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中核能崛起:“国铀一号” 如何改写全球格局
Sou Hu Cai Jing· 2025-07-13 01:28
大家知道吗?我国核电总体规模现在已经是世界第一啦!未来 15 年,国内天然铀需求量那可不得了, 会超过目前全球天然铀总产量的一半。"国铀一号" 技术接下来要全面应用并加速推广,用到松辽盆 地、二连盆地、鄂尔多斯盆地、伊犁盆地等北方盆地铀资源开发上,助力建成一批新的铀矿大基地,全 今天想跟大家唠唠一个超厉害的事儿,咱中国核能技术的重大突破 ——"国铀一号",它可是在全球引 起了不小的轰动呢! 先跟大家讲讲背景哈。在核能领域,欧美国家以前那可是 "老大哥" 般的存在,传统技术在全球占主导 地位。但咱中国,一直默默努力搞研发,憋着一股劲儿要实现突破。就在 2024 年 7 月 12 日,一个值得 铭记的日子,我国规模最大的天然铀产能项目 —— 中核集团 "国铀一号" 示范工程在内蒙古鄂尔多斯开 工建设啦。经过一年的奋战,到了今年 7 月 12 日,它成功生产下线 "第一桶铀",这可太了不起了,标 志着我国天然铀生产取得重大突破,也为我国能源资源安全自主可控加上了重重的砝码。 "国铀一号" 到底牛在哪儿呢?它采用的二氧化碳 - 氧气地浸技术,简直就是矿业界的一次 "革命"。以 前欧美那些传统的铀矿开采模式,像北美露天 ...
“十四五”成绩单来了!这场发布会信息量很大
Zhong Guo Neng Yuan Wang· 2025-07-09 09:42
Economic Development - The "14th Five-Year Plan" is nearing completion, with significant achievements in economic growth, labor productivity, and R&D investment, among others [2] - China's economy is projected to reach approximately 140 trillion yuan this year, with a contribution rate to global economic growth maintained at around 30% [2][6] - The average economic growth rate over the past four years has been 5.5%, showcasing resilience against various risks and challenges [2] Innovation and Technological Advancement - China has made significant strides in innovation, achieving several "firsts" in various sectors, including the launch of the first domestically produced aircraft carrier and the completion of the first Chinese space station [3][4] - The country has also seen advancements in nuclear power with the operation of the world's first fourth-generation nuclear power plant [4] Green Development - Achievements in green development include a forest coverage rate exceeding 25%, contributing to a quarter of the world's new greening area [4] - Air quality has improved, with 87% of days classified as good, and major rivers meeting Class II water quality standards [4] - Renewable energy generation capacity has surpassed coal power, with one-third of electricity now coming from green sources [4][10] Safety and Security - The "14th Five-Year Plan" has strengthened food, energy, and industrial security, with the largest power infrastructure system globally ensuring energy supply during peak demand [5][7] - The Northeast region is projected to contribute 25.3% of the national grain output and 21% of crude oil production by 2024, enhancing national security [5] Infrastructure and Connectivity - China has built the world's largest networks for highways, high-speed rail, and urban transit, significantly improving logistics and connectivity [6][7] - The renewable energy generation is expected to reach 3.46 trillion kilowatt-hours by 2024, marking a 1.6-fold increase from the end of the previous five-year plan [7][8] Environmental Quality and Resource Efficiency - Resource utilization efficiency has improved, with a projected 11.6% reduction in energy consumption per unit of GDP by 2024 [8][9] - The quality of the ecological environment has seen continuous improvement, with major rivers achieving Class II water quality standards [9][10] - The renewable energy system has become the largest and fastest-growing globally, with installed capacity reaching 2.09 billion kilowatts, more than doubling since the end of the previous five-year plan [10]
中国狂建58座核电站背后,华龙一号破局,万亿能源黄金时代来了!
Sou Hu Cai Jing· 2025-07-06 05:17
万吨巨轮劈开波浪,核电建设正以中国速度狂飙突进!全国58座商运核电站轰鸣运转,54台在建机组昼夜不停——中国核电规模已冲上全球第一。但这场史 诗级基建背后,藏着能源安全的生死棋局:俄乌冲突撕裂全球供应链,AI产业吞噬巨量电力,而中国每发10度电仅有0.45度来自核电,远低于法国的 64.8%。拼命建核电站,说白了就是在为14亿人抢出一条能源生路! 能源困局逼出"核电大跃进" 万亿投资砸向沿海经济链 钱往哪流,机会就在哪爆!广东台山核电站三期刚动工,当地钢材价格应声涨15%,餐馆老板老陈乐开花:"工人顿顿点烧鹅,我一天多赚三千!" 这仅是冰 山一角——单台核电机组投资超200亿,整座核电站拉动上下游产业规模超千亿。看看受益地图:广东手握20台机组成"核电第一省",福建核电发电占比冲 到25%,连内陆的四川都靠核电装备拿下国家级产业集群。 但争议从未停止:有人担心沿海核电站遇台风地震风险,可工程师指着三重安全屏障说:"反应堆外壳厚2米,波音747撞上去都扛得住";还有人说风电太阳 能更安全,却忽略了一个事实——三峡水电站全开也抵不过两座核电站,而中国适合建水电的地方早已开发殆尽。 四、未来战场在深蓝与荒漠 当山东 ...
美国大佬承认:核能这块,我们被中国“压了一头”!咋办?学中国!
Sou Hu Cai Jing· 2025-07-03 17:01
美国核能公司的大老板乔纳森宣布了一个"噩耗":"各位,别再活在梦里了在核电站这件事上,中国已 经把我们甩在身后了!我们过去三十年,就盖了两座!人家呢?几十座几十座地盖,跟下饺子似的!我 们再不干点啥,全球核电头把交椅,就得换人了!" 这话一出,全场鸦雀无声,曾经不可一世的"山姆大叔",竟然在自己最擅长的科技领域,公开"认 怂"了。 这位CEO紧接着抛出了他的"救国良方":"我们唯一的办法,就是动员起来,把全美国最牛的公司都凑 到一块儿,集中所有力量,去跟中国干!这是我们唯一能赢的机会!" 今天咱就来好好捋一捋,这场堪称"龟兔赛跑"现实版的核能竞赛,到底是怎么被我们给反杀的。 "睡美人"的故事:一个把自己"睡"瘸了的冠军,说起核能,美国当年,那可是绝对的"武林盟主 二十世纪五十年代就已经涉足这方面了,是全球第一个把原子能运用得很熟练的人,到七十年代的时 候,到处都能看到核电站,那时非常风光。 那时候,咱们还在摸索怎么用上电灯泡呢, 可是就在它没对手的时候,发生个意外,让它摔了一跤, 1979年,三哩岛核泄漏事故,就像一声晴天霹雳,把美国人给吓傻了。全国上下,谈"核"色变游行示 威,一浪高过一浪。 于是这位"武林 ...
《双流电力产业发展蓝皮书》发布 成都市双流区电力产业供应链生态合作大会举行
Mei Ri Jing Ji Xin Wen· 2025-06-27 12:06
Group 1 - The Chengdu Shuangliu District Power Industry Supply Chain Ecological Cooperation Conference was held with the theme of "Linking Green Energy Power and Co-creating the Future of Industrial Ecology" [1] - Over 150 industry chain enterprises participated, aiming to outline a new blueprint for high-quality development in the power industry and inject strong momentum into the energy transition of the Chengdu-Chongqing economic circle [1] - The district adopted an "order-based investment + industry chain collaboration" approach, signing investment agreements with key supporting enterprises like Zhejiang Tianzheng Electric [1] Group 2 - The "Chengdu Shuangliu District Power Industry Development Blue Book" was released, outlining a clear path for the power industry's development over the next decade [2] - The Blue Book proposes four principles: "safe and reliable, market-oriented, technological innovation, and regional collaboration," addressing challenges in renewable energy consumption and technology bottlenecks [2] - The company Teruid Chuan Kai Electric is noted as the largest box-type power equipment R&D and production base in China, with its output increasing from 1 billion to 3.2 billion yuan [2] Group 3 - Shuangliu District is enhancing its business environment to attract resources, project implementation, and industrial upgrades, aiming to become a national benchmark for new regional power systems [3] - The development of industrial clusters in nuclear power equipment, smart grids, and hydrogen energy storage is expected to significantly promote high-quality regional economic development [3]
这家券商股权再度被“上架”,起拍价逾7000万元
券商中国· 2025-06-22 04:44
近期,淘宝司法拍卖网站显示,华龙证券的股权再次被"上架"。一名中小股东持有的2396.15万股被司法拍 卖,起拍价为7452.04万元,将在7月17日起拍。 公开信息显示,该股东是一家广西的房地产企业,持有多家金融机构的股权,如阳光保险集团、桂林银行、桂 林国民村镇银行等。 这家券商又有中小股东股权被司法拍卖。 起拍价逾7000万元 时隔上次司法拍卖落槌不足一个月,华龙证券的部分股权再次出现在淘宝司法拍卖网站上。相比上次项目而 言,本次司法标的金额更大。 具体来看,广西远辰投资集团有限公司(以下简称"广西远辰")持有华龙证券的2396.15万股将在7月17日被司 法拍卖,起拍价7452.04万元。相较来看,上次拍卖项目涉及华龙证券股数1162.32万股,起拍价为1302万元, 后华龙证券控股股东甘肃金融控股集团有限公司(以下简称"甘肃金控")最终以2004万元价格在多轮竞价中胜 出。 按照上述数据简单测算,甘肃金控在上次交易中的成本价约为1.72元/股,而本次项目每股拍卖价格约为3.11 元。从该角度看,本次拍卖未必有吸引力。 据华龙证券招股说明书,截至2023年3月,广西远辰持有华龙证券2451.25万股, ...
美企对我国稀土宣战,一年逆袭?中哈连签10份协议,拿下关键订单
Sou Hu Cai Jing· 2025-06-19 14:51
Group 1 - The core argument highlights the strategic anxiety of the U.S. in resource competition, as China restructures global supply chains through nuclear energy orders while U.S. politicians debate the effectiveness of tariffs [1] - The U.S. declaration to "break China's rare earth monopoly within a year" is seen as an emotional response to setbacks in the tariff war, with China controlling 70% of global rare earth reserves and 85% of refining capacity, making it difficult for the U.S. to compete [3] - The technological gap in rare earth extraction is significant, with Chinese companies having a 40% lower cost and 25% higher yield in producing high-purity praseodymium and neodymium compared to U.S. labs [3] Group 2 - China has strategically positioned itself in the pharmaceutical supply chain, controlling 60% of finished drug raw materials and 80% of antibiotic intermediates, which poses a greater risk to the U.S. than the rare earth situation [5] - The dominance of Chinese companies in the pharmaceutical sector is illustrated by Shandong Xinhua Pharmaceutical's 85% market share in aspirin raw materials and Zhejiang Medicine's control over the vitamin E supply chain [5] - If the U.S. strictly enforces manufacturing repatriation, it could face a shortage of penicillin raw materials within three years and basic antibiotics within seven years [5] Group 3 - The significance of China's nuclear energy orders is underscored by the reception of a Chinese delegation in Kazakhstan, where a $10 billion nuclear power deal was secured, reflecting China's strategic advantage in the energy sector [7] - China’s comprehensive approach includes low-interest loans and long-term uranium supply agreements, creating a competitive edge that is difficult for others to replicate [7] - The collaboration between China and Kazakhstan in nuclear energy illustrates a shift in resource control and rule-making in the global energy landscape [7] Group 4 - China's strategic initiatives extend beyond rare earths, as it establishes nuclear energy footholds in Kazakhstan, controls rubber pricing in Southeast Asia, and builds alliances for cobalt and lithium resources in Africa [9] - The integration of industry, finance, and technology in China's strategy is more impactful than the U.S. tariff battles, as China leverages its resource advantages to influence international rules [9] - The commitment from Kazakhstan's president regarding uranium supply security signals the beginning of a broader strategic influence that could surpass the current rare earth dynamics [9]
政策东风频吹 核电产业链企业抓机遇布局忙
Zheng Quan Ri Bao· 2025-06-13 16:11
Core Insights - The nuclear power industry is experiencing a favorable period due to supportive policies that bolster its development and encourage companies to actively engage in the sector [1][2][7] Policy Support - The National Energy Administration's notice in April 2023 supports private enterprises' investment in nuclear power projects, establishing a long-term mechanism for participation [2] - The State Council's press conference in May highlighted the promotion of private sector involvement in major projects, with private capital now accounting for up to 20% in some nuclear projects [2] - A total investment of approximately 3 trillion yuan is expected in key sectors, including nuclear power, transportation, and infrastructure [2] Company Activities - Companies in the nuclear power supply chain are actively responding to business developments, with Southern Wind Power Co. winning bids for multiple nuclear projects [3] - Beijing Steel Research High-Tech Co. has obtained relevant qualifications for nuclear power and is expanding its market share [3] - State Power Investment Corporation is restructuring to focus on nuclear assets, with significant operational capacity and ongoing projects [3] Industry Outlook - The China Nuclear Energy Development Report (2025) predicts that by 2030, China's operational nuclear power capacity may become the largest globally, with a target of 200 million kilowatts by 2040 [5] - The global demand for clean energy is rising, and nuclear power is positioned as a clean, efficient, and stable energy source, supported by ongoing technological advancements [6] Challenges and Considerations - The nuclear industry faces challenges such as high investment costs and long project cycles, necessitating careful financial planning [6] - Safety remains a critical concern, requiring enhanced regulation and public education to improve understanding and support for nuclear energy [6][7]
大国总师一席谈丨“华龙一号”总设计师邢继:自主创新铸就核电“国家名片”
Xin Hua Wang· 2025-06-13 04:36
新华社北京6月13日电 题:"华龙一号"总设计师邢继:自主创新铸就核电"国家名片" "华龙一号"首堆设备国产化率达88%,并获得700余件专利、120余项软件著作权,实现核电技术与设备 的独立自主,也拥有了参与国际竞争的充足底气。 2021年1月30日,"华龙一号"首堆——福清核电5号机组投入商业运行。这成为中国核电发展的里程碑事 件,标志着中国自主核电技术进入世界先进行列。 "进入先进行列,是需要详细的技术性能指标来支撑的。"邢继说,以日本福岛核事故后公众最关心的抗 震问题为例,当时欧洲和美国对三代核电抗震要求不同,"华龙一号"选择了更高标准的0.3g,可以理解 为核电站要扛得住9度以上的地震烈度。这对整个核电站的设计影响巨大,特别是对结构、设备抗震能 力的要求大幅提高。 正确的路,总是最难走。 研发团队咬牙坚持攻坚,使"华龙一号"完全满足严苛的抗震要求。正因如此,在核电站厂址资源愈发匮 乏的今天,"华龙一号"具有了更好的厂址适应性。 新华社记者高敬 5月14日,我国自主三代核电技术"华龙一号"全球首堆——中核集团福清核电5号机组实现连续安全稳定 运行1000天,持续向社会稳定输送清洁电力超370亿度。此时 ...
“创新丝路”跨越山海
Ke Ji Ri Bao· 2025-06-12 01:33
原标题:"创新丝路"跨越山海 六月十一日,第二届"一带一路"科技交流大会在四川成都开幕。图为一名观众在体验展出的飞机。新华 社记者 刘坤摄 中国的水净化和综合治理技术,让万里之外的斯里兰卡百姓喝上了"放心水";历时6年共建的泰国 托卡马克1号装置,成为中泰科技创新合作的标杆之一;一路穿山过海的中欧班列,让中国制造"新三 样"加速走向世界…… 在海拔4410米的四川省稻城县海子山,"高海拔宇宙线观测站(LHAASO拉索)"的圆形复合阵列, 如同巨大"花朵",正跨越山海,与"一带一路"共建国家携手一窥宇宙深处。 首次发现弓形激波脉冲星风云尾部的伽马射线辐射,发现银盘甚高能弥散伽马射线辐射超出现 象……今年以来,这一世界海拔最高、规模最大、灵敏度最强的宇宙线探测装置捷报频传。 借助拉索,由中国科学院高能物理研究所、俄罗斯科学院核物理研究所等与四川大学合作搭建的 LHAASO-ENDA实验平台,正为解开宇宙线能谱的"膝"区物理难题提供新的重要信息。"它可以同时测 量簇射中的电磁成分和由芯区强子产生的热中子数量,用以探测'膝'区宇宙线成分和能谱,这是热中子 探测技术首次在高海拔宇宙线测量中的应用。"在中国科学院高能物理 ...