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]

Core Insights - China Fusion Energy Co., Ltd. made its debut at the 25th China International Industry Fair, showcasing its technology and business layout [1] - The company aims for commercial fusion energy by 2050, following the typical nuclear energy development path of experimental, demonstration, and commercial reactors [1] - A new fusion experimental device named "China Circulation No. 4 (HL-4)" will be established in Shanghai to validate the high-temperature superconducting magnets developed there [1] Company Overview - China Fusion Energy Co., Ltd. has a registered capital of 15 billion yuan and was officially established just over two months ago [1] - The company is conducting joint research and development in Shanghai and Chengdu [1] Industry Context - The establishment of the new experimental device aligns with the broader goals of advancing controllable nuclear fusion technology in China [1] - The focus on high-temperature superconducting magnets is critical for the success of future fusion energy projects [1]

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 ...

Core Insights - The visit of the French media group to the Daya Bay Nuclear Power Station highlights the long-standing cooperation between China and France in the nuclear energy sector [1][3] - Daya Bay Nuclear Power Station, China's first million-kilowatt commercial nuclear power plant, was constructed with significant technical support from French experts, marking a pivotal moment in Sino-French collaboration [3][5] - China General Nuclear Power Group (CGN) has evolved into the largest nuclear power enterprise in China, operating 28 units and constructing 20 additional units, showcasing rapid growth and innovation in the industry [3][5] Group 1 - The Daya Bay Nuclear Power Station was initiated in 1987 and symbolizes the successful partnership between China and France in nuclear technology [3] - CGN has developed its own third-generation nuclear technology, "Hualong One," demonstrating the ability to absorb and innovate upon foreign technology [3][5] - The visit underscored the transformation of personnel exchanges, with Chinese engineers who trained in France now holding significant positions, while French technicians are also learning from Chinese practices [5] Group 2 - The French media group expressed interest in expanding cooperation beyond nuclear energy, particularly in renewable energy sectors such as photovoltaics, solar energy, and offshore wind power [5] - The collaboration between China and France in the energy sector is seen as a model of equal and respectful international cooperation, aligning with the friendly relations between the two nations [5] - The historical cooperation in nuclear energy serves as a testament to the enduring friendship between China and France and reflects a shared vision for a cleaner energy future [5]

Group 1: Core Insights - The visit of President Trump to the UK from September 16-18 was marked by large-scale protests against him, reflecting public discontent with the perceived imbalance in the "special relationship" between the US and the UK [1][7] - Despite the protests, the British royal family organized a grand welcome ceremony for Trump, emphasizing the ongoing diplomatic ties between the two nations [1][4] - A significant technology cooperation agreement was signed between the UK and the US during Trump's visit, focusing on AI, quantum computing, and nuclear energy, with the UK aiming to attract substantial US investments [7][8] Group 2: Investment and Economic Implications - The technology cooperation agreement is expected to secure a strong position for US AI companies in the UK market, with US firms committing to invest £150 billion (approximately $204 billion) in the UK [8] - Notable investments include £90 billion (approximately $122 billion) from Blackstone over the next decade, £22 billion from Microsoft over four years, and £5 billion from Google for data center expansion [8] - The UK government anticipates that these investments will create 7,600 jobs, signaling confidence in the UK's industrial strategy [8][9] Group 3: Political Context and Reactions - The visit occurred amid political challenges for UK Prime Minister Starmer, who had to manage the fallout from the dismissal of the UK ambassador to Washington due to his ties with Jeffrey Epstein [7][10] - Critics have raised concerns about the nature of the investments, suggesting they may not address the UK's long-standing issues with attracting venture capital for startups [10][11] - The US tech industry has been pressuring the UK to lower its digital services tax and amend regulations perceived as unfavorable to American companies [11]

Group 1 - The core viewpoint of the articles highlights the escalating tensions between Russia and Ukraine, particularly focusing on recent military actions and their implications for regional security [1][2][3][7]. - Ukrainian President Zelensky reported that Russia launched approximately 580 drones and 40 missiles in a nighttime attack, resulting in 3 deaths and dozens of injuries across various regions including Dnipro and Kyiv [2][3]. - The Zaporizhzhia nuclear power plant was targeted by Ukrainian forces, with drones attacking a training center, although no severe damage or casualties were reported [4][5]. Group 2 - The European Union officials condemned Russia's military aircraft entering Estonian airspace as "extremely dangerous" and "unacceptable," prompting NATO to scramble fighter jets for interception [7][8]. - The incident involving Russian aircraft occurred amidst ongoing tensions in the region, with previous reports of drones entering Polish airspace, attributed to Russia, which Russia denied [8]. - The EU plans to discuss collective responses to Russia's actions at an upcoming leaders' meeting in Copenhagen [7].