智通财经5月21日电，俄罗斯国家原子能集团公司总经理阿列克谢∙利哈乔夫表示，对美国来说，从俄罗 斯购买浓缩铀很有利。 俄原子能集团总经理：美国从俄罗斯购买浓缩铀很有利 ...

Group 1 - Turkey is in negotiations with Canadian company Candu and other firms regarding plans to construct nuclear power plants [1]

Core Viewpoint - Turkey is in negotiations with Canadian company Candu and other firms regarding the construction of nuclear power plants [1] Group 1 - The Turkish Energy Minister has confirmed ongoing discussions about nuclear power plant projects [1]

5月19日至20日，深交所2025全球投资者大会在深圳举行。哥伦比亚大学教授杰弗里·萨克斯以《新质生 产力与全球经济可持续发展》为题发表主旨演讲。他指出，中国在绿色科技、数字创新及产能输出等领 域已处于全球引领地位，其"新质生产力"的发展模式正为全球能源转型与可持续发展提供关键解决方 案。 中美博弈下的全球市场重构：新兴经济体成关键增量 谈及中美贸易战时，萨克斯批评美国政策"短视且自损"，认为其试图遏制中国科技出口反而加速全球市 场格局重塑。"中国出口多元化战略成效显著，对发展中国家出口占比持续攀升。"他预测，占全球人口 85%的新兴市场将成为中国科技输出的主战场，而东盟作为毗邻大湾区的7亿人口市场，将在区域融合 中释放巨大潜力。 大湾区-东盟合作：构建南南合作新枢纽 萨克斯透露，其正推动大湾区与东南亚国家深化合作，并宣布将于2025年10月底在深圳举办"大湾区-东 盟领袖峰会"，汇聚政商学界精英共商区域协同发展。他呼吁投资者关注该区域的数字基建、清洁能源 等领域机遇。 专题：深交所2025全球投资者大会：新质生产力 投资中国新机遇——开放创新的深圳市场 中国创新力：从科技突破到全球绿色转型引擎 萨克斯强调， ...

证券时报表示，随着BEST项目超预期地开始总装、ITER项目磁体系统建设完成以及安徽合肥"夸父"项 目预计将在2025年年底全面建成等催化密集落地，核聚变行业发展进入快车道。 合锻智能：公司承接了BEST项目核心关键部件——真空室扇区核心部件、窗口延长段以及重力支撑等 制造任务。 中核集团5月16日官宣，我国核技术应用领域迎来重大里程碑时刻——首批商用堆产碳-14同位素从中核 集团旗下中国核电投资控股的秦山核电基地正式发运至客户手中。该产品是我国首个同位素生产技术品 牌"和福一号"诞生后的首批量产成果，标志着我国碳-14同位素实现了从自主研发、自主生产到市场化 供应的全产业链贯通，彰显了该技术生产体系的自主化、规模化和品牌化优势，开启了我国同位素产业 的新篇章。 近期核能行业出现重要变化，国际热核聚变实验堆（ITER）组织官网近日宣布，由30多个国家参与建 造的"人造太阳"已完成其"电磁心脏"——世界最大、最强的脉冲超导电磁体系统的全部组件建造。该成 果被ITER称为"里程碑式的成就"，标志着人类向实现可控核聚变能源迈出关键一步。此次里程碑式突 破不仅表明了全球核聚变行业正处于快速发展的黄金时期；也为中国企业 ...

Core Viewpoint - European countries are showing renewed interest in nuclear energy, reversing previous opposition due to the energy crisis and the need for stable energy sources [1][3][5] Group 1: Legislative and Policy Changes - Belgium's parliament voted 108 to 8 to abandon its nuclear phase-out plan, indicating a significant policy shift [1] - Denmark is considering breaking a 40-year nuclear energy ban, with the climate minister stating that solar and wind energy alone cannot support the electricity system [1][3] - The European Commission agreed to include existing nuclear power plants in electricity market reforms, allowing governments to apply for contracts to extend their operational lifespan [3] Group 2: Public Opinion and Support - A January poll showed that 55% of Danes support ending the nuclear ban, up from 46% in 2022, while only 27% wish to maintain it [3] - In Germany, 55% of the population supports nuclear energy, with 32% favoring the construction of new reactors [3] Group 3: Industry Developments - France is committed to extending the lifespan of its reactors and developing new European Pressurized Reactors (EPR) [1][3] - The UK and France have agreed to extend the operational life of existing reactors, with the UK simplifying the construction process for small modular reactors (SMRs) [5] - Czech Republic plans to increase the number of reactors from one to four by 2040, while Poland is set to build six SMRs [5] Group 4: Nuclear Energy and AI Demand - The demand for nuclear energy is being supported by the growth of data centers, with a projected increase in electricity demand of over 160% by 2030 [6][7] - Major tech companies like Google and Amazon are investing in advanced nuclear energy projects to meet their energy needs [6][7] - AI's growth is expected to require an additional 50 GW of power by 2027, equivalent to about 50 new nuclear power plants [7]

Core Viewpoint - Asia is at a critical juncture in its energy transition, facing significant climate risks due to high reliance on fossil fuels while balancing energy security and green transformation [1] Group 1: China's Energy Transition - China remains the world's largest carbon emitter but has been recognized for its "green miracle," becoming the largest supplier and user of renewable energy equipment [1] - In 2024, solar and wind energy will account for over 80% of China's new installed capacity, bringing the total share of renewable energy to 42%, marking a historic closeness to fossil fuel capacity [1] - China aims to become the largest nuclear power market globally by 2030, leveraging its established nuclear supply chain [1][2] Group 2: India's Energy Strategy - India's energy strategy mirrors China's, investing heavily in renewable energy and nuclear power while also expanding coal usage [2] - The renewable energy sector in India has seen significant growth over the past decade, but challenges such as insufficient grid investment must be addressed to achieve the ambitious target of 500 GW of renewable energy by 2030 [2] - The Indian government has increased the transmission budget by 25% in the 2024-2025 fiscal year to support this integration [2] Group 3: Japan's Nuclear and Renewable Energy Approach - Japan's energy strategy is shaped by its historical context, particularly the Fukushima disaster, leading to a focus on restarting existing nuclear reactors [4] - By 2040, Japan aims to stabilize the share of nuclear energy in its energy mix while increasing renewable energy supply from 36%-38% in 2030 to 40%-50% [4] - Enhancing grid infrastructure is crucial for Japan to support its data center expansion and effectively integrate renewable energy [4] Group 4: South Korea's Energy Policy - South Korea's energy structure is relatively balanced, with one-third of its electricity coming from nuclear energy, and it has established a path for LNG, nuclear, and renewable energy collaboration [5] - The energy policy in South Korea is influenced by political dynamics, with nuclear and renewable energy often being contentious issues [5] Group 5: Regional Challenges and Innovations - The diverse challenges faced by Asian countries highlight the complexity and urgency of addressing climate risks while pursuing energy transitions [6] - Establishing high-quality, standardized local sustainable finance classification systems is essential for guiding investments towards green energy transitions [6] - Notable innovations include Singapore's launch of the world's first national transition classification standard in 2023 and Indonesia's subsequent efforts in 2024 [6]

Group 1 - The United States and the UAE signed a commercial agreement worth over $200 billion, contributing to a total investment commitment exceeding $2 trillion from Trump's Middle East trip [1][2] - The new agreement enhances market access for U.S. exporters and strengthens economic and national security, significantly expanding U.S. domestic investment [1][3] - The agreement is based on a $1.4 trillion investment framework established by the UAE earlier this year, focusing on AI infrastructure, semiconductors, energy, quantum computing, biotechnology, and manufacturing [1][4] Group 2 - The AI data center, part of a planned 5GW AI park in Abu Dhabi, will be constructed by UAE tech company G42 and operated in collaboration with several U.S. firms [2][3] - The AI-related agreements are central to U.S.-UAE cooperation, enhancing the UAE's technological capabilities and establishing the largest AI data center park in the Middle East [2][3] - The U.S. Department of Commerce announced the establishment of a "U.S.-UAE AI Accelerated Partnership" framework to strengthen cooperation on critical technologies [1][3] Group 3 - The agreements cover various sectors including aviation, energy, AI, and public cloud services, similar to recent agreements with Saudi Arabia and Qatar [4][6] - Boeing and GE Aviation received a $14.5 billion order from Etihad Airways for 28 U.S.-made aircraft, creating 60,000 jobs in the U.S. [4] - Emirates Global Aluminum will invest $4 billion in an aluminum smelting project in Oklahoma, marking the first new aluminum smelting plant in the U.S. in 45 years, creating 1,000 jobs [4] Group 4 - ExxonMobil, Occidental Petroleum, and EOG Resources will collaborate with ADNOC on a $60 billion oil and gas production expansion project, creating hundreds of technical jobs [4] - Holtec International is partnering with IHC Industrial Holding Company to build SMR-300 small modular reactors, with a total investment commitment of $10 billion for the reactors and an additional $20 billion for the project [6] - Qualcomm is expanding its global innovation efforts through partnerships in Abu Dhabi, focusing on AI, data centers, and industrial IoT [6]

Group 1 - The U.S. President Trump announced a $200 billion agreement in the UAE [1] - ExxonMobil, Occidental Petroleum, and EOG are forming partnerships with the UAE's Adnoc [1] - The expanded oil and gas production is valued at $60 billion [1] Group 2 - Qualcomm is partnering with Adio [1] - Holtec International and IHC are entering a partnership with a committed value of $10 billion to build the SMR-300 small modular reactor in Michigan, USA [1]

Group 1 - The company plans to acquire 100% equity of Guodian Power Nuclear Co., Ltd. through asset replacement and share issuance, while divesting 100% equity of State Power Investment Group Capital Holdings Co., Ltd. and raising supporting funds [1][2] - The independent directors of the company reviewed the transaction proposals during the third special meeting of 2025, confirming compliance with relevant laws and regulations [1] - The audit reference date for the transaction has been updated to December 31, 2024, in accordance with securities regulatory requirements [1] Group 2 - The company has engaged a qualified accounting firm to conduct extended audits of the divested and acquired assets, and the related financial reports have been reviewed and comply with legal requirements [1] - Asset evaluation reports for both divested and acquired assets have been issued by Beijing Zhongqi Hua Asset Appraisal Co., Ltd. and have been filed with the State-owned Assets Supervision and Administration Commission [1] - The revisions and updates to the draft report on major asset replacement and share issuance are in accordance with the Company Law, Securities Law, and other relevant regulations, confirming the operability of the transaction plan [2]