锚定2035年建成科技强国的战略目标，加快实现高水平科技自立自强，未来5年是关键时期。站在"十五 五"开局的新起点，加强原始创新和关键核心技术攻关，推动科技创新和产业创新深度融合，一体推进 教育科技人才发展……政策与市场协同发力，培育科技创新的生态雨林，将推动创新活力持续迸发。 科技强国根基不断夯实 人形机器人亮出"功夫模式"，人工智能大模型你追我赶，芯片自主研发有了新突破，天问二号开启"追 星"之旅，首艘电磁弹射型航母正式入列……回望2025年，中国创新的"加速度"有目共睹，科技答卷令 人振奋。 从国际形势看，新一轮科技革命和产业变革深入发展，全球创新版图重构、经济结构重塑，科技竞争已 成为综合国力竞争的核心，只有牢牢掌握科技创新主动权，才能在国际竞争中占据有利地位。 中国式现代化要靠科技现代化作支撑。回望"十四五"，"天宫"空间站转入常态化运营，"嫦娥六号"实现 月背采样返回，"海斗一号"完成万米海试，5G通信实现大规模应用，北斗导航提供全球精准服务，新 能源汽车产销量稳居世界首位，全球首座第四代核电站商运投产，特高压输变电世界领先……一系列重 大成果，标志着中国科技实力正从量的积累迈向质的飞跃，从点的突 ...

Group 1 - The company plans to establish a holding subsidiary in Dubai, focusing on small modular reactor (SMR) related business, with a registered capital of 10 million AED, approximately 19.07 million RMB [1][3] - The investment will be made by the company's wholly-owned subsidiary, Jerry Middle East Company, contributing 9.4 million AED (94% of the capital), while Vice President Li Weibin will contribute 600,000 AED (6% of the capital) [3] - The SMR technology is considered a key emerging technology in the context of global energy transition, offering modular prefabrication, short construction cycles, flexible siting, and high safety performance, addressing stable power and heating needs in various scenarios [3] Group 2 - The International Energy Agency (IEA) predicts that annual investments in the global SMR sector could reach 25 billion USD by 2030, with an expected total of 1,000 SMRs and a total installed capacity of 120 GW by 2050 if policy and technological developments proceed smoothly [3]

On the dividend front, Pepsi's 4% dividend yield is impressive. But I'd argue the company's 53-year track record of raising its dividend is even more impressive.Despite concerns that the company's business model is inherently cyclical, we've seen robust sales through past down markets. Thus, I'd argue his is a dividend stock with a solid defensive tilt.Pepsi's upside in the past has come from immense pricing power, which I'd argue hasn't gone away. The ability for Pepsi to raise prices on its core snack bus ...

AI时代的"电荒"让稳定、可量产的小型核反应堆（SMR）成为关键解法，微软谷歌等科技巨头正取代政府成为其背后金 主；尽管面临降本压力与燃料供应链的地缘风险，未来五年将是SMR证明自己能否实现规模化落地的窗口期。 硬·AI 作者 | 龙 玥 编辑 | 硬 AI 随着人工智能对能源需求的爆炸式增长，核能行业正迎来其"硅谷时刻"，而小型模块化反应堆（SMR）正 成为焦点。 1月3日，据能源媒体OilPrice的Michael Kern报道，在人工智能（AI）数据中心急剧扩张和汽车电气化进 程加速的背景下，全球电力需求的增长速度已达到总能源需求增速的两倍，而能源行业正迎来关键转折 点。 传统的间歇性可再生能源已无法满足现代经济对全天候（24/7）稳定基荷电力的需求， 核能尤其是小型模 块化反应堆（SMRs），正被视为解决这一供需矛盾的关键路径。 与传统的大型核电项目不同，SMR通过将建设周期缩短至3-5年并降低初始资本门槛，试图规避传统大型 核电项目动辄数百亿美元的财务黑洞，将核能从"大型工程"转化为"工业产品"。 这一转变最显著的特征是驱动力的变化：私营部门尤其是科技巨头已取代政府成为核电复兴的主角。微 软、谷歌、 ...

智通财经APP获悉，中广核矿业(01164)盘中涨近9%，截至发稿，涨6.79%，报3.46港元，成交额2.52亿 港元。 国金证券发布研报称，供给端，铀一次供应在矿山复产带动下短期回升，中长期一次供应能力面临持续 衰减；二次供应中短期难形成有效增量。需求端看，核电装机在能源安全、清洁能源转型及AI电力需 求推动下稳步增长，全球天然铀供需缺口仍将持续存在。供给偏紧预期下铀长协价持续上行。 消息面上，据央视新闻报道，2025年12月24日，日本东京电力公司社长小早川智明称，将于2026年1月 20日重启该国最大核电站柏崎刈羽核电站6号机组反应堆。还有市场消息称，日本东京电力将在10年内 向核电和可再生能源投资11万亿日元。此外，中广核两台"华龙一号"核电机组近日开始装料。 ...

Core Insights - The nuclear energy sector is experiencing a pivotal moment, driven by the explosive growth in energy demand due to artificial intelligence and electric vehicle adoption, with Small Modular Reactors (SMRs) emerging as a key solution [1][2]. Group 1: Industry Trends - Global electricity demand is growing at twice the rate of total energy demand, necessitating stable baseload power that traditional intermittent renewable sources cannot provide [1]. - SMRs aim to transform nuclear energy from large-scale projects into industrial products by reducing construction time to 3-5 years and lowering initial capital requirements [1][3]. - The shift in nuclear energy's driving force from government to private sector, particularly technology giants like Microsoft, Google, Amazon, and Oracle, marks a significant change in the industry [1][6]. Group 2: Economic Viability and Challenges - The economic feasibility of SMRs hinges on transitioning from custom-built to factory mass production, with the next five years being critical for the industry's survival [2][8]. - The International Energy Agency (IEA) projects that annual investments in SMRs could reach $25 billion by 2030, but establishing the first factory is costly and requires overcoming significant initial barriers [8]. - The average cost target for SMRs is $2,500 per kilowatt, but achieving this requires producing around 3,000 units to realize true economies of scale [8]. Group 3: Market Opportunities - SMRs have substantial potential in the industrial heating sector, with a projected market value of $1.5 trillion by 2050, particularly for high-temperature applications currently reliant on fossil fuels [9]. - SMRs are also being explored for seawater desalination in regions like the Middle East and North Africa, with costs for freshwater production becoming economically viable [9]. Group 4: Supply Chain and Geopolitical Factors - The development of SMRs faces challenges related to fuel supply, particularly high-assay low-enriched uranium (HALEU), with geopolitical factors affecting stability [10]. - Western countries are working to diversify uranium supply chains, but new mining operations take 7-10 years to establish, impacting the timeline for SMR deployment [10]. Group 5: Corporate Initiatives - Major tech companies are actively engaging in the nuclear sector through long-term power purchase agreements (PPAs) and investments in SMR projects, providing the necessary order certainty for manufacturers [7][11].

转自：成都日报锦观 利哈乔夫对俄媒说，俄国家原子能公司和俄国家航天集团在月球轨道站和兆瓦级火箭发动机项目上开展 合作，这是核能对近地和深空探索的贡献，原型发动机应在2030年前研制成功。 利哈乔夫说，近年来，俄国家原子能公司在100多个高科技新领域的研发取得进展，在核医学和核聚变 领域开发了很多新项目。2025年，该公司的海外订单总额增至2000亿美元，来自海外项目的收入达到 165亿美元。 2030年前研制出核动力航天发动机原型 据新华社符拉迪沃斯托克1月4日电（记者 孙萍） 俄罗斯国家原子能集团公司首席执行官利哈乔夫3日 说，该公司计划到2030年前研制出兆瓦级核动力航天发动机原型。 俄宣布 ...

点击 最 下方 关注《材料汇》 ， 点击"❤"和" "并分享 添加 小编微信 ，寻 志同道合 的你 正文 （ 如需报告全文请告知小编 ） 2025年，英国原子能管理局（UK Atomic Energy Authority，UKAEA）发布新版 聚变材料路线图 ，拓展 了 实现可持续聚变能源必须攻克的关键材料范畴 ，为未来技术突破指明了方向。 路线图指出， 到2028年 ，锂增殖氚创新计划（LIBRTI）将生成第一组数据，用于球形托卡马克能源生 产计划（STEP）的材料仍处于长交付周期状态； 到2035年 ，国际聚变材料辐照设施-示范导向中子源项目（IFMIF-DONES）将投运，用于STEP的材料 将处于短交付周期状态。 到本世纪40年代初期 ，STEP首次实现等离子体放电。 路线图从"模拟聚变环境""构建材料供应链，助力绿色、可持续的商业化聚变"和"开发预测模型，确保 材料合格"三个维度，分近期（2025年-2035年）和长期（21世纪40年代及以后）两个层级，介绍了聚变 材料的发展目标。 （1）模拟聚变环境 近期： 建立在相关温度、强磁场（20T）和应变（+/-0.5%）条件下，辐照、处理和测试 高温超导 ...

（文章来源：21世纪经济报道） 2026核聚变能科技与产业大会将于2026年1月16日至17日在安徽合肥举办。此次大会将在合肥庐阳区聚 变堆主机关键系统综合研究设施（CRAFT）园区召开，主题为"聚核之力，创见未来"，旨在促进核聚 变产业链上下游协同创新与成果转化，届时核聚变产业资金、产业技术合作有望加速。 开源证券称，可控核聚变装置研发建设正稳步推进，BEST、星火一号、先觉聚能、环流四号项目有望 陆续开工，核心部件订单有望持续释放；TMTG并购TAE打造全球首家商业聚变上市公司，有望提振 FRC板块情绪。 ...

Group 1 - The core viewpoint of the article is that Russia plans to develop a megawatt-class nuclear-powered spacecraft engine prototype by 2030, highlighting the collaboration between the Russian State Atomic Energy Corporation and the Russian State Space Corporation for lunar orbital station and rocket engine projects [1] - The Russian State Atomic Energy Corporation has made progress in over 100 high-tech new fields, particularly in nuclear medicine and nuclear fusion, indicating a strong focus on innovation and development [1] - By 2025, the total value of overseas orders for the Russian State Atomic Energy Corporation is expected to reach $200 billion, with revenue from overseas projects projected to be $16.5 billion [1] Group 2 - Two battery plants being constructed by the Russian State Atomic Energy Corporation in Kaliningrad and the New Moscow region are set to commence commercial operations in 2026, which will supply charging batteries for 100,000 cars annually [1]