Core Viewpoint - Vietnam is seeking urgent talks with Russia to accelerate its nuclear energy development, indicating that the goal of completing a nuclear reactor by 2030 is at risk [1] Group 1 - The Vietnamese government has requested authorities to organize urgent negotiations with Russia [1] - The aim is to facilitate the signing of an investment cooperation agreement for the development of the Ninh Thuan 1 nuclear power plant in August [1]

Group 1 - The second largest shareholder of the company, Shanghai Nuclear Power Engineering Co., Ltd. (中核浦原), has transferred 35,753,819 shares to China Nuclear Engineering Co., Ltd. (中核工程) without compensation, which represents 9.33% of the company's total share capital [1][2] - After the transfer, 中核浦原 no longer holds any shares in the company, while 中核工程 becomes the second largest shareholder [2] - The total number of shares held by the actual controller, China National Nuclear Corporation (中核集团), remains unchanged, with 中核工程 holding 35,753,819 shares and another subsidiary holding 68,715,360 shares, totaling 104,469,179 shares [2] Group 2 - The share transfer is classified as an action between different entities under the same actual controller, and there is no change in the company's controlling shareholder or actual controller [2] - The share transfer is not expected to adversely affect the company's normal production and operations [2]

美国纽约州近日宣布了一项重大能源计划，将在该州北部建设一座大型核电设施。这将是美国十五年来首个新建的大型核电站项目，标志着美国核能产业可 能迎来新的发展进程。纽约州州长凯茜·霍楚尔表示，已指示州内公用电力为其老旧的核反应堆机组新增至少一吉瓦的发电能力，相当于为一百万户家庭提 供充足电力。 业内人士分析，该项目的顺利推进将有助于重振美国核能产业。随着全球对清洁能源需求的增长，核能作为低碳排放的基荷电源，正重新获得关注。纽约州 的这一举措可能带动其他州跟进，推动美国核能产业进入新的发展阶段。 不过，项目仍面临诸多挑战。选址、设计方案的确定、安全评估以及融资安排等 关键环节都需要谨慎处理。如何在确保安全的前提下控制成本、提高效率，将是项目成功的关键。纽约州电力局表示，将充分借鉴国际先进经验，采用最安 全可靠的技术方案。 纽约州电力局将全权负责新核电站的选址和设计工作。这家成立于上世纪三十年代的机构由时任州长富兰克林·D·罗斯福创建，长期以来一直负责管理该州 的水电生产。霍楚尔透露，纽约电力局可以选择独立开发这个项目，也可以与私营企业合作推进。这种灵活的运作模式有望提高项目的实施效率。 这个核 电项目不仅对纽约州意义 ...

Core Viewpoint - The New York State Governor Kathy Hochul has directed the New York Power Authority (NYPA) to develop and construct a zero-emission advanced nuclear power plant in Northern New York to support a reliable and affordable electric grid while providing the zero-emission power needed for a clean energy economy [1] Group 1 - The New York Power Authority will coordinate with the Department of Public Service to seek the development of at least one new nuclear facility with a total generation capacity of no less than 1 gigawatt [1] - The NYPA will immediately begin assessing the nuclear power plant regarding technology, business models, and site selection, ensuring the necessary partnerships for the project [1]

Core Viewpoint - The article discusses the significant investments and developments in controlled nuclear fusion projects in China, highlighting the collaboration between state-owned enterprises and private companies to accelerate the commercialization of fusion energy, which is seen as a key future energy solution [4][13]. Investment and Funding - China National Petroleum Corporation (CNPC) and its subsidiary, China Oil Capital, announced a joint investment of 3.275 billion yuan in Kunlun Capital for controlled nuclear fusion projects [1]. - Last year, there was a surge in financing for controlled nuclear fusion, with notable investments including 290 million yuan from Kunlun Capital for Fusion New Energy [2][3]. Market Dynamics - Several stocks related to controlled nuclear fusion have seen significant price increases, indicating strong market interest and potential profitability in this sector [4]. - The long-term outlook for controlled nuclear fusion is positive, as it promises nearly limitless clean energy, with a much higher energy efficiency compared to nuclear fission [4]. Technological Requirements - Achieving controlled nuclear fusion requires maintaining extremely high temperatures (around 100 million degrees Celsius), sufficient plasma density, and effective energy confinement time [9][10]. - The main technological pathways include magnetic confinement (Tokamak devices) and inertial confinement [6]. Key Projects and Breakthroughs - The EAST (Experimental Advanced Superconducting Tokamak) has achieved significant milestones, including a 1066-second operation at 100 million degrees Celsius [8]. - The HL-3 device has also made breakthroughs, achieving a high confinement mode with a plasma current of one million amperes and a temperature of 100 million degrees [11]. Material and Component Innovations - Superconducting materials and high-temperature materials are crucial for the success of controlled nuclear fusion, with companies like YD Superconducting and Shanghai Superconducting leading in this area [10]. - Various companies are involved in the production of essential components for fusion reactors, including vacuum chambers, superconducting magnets, and heat shielding materials [15]. Industry Collaboration - A national-level initiative has been established to promote controlled nuclear fusion research, involving multiple state-owned enterprises and research institutions [13]. - Private companies are also making significant strides, with New Hope Group and other firms investing heavily in developing fusion technologies [13].

纽约计划建设大型核能设施。（华尔街日报） ...

据华尔街日报：纽约计划建设大型核能设施。 ...

国际原子能机构总干事格罗西：鉴于离心机对振动极其敏感，预计福尔多铀浓缩厂已经发生了非常严重 的损。目前尚无人能确切判断福尔多的地下损伤程度有多严重。 ...

Core Viewpoint - China National Petroleum Corporation (CNPC) and its subsidiaries are increasing their investment in Kunlun Capital to support controlled nuclear fusion projects, indicating a strategic shift towards emerging industries and energy transformation opportunities [1] Group 1: Investment and Financials - Kunlun Capital's three major shareholders will invest a total of 3.275 billion yuan (approximately 0.47 billion USD) in the company, with CNPC contributing 1.6705 billion yuan, China Petroleum contributing 949.5 million yuan, and China Oil Capital contributing 655 million yuan [1] - The investment aims to enhance Kunlun Capital's competitive advantage and potential profitability in the energy and chemical sectors [1] Group 2: Technological Developments - Controlled nuclear fusion is recognized as a long-term energy solution, offering abundant energy, zero emissions, and high safety, with 1 gram of deuterium-tritium fusion releasing energy equivalent to 11.2 tons of standard coal [2] - China has achieved international leadership in controlled nuclear fusion, with significant advancements in the "Chinese Circulation No. 3" device, which has set multiple operational records since its completion in December 2020 [2][5] Group 3: Market Outlook and Trends - The global nuclear fusion market is expected to reach 2.26 trillion yuan (approximately 0.33 trillion USD) by 2030-2035, driven by ongoing research and development efforts [7] - Investment in controlled nuclear fusion is increasing, with the U.S. private market alone raising over 12 billion USD since 2024, accounting for 62% of global funding [3][4] Group 4: Industry Structure - The nuclear fusion industry in China is characterized by a dual structure, with state-led initiatives and rapidly emerging commercial companies complementing each other [4][6] - Major state-owned enterprises like China National Nuclear Corporation and the Chinese Academy of Sciences are leading the charge, while private companies are innovating with smaller, modular fusion reactors [6][7]

与完全替代化石燃料不同，谢钦主张将传统能源与替代能源相结合——这种方案应优先考虑技术成熟 度、能量密度和国家利益。氢能、太空太阳能和下一代电池未来或许能做出贡献，但目前放弃已被验证 的能源来源是"一种危险的幻想"。 他特别警告称，人工智能和数据中心——其中一些的用电量相当于10万户家庭——将大幅推高全球能源 消耗。如果缺乏高密度、可靠的能源供应，数字化进程本身可能陷入停滞。因此，在谢钦看来，核能正 在迎来复兴。随着铀价在近年翻了三倍，以及中国和印度加速扩大其核电规模，世界再次转向核裂变。 他提醒听众，俄罗斯是唯一一个拥有完整核能循环的国家，并正在积极向全球出口其技术——包括先进 的快中子反应堆。 谢钦严厉批评了"净零排放"议程，称其为一种能源倒退。他引用诺贝尔奖得主彼得·卡皮察(Pyotr Kapitsa)的话指出，历史上的每一次能源转型，都朝着单位能量密度更高的方向发展。按照这一标准， 太阳能和风能——分别为每平方米6.6瓦和1.8瓦——不仅效率远低于天然气、石油和核能，而且在结构 上无法支撑现代经济体的大规模运行。"净零排放，"他指出，"抹去了几个世纪以来的进步，这是一种 倒退。"他补充道，可再生能源的整 ...