与此同时，在"双碳"目标之下，产业智能化，AI+潮流绿电对稳定性要求与日俱增。而今天的核能技术 作为"绿电"的压舱石之一，具有稳定，高效，可控等多重优势，正在逐步提升其在中国，乃至全球绿电 供给中的占比。 铀矿勘探开发投入大、周期长、风险高。通过资本市场募集资金，可以用于加快深部找矿、新矿山建设 以及海外优质资源的获取，直接提升公司的资源保障能力和未来产量。 11月13日，中国铀业（001280）股份有限公司(以下简称"中国铀业")披露招股意向书，拟登陆深交所主 板。本次公司拟公开发行24,818.1818万股人民币普通股(A股)，占发行后公司总股本的12%。 作为新"国九条"下首家受理的主板IPO企业，A股有望迎来首家以天然铀为主业的企业。 公开资料显示，中国铀业为中核集团旗下主要从事天然铀资源的采冶、销售及贸易，为中国铀矿勘查开 发的国家队和主力军，是我国核工业体系的重要组成企业。 根据IPO计划，中国铀业本次IPO募集资金约41.1亿元，投向包括国内天然铀业务和放射性共伴生矿产资 源综合利用两大项目，并补充流动性。 资料显示，中国过去一度被认为是"贫铀国"，铀资源较大程度依赖进口。但随着中国铀业等为代表 ...

Core Viewpoint - The company has mastered key manufacturing technologies for the fourth generation of nuclear energy main equipment and is capable of providing products or technical services for thorium-based molten salt experimental reactors [1] Group 1 - The company is involved in advanced nuclear energy technology, specifically focusing on fourth generation nuclear energy [1] - The company has developed capabilities to support thorium-based molten salt reactor projects, indicating a strategic position in the evolving nuclear energy sector [1]

Core Viewpoint - China Uranium Corporation (China Uranium) has officially initiated its A-share listing process, aiming to raise 4.11 billion yuan through the issuance of 248 million shares, which will be directed towards natural uranium capacity construction and the comprehensive utilization of radioactive associated mineral resources [1][4]. Financial Performance - For the years 2022 to 2024 and the first half of 2025, the company reported revenues of 10.535 billion yuan, 14.801 billion yuan, 17.279 billion yuan, and 9.551 billion yuan, with net profits of 1.520 billion yuan, 1.511 billion yuan, 1.712 billion yuan, and 0.871 billion yuan respectively. The compound annual growth rates for revenue and net profit over the last three years were 28.07% and 6.12% [2]. Project Investment - The raised funds will be allocated to seven core projects and to supplement working capital, including four domestic natural uranium capacity projects and three projects focused on the comprehensive utilization of radioactive associated mineral resources [2]. Market Context - The listing opportunity for China Uranium aligns with the global nuclear power industry's recovery and China's dual carbon strategy. By December 2024, there will be 441 operational nuclear reactors globally, with a projected demand for natural uranium reaching 13,132 tons in 2024 [3]. Competitive Position - China Uranium has established itself among the major uranium producers globally, competing with giants like Kazatomprom, Orano, and Cameco. The company leverages its "national team" status and global asset layout to create a differentiated competitive advantage [3]. Strategic Goals - The release of the prospectus marks a critical phase in the company's listing process, aiming to enhance capital strength and participate more deeply in the global uranium strategic resource competition [4].

Core Insights - The International Energy Agency (IEA) released the "World Energy Outlook 2025" report, highlighting that approximately 730 million people globally still lack access to electricity and that climate risks are intensifying [1] - The report indicates that global targets for energy accessibility and climate change response have not been met, but achieving net-zero emissions by mid-century could help limit long-term temperature rise to within 1.5 degrees Celsius [1] Energy Demand Trends - The report forecasts that electricity demand will grow at a rate significantly faster than overall energy consumption, driven primarily by data centers and artificial intelligence, particularly in developed economies and China [1] - Renewable energy, especially solar photovoltaic, is expected to see the fastest growth in demand, with China maintaining its position as the largest renewable energy market globally [1] Nuclear and Fossil Fuels Outlook - A revival in nuclear energy is anticipated, with global nuclear power capacity expected to increase by at least one-third by 2035 [1] - In the short term, global oil and natural gas supplies are projected to be generally sufficient, although geopolitical risks remain a concern [1] Recommendations for Future Energy Strategy - The IEA urges countries to accelerate the diversification of energy structures and deepen international cooperation to address future uncertainties and risks [1]

智通财经APP获悉，投行韦德布什证券称，Oklo(OKLO.US)的第三季度业绩再次表明，该公司正在为核 能在未来十年更广泛地应用奠定基础。该机构重申对Oklo股票的"跑赢大盘"评级及150美元的目标价。 韦德布什分析师丹尼尔·艾夫斯在报告中指出，AI数据中心的快速建设正推动对新能源的巨大需求，所 需算力预计到2030年将增长10倍。Oklo为满足这一需求已取得进展，正从设计阶段转向实际建设设施， 包括其首个商业部署项目。 Oklo的项目持续获得监管加速，美国能源部已授权批准其核设施的建造和运营，这为快速建设新核电站 创造了现代化路径。运营中的工厂可选择过渡至美国核管理委员会的许可和监管体系，以实现全面商业 运营。 艾夫斯写道："我们依然认为，Oklo正在为核能在未来十年广泛普及奠定基础。AI革命推动的数据中心 建设潮正催生对新能源的巨大需求，为这些计划供电所需算力预计到2030年将增长10倍。" 财报显示，2025年第三季度，Oklo未产生任何营收；运营亏损为3630.9万美元，高于上年同期的1228.2 万美元；净亏损为2972.2万美元，高于上年同期的996.0万美元；每股亏损0.20美元，高于上年同期 ...

经济观察网据央视新闻消息，11月13日，在2025深圳国际核能产业创新博览会上，中国广核（003816） 集团首次发布了全新升级的核电站新一代数字化仪控系统。中广核数字科技有限公司董事长孙永滨介 绍，新一代核安全级数字化仪控系统，也就是给核电站装上了100%国产化的超级智慧"大脑"，从硬件 包括芯片到软件，包括操作系统嵌入式软件和通信软件，完全自主研发，实现了数字大脑中国造。 ...

今天，在2025深圳国际核能产业创新博览会上，中国广核集团首次发布了全新升级的核电站新一代数字 化仪控系统。 （文章来源：央视新闻） 数字化仪控系统被称作核电站的"大脑"，对于保证核电站的安全、稳定运行发挥着重要作用。此次发布 的新一代数字化仪控系统进行了全新升级。 中广核数字科技有限公司董事长孙永滨介绍，新一代核安全级数字化仪控系统，也就是给核电站装上了 100%国产化的超级智慧"大脑"，从硬件包括芯片到软件，包括操作系统嵌入式软件和通信软件，完全 自主研发，实现了数字大脑中国造。 据介绍，升级后的数字化仪控系统，融合了数字孪生、虚拟仿真、人工智能等技术，给核电站操作员提 供了故障诊断、早期预警、辅助决策等智能化功能，让核电站运行更安全、更智能。 ...

Core Insights - The International Energy Agency (IEA) released the "World Energy Outlook 2025" report, highlighting that approximately 730 million people globally still lack access to electricity and that climate risks are increasing [1] - The report indicates that global targets for energy accessibility and climate change have not been met, but achieving net-zero emissions by mid-century could help limit long-term temperature rise to within 1.5 degrees Celsius [1] Energy Demand and Supply Trends - Electricity demand is expected to grow at a rate significantly higher than overall energy consumption, driven primarily by data centers and artificial intelligence, particularly in developed economies and China [1] - Renewable energy, especially solar photovoltaic, is projected to see the fastest growth in demand, with China maintaining its position as the largest renewable energy market globally [1] - Nuclear energy is anticipated to recover, with global nuclear power capacity expected to increase by at least one-third by 2035 [1] - Short-term global oil and natural gas supply is generally sufficient, although geopolitical risks remain a concern [1] Recommendations for Future Action - The IEA urges countries to accelerate the diversification of energy structures and deepen international cooperation to address future uncertainties and risks [1]

Core Insights - The International Energy Agency (IEA) report highlights that approximately 730 million people globally still lack access to electricity, while climate risks are intensifying [1] - The report indicates that global energy accessibility and climate change response have not met targets, but achieving net-zero emissions by mid-century could keep long-term temperature rise within 1.5 degrees Celsius [1] - The report discusses future energy trends, noting that electricity demand is expected to grow significantly faster than overall energy use, driven mainly by data centers and artificial intelligence in developed economies and China [1] Energy Demand and Supply - Renewable energy demand, particularly solar photovoltaic, is projected to grow the fastest, with China maintaining its position as the largest renewable energy market globally [1] - Nuclear energy is expected to see a revival, with global nuclear power capacity projected to increase by at least one-third by 2035 [1] - In the short term, global oil and natural gas supply is generally sufficient, although geopolitical risks remain a concern [1] Recommendations and Future Outlook - The IEA calls for countries to accelerate energy diversification and deepen international cooperation to address future uncertainties and risks [1]

Core Viewpoint - The stock of Hailu Heavy Industry is approaching a limit down, with several companies including Haheng Huaton, Hezhuan Intelligent, Yingliu Co., China Nuclear Construction, and Yongding Co. experiencing declines of over 6% [1] Group 1 - Hailu Heavy Industry's stock is nearing a limit down situation [1] - Haheng Huaton, Hezhuan Intelligent, Yingliu Co., China Nuclear Construction, and Yongding Co. have all seen their stocks drop by more than 6% [1]