（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：沿海核电站目前密集程度如何？是否考虑未来新型反 应堆内陆布局？ 中国广核（003816.SZ）8月25日在投资者互动平台表示，我国目前以建设沿海核电为主，公司当前共管 理28台在运机组及20台在建机组（包括控股股东委托管理的8台机组）均为沿海核电机组，其中在建项 目以三代"华龙一号"技术为主，公司也在持续推进先进核能技术研发，为核电行业发展做出贡献。 ...

非美术科班出身，00后女生孟芮妍却用插画让核电站"出圈"。在专业性极强的核领域和大众认知之间， 她用一支画笔搭建了一座"可视化桥梁"，让核电知识以生动的方式走进公众视野。近日，在第十三 届"魅力之光"杯全国核科普夏令营暨国际公众沟通活动上，孟芮妍分享了自己与核结缘的故事。 孟芮妍作品，描绘了2023年海南核电 正在建设的全球首个陆上商用模块化小堆——"玲龙一号"。受访者供图 从"恐惧"到"热爱" 2011年日本福岛核电站发生泄漏，当年还是小学生的孟芮妍"觉得核是可怕的东西"，但恐惧却催生 了"反向好奇"。她想知道：核电是否安全？ 随着调研的深入，孟芮妍发现：核能是清洁、安全、绿色的能源。更让她震撼的是中国核电建设的迭代 史，从跟跑、并跑到领跑。"我看到了万千工程师用创新和坚韧凝结的'工程之美'。"孟芮妍说。 2019年，孟芮妍参加了第七届"魅力之光"杯核科普夏令营，这个面向青少年的核科普活动会带领孩子们 走进核电站，帮助青少年建立正确的核认知，感受核工业的魅力。亲眼见到国之重器"华龙一号"的场 景，让她记忆犹新："那种独特的工业美学与严谨的安全设计，实在太令人震撼了。" 孟芮妍作品，描绘了栖息在中国大陆 第一 ...

Core Insights - The construction of the "Hualong One" nuclear power project has made significant progress with the pouring of the first concrete for the reactor of the Zhejiang Jin Qimen Nuclear Power Unit 1, marking the full commencement of the nuclear island construction [1] Group 1: Project Overview - The Jin Qimen Nuclear Power Project is located in Xiangshan County, Ningbo, Zhejiang, and plans to build six units of 1 million kilowatt-level pressurized water reactors [1] - Units 1 and 2 will utilize the "Hualong One" model, which has complete independent intellectual property rights in China, with each unit having a rated capacity of 1.2 million kilowatts [1] - Upon completion, the project will have a total installed capacity of approximately 7.2 million kilowatts and is expected to generate an annual electricity output of 55 billion kilowatt-hours [1] Group 2: Industry Impact - The construction of the first "Hualong One" unit has been underway for 10 years, with steady progress in mass construction, leading to the formation of a complete industrial supply chain involving nearly 6,000 upstream and downstream enterprises [1]

Group 1 - Digital rural construction is a strategic direction for rural revitalization, emphasizing the importance of digitalization, networking, and intelligence in various industries including manufacturing, services, and agriculture [1][4] - In 2023, local areas are accelerating the construction of digital rural initiatives to enhance agricultural efficiency, invigorate rural areas, and increase farmers' income [1][4] Group 2 - In the first half of the year, China's above-scale light industry added value grew by 7.0% year-on-year, with revenue exceeding 11 trillion yuan [2][8] - The light industry has continued its recovery trend since the fourth quarter of the previous year, indicating stable production and positive growth [8]

Corporate Changes - Jiachuan Vision's actual controller is set to change to Mao Guangfu and Li Li couple, with stock resuming trading on August 11 [3] - *ST Sailong announced that due to a change in control, the chairman and several executives have resigned [5] Nuclear Power Development - China Nuclear Power announced that the first concrete for the nuclear island of the Zhejiang Jin Qimen Nuclear Power Plant Unit 1 was poured on August 10, 2025, with a capacity of 1.215 million kilowatts [4] Renewable Energy Expansion - Yunnan Energy Investment reported that the first batch of wind turbines for the Yongning Wind Farm expansion project has been connected to the grid, increasing total installed capacity to 1.85435 million kilowatts [6] New Projects - Chunguang Technology plans to invest up to 1 billion yuan in a new project to produce 8 million clean electrical appliances annually [7] - Fangsheng Pharmaceutical's subsidiary received approval for clinical trials of a new drug, Ziying Granules, for treating pelvic inflammatory disease [8] Financial Performance - Changqing Co. reported a net profit of 42.28 million yuan for the first half of 2025, a year-on-year increase of 117.75% [10] - Yanjing Beer achieved a net profit of 1.103 billion yuan in the first half of 2025, up 45.45% year-on-year [12] - Industrial Fulian reported a net profit of approximately 12.113 billion yuan, a 38.61% increase year-on-year [13] - Kaipu Testing's net profit increased by 3.73% year-on-year, with a proposed cash dividend of 3 yuan per 10 shares [14] - Jinghua New Materials reported a net profit of 37.67 million yuan, a decrease of 7.3% year-on-year [15] - Baiwei Storage reported a net loss of 226 million yuan in the first half of 2025, compared to a profit of 283 million yuan in the same period last year [16] - Xintian Green Energy's power generation in July increased by 9.32% year-on-year [17] Shareholding Changes - Lu Wei Optoelectronics' actual controller and major shareholders committed not to reduce their holdings within six months [19] - Liyang Chip's shareholders plan to collectively reduce their holdings by up to 3.94% [20] - Longlide's shareholder plans to reduce holdings by up to 1.9% [21] - Yinbao Shanneng's shareholder plans to reduce holdings by up to 1.54% [22] - Heda Technology's shareholder plans to reduce holdings by up to 1.1% [23] - Huizhiwei's shareholder plans to reduce holdings by up to 1% [24] - Nanjing Julong's specific shareholder plans to reduce holdings by 0.87% [25] - Furan Energy's shareholder plans to reduce holdings by up to 0.37% [26] - Xingrui Technology's shareholders plan to reduce holdings by up to 497,000 shares [27] - Mengjie Co.'s general manager plans to reduce holdings by up to 80,110 shares [28] - Yuanda Holdings' vice chairman plans to reduce holdings by 80,000 shares [29] - Henghua Technology's director plans to reduce holdings by up to 92,800 shares [30] - Silicon Treasure Technology's executives plan to reduce holdings by up to 77,300 shares [31]

Group 1 - The core viewpoint of the article highlights the commencement of construction for the Jin Qimen Nuclear Power Unit 1 in Ningbo, Zhejiang, marking the addition of a new "Hualong One" nuclear power unit to the existing fleet [1] - The Jin Qimen Nuclear Power Unit 1 is designed for a 60-year operational lifespan and is part of a plan to build six units, each with a capacity of one million kilowatts [1] - Once fully operational, the nuclear power plant is expected to generate an annual electricity output of 55 billion kilowatt-hours, which will account for half of Ningbo's total electricity consumption in 2024, while also reducing carbon dioxide emissions by approximately 45 million tons [1] Group 2 - Currently, there are 41 "Hualong One" units approved for construction and operation globally, making it the most numerous third-generation nuclear technology in terms of approved units [3] - The "Hualong One" design is recognized as the mainstay of China's nuclear power construction efforts [3]

Core Viewpoint - The construction of the "Hualong One" nuclear power project in Zhejiang, China, has officially commenced with the start of concrete pouring for the nuclear island of the first unit at the Jin Qimen Nuclear Power Plant, marking a significant milestone for China National Nuclear Corporation (CNNC) in establishing its third nuclear power base in Zhejiang [1]. Group 1: Project Overview - The Jin Qimen Nuclear Power Plant is located in Xiangshan County, Ningbo City, Zhejiang Province, and is controlled by China National Nuclear Corporation's publicly listed company, China Nuclear Power (601985) [3]. - The project plans to build six units of 1 million kilowatt-class pressurized water reactor nuclear power units, with the first two units approved by the State Council on December 29, 2023 [3]. Group 2: Technical Specifications - The Hualong One model, which has complete independent intellectual property rights in China, will be used for the units, with each unit having a rated capacity of 1.2 million kilowatts and a designed operational lifespan of 60 years [3]. - Once fully operational, the plant will have a total installed capacity of approximately 7.2 million kilowatts, with an expected annual electricity generation of 55 billion kilowatt-hours [3]. Group 3: Environmental Impact - The expected annual electricity generation is projected to meet half of Ningbo City's total electricity consumption in 2024, and the project is anticipated to reduce carbon dioxide emissions by approximately 45 million tons, equivalent to reforesting an area comparable to 65 Dongqian Lake Scenic Area in Ningbo [3].

Core Insights - The construction of the nuclear island for the Jin Qimen Nuclear Power Unit 1 in Ningbo, Zhejiang has officially commenced with the pouring of concrete, marking the full launch of the project [1] - The Jin Qimen Nuclear Power Unit 1 is designed for a 60-year operational lifespan and plans to build a total of six 1 million kilowatt-level nuclear power units, which are expected to generate an annual electricity output of 55 billion kilowatt-hours, equivalent to half of Ningbo's total electricity consumption in 2024 [1] - The project is projected to reduce carbon dioxide emissions by approximately 45 million tons [1] - Currently, there are 41 "Hualong One" units approved for construction or operation globally, making it the most numerous third-generation nuclear power technology in terms of approved units, and it is the main reactor type for China's nuclear power construction [1]

Group 1 - The construction of the nuclear island concrete for the first unit of the Zhejiang Jin Qimen Nuclear Power Plant has commenced, marking the start of the third nuclear power base project by China National Nuclear Corporation (CNNC) in Zhejiang [1] - The Jin Qimen Nuclear Power Plant is located in Xiangshan County, Ningbo City, Zhejiang Province, and is invested and controlled by China National Nuclear Power Co., Ltd., a subsidiary of CNNC. The project plans to build six 1,000 MW pressurized water reactor units [1] - The first and second units received approval on December 29, 2023, utilizing the domestically developed third-generation nuclear technology "Hualong One," with a rated capacity of 1.2 million kilowatts and a design lifespan of 60 years. Once completed, the total installed capacity will be approximately 7.2 million kilowatts, with an expected annual power generation of 55 billion kilowatt-hours [1] Group 2 - This year marks the tenth anniversary of the global first unit of "Hualong One" construction. Over the past decade, the batch construction of "Hualong One" has steadily progressed, demonstrating the advanced and reliable nature of the "Chinese solution" [2] - As of now, the number of approved, under construction, and operational units of "Hualong One" has exceeded 40, making it the main reactor type in current nuclear power construction [2]

Investment Rating - The report assigns an "Outperform" rating for the general equipment industry, marking its first rating change [2]. Core Insights - The nuclear power sector is at a turning point, with a sustained high level of activity expected due to continuous approvals exceeding expectations. The number of approved nuclear power units from 2021 to 2025 is projected to be 5, 10, 10, 11, and 10 respectively, totaling 46 units during the "14th Five-Year Plan" period [6][18]. - The investment in nuclear power construction is expected to reach a historical high, with 146.9 billion yuan completed in 2024, an increase of 52 billion yuan from the previous year, reflecting a growth rate of 54.79% [6][25]. - The domestic nuclear power industry is shifting towards self-sufficiency, with significant progress in the localization of key equipment, particularly in the midstream sector, where core equipment is increasingly being replaced by domestic alternatives [6][44]. Summary by Sections Section 1: Nuclear Power Growth Potential - The nuclear power sector is entering a rapid development phase, with the government emphasizing the need for safe and orderly growth. The target for operational nuclear capacity is set to reach 70 million kW by 2025 [11][14]. - The long-term outlook suggests that by 2060, nuclear power capacity could reach 400 million kW, necessitating an average annual addition of approximately 9.4 million kW over the next 36 years [14][15]. Section 2: Sustained Nuclear Power Demand - The demand for nuclear power is expected to remain robust, driven by the need for stable and clean energy sources amid increasing reliance on renewable energy [11][12]. - The "Hualong One" technology has matured, and the domestic nuclear equipment manufacturing process is accelerating, with a significant portion of the supply chain now localized [32][44]. Section 3: Key Companies in the Sector - Jiangsu Shentong is highlighted as a key player focusing on nuclear valves, with a strong outlook for growth supported by recent capital increases [6][7]. - Other notable companies include Zhongke Technology, which specializes in nuclear fuel transportation containers, and Jingye Intelligent, which focuses on nuclear industrial robots, both benefiting from the domestic demand for nuclear fuel processing [6][7][8]. Section 4: Investment Recommendations - The report recommends focusing on companies with established delivery capabilities in the nuclear sector, such as Jiangsu Shentong, Zhongke Technology, and Jingye Intelligent, as they are well-positioned to capitalize on the growing domestic market [6][7][8].