：人工智能和数据中心。这些高耗能产业正推动科技巨头转向 核能。报告提到，Meta已与星座能源公司（Constellation）签订了一份为期20年的虚拟电力购买协议 （PPA），而亚马逊则从Talon Energy锁定了近2吉瓦的核电供应，为其AWS数据中心供电。 "去俄化"与地缘政治 ...

Group 1 - The nuclear fusion index rose over 2% during intraday trading, indicating strong market interest in the sector [1] - Notable performers among the constituent stocks included Hezhong Intelligent, which hit the daily limit, and Hahai Huaton, which increased by 9.65% [1] - Other significant gainers included Baili Electric, up 7.26%, Zhongzhou Special Materials, up 7.00%, and Tianli Composite, which rose by 4.17% [1]

Core Viewpoint - China Fusion Energy Company, established with a registered capital of 15 billion yuan, aims for commercial fusion energy by 2050, focusing on engineering and technology development in Shanghai and Chengdu [1] Group 1: Company Overview - China Fusion Energy Company was officially established just over two months ago and has made its first public appearance at the 25th China International Industry Fair [1] - The company is structured to develop fusion energy through a typical progression of experimental, demonstration, and commercial reactors [1] Group 2: Business Focus - The headquarters and R&D base are located in Shanghai, concentrating on fusion engineering, including overall design of fusion reactors, high-temperature superconducting magnet technology development and verification, and digital fusion reactor research [1] - The Chengdu base will focus on the development of key equipment and materials for fusion reactors, as well as engineering verification platforms [1] Group 3: Technological Development - China Fusion Energy Company plans to construct a new fusion experimental device in Shanghai to validate the high-temperature superconducting magnets developed there, tentatively named "China Circulation No. 4 (HL-4)" [1]

正在上海举行的第二十五届中国国际工业博览会上，注册资本150亿元、正式挂牌成立仅两个多月的中 国聚变能源有限公司首次公开亮相，展示其技术路线及业务布局。据悉，按照实验堆-示范堆-商用堆的 核能发展一般规律，该公司瞄准2050年聚变能源商用目标，在上海、成都两地联动研发。多位国内可控 核聚变领域人士证实，中国聚变公司将在上海新建一个聚变实验装置，用以验证其在上海研制的高温超 导磁体，该装置暂命名为"中国环流四号（HL-4）"。（智通财经） 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 ...

Core Insights - Iran and Russia are set to officially sign a nuclear power plant construction cooperation agreement, highlighting their strong intent to deepen collaboration in the nuclear energy sector [1] - Iran's decision to develop nuclear energy is driven by increasing domestic electricity demand and international sanctions, with a goal to reach a nuclear power generation capacity of 20,000 megawatts by 2030 [3] - The cooperation has significant geopolitical implications, especially in light of Western economic sanctions, and is supported by a comprehensive strategic partnership treaty signed earlier this year [5] Group 1 - Iran's nuclear energy cooperation with Russia is marked by the ongoing expansion of the Bushehr nuclear power plant, which has historical significance dating back to the 20th century [1] - The Iranian delegation is visiting advanced nuclear facilities in Russia, indicating a commitment to technical exchange and collaboration [1] - The upcoming Moscow World Atomic Week will serve as a platform to showcase the results of Iran-Russia nuclear cooperation and demonstrate Iran's commitment to peaceful nuclear energy use [7] Group 2 - Iran's nuclear development faces challenges related to safety standards, technology choices, and international oversight, which could impact the regional energy landscape [9] - The deep involvement of Russia in Iran's nuclear sector underscores its industrial strength and may provoke renewed discussions on nuclear non-proliferation within the international community [9] - Ongoing negotiations between Iran and European countries regarding nuclear issues remain uncertain due to significant differences over the Iran nuclear agreement [7]

Core Insights - Oklo held the groundbreaking ceremony for its first Aurora power plant, which is expected to generate critical operational data essential for converting numerous letters of intent and memorandums of understanding into actual projects [1] - Seaport analyst Jeff Campbell downgraded Oklo's stock rating from "Buy" to "Neutral" due to current valuation concerns, despite recognizing the positive aspects of the company's business development [2] Group 1 - The Aurora power plant will have a capacity of 75 MW and is anticipated to collect data that will not negatively impact Oklo's independent COLA licensing application with the nuclear regulatory commission [1] - Oklo's stock has seen a significant increase, rising nearly sevenfold year-to-date and 1600% over the past year, driven by heightened enthusiasm for the nuclear energy sector [1] Group 2 - Concerns were raised by U.S. Senator Edward Markey regarding Energy Secretary Chris Wright's potential conflicts of interest due to his previous role on Oklo's board [2]

中新社北京9月24日电 综合消息：伊朗最高领袖哈梅内伊当地时间23日晚发表电视讲话称，伊朗不会在 铀浓缩问题上屈服于压力，在当前形势下与美国谈判无益于伊朗国家利益。 哈梅内伊称与美国谈判无益于伊朗国家利益 据伊朗伊斯兰共和国通讯社消息，哈梅内伊说，美方已经从自己的角度预设了谈判结果，并自行宣布希 望谈判能够导致伊朗停止核活动和铀浓缩活动，"参加这样的谈判是接受对方命令、强加于人的要求和 欺凌的表现"。他表示，与美国谈判"反而可能造成重大、有时是不可挽回的损失"。 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。 美国和伊朗自今年4月以来举行五轮由斡旋方阿曼居中传话的间接谈判，双方在铀浓缩等核心议题上分 歧巨大。因以色列突袭伊朗，原定于6月15日举行的第六轮间接谈判取消。为施压伊朗与美国恢复谈 判，英国、法国、德国8月28日通知联合国安理会，以伊朗违反伊核协议为由，启动"快速恢复制裁"机 制。9月19日，安理会未能通过旨在继续解除对伊朗制裁的决议草案。(完) 来源：中国新闻网 编辑：万可义 广告 ...

中国广核集团有限公司党群工作部副主任黄超表示，中广核正起源于中法合作的大亚湾核电站建设，并 持续推进消化、吸收和再创新，成功研发中国自主知识产权的三代核电技术"华龙一号"。法国网红孵化 公司Trendl首席执行官马克西姆·萨巴尔克（Maxime Sabahec）感叹："中广核的创立曾得益于法国的支 持，这让我们深感荣幸。随后企业实现了迅猛发展——中国从未停止创新。如今的中广核已作为（行 业）领军者参与全球核能重大议题讨论。" 来源：环球网 【环球网报道 记者 王莉兰】在大亚湾核能科技馆内，一张张见证历史的老照片，一本本纸张略微泛黄 的法语手册，都在无声诉说中法核能合作的源远流长。9月18日，"走读中国"法国媒体团来到深圳，参 访大亚湾核电基地，并相继走访中国广核集团研究院机器人实验室、热工水力实验室、核电安全技术与 装备全国重点实验室等重要研究机构。从科技馆到实验室，媒体团成员通过实地探访，深切感受中法核 能合作的历史厚度与创新活力。 "走读中国"法国媒体团在中国广核集团工程公司留影 在大亚湾核能科技馆内，讲解员陈语嫣向法国媒体团介绍，作为中国大陆首座百万千瓦级商用核电站， 大亚湾核电站于1987年开工建设， ...