该部门当天发布公报说，这15个战略研究项目涉及健康、农业生态转型、低碳能源、人工智能等多个领 域，具体项目包括借助人工智能（AI）等工具早期识别神经退行性疾病、发展混合可持续燃料，创建 国家设计中心以重振先进半导体领域，从而摆脱对英伟达等国际企业的技术依赖等。 "通过启动这些战略研究项目，我们宣示了明确的目标：让科研成为法国国家科技主权的核心驱动力。 这些投资将增强我们在认知世界、创新和自主决策方面的能力。"高等教育、科研和空间事务部长菲利 普·巴蒂斯特说。 新华财经巴黎11月29日电（记者罗毓） 法国高等教育、科研和空间事务部28日宣布，将调配3亿欧元用 于资助15个全新战略研究项目，旨在围绕21世纪的关键领域增强法国的科学和技术实力。 据介绍，该资助计划将在"法国2030"投资计划框架内进行，将有助于加强法国在关键领域的能力，构建 新兴科学领域的学科与产业体系，支持颠覆性创新，为未来的产业、环境与能源政策做好准备，增强法 国的技术自主及国家行动能力。 （文章来源：新华社） 法国政府于2021年推出"法国2030"投资计划，旨在依靠大规模公共资金投资，加强半导体、生物制药、 核能、电动汽车等关键领域的创新能 ...

"通过启动这些战略研究项目，我们宣示了明确的目标：让科研成为法国国家科技主权的核心驱动力。 这些投资将增强我们在认知世界、创新和自主决策方面的能力。"高等教育、科研和空间事务部长菲利 普·巴蒂斯特说。 法国政府于2021年推出"法国2030"投资计划，旨在依靠大规模公共资金投资，加强半导体、生物制药、 核能、电动汽车等关键领域的创新能力，以促进法国经济转型和产业升级。（完） 新华社巴黎11月28日电（记者罗毓）法国高等教育、科研和空间事务部28日宣布，将调配3亿欧元用于 资助15个全新战略研究项目，旨在围绕21世纪的关键领域增强法国的科学和技术实力。 该部门当天发布公报说，这15个战略研究项目涉及健康、农业生态转型、低碳能源、人工智能等多个领 域，具体项目包括借助人工智能（AI）等工具早期识别神经退行性疾病、发展混合可持续燃料，创建 国家设计中心以重振先进半导体领域，从而摆脱对英伟达等国际企业的技术依赖等。 据介绍，该资助计划将在"法国2030"投资计划框架内进行，将有助于加强法国在关键领域的能力，构建 新兴科学领域的学科与产业体系，支持颠覆性创新，为未来的产业、环境与能源政策做好准备，增强法 国的技术自主及 ...

智通财经APP获悉，美国银行的"三重动能(triple momentum)"分析显示，黄金(GLD)、国防(ITA、 XAR)、核能(NLR、NUKZ)及稀土等细分板块的表现超越所有全球主要行业板块。这项综合了盈利、价 格和新闻动能的指标分析显示，主动型多头基金在这些板块中保持着接近基准权重的持仓头寸。该评估 体系结合了上述动能特征、个股排名、投资者持仓布局及估值趋势，以全面呈现当前市场情绪。美银指 出，这一方法旨在判断每个行业"已经计入了多少预期"，从而为投资者提供指导，帮助他们在这些表现 强劲的主题投资中寻找可能仍然存在的机会。 各主题下的领跑个股 美银量化策略师甄选了各个投资主题内表现领先的个股。 在 美 国 市 场 中 ， Celestica(CLS.US) 、 希 捷 科 技 (STX.US) 、 西 部 数 据 (WDC.US) 、 Lumentum Holdings(LITE.US)和艾马克技术(AMKR.US)是人工智能(AI)主题下"三重动能"排名最高的股票。 在国防主题中，排名最高的股票是IonQ(IONQ.US)、V2X(VVX.US)、General Dynamics(GD.US)、B ...

行业复苏得益于三大因素：AI数据中心耗电量激增（OpenAI称八年需250吉瓦）、 《通胀削减法案》提供40%投资税收抵免、核监管委员会审批流程加速。微软、亚马逊 等科技巨头已签署长期核能采购协议，连曾发生事故的三哩岛核电站也更名为Crane清 洁能源中心重启运营。（驻波黑使馆经商处） 2025年行业融资规模已突破40亿美元（2020年仅为5亿）。其中：Aalo Atomics在德 州建设3700平米工厂，计划2026年实现10兆瓦微型反应堆临界测试，目标是在2027年实 现供电；Kairos Power获美国能源部3.03亿美元支持，正在田纳西州建设50兆瓦示范 堆；X-energy获伊朗裔亿万富翁Kamal Ghaffarian投资，研发气冷反应堆。 （原标题：人工智能驱动核能复兴，美国初创企业竞逐微型反应堆赛道） 波黑媒体Energetika 11月26日报道。在人工智能算力需求飙升与特朗普政府政策倾 斜的双重推动下，核能产业正迎来新一轮发展浪潮。福布斯报道称，包括Aalo Atomics、Oklo、Kairos Power在内的十余家美国初创企业正竞相研发模块化小型核反应 堆。 ...

Core Viewpoint - Xiamen Tungsten announced the development of the Langmuir probe, a critical diagnostic component for the ITER divertor, which will operate under high thermal load conditions to measure key parameters such as temperature and density of plasma near the divertor target plate, providing essential data support for the operation and optimization of the ITER device [1] Group 1 - The Langmuir probe is an important diagnostic component for the ITER divertor [1] - The probe will work under high thermal load conditions to measure critical plasma parameters [1] - Xiamen Tungsten has achieved multiple innovations in tungsten material preparation, processing, precision injection molding technology, advanced coating, and connection technology [1] Group 2 - The project has applied for a total of 5 invention patents and 2 utility model patents [1] - The development breaks the reliance on imported core technologies in this field [1] - The project aims to achieve domestic control and localization of high-end components for nuclear fusion [1]

Core Insights - The article discusses advancements in nuclear fusion technology in China, particularly focusing on the construction of the BEST (Broadly Enhanced Superconducting Tokamak) facility in Hefei, which aims to achieve stable nuclear fusion and demonstrate power generation by 2027 [2][4][6]. Group 1: Nuclear Fusion Development - The BEST facility, also referred to as "artificial sun," is designed to replicate the conditions of the sun's core to sustain nuclear fusion reactions [2][4]. - The construction of the facility is currently in the final assembly stage, with key systems like superconducting magnets and heating mechanisms being developed [2][4]. - The facility will consist of millions of components, weighing a total of 6,000 tons, and aims to provide critical data for the commercialization of fusion energy [4]. Group 2: National Strategy and Goals - During the 14th Five-Year Plan, China has made significant breakthroughs in nuclear fusion research, transitioning from basic experiments to engineering applications [6][8]. - The government has prioritized nuclear fusion as a future industry, aiming to integrate it into the broader energy landscape and enhance the industrial chain [8][14]. - The country has established itself as a leader in nuclear power technology, with the largest operational and under-construction nuclear power capacity globally [14]. Group 3: Market and Investment Landscape - The nuclear fusion sector is experiencing rapid investment growth, with over 10 billion yuan raised in the primary market this year, indicating strong market expectations for the development of the fusion industry during the 15th Five-Year Plan [16][18]. - The potential market for controlled nuclear fusion is projected to reach trillions, with China collaborating with over 50 countries and 140 research institutions globally [18].

The uranium miner is still in the early innings of its current growth cycle.Cameco (CCJ +1.67%), the world's second-largest uranium miner, was a dismal investment for more than a decade. From 2011 to 2021, its revenue plunged from $2.4 billion to $1.2 billion without a single year of growth. That decline was caused by the Fukushima disaster in 2011, which drove many countries to rein in their nuclear expansion projects; the COVID-19 pandemic, which forced many miners to suspend their operations; and a weak ...

Core Viewpoint - The development of nuclear fusion technology in China is progressing rapidly, with significant projects underway that aim to harness fusion energy for practical applications, including electricity generation, which could lead to a transformative impact on the energy sector [4][16]. Group 1: Nuclear Fusion Projects - The BEST (Broadly Enhanced Superconducting Tokamak) project in Hefei is under construction, aiming to achieve the first demonstration of fusion energy generation by 2027 [4][8]. - The project involves creating conditions similar to those in the sun, with temperatures exceeding one hundred million degrees Celsius to facilitate nuclear fusion reactions [6][7]. - The experimental device consists of millions of components, weighing a total of 6,000 tons, and is designed to provide critical data for the commercialization of fusion energy [8]. Group 2: Advancements in Nuclear Power - During the 14th Five-Year Plan, China has made significant breakthroughs in fourth-generation nuclear power technology, with the world's first commercially operational fourth-generation nuclear power plant in Rongcheng, Shandong [10][14]. - The operational and construction scale of nuclear power in China is the largest globally, with a notable increase in domestic innovation capabilities [14][15]. - The domestic equipment localization rate in nuclear power has reached 93.4%, with plans to achieve 100% localization during the 15th Five-Year Plan [15]. Group 3: Market and Investment Trends - The nuclear fusion sector is experiencing accelerated investment, with over 10 billion yuan raised in the primary market since 2025, indicating strong market expectations for the development of the fusion industry [19]. - The 15th Five-Year Plan period is seen as a pivotal time for the transition from demonstration to large-scale application of controllable nuclear fusion, potentially unlocking a trillion-yuan market [19]. - China has established partnerships with over 50 countries and 140 research institutions globally, positioning controllable nuclear fusion as a key element in achieving carbon neutrality goals [19].

Core Insights - The event for the transformation of nuclear fusion technology achievements was held on November 27 by China Fusion Energy Co., Ltd [1] - The agenda included the signing of relevant projects from the nuclear fusion center and technology service projects for achievement transformation [1] - Key advancements in superconducting materials for core components of fusion devices, research progress on compact fusion experimental devices, and updates on the China Circulation No. 3 research were presented [1]

智通财经APP讯，电投产融(000958.SZ)发布公告，公司拟通过资产置换和发行股份方式购买国电投核能 有限公司100%股权，同时置出国家电投集团资本控股有限公司100%股权，并募集配套资金。根据深圳 证券交易所上市审核中心有关工作安排，拟于近期审核公司本次交易事项，具体会议时间待确定后另行 公告。 ...