中共中央政治局会议：统筹国内经济工作和国际经贸斗争，根据形势变化及时推出增量储备政 策。 中国一季度规模以上工业企业利润由降转增，同比增长0.8%。 中国六部门：下调离境退税起退点至200元，现金退税限额上调至2万元。 国家市场监管总局：长和港口交易各方不得采取任何方式规避反垄断审查。 今年核电项目开闸，国常会核准10台新机组，拉动超2000亿投资。 特朗普：谈成200份协议，美日协议"非常接近"，关税不太可能再暂缓90天。 美联储金融稳定报告：多种资产估值处高位，美债收益率高企，贸易升至头号风险。 俄方称普京与美特使确认，俄愿无先决条件与乌谈判，双方讨论了恢复俄乌直接谈判的可能性。 泽连斯基公布与特朗普会晤细节，强调实现全面、无条件停火。 美伊第三轮间接会谈结束，伊朗会后称双方仍存在分歧；媒体称特朗普表示愿与哈梅内伊或佩泽 希齐扬会面。 印巴周四晚在克什米尔实控线附近小规模交火，巴防长发出"全面战争"警告；地缘冲突升级，周 五印度股债汇三杀。 提醒：周一中国国新办将就稳就业稳经济推动高质量发展政策措施有关情况举行发布会。 ...

Group 1: Nuclear Power Projects Approval - The State Council approved several nuclear power projects, including the Zhejiang Sanmen Phase III, marking the first approval of domestic nuclear power projects in 2025, with a total investment exceeding 200 billion yuan [1] - A total of five projects and ten new units were approved, maintaining a consistent approval pace with over ten units approved annually since 2022 [1] - The new projects will utilize domestically developed third-generation nuclear technology, including eight Hualong One units [1] Group 2: Nuclear Power Industry Growth - China has the largest operational and under-construction nuclear power capacity globally, with 58 operational units and a total installed capacity of 60.96 million kilowatts [2] - In 2024, the investment in nuclear power construction reached 146.9 billion yuan, a historical high, reflecting a growth of 52 billion yuan from the previous year [2] - Nuclear power contributes significantly to electricity supply, especially in coastal regions, with five provinces generating over 20% of their electricity from nuclear power [2] Group 3: Global Nuclear Energy Trends - Major tech companies, including Google and Amazon, have committed to tripling global nuclear energy generation by 2050, highlighting the growing importance of nuclear energy in meeting future electricity demands [3] - The demand for electricity from data centers, particularly for AI operations, is expected to increase significantly, making nuclear energy a viable option for stable and clean power supply [3] Group 4: Investment Opportunities in Nuclear Sector - Companies involved in nuclear technology and equipment are expected to benefit from the accelerated approval of third-generation nuclear units and ongoing developments in fourth-generation and SMR technologies [4] - Specific companies to watch include Dongfang Electric, which is poised to benefit from the upcoming nuclear construction cycle, and China National Nuclear Corporation, which has a comprehensive nuclear technology industrial system [5][6] - China General Nuclear Power Corporation reported a revenue increase of 4.06% in the first three quarters of 2024, indicating stable performance amid rising operational costs [6]

浙商证券表示，根据《中国核能发展与展望（2023）》，预计到2035年，我国核能发电量在总发电量的 占比将达到10%，相比2022年翻倍。从行业格局上看，核电运营牌照较为稀缺，目前仅中广核、中核、 国家电投和华能四家企业具备资质，而伴随着我国核电技术的发展，目前三代技术已成为主流，四代技 术也加速突破。 此外，据东北证券，根据中国核建招股说明书，核电建设投资中，建筑和安装总投资占比约20%。根据 《华龙一号核电工程造价及控制措施研究》，假设每台机组投资额为187亿元，预计十五五期间核建行 业平均每年新签订单337-374亿元，行业未来景气向好。 据智通财经报道，4月27日举行的协会2025春季核能可持续发展国际论坛上，生态环境部副部长、国家 核安全局局长董保同介绍，我国核电已进入大规模建设高峰期，已颁发建造许可证的机组31台，核准待 建机组13台，未来还将有新的机组核准，在建规模高于世界其他国家的在建规模总和，世所未有、史所 未有。 他提出加快推进核电标准化设计等建议，尽快固化华龙、国和等主力堆型设计，以标准化设计和批量化 建设带动核电建设提质增效、安全性可靠性持续提升。 公司方面，据国信证券表示， 唯二核电 ...

Domestic News - The draft of the National Development Planning Law has been submitted for review by the Standing Committee of the National People's Congress [2] - JD.com plans to recruit 100,000 full-time delivery personnel in the next three months, with a starting salary of 5,000 yuan [2] - The National Bureau of Statistics reported a 0.8% increase in profits for large-scale industrial enterprises in the first quarter of 2025 [2] - Six departments have issued a document to optimize the outbound tax refund policy, lowering the starting point for refunds and raising the limit to 20,000 yuan [2] - The State Administration for Market Regulation has stated that parties involved in the Longhe Port transaction must not evade antitrust reviews [2] - The approval for domestic nuclear power projects has been opened for the first time in 2025, with the State Council approving 10 new units, potentially driving over 200 billion yuan in investment [2] - The State Taxation Administration announced that those meeting relevant conditions for "second home to first home" can enjoy individual income tax deductions on housing loan interest [2] - The Ministry of Commerce aims to create a number of international consumer aggregation areas and inbound consumption-friendly business circles, with the finance department studying special funding support [2] - A press conference was held by the State Council Information Office on April 28 regarding policies for stabilizing employment and promoting high-quality economic development [2] International News - Sources indicate that the European Central Bank is generally inclined to support a rate cut in June [2] - Polls show that Trump's approval rating during his first 100 days is the lowest for any U.S. president in 80 years [2] - The Pakistani Defense Minister believes that escalating conflicts with India will not lead to mutual nuclear strikes [2] - Trump stated that comprehensive tariff measures will allow him to cut income taxes for individuals earning less than $200,000 annually [2] - Lee Jae-myung has been elected as the presidential candidate for South Korea's Democratic Party, with the Supreme Court expected to rule on his case in May [2] - The Iranian port that experienced an explosion has resumed cargo imports and exports, with improper storage of chemicals in containers being the cause of the explosion [2] - Trump mentioned that U.S. ships should pass through the Panama and Suez Canals for free, and tariffs will significantly reduce income taxes for many [2] - Regarding the Russia-Ukraine conflict, U.S. Secretary of State Rubio stated that the U.S. will not expand sanctions against Russia to avoid disrupting the peace process in Ukraine, while Trump noted positive progress in meetings with Zelensky, with future developments pending observation [2]

// 热点聚焦 // 1、 2025年国内核电项目审批首次开闸。国务院常务会议决定核准浙江三门三期工程等核电项目。以上新项目均采用自主三代核电技术，其中包含8台华 龙一号机组。核电工程历来是扩大有效投资的重要拉动力，以单台国产百万千瓦三代核电机组约200亿元的投资力度估算，此次新核准机组的投资总额超 过2000亿元。 2、 市场监管总局新闻发言人就长和港口交易事回答了记者提问称，高度关注有关交易，将依法进行审查。交易各方不得采取任何方式规避审查，未获批 准前，不得实施集中，否则将承担法律责任。 3、 商务部等六部门进一步优化离境退税政策，将离境退税起退点从500元下调至200元，将现金退税限额从1万元上调至2万元，且同步推动退税商店增量 扩容、丰富退税商品供给、提高退税便捷度。税务总局配套修订《境外旅客购物离境退税管理办法》，进一步推出离境退税便利化措施。 4、 "二套转首套"可享受住房贷款利息个税专项扣除。国家税务总局12366纳税服务平台近日以热点问题答复形式表示，"二套转首套"满足相关条件，可 以自按照首套住房贷款利率开始还款的当月起享受住房贷款利息专项附加扣除。 5、 上周，A股市场三大股指周线集体翻 ...

27日召开的国务院常务会议决定核准浙江三门三期工程等核电项目。"在'双碳'目标驱动下，能源绿色 低碳转型持续推进，中国核能发展迎来新的战略机遇期。"杨长利说。 中国核能行业协会27日发布的《中国核能发展报告2025》蓝皮书显示，截至目前，我国在运、在建和核 准建设的核电机组102台、装机容量达到1.13亿千瓦，核电总体规模首次跃居世界第一。 （文章来源：经济日报） 当前我国正深入践行能源安全新战略，核能作为清洁能源，已成为能源体系中重要组成部分，更是能源 低碳转型的重要支撑。 不仅规模继续扩大，我国核电技术的自主创新能力也显著增强。去年，实现核电关键主设备100%国产 化以及关键零部件技术的自主可控。中国核能行业协会轮值理事长杨长利介绍，我国已形成三代压水 堆"华龙一号""国和一号"自主品牌，开发了具有四代特征的高温气冷堆、钠冷快堆，以及小型模块化反 应堆等先进核电技术。 核电行业稳步成长，离不开产业链供应链持续巩固提升。经过40年探索和实践，我国成为世界上少数拥 有完整核电工业体系的国家之一，在工程设计、工程建设、装备制造等方面积累了丰富经验和能力。积 极运用数字化和智能化手段，规模化应用先进建造技术，核电 ...

Group 1: Water Environment Protection - The State Council emphasizes the need for enhanced responsibility and mission in water pollution prevention, advocating for precise, scientific, and legal approaches to pollution control [1] - The ecological environment quality has improved significantly due to the "Blue Sky, Clear Water, and Clean Land" campaign, with a focus on addressing black and odorous water bodies and protecting water sources [1][2] - In 2024, the proportion of surface water quality in categories I to III reached 90.4%, an increase of 1.0 percentage points year-on-year, while the proportion of inferior category V water quality decreased to 0.6%, down by 0.1 percentage points [2] Group 2: Source Governance and Ecological Restoration - Future efforts will prioritize source governance over end-of-pipe treatment, integrating ecological considerations into water management, including the transformation of key industries and the recycling of water resources [3] - The meeting highlighted the importance of monitoring and managing pollution sources, particularly from industrial, domestic, and agricultural sectors, to prevent exceeding discharge standards [1][2] Group 3: Child Welfare and Medical Security - The meeting addressed the welfare of disadvantaged children, emphasizing the need for a comprehensive service system that includes basic living guarantees, medical rehabilitation, public education, and psychological support [3] - The draft of the Medical Security Law aims to enhance the medical security policy framework, protect the rights of insured individuals, and strengthen the supervision of medical insurance funds [4] Group 4: Nuclear Power Development - The meeting underscored the necessity of ensuring safety in nuclear power development, mandating adherence to the highest global safety standards in the construction and operation of nuclear power units [4]

俄罗斯外长拉夫罗夫：俄罗斯尚未收到任何美国关于协助运营扎波罗热核电站的提议。 ...

Core Viewpoint - The Chinese government has approved the construction of 10 new nuclear power units, emphasizing the importance of safety in nuclear development [1][4]. Group 1: Project Approvals - The State Council approved five nuclear power projects, including the Zhejiang Sanmen Phase III and others, totaling 10 nuclear units [2]. - The approved projects involve major nuclear companies such as China General Nuclear Power Group, China National Nuclear Corporation, and State Power Investment Corporation [2]. Group 2: Investment and Technology - Each of the 10 third-generation nuclear units, including the Hualong One and CAP1000 designs, has an investment exceeding 20 billion yuan, leading to a total investment of over 200 billion yuan for all units [2]. - The continuous approval of 10 units annually for four consecutive years indicates a stable development pace in the nuclear sector [3]. Group 3: Industry Impact and Environmental Benefits - The nuclear power industry has achieved significant advancements in technology, project construction, and environmental benefits, with over 5,400 enterprises involved in the supply chain since the development of Hualong One [3]. - Nuclear power units can reduce coal consumption by 3 million tons annually compared to coal-fired power, leading to significant reductions in CO2 and SO2 emissions [3]. Group 4: Regional Distribution and Capacity - As of the end of 2024, China will have 102 nuclear power units in operation, under construction, or approved, with a total installed capacity of 113 million kilowatts, maintaining the world's leading position for two consecutive years [4]. - Guangdong province has the largest nuclear power capacity, with an installed capacity of 23 million kilowatts, followed by Fujian and Zhejiang [4].

Core Insights - The State Council has approved the construction of 10 new nuclear power units, marking the first approval of domestic nuclear projects in 2025, which is expected to drive over 200 billion yuan in investment [1] Investment and Economic Impact - The approved projects include the Zhejiang Sanmen Phase III project and will utilize domestically developed third-generation nuclear technology, specifically featuring 8 units of the Hualong One design [1] - Each new third-generation nuclear unit is estimated to require an investment of approximately 20 billion yuan, leading to a total investment exceeding 200 billion yuan for the newly approved units [1] Safety and Regulatory Measures - The meeting emphasized the necessity of ensuring safety in nuclear power development, mandating that construction and operational responsibilities be firmly held by participating and owning units [1] - It was highlighted that nuclear power units must be built and operated according to the highest global safety standards, with a focus on enhancing safety supervision capabilities [1]