扎波罗热核电站是欧洲最大核电站之一。2022年2月乌克兰危机全面升级后，俄方控制了扎波罗热核电 站。此后，该核电站多次遭到炮击或无人机攻击，引发国际社会担忧。（总台记者 程谟） 扎波罗热核电站外部输电线路9月23日被切断，俄乌双方均指责系对方炮击导致。据今日俄罗斯通讯社 报道，由于乌军炮击不断，无法对受损输电线路进行修复作业。 当地时间10月18日，总台记者获悉，在建立停火区以保障作业安全后，扎波罗热核电站受损外部输电线 路的修复工作在停工四周后重新启动。 ...

Group 1 - The repair work for the damaged external power lines of the Zaporizhzhia Nuclear Power Plant has resumed after a four-week halt, following the establishment of a ceasefire zone to ensure safety during operations [3] - The external power lines were cut off on September 23, with both Russian and Ukrainian sides blaming each other for the artillery fire that caused the damage [3] - The Zaporizhzhia Nuclear Power Plant is one of the largest nuclear power plants in Europe and has been under Russian control since the escalation of the Ukraine crisis in February 2022 [3]

Core Insights - China's manufacturing sector has evolved from relying on imports to becoming the world's largest and most comprehensive manufacturing powerhouse, showcasing significant productivity and development [2] - The country is experiencing rapid advancements across various fields, with impressive economic indicators reflecting its growth [2][3] Economic Performance - China generates an average GDP of 243 million yuan and a goods import-export value of 83.2 million yuan every minute [2] - Daily production includes approximately 35,900 new energy vehicles and an increase of about 6,845 meters in high-speed rail operating mileage [3] Industry Transformation - Over 800 advanced manufacturing national standards are introduced annually, driving industry upgrades, alongside the addition of 919,600 5G base stations [3] - The transformation from a "world factory" to a high-value manufacturing and technology innovation economy is accelerating, with sectors like high-speed rail, nuclear power, 5G, and new energy vehicles leading the way [3]

Group 1 - High-quality development is the primary task for building a modern socialist country, emphasizing the need for a solid material and technological foundation [1] - During the "14th Five-Year Plan" period, China has effectively responded to various risks and challenges, leading to significant enhancements in economic, technological, and comprehensive national strength [1] - The successful launch of the world's first shield tunneling machine capable of continuous diameter changes marks a major breakthrough in urban rail transit construction [1] Group 2 - Emphasis on high-quality development tailored to local conditions, promoting new industries, models, and driving forces based on local resources and industrial foundations [2] - China has the largest R&D workforce globally, with 26 top technology innovation clusters and over 460,000 high-tech enterprises, with R&D investment expected to exceed 3.6 trillion yuan in 2024, a 48% increase from 2020 [2] - The national innovation capability ranking improved from 14th in 2020 to 10th in 2024 [2] Group 3 - The deep integration of technological and industrial innovation is transforming innovation potential into economic momentum, with high-tech manufacturing value added increasing by 42% since the end of the "13th Five-Year Plan" [3] - Domestic demand is the main driver of economic growth, contributing an average of 86.4% to economic growth during the first four years of the "14th Five-Year Plan" [3] - China's economy is projected to reach approximately 140 trillion yuan this year, with a consistent contribution of around 30% to global economic growth [3] Group 4 - The journey towards building a modern socialist country is marked by significant steps in economic development, fostering a spirit of hard work and unity [4]

Group 1 - Innovation has become the main engine for promoting high-quality development in China, with a shift from quantity to quality and from low-end to high-end industries [1][2] - During the 14th Five-Year Plan, China is focusing on developing new productive forces and integrating technological and industrial innovation, resulting in significant achievements [2] - By 2024, China's total R&D expenditure is expected to increase by nearly 50% compared to the end of the 13th Five-Year Plan, with R&D intensity reaching 2.69%, close to the OECD average [2] Group 2 - The digital economy's core industries are projected to account for about 10% of GDP by 2024, with new industries and business models, such as "Artificial Intelligence+", rapidly emerging [2] - Over the past four years, China's GDP average growth rate reached 5.5%, with significant milestones achieved at 110 trillion, 120 trillion, and 130 trillion yuan [3] - Achievements in economic development, technological innovation, social welfare, ecological civilization, and security have been made despite external pressures and challenges [3]

Core Insights - The article highlights three significant milestones in China's energy sector, showcasing the country's innovative capabilities in energy development [1][12]. Group 1: Nuclear Energy Innovation - The "Linglong One," the world's first land-based commercial modular small reactor, successfully completed its cold test, laying a solid foundation for future operations [2][4]. - Once operational, "Linglong One" is expected to generate an annual electricity output of 1 billion kilowatt-hours, meeting the electricity needs of 526,000 households in Hainan and reducing carbon dioxide emissions by approximately 880,000 tons, equivalent to planting 7.5 million trees annually [4]. Group 2: Thermal Power Development - The Gansu Changle Power Plant's expansion project, featuring six 1 million kilowatt coal-fired units, has officially commenced commercial operations, marking the completion of the first million-kilowatt peak-shaving thermal power project in Northwest China [5][7]. - This project, with a total investment of 20.5 billion yuan, supports the stable delivery of 33 billion kilowatt-hours of electricity annually from Gansu's renewable energy base [7]. Group 3: Emergency Response Capabilities - The establishment of China's first national-level deep-water oil and gas emergency rescue base in Hainan significantly enhances the country's emergency response capabilities in offshore oil and gas operations [8][11]. - The base, covering over 11,000 square meters, is equipped with advanced underwater emergency sealing and oil recovery systems, enabling rapid response to oil well blowouts and other emergencies within 48 hours [9][11].

Core Points - The Ministry of Finance and two other departments announced a new VAT policy for offshore wind power and nuclear power generation, effective from November 1, 2025, to December 31, 2027 [1] Group 1: Offshore Wind Power - From November 1, 2025, to December 31, 2027, a 50% VAT refund policy will be implemented for taxpayers selling electricity products generated from offshore wind power [1] Group 2: Nuclear Power - Nuclear power plants that officially commence commercial operations before October 31, 2025, will continue to follow existing VAT regulations as per the 2008 notice [1] - For nuclear power plants approved before October 31, 2025, but not yet operational, a VAT refund policy will apply for 10 years post-commercial operation, with a 50% refund on paid VAT [1] - Nuclear power plants approved after November 1, 2025, will not be eligible for the VAT refund policy [1]

Core Points - The Ministry of Finance and two other departments announced a new VAT policy for offshore wind power and nuclear power generation, effective from November 1, 2025, to December 31, 2027, which includes a 50% VAT refund for offshore wind power sales [1] - Existing nuclear power plants that commenced commercial operation before October 31, 2025, will continue to follow previous VAT regulations, while newly approved nuclear plants after this date will not benefit from the VAT refund policy [1] Group 1 - From November 1, 2025, to December 31, 2027, a 50% VAT refund policy will be implemented for taxpayers selling electricity generated from offshore wind power [1] - Nuclear power plants that are commercially operational before October 31, 2025, will adhere to the existing VAT regulations, while those approved but not yet operational will have a VAT refund policy for the first ten years post-commissioning [1] - The announcement supersedes previous regulations regarding VAT for wind power and nuclear power, specifically nullifying the 2015 VAT policy for wind power [1]

Core Points - The Ministry of Finance and two other departments announced a new VAT policy for offshore wind power generation, effective from November 1, 2025, to December 31, 2027, allowing a 50% immediate VAT refund for taxpayers selling self-produced electricity from offshore wind [1] - Nuclear power plants that officially commence commercial operations before October 31, 2025, will continue to follow existing VAT regulations as per the 2008 notice [1] - For nuclear power plants approved before October 31, 2025, but not yet in commercial operation, a VAT refund policy will apply, allowing a 50% refund of the tax paid for the first ten years after commercial operation begins [1] - Nuclear power plants approved after November 1, 2025, will not be eligible for the VAT refund policy [1]

Core Viewpoint - The global nuclear power demand is expected to rise significantly, driven by a declaration from 22 countries at the 2023 UN Climate Conference, aiming to triple the current nuclear capacity from 370GW to 1100GW by 2050 [2] Nuclear Power Development Goals - China plans to increase its nuclear capacity to 130GW by 2030, 170GW by 2035, and 340GW by 2050 [2] - The U.S. aims to raise its nuclear capacity from 100GW to 400GW by 2050 [2] - The EU's nuclear capacity is projected to peak at approximately 120GW by 2040, up from the current 98GW [2] - Japan plans to increase nuclear power's share in its energy mix from 6% to 20%-22% by 2030 [2] - India has set a target of 100GW of nuclear capacity by 2047 [2] AI Industry Impact on Nuclear Demand - The development of the AI industry is expected to create additional demand for nuclear power, as AI data centers require stable and reliable electricity supply [3][4] - The U.S. Department of Energy forecasts that the share of electricity demand from AI data centers will rise from 4.3% to 11.7% between 2024 and 2030, with a compound annual growth rate of 23% [4] Nuclear Power and AI Data Centers - Nuclear power's load curve aligns well with the operational needs of AI data centers, providing a stable power supply [4] - Nuclear power plants typically have a high operational time (over 99.999%), minimizing the risk of power interruptions for AI data centers [4] - AI data center operators, primarily tech companies, are less sensitive to electricity costs, making nuclear power a viable option despite its higher costs compared to traditional coal power [4] Equipment Market Growth - The revival of nuclear power demand is expected to significantly boost the equipment market, with nuclear equipment accounting for about 50% of nuclear power plant construction costs in China [5] - The estimated investment in nuclear equipment in China could exceed 2 trillion yuan, while overseas nuclear equipment investment may surpass 1 trillion USD by 2050 [5]