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中国核电:2025年全年核电发电量2008亿千瓦时 同比增9.66%
Ge Long Hui A P P· 2026-01-07 07:51
格隆汇1月7日|中国核电(601985.SH)公告称,2025年全年累计商运发电量为2444.30亿千瓦时,同比增 长12.98%。其中,核电发电量2008.07亿千瓦时,同比增长9.66%;上网电量1878.47亿千瓦时,同比增 长9.69%。新能源发电量436.23亿千瓦时,同比增长31.29%。公司预计2026年全年发电量目标为2592亿 千瓦时,其中核电计划发电量为2100亿千瓦时,新能源计划发电量为492亿千瓦时。 ...
中国核电(601985.SH):2026年全年发电量目标为2592亿千瓦时
Ge Long Hui A P P· 2026-01-07 07:51
格隆汇1月7日丨中国核电(601985.SH)公布,截至2025年12月31日,公司控股核电在运机组26台,装机 容量2,500.00万千瓦;控股核电在建及核准待建机组19台,装机容量2,185.90万千瓦。2026年1月1日,公 司控股投资的中核国电漳州能源有限公司福建漳州核电站2号机组投入商运(详见公司2026-002号公 告),公司控股核电在运机组增至27台,装机容量增至2,621.20万千瓦;控股核电在建及核准待建机组 变为18台,装机容量相应变为2,064.7万千瓦。 截至2025年12月31日,公司2025年全年度累计商运发电量为2,444.30亿千瓦时,同比增长12.98%;上网 电量为2,307.47亿千瓦时,同比增长13.15%。 截至2025年12月31日,公司控股新能源在运装机容量3,364.10万千瓦,包括风电1,062.68万千瓦、光伏 2,301.42万千瓦,另控股独立储能电站165.10万千瓦;控股新能源在建装机容量793.17万千瓦,包括风电 260.74万千瓦,光伏532.43万千瓦。 2026年,公司全年发电量目标为2,592亿千瓦时,其中核电计划发电量为2,100亿千瓦时 ...
中国核电(601985.SH)2025年累计商运发电量同比增长12.98%
智通财经网· 2026-01-07 07:50
智通财经APP讯,中国核电(601985.SH)公告,截至2025年12月31日,公司2025年全年度累计商运发电 量为2,444.30亿千瓦时,同比增长12.98%;上网电量为2,307.47亿千瓦时,同比增长13.15%。 ...
中国核电2025年累计商运发电量同比增长12.98%
Zhi Tong Cai Jing· 2026-01-07 07:49
中国核电(601985)(601985.SH)公告,截至2025年12月31日,公司2025年全年度累计商运发电量为 2,444.30亿千瓦时,同比增长12.98%;上网电量为2,307.47亿千瓦时,同比增长13.15%。 ...
中国核电:2025年累计商运发电量同比增长12.98%
人民财讯1月7日电,中国核电(601985)1月7日公告,截至2025年12月31日,公司2025年全年度累计商 运发电量为2444.3亿千瓦时,同比增长12.98%;上网电量为2307.47亿千瓦时,同比增长13.15%。2026 年,公司全年发电量目标为2592亿千瓦时,其中核电计划发电量为2100亿千瓦时,新能源计划发电量为 492亿千瓦时。 ...
中国核电:2026年全年发电量目标为2592亿千瓦时
Ge Long Hui· 2026-01-07 07:48
格隆汇1月7日丨中国核电(601985.SH)公布,截至2025年12月31日,公司控股核电在运机组26台,装机 容量2,500.00万千瓦;控股核电在建及核准待建机组19台,装机容量2,185.90万千瓦。2026年1月1日,公 司控股投资的中核国电漳州能源有限公司福建漳州核电站2号机组投入商运(详见公司2026-002号公 告),公司控股核电在运机组增至27台,装机容量增至2,621.20万千瓦;控股核电在建及核准待建机组 变为18台,装机容量相应变为2,064.7万千瓦。 2026年,公司全年发电量目标为2,592亿千瓦时,其中核电计划发电量为2,100亿千瓦时,新能源计划发 电量为492亿千瓦时。公司控股在运核电机组全年计划大修15次(包括3次十年大修,2次五年大修和10 次日常大修),其中第一季度完成2次,第二季度完成8次,第四季度完成5次。 截至2025年12月31日,公司2025年全年度累计商运发电量为2,444.30亿千瓦时,同比增长12.98%;上网 电量为2,307.47亿千瓦时,同比增长13.15%。 公司完成发电目标面临的主要风险有:(1)机组非计划降功率或停堆停机带来的发电量减少风险 ...
城市高质量发展与国际合作大会探寻多元协同创新实践路径
Xin Lang Cai Jing· 2026-01-07 04:51
本报记者 林小艺 威海市副市长张善东说,威海协同推进降碳、减污、扩绿、增长,加力推动能源转型,目前世界首座具 有四代核电特征的高温气冷堆投入商运,国内单体最大的平价海上风电项目"乘风起势",全省首个"源 网荷储"一体化项目建成运营,绿色低碳成为威海精致城市建设的鲜明底色。 制造业重镇佛山的转型实践同样亮眼。作为全国唯一制造业转型升级综合改革试点城市,佛山以财政资 金撬动社会资本近4000亿元投入技术改造,推动78.7%规上工业企业完成数字化转型。佛山市投资促进 局副局长梁朝晖给出了一组亮眼数据:"现在全国每14台工业机器人就有1台是佛山生产。" 正确处理政府和市场关系,做到"放得活"与"管得好"有机统一,是激发市场活力、保障高质量发展的关 键。参会各地城市立足自身发展实际,通过制度创新、流程优化、要素保障等多重举措,厚植经营主体 发展土壤。 内蒙古自治区鄂尔多斯市作为国家重要能源基地,是一座古韵与新潮交融的转型之城。鄂尔多斯市经济 合作服务中心主任苏俊杰说,鄂尔多斯倾力打造政策最贴心、办事最省心、投资最安心、服务最暖心、 生活最舒心的"暖城五心"营商环境品牌。以制度创新为引领,建立健全任务推动、政企互动、督导 ...
全球核电复兴下的4代核电的投资机会
Group 1 - The International Atomic Energy Agency (IAEA) has raised its nuclear power installation expectations for five consecutive years, expanding the "Triple Nuclear Declaration" from 22 countries to 33 countries and large non-nuclear enterprises, with a target of 1200 GW by 2050 [1][2] - The World Nuclear Association (WNA) predicts that global nuclear power installations could reach 1363 GW by 2050 based on current government targets, and potentially 1428 GW when considering proposed projects [1][2] - The revival of nuclear energy is highly certain at the government level, with a decrease in countries abandoning nuclear power, such as Germany, and significant developments in the U.S., Japan, and Russia [2] Group 2 - Factors contributing to the exceeding expectations for nuclear energy include multi-domain applications such as nuclear heating and hydrogen production [2] - The inherent safety and sustainability of fourth-generation nuclear power is supported by natural physical laws that ensure safety without external operations, and fast reactors can increase uranium resource utilization from 0.5% to 60-70% [2] - Recent developments in the U.S. include the signing of an executive order to reform nuclear reactor testing, with a goal to construct at least three advanced reactors by July 4, 2026 [2] Group 3 - In China, the first fourth-generation high-temperature gas-cooled reactor is expected to be operational in 2023, with significant advancements in sodium-cooled fast reactors anticipated by 2025 [2] - Shanghai Electric (601727) has a significant advantage in the supply of nuclear island equipment for high-temperature gas-cooled reactors, while Zhejiang Fu Holding (002266) is expanding its offerings in the control rod drive mechanism and main pump supply for sodium-cooled fast reactors [3] - Investment recommendations include focusing on Shanghai Electric, Dongfang Electric (600875), Harbin Electric, and Zhejiang Fu Holding [3]
中国核电:2025年半年度权益分派后回购价格上限调整为13.80元/股
Xin Lang Cai Jing· 2026-01-06 10:45
中国核电公告称,因2025年半年度权益分派,公司将以集中竞价交易方式回购股份的价格上限由不超过 13.82元/股调整为不超过13.80元/股,调整起始日为2026年1月13日。本次权益分派向股东每股派发现金 红利0.02元(含税)。回购资金总额不低于3亿元且不超过5亿元,按3亿元测算,回购股份约2173.91万 股,占总股本约0.11%;按5亿元测算,回购约3623.19万股,占比约0.18%。除价格上限调整外,回购其 他事项不变。 ...
“小而美”撬动“大改革”
Zhong Guo Fa Zhan Wang· 2026-01-06 09:07
Core Viewpoint - The article highlights the significant reforms and innovations undertaken by Fangchenggang City, focusing on practical measures that address the urgent needs of the community and businesses, leading to high-quality development and improved public satisfaction. Group 1: Reform Initiatives - Fangchenggang City has launched 117 "small but beautiful" micro-reform initiatives since 2025, covering various sectors to benefit the public, enterprises, and grassroots [3] - The medical insurance department has reduced the approval time for outpatient chronic disease treatment qualifications from 18 working days to as fast as 1 working day, benefiting over 1,300 insured patients [3] - The forestry department has established an online and offline dual-channel for logging permits, reducing the average processing time from 10 working days to 1 working day, improving efficiency by 90% [3] Group 2: Economic Development - The city has achieved a significant increase in industrial output, with the industrial output value of the Dongxing Industrial Park nearly doubling since its establishment, and the total foreign trade import and export volume reaching 25.938 billion yuan, showing a notable year-on-year growth [5] - The smart factory output accounts for 77.5% of the total industrial output, with the establishment of the first national aluminum oxide industry model and the first intelligent detection line for steel in the region [5] - The cross-border e-commerce comprehensive pilot zone has been approved, with expected exports exceeding 12 billion yuan [5] Group 3: Service Innovation - Fangchenggang City has implemented a "project steward" model to provide full-cycle support for projects, ensuring that projects can start immediately after land acquisition [7] - The customs has introduced a "1+1+N" smart inspection model, reducing the inspection time for imported mineral products by over 50%, saving enterprises more than 100 million yuan annually [8] - The city has established a mechanism for enterprise demands and departmental responses, resulting in a significant increase in new registered business entities, with a growth rate of 8.68% compared to the end of 2023, the highest in the region [8] Group 4: Healthcare and Industry - The establishment of a service system consisting of a service station and two centers has facilitated the rapid development of the medical device industry, increasing the number of production enterprises from 3 to 40 [6] - The nuclear power company has achieved 100% localization of nuclear power equipment, with an installed capacity exceeding 9.4 million kilowatts, enhancing the resilience and strength of the regional industrial chain [6] Group 5: Overall Impact - The reforms in Fangchenggang City have led to a GDP growth of 7% in the first three quarters of 2025, leading the region, with 23 indicators showing growth rates at the forefront of the region [8] - The city has transformed its reform approach from "government-led" to "enterprise-driven," fostering a collaborative environment for development [9] - The practical reforms have significantly improved service efficiency and public satisfaction, demonstrating the effectiveness of the city's reform strategies [9]