央广网北京10月12日消息（记者韩志涛 方锌妮 苏铃）据中央广播电视总台中国之声《新闻和报纸 摘要》报道，全球最大"华龙一号"核电基地漳州核电2号机组11日开始装载首炉核燃料，标志着机组进 入主系统带核调试阶段。 "华龙一号"是目前世界上在运在建机组总数最多的三代核电技术。漳州核电规划建设6台"华龙一 号"核电机组，现有4台"华龙一号"机组在运在建。中核工程副总经理、"华龙一号"型号总设计师霍小东 介绍，2号机组预计于今年第四季度投产发电。届时，漳州核电一期工程将全面建成投产。 霍小东：一期工程1号机组已经成功投入商业运行，目前状态良好。2号机组正向商运全力冲刺。二 期工程3、4号机组的建设也正在全面推进，目前均处于土建施工高峰期。 作为我国具有完全自主知识产权的第三代核电技术，漳州核电2号机组的建设，带动了上下游近 6000家企业，形成了完整的产业链供应体系。 漳州核电高级工程师李智皞：漳州核电"华龙一号"机组的设备国产化率已超过90%，核反应堆压力 容器、蒸汽发生器、主泵等关键设备均实现了国产化，有效带动了我国高端装备制造业转型升级。 杨亚辉：每台机组可以满足100万人口的年度生产生活用电需求。漳州核电毗 ...

·张国清在浙江调研时强调大力促进专精特新企业发展壮大持续提升化工企业本质安全水平 ·七部门：培育壮大工业设计经营主体，加强新型信息基础设施建设，加速算力与行业融合应用 ·美国联邦政府"停摆"11日进入第11天特朗普要求确保发军饷但他并未透露资金来源 ·中共中央政治局委员、国务院副总理张国清9日至11日在浙江调研专精特新企业发展、安全生产等工作。他强调，要支持专精特新企业始终坚持技术创新， 持续加大研发投入；要推进强链补链固链，鼓励龙头企业、链主企业开放创新资源和应用场景，与专精特新企业深化对接合作，推动大中小企业融通创新发 展，协同提升产业链供应链韧性和国际竞争力；要深入推进化工行业安全生产治本攻坚，加强重大危险源、关键装置和重点部位巡检，抓早抓小抓苗头，推 进重大事故隐患动态清零。（新华社） ·工业和信息化部、人力资源社会保障部、商务部等七部门日前印发《深入推动服务型制造创新发展实施方案（2025—2028年）》。实施方案提出7项主要任 务，即加强关键共性技术攻关和模式创新、培育壮大重点生产性服务业、分类推进服务型制造模式推广应用、推进标准体系建设、激发经营主体发展活力、 打造服务型制造创新发展高地、夯实服 ...

Core Points - The Ministry of Ecology and Environment issued an operating license for the Zhangzhou Nuclear Power Unit 2, marking a significant milestone in China's nuclear power development [1] - The loading of the first batch of nuclear fuel into the reactor pressure vessel signifies the transition to the core system testing phase for the unit [1] - The Hualong One technology is recognized as a key innovation in China's third-generation pressurized water reactor nuclear power technology, showcasing China's advancements in nuclear technology [2] Company Overview - Zhangzhou Nuclear Power is the starting point for the mass construction of Hualong One units, with plans for six units, making it the largest Hualong One nuclear power base globally [5] - Once fully operational, the Zhangzhou Nuclear Power facility is expected to provide approximately 60 billion kilowatt-hours of clean electricity annually [5] - The Zhangzhou Nuclear Power Unit 2 is projected to commence power generation in the fourth quarter of 2025 [5]

Core Insights - "Hualong One" is not only a clean energy giant but also a driving force for economic growth, with the construction of the Zhangzhou Nuclear Power Unit 2 boosting nearly 6,000 upstream and downstream enterprises, forming a complete industrial supply chain [1] Group 1: Economic Impact - The construction of the Zhangzhou Nuclear Power "Hualong One" unit has led to an investment of over 50 billion yuan, directly creating over 10,000 jobs in the local area and attracting high-level talent [6] - Local residents have benefited from the project through increased business in accommodation and catering services, leading to improved living standards [6] Group 2: Technological Advancements - The equipment localization rate for the Zhangzhou Nuclear Power "Hualong One" unit has exceeded 90%, with over 5,400 equipment manufacturers involved in the production of more than 60,000 sets of equipment, effectively driving the transformation and upgrading of China's high-end equipment manufacturing industry [3] - "Hualong One" represents China's third-generation nuclear power technology with complete independent intellectual property rights, involving extensive infrastructure such as 165 kilometers of pipelines and 2,200 kilometers of cables [4] Group 3: Collaborative Innovation - The construction of "Hualong One" has not only promoted the upgrading of the high-end equipment manufacturing industry but has also generated tangible benefits for local residents, showcasing the synergy of national industrial chain collaboration and local economic vitality [8]

Group 1 - The launch of the "Wawa Xiaozhi" brand by Zong Zehou, brother of Zong Qinghou, aims to compete directly with Zong Fuli's "Wawa Xiaozong" brand, having signed 153 distributors so far [1] - OpenAI and Sur Energy plan to invest up to $25 billion in a data center project in Argentina, with a computing capacity of up to 500 megawatts [1] - Nvidia CEO Jensen Huang sold 225,000 shares of Nvidia stock for approximately $42.9 million [2] Group 2 - ByteDance initiated its second stock option buyback of the year, with repurchase prices set at $200.41 per share for current employees and $180.37 for former employees [3] - Datang Power and others established a new pumped storage company in Chongqing with a registered capital of approximately 1.35 billion yuan [3] Group 3 - Wanjing Technology showcased its AIGC video creation platform ToMoviee AI at the Japan NexTech Week 2025, ranking among the top three globally in a video model evaluation [5] - The Swiss Federal Institute of Technology developed a DNA search engine named MetaGraph, enhancing the efficiency of biological data retrieval [6] - Amazon Web Services launched the Amazon Quick Suite, an AI application designed to improve employee productivity and facilitate data integration [6] Group 4 - Yushutech's CEO Wang Xingxing emphasized that industrial robots must surpass human efficiency and cost-effectiveness to achieve large-scale deployment [7] - The CEO of Wheaton Precious Metals Corp predicted that gold prices could exceed $5,000 per ounce within a year, potentially reaching $10,000 by the end of 2030 [7] Group 5 - The Chief Engineer of the Ministry of Industry and Information Technology highlighted the need for advancements in high-end computing chips and other technologies [8] - The CEO of True Anomaly stated that China is leading the U.S. in certain space defense capabilities, urging increased investment in the U.S. aerospace sector [8] Group 6 - Shenzhen's tax refund for departing goods reached 840 million yuan in the first three quarters, showing a significant increase [9] - The "Hualong One" nuclear power unit in Fujian has commenced its first nuclear fuel loading, marking a critical milestone in nuclear power construction [9]

今天（10月11日），记者从中核集团获悉，位于福建漳州的全球最大"华龙一号"核电基地再传新进展，中核集团漳州核电2号机组今日启动首次核燃料装载 工作，这一环节是核电工程建设中有核试验和无核试验的分界点，也是核电机组并网发电前最重要的环节之一。 （文章来源：央视新闻） ...

Core Points - The China General Nuclear Power Group's Suzhou Thermal Engineering Institute has successfully delivered domestically developed enriched boric acid to the Guangdong Lufeng Nuclear Power Unit 5, marking a significant step in achieving a self-controlled supply chain for this critical nuclear material [1] - Enriched boric acid, which is essential for the safe operation of nuclear power plants, has previously been reliant on imports due to complex production processes and stringent quality standards [1] - The successful delivery of enriched boric acid indicates China's capability to ensure stable supply, reliable quality, and reasonable pricing in the enriched boric acid sector, thereby enhancing supply chain security for the country's nuclear power development [1] Industry Summary - The enriched boric acid is produced by increasing the abundance of boron-10 from less than 20% in natural sources to over 96% through isotope separation technology [1] - The Suzhou Thermal Engineering Institute initiated the domestic research and development project for enriched boric acid in 2022, collaborating with various domestic chemical enterprises to innovate processes and facilitate industrial transformation [1] - The research team overcame challenges related to traditional production methods, achieving over a 20% increase in isotope separation efficiency and reducing impurity content by more than 50%, with product quality reaching international advanced levels [1]

Core Viewpoint - The successful delivery of domestically produced enriched boric acid for nuclear use marks a significant advancement in China's nuclear supply chain, ensuring self-sufficiency and reliability in critical nuclear materials [1] Group 1: Product Development - The enriched boric acid, developed by Suzhou Institute of Thermal Engineering under China General Nuclear Power Group, has been officially delivered to the Guangdong Lufeng Nuclear Power Unit 5 [1] - This delivery follows a small-scale demonstration application in the Yangjiang Nuclear Power Unit 3 and Fangchenggang Nuclear Power Unit 4, indicating a progression towards large-scale supply for the new "Hualong One" reactor [1] Group 2: Technical Significance - Enriched boric acid, which increases the abundance of boron-10 from less than 20% in natural sources to over 96%, plays a crucial role in nuclear reactors by absorbing neutrons and stabilizing the nuclear chain reaction [1] - The production of enriched boric acid is complex and has stringent quality standards, which previously led to reliance on imports [1] Group 3: Industry Impact - The large-scale delivery of domestically produced enriched boric acid signifies China's capability to ensure stable supply, reliable quality, and reasonable pricing in the enriched boric acid sector [1] - This development strengthens the supply chain security for China's nuclear power industry, particularly in the critical area of nuclear materials [1]

本报讯 （记者李雯珊）近日，美的集团旗下北京合康新能科技股份有限公司（以下简称"合康新能"） 在核电领域连续实现重大突破，9月初获"中核集团徐大堡核电站海水淡化高压变频改造项目"新订单。 10月初获"中核集团福清核电站系列高压变频装置新建配套项目"新订单。 新订单的接连签约落地，标志着合康新能在核电高端领域的方案能力再上新台阶，进一步彰显公司产品 在核电行业中的技术实力与可靠性。 合康新能的服务能力已实现从单一变频产品供应到工业变频全生命周期服务与全行业场景覆盖，彰显了 该公司深耕核电领域的深度与广度。 中核集团徐大堡核电站与合康新能的再度携手，证明了合康新能具备为在役核电站提供安全、平滑、高 效技术改造的强大实力，进一步确立了合康新能在核电领域高压变频国产自主化的引领地位。 这并非合康新能与中核集团徐大堡核电站的首次携手。2025年6月份，合康新能自主研发的高可靠高压 变频器正式通过中核集团监造验收，并顺利交付至徐大堡核电站3、4号机组循环水泵项目现场，成为首 台国产变频器在核电商业堆循环水泵应用案例。 2025年9月份，基于前期项目的成功经验与信任基础，双方合作进一步深化。合康新能再获"中核集团徐 大堡核 ...

Core Insights - The concept of nuclear fusion is gaining traction in the stock market, with several stocks in the sector doubling in price since the beginning of the year, with the highest increase reaching 271.94% [2][5] - Recent developments in nuclear fusion engineering and commercialization have heightened market interest, particularly following progress on the BEST nuclear fusion device in Hefei [2][5] - Despite the excitement, industry insiders caution that current projects are primarily experimental and not yet commercially viable, indicating that significant advancements are still needed before practical applications can be realized [2][5] Market Performance - As of October 10, the nuclear fusion sector has seen an overall increase of 60.62% this year, with net inflows of 2.041 billion yuan, ranking it among the top sectors in the A-share market [5][6] - Individual stocks have shown remarkable performance, with Zhongzhou Special Materials rising by 271.94%, Hezhong Intelligent by 247.15%, and Yongding Co. by 200.39% [5][6] Technological Developments - The nuclear fusion technology aims to replicate the sun's energy production through extreme conditions, primarily using magnetic confinement methods like the Tokamak [7] - Significant breakthroughs have been achieved in China's nuclear fusion research, including the successful operation of the China Circulation No. 3 device, which reached temperatures exceeding 100 million degrees Celsius [7][8] Investment and Funding - Major state-owned enterprises and private capital are increasingly investing in nuclear fusion projects, with plans for new experimental facilities and significant funding commitments exceeding 10 billion yuan [8][9] - The construction of the BEST device is progressing, with key components being installed, marking a significant step towards demonstrating fusion energy generation [8][9] Industry Outlook - The nuclear fusion sector is expected to continue attracting investment due to the growing demand for clean and renewable energy sources, particularly in the context of increasing energy needs driven by advancements in artificial intelligence [6][8] - The current phase of nuclear fusion development is characterized by experimental setups, with substantial investments required for future commercial viability [9]