Core Points - The U.S. Department of Energy announced a restructuring that prioritizes oil and nuclear resources, replacing the previous focus on renewable energy and energy efficiency [1] - A new organizational chart was released, indicating alignment with President Trump's energy agenda [1] - New offices were created, including those for hydrocarbons, geothermal energy, and fusion, while the Clean Energy Demonstration Office established by the Biden administration was eliminated [1] - The Office of Energy Efficiency and Renewable Energy was also removed from the new structure [1] - The Loan Programs Office, which provided financing for innovative energy projects, was renamed to the Office of Dominant Energy Financing [1]

证券日报网讯 盾安环境（002011）11月20日在互动平台回答投资者提问时表示，公司高度关注核能领 域，积极参加行业展会、技术论坛等活动了解新动态。近期公司技术专家参加深圳核博览会学习交流， 深度了解核能及相关领域的技术前沿。 ...

Core Points - Egypt signed a nuclear fuel procurement and comprehensive cooperation agreement with Russia for the Dabaa nuclear power plant [1] - The agreement will supply nuclear fuel for the reactor of Unit 1 of the Dabaa nuclear power plant [1] - The cooperation includes various fields such as nuclear power and the production of medical radioactive isotopes [1] Summary by Sections - **Nuclear Fuel Procurement Agreement**: The agreement aims to provide nuclear fuel for the first reactor of the Dabaa nuclear power plant, marking a significant step in Egypt's nuclear energy development [1] - **Comprehensive Cooperation**: The comprehensive cooperation agreement encompasses collaboration in multiple areas, including nuclear power and medical isotope production, indicating a broadening of bilateral relations [1] - **Leadership Involvement**: Egyptian President Sisi and Russian President Putin witnessed the installation ceremony of the reactor pressure vessel via video link, highlighting the strategic partnership between the two nations [1] - **Educational Exchange**: Currently, 100 Egyptian students are receiving training in nuclear energy at Russian universities, showcasing the educational aspect of the cooperation [1] - **Project Timeline**: The Dabaa nuclear power plant, located in Matrouh province, is Egypt's first nuclear project, with construction of Units 1 and 2 starting in July and November 2022, respectively, and Units 3 and 4 scheduled to begin in May 2023 and January 2024 [1]

Core Points - Egypt signed a nuclear fuel procurement and comprehensive cooperation agreement with Russia's State Atomic Energy Corporation for the Dabaa Nuclear Power Plant [1] - The procurement agreement will supply nuclear fuel for the reactor of Unit 1 of the Dabaa Nuclear Power Plant [1] - The comprehensive cooperation agreement covers collaboration in various fields, including nuclear power and the production of medical radioactive isotopes [1] Summary by Sections Agreement Details - The agreement includes the supply of nuclear fuel for the first reactor of the Dabaa Nuclear Power Plant [1] - The comprehensive cooperation will involve multiple areas of collaboration between Egypt and Russia [1] Leadership Statements - Egyptian President Sisi emphasized that the cooperation reflects a strategic and solid relationship based on mutual respect [1] - Russian President Putin noted that the collaboration opens new prospects for professional exchanges, with 100 Egyptian students currently studying nuclear energy in Russia [1] Project Background - The Dabaa Nuclear Power Plant is located in Matrouh Province and is Egypt's first nuclear project [1] - Russia and Egypt signed a contract in 2017 for the construction of all four nuclear units of the power plant [1] - Construction of Units 1 and 2 began in July and November 2022, respectively, while Unit 3 started in May 2023 and Unit 4 is set to begin in January 2024 [1]

格隆汇11月20日丨海陆重工(002255.SZ)在互动平台表示，公司持续关注可控核聚变领域发展动态，未 来可控核聚变产业是公司重要的目标市场和发展领域。 ...

投资人是OpenAI的奥特曼，背靠自白宫与能源部，创始人夫妻一夜之间成了新亿万富翁。 同一时间，另一个工程师正默默地做相反的事。 他叫Sergiy Nesterenko，从SpaceX离职后创立了Quilter，没有SPAC、没有华尔街路演，也没喊出「颠覆未来」的口号。 只做了一件事：让AI去完成工程师最枯燥的工作——几分钟之内，自动「画」出电路板。 一个在讲故事，一个在造机器。 而AI的真正去向，也藏在这两家公司之间。 SpaceX工程师教AI画「画电路图」 【导读】在AI热潮里，故事比技术更值钱。一家名为Oklo的核能初创公司，靠着一个概念，市值飙到210亿美元；另一边，一个从SpaceX离职的工程师， 让AI自己画电路板，几分钟搞定工程师三天的工作。一个靠叙事吸引资金，一个用技术推动生产。AI热潮下，这两家公司代表着同一时代的两种姿态 ——造梦，和造物。 在硅谷的这一年，几乎所有公司都在想办法沾上「AI」两个字。 一家还没卖出一度电的核能公司——Oklo， 靠着「为AI数据中心供电」的概念，市值暴涨到210亿美元。 公司名字意为「缝纫工」，意象来自那种一针一线把电路连成整体的精密感。它的核心目标很简单： ...

Core Insights - The U.S. government plans to procure and own up to 10 new large nuclear reactors to address the surging electricity demand driven by data centers and artificial intelligence [1][2] - This initiative is seen as a response to a "national emergency," indicating a significant shift in government intervention in the private market [2][3] - The plan may leverage Japan's previously committed $550 billion investment, with $332 billion earmarked for U.S. energy projects, including investments in Westinghouse's new AP1000 reactors [1][3] Government Intervention - The U.S. power system is under immense pressure due to explosive growth in electricity demand from AI data centers and potential manufacturing recovery [2] - The Energy Department has not disclosed specific site details for the reactors but expresses confidence in the project's implementation [2][3] - The government is also expected to provide "hundreds of billions" in loans to the nuclear sector, including a $1 billion loan for the restart of the Three Mile Island nuclear plant [2] Industry Beneficiaries - Key players in the nuclear energy sector are anticipated to benefit from the federal government's procurement plan [3][4] - Westinghouse, the sole large reactor design currently under discussion, is jointly owned by Cameco and Brookfield Asset Management, and is coordinating with the U.S. government [3] - BWX Technologies, Mirion Technologies, and Flowserve are positioned to gain significant contracts in heavy manufacturing and safety monitoring [3][4] Uranium Mining Sector - Domestic uranium mining companies (e.g., UEC, EU, URG, UUUU) are expected to benefit from the federal government's efforts to expand domestic uranium mining for both commercial and defense needs [4] Nuclear Power Resurgence - If the plan is realized, it could break a decade-long stagnation in U.S. nuclear power construction, with the last major project starting over ten years ago [5][6] - The previous setbacks in the industry, such as the Vogtle project exceeding its budget by $16 billion and facing a seven-year delay, have led to skepticism about large nuclear projects [5][6] - The current AI boom is changing the industry's dynamics, potentially reviving interest in large nuclear projects [6][7] Government's Role - The direct intervention of the U.S. government may be the critical impetus needed for the nuclear industry to restart amid electricity shortages [8]

更重要的是，它的安全性极高。不同于大多需在高压下工作的核反应堆，钍基熔盐堆是常压运行， 熔盐在温度升高时会自动膨胀抑制反应，从根本上避免了高压爆炸的可能性。即使发生意外，熔盐也会 遇冷凝固，不会出现堆芯熔毁导致大量放射性物质释放的情况。 不仅如此，除了发电，高温运行的钍基熔盐堆还能"一堆多用"。"目前，这座钍基熔盐堆的运行温 度是700摄氏度，这个运行温度正好可以实现高温制氢、制甲醇。"上海应物所副所长蔡翔舟说，钍基熔 盐堆是清洁高效能源系统，有助于构建多能互补低碳复合能源系统，为我国能源安全提供全新解决方 案。 "这意味着核能发电不仅可以烧铀，烧钍也是可行的。"上海应物所所长、钍基熔盐堆核能系统战略 性先导科技专项负责人戴志敏表示，我国钍资源极其丰富，研发钍基熔盐堆、实现钍资源的工业应用， 可以在战略上实现能源独立。 "与传统核电站相比，钍基熔盐实验堆具有固有安全、无水冷却、常压工作和高温输出等优点。"戴 志敏举例，比如，很多核电站建在海边，一个重要原因是其运行过程中会产生巨大热量，需要大量的水 进行冷却，以保证运行安全。但钍基熔盐堆采用高温液态熔盐作为冷却剂，无需外部水源补给，建在内 陆干旱地区也可以。 ...

会议强调，要深入贯彻落实党的二十届四中全会精神，科学规划"十五五"时期中央企业人才工作，牢牢 把握"十五五"中央企业人才工作新形势新任务新要求，做到人才规划要适度超前、投资于人要优先安 排、人才结构要优化提质、体制机制要赋能增效。要改进人才教育培养体系，积极拓展人才自主培养渠 道，实施好管理人才领航培养工程、科技人才星耀培养工程、技能人才优基培养工程，全面深化人才发 展体制机制改革，强化对人才政治引领和组织关怀，营造识才爱才敬才用才的良好环境，持续加强党对 国资央企人才工作的全面领导，不断开创人才工作新局面，更好服务推动中央企业高质量发展。会上， 来自中国海油、中国电子的2名获奖代表，航天科技、中国电信、中广核等3家中央企业负责同志作了交 流发言。 ...

Core Viewpoint - China National Nuclear Corporation (CNNC) has signed a procurement agreement with Brazil's National Nuclear Energy Commission (CNEN) for the purchase of cobalt-60 irradiation sources, marking the first export of domestically produced cobalt-60 to the Latin American market and the first substantial outcome under the memorandum of understanding signed in October 2025 [1] Group 1 - The procurement agreement will enable CNEN to enhance the irradiation capabilities of its multi-functional irradiation facility at the Brazilian Nuclear and Energy Research Institute (IPEN) [1] - The cobalt-60 sources will be utilized in various fields including technology research, material studies, and irradiation processing, contributing to the advancement of irradiation technology for the benefit of Brazilian society [1]