可控核聚变概念盘初走强 融发核电、哈焊华通双双涨停 智通财经5月23日电，早盘融发核电、哈焊华通涨停，辰光医疗、雪人股份、爱科赛博、中洲特材等涨 幅靠前。消息面上，国际热核聚变实验堆（ITER）组织官网宣布，经过数十年努力，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。 ...

Core Points - The "Clean Industry Agreement" aims to accelerate decarbonization and ensure the future of manufacturing in Europe, focusing on energy-intensive industries and clean technologies [1][2] - The agreement is a continuation of the "European Green Deal," emphasizing the importance of sustainable development and the return of strategic production to Europe [1][2] - It aims to create high-quality jobs and enhance economic autonomy by reducing reliance on external supplies [1][2] Group 1: Key Priorities of the Clean Industry Agreement - The agreement promotes investment in renewable energy and nuclear power to stabilize the energy system [1][2] - It aims to establish an interconnected energy alliance to provide affordable and predictable electricity prices, fostering attractive conditions for new investments [2][3] - The legislation framework under the net-zero emissions industry regulations supports the development of manufacturing technologies for solar panels and wind turbines [2][3] Group 2: Enhancing Energy Competitiveness - The Clean Industry Agreement includes specific legislation to modernize electricity transmission infrastructure, aiming to balance electricity prices across member states [3][6] - Lower and predictable energy prices are expected to reduce production costs and enhance the competitiveness of European companies in the global market [3][6] - The Energy Efficiency Directive (EU) 2023/1791 introduces mechanisms to reduce energy consumption and improve energy efficiency in public buildings [3][6] Group 3: Promoting Sustainable Technology Innovation - The EU actively supports innovation and investment in sustainable technologies through financial mechanisms like the recovery plan, emphasizing green technologies [4][6] - Member states receive additional support to create conditions for public-private partnerships, which are crucial for achieving long-term goals [4][6] - The net-zero emissions industry regulations facilitate the construction of strategic projects across Europe, prioritizing companies developing new technologies [4][6] Group 4: Cooperation Mechanisms for Energy Connectivity - The EU relies on cross-border cooperation to improve energy connectivity and stability, including the construction of strategic electricity transmission infrastructure [6] - Financial incentives are provided through European funds to support infrastructure modernization [6] - The Energy Efficiency Directive (EU) 2023/1791 mandates annual renovations of public buildings to meet energy-saving standards, contributing to a more interconnected energy network [6]

据路透报道，美国总统特朗普最早有望在周五签署关于核的命令，特朗普将围绕美国的铀依赖性激活战时 法案。 Sam Altman持股的Oklo美股盘后涨6.37%，SMR涨4.66%，CEG涨1.10%，Vistra微跌，道明尼能源DNN跌 0.67%。 ...

Group 1 - The "Promotion Law" marks a milestone in the legal status of the private economy in China, providing a solid legal guarantee for its development [1] - The law aims to address significant issues faced by private enterprises, such as hidden barriers to market entry, high financing costs, and inconsistent law enforcement [1] - Effective implementation of the law requires transforming legal provisions into practical reforms that private enterprises can perceive and benefit from [1] Group 2 - Jiangsu province, as a major player in the private economy, is encouraged to adopt a systematic approach to enhance the rights of private enterprises and stimulate their development [2] - The focus is on fostering innovation and creating a self-sufficient industrial system, while also addressing structural financing issues faced by private manufacturing enterprises [2] - There is an emphasis on expanding international competitiveness and providing comprehensive support for private enterprises venturing into foreign markets [2] Group 3 - The establishment of benchmark projects, such as the first private capital-participated nuclear power project in Jiangsu, serves as a model for breaking market entry barriers [3] - This project exemplifies how private enterprises can collaborate with state-owned enterprises in strategic sectors, signaling a shift towards more inclusive market access [3] - The implementation of the "Promotion Law" requires coordinated efforts among various departments to effectively address long-standing issues in the private economy [3]

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， ...

Group 1 - The China National Nuclear Corporation (CNNC) announced a significant milestone in the nuclear technology application field with the first commercial shipment of carbon-14 isotopes from the Qinshan Nuclear Power Base, marking the full industrial chain from independent research and production to market supply [1] - The product is the first mass-produced result of China's isotope production technology brand "Hefei No. 1," showcasing the advantages of autonomy, scale, and branding in the production system [1] - The international ITER organization reported the completion of all components for the world's largest and strongest pulsed superconducting magnet system, a key step towards achieving controllable nuclear fusion energy [1] Group 2 - The nuclear fusion industry is experiencing rapid development, with significant projects like the BEST project and the "Kua Fu" project in Hefei expected to catalyze further advancements [1] - Companies such as Hezhong Intelligent have undertaken critical manufacturing tasks for the BEST project, including the vacuum chamber sector's core components [2] - Ha Welding Huaton is providing high-quality welding materials for nuclear fusion equipment, participating in the compact all-superconducting nuclear fusion experimental device project [2]

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]