Group 1 - Guangdong aims to exceed 440 billion yuan in AI core industry scale by 2027, with a computing power scale surpassing 60 EFLOPS [2] - The digital economy's core industry added value is expected to account for over 16% of GDP by 2027, maintaining the top position in the country [2] - The plan includes the establishment of three internationally competitive trillion-level digital industry clusters and a data industry with an annual compound growth rate exceeding 15% [2] Group 2 - China's first green hydrogen coal chemical project has fully entered market operation, providing a replicable model for the green transformation of the coal chemical industry [3] - The project utilizes a "green electricity hydrogen production + excess electricity grid connection" collaborative model [3] Group 3 - The number of China-Europe freight trains has surpassed 3,500 this year, marking a historical high since the inception of the service in 2013 [4] - A freight train carrying 55 containers departed from Inner Mongolia, highlighting the increasing volume of trade through this route [4] Group 4 - Lenovo has signed agreements to secure long-term supply of key components amid rising prices and supply shortages [5][6] - The company emphasizes its strong relationships with suppliers to manage current supply challenges effectively [6] Group 5 - EVE Energy has signed a procurement framework agreement with Smoore International for the continuous supply of battery cells and other products until December 31, 2028 [7] Group 6 - Xiaomi has officially rolled out its 500,000th vehicle, setting a record for the fastest production of 500,000 units by a global new energy vehicle manufacturer in just 602 days [8] Group 7 - Meta's chief scientist Yann LeCun announced his departure to start a new venture focused on Advanced Machine Intelligence, aiming to revolutionize AI capabilities [12] Group 8 - The largest rare earth producer in the U.S. plans to build a refining plant in Saudi Arabia in partnership with the U.S. Department of Defense and a Saudi mining company [13] Group 9 - AMD, Cisco, and Saudi HUMAIN are forming a joint venture to deploy AI infrastructure, with plans to start operations in 2026 and reach up to 1 GW capacity by 2030 [15]

时隔14年，花角英世的批准正为柏崎刈羽核电站的重启计划扫清最后主要障碍。不过，在正式重新运营 前，花角英世仍需在12月2日召开的县议会例行会议上寻求对其决策的信任投票。 花角英世称，新潟当地居民对重启计划仍存在分歧，但他认为，提供准确的安全措施信息将有助于提升 周边民众的认知。上月就职的日本首相高市早苗也表态支持重启更多核电站。 路透社等指，若得以重启，将是东京电力公司自2011年福岛第一核电站事故后首次恢复核电站运营。尽 管2011年日本政府关停的54座核反应堆中如今已有14座被重启，柏崎刈羽核电站的重新运营对日本及其 能源行业来说仍是一个分水岭时刻，意味着日本着力重振其核电产业，试图减少对化石能源依赖。 另据媒体报道，今年早些时候柏崎刈羽核电站被曝出管理漏洞。20日，日本原子能规制委员会发布消息 称，6月该核电站有关反恐对策的机密文件被不当复印。此外，2021年该核电站也曾接连出现反恐对策 疏漏，日本原子能规制委员会因此对该核电站下达运行禁令，该禁令之后被解除。(完) （文章来源：中国新闻网） 中新网11月21日电(记者宫宏宇)日本境内最大核电站，获批重启。 据彭博社等外媒报道，21日，日本新潟县知事花角 ...

Core Viewpoint - China Nuclear Power (601985.SH) announced its share repurchase program, indicating a commitment to enhancing shareholder value through buybacks [1] Summary by Categories Share Repurchase Details - As of November 21, 2025, the company has repurchased a total of 37.99 million shares, representing 0.18% of the total share capital [1] - The highest purchase price was 9.65 CNY per share, while the lowest was 8.40 CNY per share [1] - The total amount spent on the repurchase, excluding commissions and other transaction fees, is 345 million CNY [1]

Core Viewpoint - The announcement outlines adjustments to the value-added tax (VAT) policy for wind power generation and nuclear power, aiming to promote renewable energy and support the nuclear power sector [4]. Group 1: Wind Power VAT Policy - From November 1, 2025, to December 31, 2027, a VAT policy of immediate collection and 50% refund will be implemented for taxpayers selling electricity generated from offshore wind power [4]. - The existing regulations inconsistent with this announcement will be superseded, and previous documents regarding wind power VAT policy will be abolished [4]. Group 2: Nuclear Power VAT Policy - Nuclear power plants that officially commenced commercial operation before October 31, 2025, will continue to follow the VAT regulations outlined in the 2008 notice, while those approved but not yet operational will have a VAT refund policy of 50% for the first ten years after commercial operation [4]. - Nuclear power plants approved after November 1, 2025, will not be eligible for the VAT refund policy [4].

Core Viewpoint - The governor of Niigata Prefecture, Hanakado Hideyo, is expected to announce support for the restart of the Kashiwazaki-Kariwa Nuclear Power Plant, Japan's largest nuclear facility, on the 21st, although only one of its seven reactors will resume operation [2][4]. Group 1: Nuclear Plant Restart - The Kashiwazaki-Kariwa Nuclear Power Plant has been shut down since March 2012 following the Fukushima disaster in 2011, with only one of its seven reactors set to restart [2]. - As of now, 14 nuclear units have resumed operation in Japan, primarily located in the western and southern regions [2]. Group 2: Management Issues - The Nuclear Regulation Authority of Japan reported management lapses at the plant, including improper copying of sensitive anti-terrorism documents by Tokyo Electric Power Company (TEPCO) employees [3]. - These documents, which are crucial for the protection of nuclear materials, were not stored according to regulations, although no external information leaks have been reported [3]. Group 3: Public Opinion - There is significant public division regarding the plant's restart, with a recent poll indicating that support and opposition are nearly equal among local residents [5]. - Approximately 70% of Niigata residents express unease about TEPCO operating the nuclear plant, and critics have labeled TEPCO's financial proposals to local residents as attempts to buy public sympathy [5].

首个、首次、首台 本周 我国在工程建设、科学探测等领域 实现多项重大突破 中国科技与中国实力再度刷屏 用"中国精度"看宇宙 中微子实验首个重大成果发布 11月19日 江门中微子实验在建成两个月后首次发布重大科研成果 其对中微子相关参数的测量精度 比此前实验的最好精度提高了1.5~1.8倍 作为国际上首个运行的超大规模和超高精度的中微子专用大科学装置，江门中微子实验将助力科学家对来自太阳、超新星、大气和地球的中微子开展 前沿研究，其最主要的科学目标是解决粒子物理学领域未来十年内的一个重大问题，即：中微子的质量顺序，从而为探索未知物理世界打开新窗口。 江门中微子实验合作组发言人介绍 中微子实验的核心探测器达到了设计要求 中广核招远核电1号机组 核岛第一罐混凝土顺利浇筑 标志着山东招远核电基地建设全面启动 01:38 "华龙一号" 未来几年会把精度再提高几倍 实现用"中国精度"看宇宙 我国首个采用冷却塔的 "华龙一号"核电站正式开建 11月18日我国首个 采用冷却塔的"华龙一号"核电站 是我国自主研发的第三代核电技术 是目前全球在运和在建机组数量最多的 一种核电堆型 整个招远核电项目规划建设 6台华龙一号核电机组 ...

11月20日，中国核电涨0.23%，成交额5.64亿元。两融数据显示，当日中国核电获融资买入额5236.05万 元，融资偿还6680.56万元，融资净买入-1444.51万元。截至11月20日，中国核电融资融券余额合计 22.17亿元。 融资方面，中国核电当日融资买入5236.05万元。当前融资余额22.00亿元，占流通市值的1.33%，融资 余额超过近一年80%分位水平，处于高位。 融券方面，中国核电11月20日融券偿还23.58万股，融券卖出2.76万股，按当日收盘价计算，卖出金额 24.15万元；融券余量191.99万股，融券余额1679.91万元，超过近一年80%分位水平，处于高位。 截至9月30日，中国核电股东户数41.63万，较上期增加17.80%；人均流通股45363股，较上期减少 15.11%。2025年1月-9月，中国核电实现营业收入616.35亿元，同比增长8.16%；归母净利润80.02亿元， 同比减少10.42%。 分红方面，中国核电A股上市后累计派现242.80亿元。近三年，累计派现105.60亿元。 机构持仓方面，截止2025年9月30日，中国核电十大流通股东中，中国证券金融股份有 ...

盘前要闻 1、何立峰：持续推动外贸提质增效，打通全国统一大市场建设卡点堵点 类型：宏观 情绪影响：正面 国务院副总理何立峰11月18日至20日到湖北、湖南调研。何立峰指出，持续推动外贸提质增效，完善高 标准物流体系建设，加力支持制造业高质量发展，加快构建全国统一大市场，进一步畅通国内国际双循 环。 2、估值担忧卷土重来叠加降息预期进一步受挫!美股上演过山车式大跳水 类型：市场 情绪影响：负面 美国9月强劲的就业数据进一步压低了降息预期，市场预计美联储12月降息的概率已降至不足40%。另 外，黄仁勋并未完全打消市场对AI泡沫的担忧。美股上演过山车式行情，纳指盘中一度涨超2%，但收 跌逾2%，大型科技股全线下跌，热门中概股普跌。 3、磷酸铁锂行业推进反内卷，行业协会将建议设成本红线规范报价 类型：行业 情绪影响：正面 【美】约翰•博格《长赢投资》 机构观点 中国化学与物理电源行业协会将发布《关于参考磷酸铁锂成本指数及规范行业发展的通知》。该《通 知》建议，企业应将协会11月18日披露的行业平均成本区间作为报价的重要参考，不要突破成本红线开 展低价倾销。 4、商务部部长王文涛会见美国驻华大使，就中美经贸关系等问题交 ...

Core Viewpoint - The U.S. government is planning to procure and own up to 10 new large nuclear reactors to address the surging electricity demand driven by data centers and artificial intelligence, declaring a "national emergency" to justify this intervention in the private market [3][5][6]. Group 1: Government Intervention and Funding - The plan may utilize Japan's commitment of $550 billion in investments, with approximately $332 billion earmarked for U.S. energy projects, including investments in Westinghouse's new AP1000 reactors and small modular reactors [4][6]. - The U.S. Department of Energy has not disclosed specific site details for the reactors but expresses confidence in the project's implementation [6]. Group 2: Industry Beneficiaries - Key players in the nuclear energy sector, such as Westinghouse, BWX Technologies, and Mirion Technologies, are expected to benefit significantly from this government initiative [4][7][8]. - Westinghouse, which holds the only large reactor design currently under discussion, is coordinating with the U.S. government for potential contracts [7]. - BWX Technologies, as a primary nuclear contractor, and Flowserve, a major supplier of nuclear pumps and valves, are also positioned to receive substantial orders, with Flowserve estimating potential nuclear contract revenues of up to $10 billion [8]. Group 3: Market Context and Historical Background - The initiative aims to revive the U.S. nuclear power construction sector, which has been stagnant for over a decade, primarily due to the financial struggles of previous projects like Southern's Vogtle [9][10]. - The current energy crisis and the rise of AI are reshaping industry dynamics, potentially making large nuclear projects more viable again [10][12].

来源：视频滚动新闻 英伟达财报击退"泡沫论"，核电/铀矿概念股普遍上涨，星座能源（CEG.O）涨3.4%、Oklo（OKLO.N） 涨4.1%、Energy Fuels（UUUU.A）涨1.4%、Uranium Energy（UEC.A）涨2.2%，Nano Nuclear Energy(NNE.O)涨4.9%。 ...