缺电，简直让美国陷入了疯狂。 近日，美国能源部幕僚长在一次能源会议上直言，政府介入私人市场的角色是神圣不可侵犯的——但现在电力紧张局面已经让美国处于"国家紧急 状态"。 不仅如此，近日美国能源部还宣布重组，撤销拜登政府设立的清洁能源部门，新增碳氢化合物和地热能源办公室、聚变办公室。目的很简单，就 是要弱化风电、光伏等新能源发电，重点发展天然气发电、煤炭发电，及核聚变发电。 在之前，ESG在西方大行其道，高碳高污染的化石能源就是它们眼中钉，肉中刺一样的脏资产，就连核电也被ESG投资者唾弃。 如今，这个绿色环保人设被他们自己抛之脑后。 美国政府宣布，将直接采购并拥有多达10座新建大型核反应堆，整个项目投资规模高达数千亿美元，包括动用日本承诺的5500亿美元投资。 面对这场"电力荒"，传统能源和可再生能源因为都有各自明显短板，罕见被各大科技巨头和政府们所抛弃。 不仅如此，为了能更快供电，美国还发放了10亿美元贷款用于重启三里岛核电站，就因为比起新建一座核电站，重启核电站要快得多。 这个1979年美国最严重核事故、导致美国加强铀矿资源管制的的发生地，在沉寂40年后竟再次获得美国能源部10亿美元专项贷款用于重建，而其 ...

01 美国政府正考虑允许英伟达对华出售H200芯片 11月22日，据环球网援引路透社报道，特朗普政府正考虑批准向中国出口美国芯片制造商英伟达的H200人工智能芯片。报道援引知情人士消息称， 负责监管美国出口管制的美国商务部正就改变对华出口限制一事进行审查，并称相关计划可能会发生变动。 报道指出，这一决定得益于中美双边关系缓和，这为美国先进技术对华出口提供前景。消息人士告诉路透社，美国商务部正在审查是否更改此类政 策。报道称，美国商务部暂未对此作出回应，英伟达尚未就此直接置评。 05 电车续航有望突破1000公里！国内首条大容量全固态电池产线建成 02 周末利好来袭 11月23日，长鑫存储正式发布其最新DDR5产品系列：最高速率达8000Mbps，最高颗粒容量24Gb，并同步推出覆盖服务器、工作站及个人电脑全领 域的七大模组产品。长鑫存储现场展示了最新DDR5系列产品，以及最高速率10667 Mbps、最高颗粒容量16Gb的最新LPDDR5X移动端内存。据称， 这两大产品系列速率、容量双维度均位居业界第一梯队，标志着国产存储芯片具备与国际一线大厂同台竞技的技术实力。 卫星物联网、核电领域均有利好消息传出。工业和 ...

（文章来源：人民网） 漳州核电2号机组并网发电。受访者供图 "华龙一号"是我国具有完整自主知识产权的三代核电技术，是当前核电建设的主力堆型。漳州核电是"华龙一号"批量化建设始发地，规划建设6台"华龙一 号"核电机组。截至目前，漳州核电1号机组已安全稳定发电超88亿度，2号机组预计在年内投入商运，3、4号机组处于土建安装阶段，5、6号机组正在推 进前期工作。 "该基地建成后，预计每年可提供超600亿度的清洁电能，据估算将满足福建南部地区厦门市、漳州市用电总和的75%，改善福建省'北电南送'的电力格 局。"漳州核电相关负责人说。 "从'华龙一号'示范工程到批量化工程，漳州核电1号和2号机组反应堆功率提升了4.4%，相当于1年多发4.4亿度电；1号机组首次换料周期达到了442天，运 维成本进一步降低。"中核集团中国核动力研究设计院副总工程师、"华龙一号"批量化总设计师崔怀明在接受记者采访时表示，"华龙一号"批量化工程也 带动了上下游产业链5400多家企业共同成长，反应堆压力容器等主设备的制造工艺和原材料得到了国产化验证，具有完全自主知识产权的安全级DCS"龙 鳞"系统等成功实现应用，进一步提升了核电产业链自主可控。 ...

Group 1 - Nokia plans to invest $4 billion to expand its R&D and manufacturing capabilities in the United States, with approximately $3.5 billion allocated for R&D and $500 million for capital expenditures in Texas, New Jersey, and Pennsylvania [2] - The first large-capacity all-solid-state battery production line in China has been established, capable of mass production of automotive-grade all-solid-state batteries with over 60 ampere-hours [2] - China successfully launched the Communication Technology Test Satellite No. 21, which will be used for satellite communication, broadcasting, and data transmission [2] Group 2 - The world's largest "Hualong One" nuclear power base, the Fujian Zhangzhou Nuclear Power Unit 2, has successfully connected to the grid for the first time, marking significant progress in the batch construction of "Hualong One" [3] - The first mass production prototype of Xiaopeng Motors' land aircraft carrier has rolled off the production line, indicating the imminent mass production phase of this innovative vehicle [2]

Core Insights - The world's largest "Hualong One" nuclear power base has successfully connected its second unit to the grid, marking a significant milestone in China's nuclear energy development [3][4] - The Hualong One technology is recognized as a key national asset, showcasing China's capability in developing third-generation nuclear power technology with complete independent intellectual property rights [3][4] Group 1: Project Overview - The Zhangzhou nuclear power base is the starting point for the batch construction of the Hualong One reactors, with plans to build six units of one million kilowatts each [3] - Once fully operational, the base is expected to generate 60 billion kilowatt-hours of electricity annually [3] Group 2: Environmental Impact - The combined annual electricity generation of the first and second units is projected to reach 20 billion kilowatt-hours, which will reduce carbon dioxide emissions by approximately 16 million tons [3] - This reduction is equivalent to saving over 6 million tons of standard coal each year [3] Group 3: Technological Advancements - The China Nuclear Power Research and Design Institute has developed several key systems for the Hualong One, including the nuclear safety-grade DCS "Dragon Scale" system, control rod position system, core measurement system, and rod power supply system [4] - These advancements represent a significant step in achieving domestic innovation in nuclear technology, with all main equipment designed and manufactured using mature domestic processes and materials [4]

新华社福州11月22日电 （记者 吴剑锋）22日9时32分，全球最大"华龙一号"核电基地——漳州核电2号 机组首次并网成功，正式向电网送出第一度电。至此，"华龙一号"批量化建设一期工程两台机组全部并 网发电。 漳州核电2号机组于2020年9月4日开工建设，历经土建工程、设备安装、系统调试等过程，于2025年10 月11日装载核燃料，2025年11月3日反应堆首次临界。漳州核电2号机组首次并网发电后，经现场确认， 机组状态良好，各项技术指标均符合设计标准。后续，机组将按计划开展系列试验，进一步验证机组性 能，确保满足商业运行条件。 截至目前，漳州核电1号机组已安全稳定发电超88亿度，2号机组预计在年内投入商运，3、4号机组处于 土建安装阶段，5、6号机组正在扎实推进前期工作。作为"十四五"期间投产的重点项目，漳州核电1、2 号机组投产后，年发电量预计可达200亿度，可减少二氧化碳排放约1600万吨，相当于每年减少标准煤 消耗超600万吨。 漳州核电规划建设6台"华龙一号"核电机组。基地全面建成后，预计每年可提供超600亿度的清洁电能， 据估算将可以满足福建南部地区厦门市、漳州市用电总和的75%，能够有效改善福建 ...

Group 1: Industry News - The first large-capacity all-solid-state battery production line in China has been completed, capable of mass production of automotive-grade all-solid-state batteries with a capacity of over 60Ah, with energy density nearly double that of existing batteries, enabling over 1000 km range for vehicles after usage [1] - The Ministry of Industry and Information Technology announced the official launch of commercial trials for satellite IoT services, which connect various IoT devices through satellite communication technology, providing wide-area IoT connectivity for data collection terminals and transportation tools [1] - The National Internet Information Office and the Ministry of Public Security have drafted regulations for personal information protection on large online platforms, aimed at standardizing personal information processing activities and promoting healthy development of the platform economy [2] Group 2: Company News - Aerospace Electric has reported that its focus on expanding into semiconductor testing and data center sectors is progressing as expected, with related products already receiving bulk orders [3] - Changying Precision has indicated that its early engagement in the robotics sector has been primarily with overseas brands, contributing 35 million yuan in revenue from two overseas brands in the first half of the year, with total deliveries of humanoid robot components exceeding 80 million yuan by the end of August [3] - The company is actively expanding production in response to accelerating new orders for humanoid robots from overseas, while also establishing connections with over 30 domestic clients, with revenue expected to be released gradually starting from Q1 next year [3]

Group 1: Satellite IoT Business Launch - The Ministry of Industry and Information Technology announced the official launch of commercial trials for China's satellite IoT business on November 22 [2][4] - The satellite IoT business connects various IoT devices through satellite communication technology, providing wide-area connectivity for terminals and vehicles, with a two-year trial period aimed at enriching the satellite communication market supply [4][9] - The launch of the satellite IoT commercial trials is expected to generate significant demand for satellite launches, thereby driving rapid development in the satellite manufacturing and rocket launch industries [9] Group 2: Nuclear Power Development - The world's largest "Hualong One" nuclear power base, the Fujian Zhangzhou Nuclear Power Unit 2, successfully connected to the grid for the first time on November 22, marking significant progress in the batch construction of "Hualong One" [11][13] - Unit 2 began construction on September 4, 2020, and is expected to load nuclear fuel by October 11, 2025, with plans for a series of tests to ensure it meets commercial operation conditions [13][15] - The Zhangzhou nuclear power base is planned to have six "Hualong One" units, which, when fully operational, are expected to provide over 60 billion kilowatt-hours of clean electricity annually, meeting 75% of the electricity demand for Xiamen and Zhangzhou in southern Fujian [17]

漳州核电是目前全球最大的"华龙一号"核电基地，规划建设6台核电机组。基地全面建成后，预计每年 可提供超600亿度的清洁电能，据估算将可以满足福建南部地区厦门市、漳州市用电总和的75%。 截至目前，漳州核电1号机组已安全稳定发电超88亿度，2号机组预计在年内投入商运，3、4号机组处于 土建安装阶段，5、6号机组正在扎实推进前期工作。作为"十四五"期间投产的重点项目，漳州核电1、2 号机组投产后，年发电量预计可达200亿度，可减少二氧化碳排放约1600万吨，相当于每年减少标准煤 消耗超600万吨。中核集团供图 本报讯（记者 孙杰）昨天9时32分，中核集团旗下中国核电投资控股的漳州核电2号机组首次并网成 功，正式向电网送出第一度电。至此，"华龙一号"批量化建设一期工程两台机组全部并网发电。 "华龙一号"是我国研发设计的具有完整自主知识产权的三代压水堆核电创新成果。目前"华龙一号"已成 为全球在运、在建机组总数最多的第三代核电技术，是当前核电建设的主力堆型，标志着中国核电技术 与综合竞争力跻身世界第一方阵，充分印证了"中国方案"的先进可靠。 ...

Macro Dynamics - The National Internet Information Office and the Ministry of Public Security have released a draft for public consultation regarding the "Regulations on Personal Information Protection for Large Internet Platforms," which mandates that personal information collected within China must be stored domestically [2][3] - The draft encourages large internet platform service providers to innovate in technologies, products, and services related to personal information protection and to participate in the formulation of international standards and rules for personal information protection [3] Market Data - The Nasdaq Composite Index rose by 0.88% on November 21, with major tech stocks showing mixed results; Oracle fell over 5%, while Google and Intel rose over 3% and 2% respectively [11] - The Nasdaq China Golden Dragon Index increased by 1.23%, with notable gains from NIO, Bilibili, and Li Auto [12] Company Dynamics - China Energy Construction Group has appointed Ni Zhen as the new Party Secretary and Chairman, replacing his previous role as General Manager [13] - Jiangsu Railway Group has appointed Ma Tengfei as the new Party Secretary and Chairman, marking a significant leadership change [14][15] - Meituan announced the establishment of "Rider Apartments" nationwide, providing rental subsidies to riders to ensure their rent remains below market levels [16] - Shenzhen Zhaowei Electromechanical Co., Ltd. and Maiwei (Shanghai) Biotechnology Co., Ltd. have received approval from the China Securities Regulatory Commission for their IPOs in Hong Kong [17]