在福建省福清市的海岸线上，一片巨型建筑群巍然屹立，与碧海蓝天构成一幅和谐图景。这里是福清核电站，中国自主三代核电技术"华龙一号"的全球首堆 所在地。来自阿富汗的留学生阿玛尔带着对核能的好奇与疑问，走进这片充满未来感的园区，探寻在能源转型与零碳未来里的中国步伐。 为了确保绝对安全，"华龙一号"的设计能抵御9级地震、17级超强台风，能在极端事故下自动启停。工程师们每年进行上百次应急演练，将安全融入每一个 细节。阿玛尔感叹着说道："这份严谨，背后是对亿万生命的负责。"这种对安全的极致追求，源于中国核电一路走来的艰辛历程。 站在核电站的观景平台上，远眺浩瀚海洋与厂区和谐共生，阿玛尔看到的不仅是一座先进的核电站，更是一个国家以长远眼光和坚实步伐，主动承担气候责 任、拥抱可持续发展的缩影。阿玛尔意识到，中国发展核电是为了在更长远的时间尺度上，为经济社会发展提供稳定、清洁的能源支撑。 今年正值"绿水青山就是金山银山"理念提出二十周年。在中国，从乡村的绿色蝶变到能源结构的深刻调整，这条绿色发展之路一脉相承，这片充满活力的土 地，正凭借自主创新的核心技术，秉持人与自然和谐共生的理念，在全球零碳征程中展现出愈发重要的大国担当。 ...

Company Overview - Jiangsu Shentong (SZ 002438) announced an investor meeting on December 23, 2025, with participation from Vice President and Board Secretary Zhang Qiang and Investor Relations Manager Zhang Jian [1] - As of the report, Jiangsu Shentong has a market capitalization of 7.9 billion yuan [1] Revenue Composition - For the first half of 2025, Jiangsu Shentong's revenue breakdown is as follows: - Nuclear power industry: 38.37% - Energy conservation and environmental protection industry: 18.78% - Metallurgy industry: 18.45% - Energy equipment industry: 17.05% - Other businesses: 7.35% [1]

Core Viewpoint - Tokyo Electric Power Company (TEPCO) plans to restart the Kashiwazaki-Kariwa Nuclear Power Plant Unit 6 on January 20, 2024, marking the first nuclear reactor restart under TEPCO since the Fukushima Daiichi nuclear disaster in 2011 [1][3]. Group 1 - TEPCO submitted a "pre-use confirmation" application to the Nuclear Regulation Authority of Japan, which is the final step for equipment inspection [3]. - The Kashiwazaki-Kariwa Nuclear Power Plant, located in Niigata Prefecture, has a total installed capacity of approximately 8.212 million kilowatts, making it the largest nuclear power plant in Japan [3]. - Following the Fukushima disaster, all nuclear reactors in Japan were temporarily shut down, and the Kashiwazaki-Kariwa plant was closed in 2012 [3].

12月24日，受假期影响，港股迎来半日市，上午收盘后即完成全天交易。市场整体呈现窄幅震荡格局，板块分化特征显著， 半导体、核电等板块逆势走强，航空股则持续承压。资金面方面，南向资金出现少量净卖出。 个股异动方面，多只个股因重大消息引发股价剧烈波动。百奥赛图-B(HK02315)大涨22.23%，报35.08港元，主要得益于公司 被调入港股通标的名单，自12月24日起生效，预计将吸引南向资金加大配置。 指数表现上，截至全天收盘，恒生指数微涨0.17%，报25818.93点。 恒生科技指数同步小幅上扬0.19%，报5499.30点。 从日内走势来看，市场开盘后维持窄幅波动，缺乏明确的方向性指引，交投氛围相对清淡，主要受假期临近全球市场流动性 收敛及投资者观望情绪影响。 板块表现呈现明显分化，科技相关及能源类板块成为今日市场核心亮点。半导体板块强势上扬，成为半日市领涨主线之一。 截至收盘，纳芯微(02676.HK)上涨4.56%，晶门半导体(02878.HK)涨3.53%，行业龙头中芯国际(HK00981)涨幅达3.12%，盘中 一度涨超5%。 核电板块同步走高，个股方面，中广核矿业(HK01164)领涨板块，涨幅 ...

Core Viewpoint - Tokyo Electric Power Company (TEPCO) plans to restart the No. 6 reactor at the Kashiwazaki-Kariwa Nuclear Power Plant on January 20, 2024, marking the first nuclear reactor to resume operations under TEPCO since the Fukushima disaster in 2011 [3]. Group 1 - TEPCO submitted a "pre-use confirmation" application to the Nuclear Regulation Authority of Japan for the No. 6 reactor, which is the final step before equipment checks [3]. - The Kashiwazaki-Kariwa Nuclear Power Plant, located in Niigata Prefecture, has a total installed capacity of approximately 8.212 million kilowatts, making it the largest nuclear power plant in Japan [3]. - Following the Fukushima disaster, all nuclear reactors in Japan were temporarily shut down, with the Kashiwazaki-Kariwa plant being closed in 2012 [3].

Group 1 - The Hong Kong stock market closed early on December 24 due to the holiday, with the Hang Seng Index rising by 0.17% and the Hang Seng Tech Index increasing by 0.19% [2] - Nuclear power stocks led the gains, with China General Nuclear Power Corporation rising over 5%; semiconductor stocks also performed well, with SMIC and Jingmen Semiconductor both up over 3%, and Huahong Semiconductor and Shanghai Fudan rising over 1% [2] - Other sectors that saw strength included dairy products, electrical equipment, food, non-ferrous metals, building materials, cement, and gold, while sectors such as film, lithium batteries, home appliances, domestic banks, port transportation, and innovative drugs were underperforming [2] Group 2 - Technology stocks experienced slight fluctuations, with Alibaba, Meituan, Xiaomi, JD.com, and Baidu all declining by less than 1% [3] - Individual stock movements included a 22.23% increase for Baidu's stock after being included in the Hong Kong Stock Connect, while Youjia Innovation fell over 7% and Cai Xing Toys dropped over 14% [3] Group 3 - The Hong Kong stock market will be closed all day on December 25 and 26 for the Christmas holiday [4]

Group 1 - The Hong Kong stock market closed early on December 24 due to the holiday, with the Hang Seng Index rising by 0.17% and the Hang Seng Tech Index increasing by 0.19% [1] - Nuclear power stocks led the gains, with China General Nuclear Power Corporation rising over 5% [1] - Semiconductor stocks also performed well, with SMIC and Jingmen Semiconductor both increasing by over 3%, while Huahong Semiconductor and Shanghai Fudan rose by over 1% [1] Group 2 - The article highlights a strong performance in the optical communication sector, with Cambridge Technology rising over 5% [1] - Other sectors that saw gains include dairy products, electric equipment, food, non-ferrous metals, building materials, cement, and gold [1] - Conversely, sectors such as film, lithium batteries, home appliances, domestic banks, port transportation, and innovative pharmaceuticals experienced declines [1] Group 3 - The semiconductor sector showed slight fluctuations, with major companies like Alibaba, Meituan, Xiaomi, JD.com, and Baidu experiencing declines of less than 1% [2] - Individual stock movements included a significant rise of 22.23% for Baidu's stock after being included in the Hong Kong Stock Connect, while Youjia saw a drop of over 7% [4] - The article notes that over 3,800 stocks rose, with commercial aerospace and chip concepts experiencing a surge, and Zhongjin Resources rising over 6% [6]

扎波罗热核电站公告：俄方已颁发一号机组运行许可证。 来源：央视新闻客户端 End 欢迎分享给你的朋友！ 出品 | 中国能源报（c n e n e rg y） 责编 | 李慧颖 扎波罗热核电站12月23日发布公告称，其1号机组获得俄罗斯联邦技术监督局颁发的运行 许可证。该许可证依照俄罗斯联邦关于利用原子能领域的法律法规及规范性文件要求核 发，有效期为1 0年。 扎波罗热核电站1号机组于1984年12月1 0日正式投入运行，其原设计运行寿命此前已延长 至2 0 2 5年1 2月25日。核电站方面表示，此次获得许可证是确保该电站机组在超过设计使 用年限的情况下长期、安全运行的关键一步。 公告强调，包括1号机组在内的扎波罗热核电站所有机组目前均处于"冷停堆"状态。此次 获得的许可证为未来改变1号机组运行状态创造了法律条件，但是否做出改变仍需另行决 定，并必须完全满足许可证所规定的全部要求，特别是有关安全保障的各项措施。 ...

Market Performance - The Hang Seng Index closed up 0.13% at 25,808.9 points, while the Technology Index rose 0.14% to 5,496.52 points, and the National Enterprises Index fell 0.03% to 8,911.15 points [2][4]. Semiconductor Sector - Semiconductor stocks saw strong gains, with notable increases from companies such as Naixin Micro (up 4.38%), Jingmen Semiconductor (up 3.53%), and SMIC (up 2.54%) [4][5]. - SMIC has implemented a price increase of approximately 10% on certain wafer foundry capacities, which is expected to be fully realized in the short term [5][6]. Light Communication Sector - Light communication stocks also rose, benefiting from accelerated infrastructure development for computing power, with Cambridge Technology increasing by 5.54% and Changfei Optical Fiber and Cable by 3.11% [8][9]. Nuclear Power Sector - Nuclear power stocks were boosted by expectations of rising uranium prices, with China General Nuclear Power Group's mining subsidiary up 5.33% and China Nuclear International up 2.99% [10][11]. - Goldman Sachs projects that uranium prices will rise to $91 per pound by the end of 2026, up nearly 20% from the current level of about $76 [11]. Lithium Battery Sector - Lithium battery stocks rebounded, with Hongqiao Group rising 3.23% and Caike New Energy up 2.56%, supported by stabilizing lithium prices and optimistic market sentiment regarding future demand [12][13]. Aviation Sector - The aviation sector continued to face pressure, with major airlines like China National Aviation and China Eastern Airlines experiencing declines of 1.73% and 1.16%, respectively, due to a significant number of flight cancellations on routes between China and Japan [14][15]. Individual Stock Movements - Baiaosaitu saw a significant increase of 22.23% after being included in the Hong Kong Stock Connect [16]. - Color Star Technology dropped 14.71% following the announcement that its licensing agreement for the "Teenage Mutant Ninja Turtles" franchise will not be renewed after 2027 [17].

因平安夜、圣诞节，港股下午开始休市。受假期影响，港股三大指数上午表现平淡，依旧呈现窄幅震荡 行情，恒生指数盘中曾直线冲高至0.45%，最终收涨0.17%，国企指数微幅上涨0.01%，恒生科技指数涨 0.19%。 盘面上，权重科技股波动不大，快手、网易、腾讯、小米飘红，阿里巴巴、百度小幅下跌；半导体芯片 股走势活跃，据称已经对部分产能实施了涨价，涨幅约为10%，中芯国际一度涨超5%；高盛预计铀价 仍有20%上涨空间，核电股集体上涨，中广核矿业涨幅居前；钢铁股、铝业股、军工股多数呈现上涨行 情。 另一方面，据报明年1月近2200班来往中日航班取消，三大航空股齐跌，中国南方航空公司录得4连跌行 情，影视股、煤炭股、苹果概念股、生物科技股集体弱势。 注：因平安夜、圣诞节，港股今日(24日)下午、周四(25日)、周五(26日)休市，共休市2.5个交易日。(格 隆汇) ...