格隆汇2月9日丨力源科技(688565.SH)公布，公司于近日与上海核工程研究设计院股份有限公司（称"买 方"）签署了山东海阳核电站三期工程项目凝结水精处理系统设备采购合同供货合同，合同金额为人民 币5,498万元（含税）。本合同为公司日常经营性合同，公司已履行了签署该合同的内部审批程序。 山东海阳核电站三期工程项目凝结水精处理系统设备采购合同的签署，将进一步巩固公司在核电市场的 领先地位，有利于提升公司的持续盈利能力和核心竞争力，对公司业务发展及经营业绩将产生积极的影 响。 ...

行 华福证券 机械设备 2026 年 02 月 08 日 业 研 究 机械设备 全球核电发展提速，装机目标或超三倍核能愿景 投资要点： 世界核协会最新报告显示全球核电装机目标远超预期 行 业 定 期 报 告 世界核协会最新报告显示，若各国落实核电开发目标，2050 年全 球核电装机容量有望达 1446GWe，远超三倍核能宣言的 1200GWe 目 标。目前全球有 440 台在运核电机组，70 台在建，2024 年核能发电量 创历史新高，多国也已承诺支持三倍装机目标。报告测算不同阶段核 电增长动力各有不同，2030 年前靠在建机组，2035 年前靠规划项目， 2035 年后则由拟建、潜在项目及政府计划支撑，同时各国还有约 542GWe 无具体项目支撑的装机目标，政策保障力度也存在差异。 明确装机需求，多方协同推动目标落地 报告明确了 2026 至 2050 年各阶段核电年均装机需求，其中 2046 到 2050 年每年需装机 65.3GWe，约为核电建设历史峰值速度的两倍。 为实现目标，WNA 提出多项建议，各国政府需将核电纳入长期规划、 制定可行产业战略、支持核电机组延寿并完善相关机制，金融机构要 实施技术中 ...

英日加强聚变合作，国力电子与合肥能源研究院共建联合 实验室 ——可控核聚变行业周报 | [姓名table_Authors] | 电话 | 邮箱 | 登记编号 | | --- | --- | --- | --- | | 肖群稀(分析师) | 0755-23976830 | xiaoqunxi@gtht.com | S0880522120001 | | 黄龙(分析师) | 021-38031028 | huanglong@gtht.com | S0880525070027 | 核电设备《FIA 发布 "欧洲聚变能源：行动倡 议"， 四川"聚变产投"正式运营》2026.02.01 核电设备《韩国扩大聚变研发预算，General Fusion 拟借壳上市》2026.01.25 核电设备《2026 核聚变能科技与产业大会开幕， 星环聚能完成 10 亿元 A 轮融资》2026.01.18 核电设备《英伟达与西门子联手 CFS 打造聚变数 字孪生体，洪荒 70 完成 120 秒稳态长脉冲等离子 体运行》2026.01.11 核电设备《欧盟聚变战略发布在即，美德联手攻 克聚变激光技术瓶颈》2025.12.29 股 票 研 究 ...

英日加强聚变合作，国力电子与合肥能源研究院共建联合 实验室 ——可控核聚变行业周报 | [姓名table_Authors] | 电话 | 邮箱 | 登记编号 | | --- | --- | --- | --- | | 肖群稀(分析师) | 0755-23976830 | xiaoqunxi@gtht.com | S0880522120001 | | 黄龙(分析师) | 021-38031028 | huanglong@gtht.com | S0880525070027 | 本报告导读： 上周（2026/2/2-2026/2/6）可控核聚变领域动态：英日发布联合声明将聚变列为重要 合作方向；国 力 电子 与合 肥 能源 研究 院共 建联 合实 验 室， 新西 兰 OpenStar Technologies 获得政府注资。 投资要点： [Table_Report] 相关报告 核电设备《FIA 发布 "欧洲聚变能源：行动倡 议"， 四川"聚变产投"正式运营》2026.02.01 核电设备《韩国扩大聚变研发预算，General Fusion 拟借壳上市》2026.01.25 核电设备《2026 核聚变能科技与产业大会 ...

Core Viewpoint - The company, Ice Wheel Environment, is focusing on innovative technologies in the nuclear power sector, particularly in cooling systems and energy utilization, in response to the accelerated pace of nuclear power construction in China [2]. Group 1: Company Innovations - The company has developed a series of innovative technologies for nuclear island cooling, heat recovery, and safe cooling systems, which support the safe and efficient operation of nuclear power plants [2]. - The company has successfully served multiple nuclear power stations in China, including Hongyanhe, Ningde, Yangjiang, and others, showcasing its extensive experience in the field [2]. Group 2: Technological Collaborations - The company’s subsidiary, Dunhan Bush, is a global service provider for nuclear island refrigeration, with over 20 years of experience and involvement in drafting national standards for refrigeration equipment [2]. - The company has recently won a bid for a cooling project for floating small nuclear reactors, marking a significant step in the development of distributed energy from small reactors in China [2]. Group 3: Research and Development - The company collaborates with Tsinghua University to develop technologies for seawater desalination and long-distance heating using nuclear energy, which have been applied in the "Warm Nuclear No. 1" project [2]. - The company’s absorption heat exchange technology has been recognized with a national invention award, highlighting its commitment to innovation in the nuclear energy sector [2].

股票研究 /[Table_Date] 2026.02.01 [Table_Industry] 核电设备 FIA 发布 "欧洲聚变能源：行动倡议"， 四川"聚变产投" 正式运营 [Table_Invest] 评级： 增持 ——可控核聚变行业周报 | [姓名table_Authors] | 电话 | 邮箱 | 登记编号 | | --- | --- | --- | --- | | 肖群稀(分析师) | 0755-23976830 | xiaoqunxi@gtht.com | S0880522120001 | | 黄龙(分析师) | 021-38031028 | huanglong@gtht.com | S0880525070027 | 本报告导读： 上周（2026/1/26-2026/1/30）可控核聚变领域动态：FIA 发布 "欧洲聚变能源：行动 倡议"，俄罗斯成功测试创纪录高温超导电缆；四川天府新区"聚变产投"正式运营， 今创集团联手核聚变专家布局聚变领域； 投资要点： [Table_Report] 相关报告 核电设备《韩国扩大聚变研发预算，General Fusion 拟借壳上市》2026.01.25 核电设 ...

每经头条（nbdtoutiao）——核电建设热潮下，设备厂忙到"飞起"！订单已排至2028年，员工三班倒， 产线24小时不停 每经AI快讯，沃尔核材1月30日晚间发布公告称，公司第八届第三次董事会会议于2026年1月30日以通 讯会议方式召开。会议审议了《关于确定公司H股全球发售及在香港联交所上市相关事宜的议案》等文 件。 （记者 王晓波） ...

Core Viewpoint - The company, Ice Wheel Environment, is focusing on innovative technologies in the nuclear power sector, particularly in cooling systems and energy utilization, in response to the accelerated pace of nuclear power construction in China [1] Group 1: Company Innovations - The company has developed a series of innovative technologies for nuclear island cooling, heat recovery, and safe cooling systems, which support the safe and efficient operation of nuclear power plants [1] - The company has successfully served multiple nuclear power stations in China, including Hongyanhe, Ningde, Yangjiang, and others, showcasing its extensive experience in the field [1] Group 2: Strategic Partnerships and Projects - The company’s subsidiary, Dunhan Bush, is a global service provider for nuclear island refrigeration, with over 20 years of experience and involvement in drafting national standards for refrigeration equipment [1] - Recent projects include winning a bid for a cooling system for floating small nuclear reactors, marking a significant step in the development of distributed energy from small reactors in China [1] Group 3: Collaborations and Applications - The company’s subsidiary, Huayuan Taimeng, has collaborated with Tsinghua University to develop technologies for seawater desalination and long-distance heating using nuclear energy, which have been applied in the "Warm Nuclear No. 1" project [1] - The project has been recognized in national media, highlighting its significance as China's first cross-city nuclear heating project [1]

智慧、智能、智聚三条"智链"拉动制造业提档升级 济宁"智造"托举"大国重器" 飞驰的高铁动车组如何稳稳刹停？核电站海水管道怎样实现数十年抗腐？推土机如何会思考能决 策？这些"大国重器"平稳运行的密码，藏在济宁制造业的"智造"基因里。当地以智慧、智能、智聚三 条"智链"为牵引，用一个个硬核配套案例，挺起了先进制造业的脊梁。 智能制造的"数字引擎"，让济宁"智造"托举起"大国重器"。前不久，宁德核电鼓网主轴防腐作业现 场来了一台"磁吸式爬行机器人"装置，实现了"遥控打磨+自动喷涂"一键搞定，无需脚手架即可精准修 复涂层破损。 这台爬行自如的机器人来自山东尚核电力科技有限公司。作为一家专业为核电站"护肤"的企业，尚 核电力不断将数字化、智能化引入生产和施工场景，实现了质量、效率双提升。目前，公司在海洋防腐 工程、各类管道制造和安装等领域均已达到国内领先水平，服务范围覆盖全国100多台核电机组。 数字化转型的深度，决定着制造业的高度。尚核电力的质效优势，背后是济宁数字产业化"十大工 程"和产业数字化"八大行动"的强力支撑：当地构建"项目—企业—产业"数字经济发展体系，规上企业 数字化转型率达92.7%。12家国家级5 ...

Core Viewpoint - The company, Ice Wheel Environment, is focusing on innovative technologies in the nuclear power sector, particularly in cooling systems and energy utilization, in response to the accelerated pace of national nuclear power construction [1] Group 1: Company Innovations - The company has developed a series of innovative technologies for nuclear island cooling, including passive cooling systems and heat recovery solutions, aimed at ensuring the safe and efficient operation of nuclear power plants [1] - The company has successfully served multiple nuclear power stations across China, including Hongyanhe, Ningde, and Yangjiang, among others [1] - The company’s subsidiary has created a passive cooling system for the containment area, which is being supplied to the world's first commercial fourth-generation high-temperature gas-cooled reactor [1] Group 2: Industry Developments - The company’s subsidiary, Dunhan Bush, is a leading service provider for nuclear island refrigeration, with over 20 years of experience and involvement in drafting national standards for refrigeration equipment [1] - Recent projects include winning a bid for a cooling system for a floating small modular reactor, marking a significant step in the development of distributed energy from small reactors in China [1] - The company’s collaboration with Tsinghua University has led to advancements in technologies for seawater desalination and long-distance heating using nuclear energy, which have been applied in the "Warm Nuclear No. 1" project [1]