0 6 开年以来真"硬核" 多个重要工程项目建设报喜 2026开年以来,多个重要工程项目取得 新进展,为高质量发展蓄势赋能。 "华龙· 量" 漳州核电一期工程 全面建成投产 中国经济 数据观 d a 11 . . . . . . . . . o be be bet be been to be to be the been t 1月1日,经过168小时满功率连续 运行考核,位于福建漳州的漳州核 电2号机组正式投入商业运行,标 志着"华龙一号"漳州核电一期工 程全面建成投产。 漳州核电是"华龙一号"批量化建 设的始发地,也是全球最大的"华 龙一号"核电基地,规划建设6台 "华龙一号"核电机组。基地全面 建成后，预计每年可提供约600亿 度清洁电能，能够有效优化福建省 "北电南送"的电力格局。 渝万高铁重难点工程 巴山村隧道 顺利贯通 l l 1月4日上午,随着最后一次爆破成 功实施,经过34个月日夜奋战,渝 万高铁重难点工程 -- 巴山村隧道 顺利贯通。至此,渝万高铁忠县段 12座隧道全部贯通,标志着渝万高 铁建设取得重大突破，为全线按期 通车奠定了坚实基础。 2026年 我国首台核电机组 开工建设 8 - 1月 ...

2月4日，中核集团旗下中国核电投资控股的漳州核电3号机组内穹顶顺利吊装成功。图为航拍漳州核电3 号机组。(中核集团漳州核电基地供图) 中核集团漳州核电基地副总经理魏俊明受访时称，漳州核电基地是"华龙一号"批量化建设的始发地，也 是全球规模最大的"华龙一号"核电基地，规划建设6台"华龙一号"核电机组。当前，漳州核电一期工程 1、2号机组已投入商业运行；3、4号机组处于土建安装阶段；5、6号机组正在稳步推进前期工作。基地 全面建成后，预计每年可提供约600亿度清洁电能。 魏俊明表示，漳州核电毗邻广东省，随着闽粤联网工程的投用，漳州核电具备向广东省输送清洁电能的 条件。此外，"华龙一号"不仅能够发电，还可以就近向漳州古雷石化基地提供零碳清洁蒸汽，为石化产 业绿色发展提供能源支撑。(完) 中新社漳州2月4日电 (记者 张金川)2月4日，华龙一号批量化建设中，中核集团旗下中国核电投资控股 的漳州核电3号机组内穹顶顺利吊装成功。 2月4日，中核集团旗下中国核电投资控股的漳州核电3号机组内穹顶顺利吊装成功。图为穹顶起吊现 场。(中核集团漳州核电基地供图) 相关人士称，漳州核电3号机组是中国"十五五"期间首台完成内穹顶吊装的 ...

Core Viewpoint - The successful installation of the inner dome of the "Hualong One" nuclear power unit 3 at the Zhangzhou Nuclear Power Plant marks a significant milestone in the construction process, transitioning from civil engineering to equipment installation [1] Group 1: Project Milestones - The inner dome, weighing over 370 tons, was successfully lifted and positioned at the designated location in the reactor building, serving as a critical safety barrier for the reactor [1] - The construction of the Zhangzhou Nuclear Power Plant plans to build a total of 6 "Hualong One" nuclear units, with 2 units already in commercial operation and 2 units currently in the civil construction phase [1] Group 2: Energy Production - Once fully operational, the Zhangzhou Nuclear Power Plant is expected to provide approximately 60 billion kilowatt-hours of clean energy annually [1]

走在前、挑大梁，10万亿之上的山东何以能？答案写在脚下，也写在历史中。 封图：网络图片 卫星从这里发射上天。烟台东方航天港累计成功发射137颗卫星，并聚集了30多家企业。一条集海上发射、火箭研发、卫星星座建设、卫星研 制、数据应用等的航天产业链初具雏形。 "深海一号"在这里下海。该船续航力超过14000海里，其搭载的潜水器"蛟龙号"具备7000米级下潜能力，这也是中国载人深潜的纪录。 海量新能源车在这里下线。2025年，山东新能源汽车产量超过110万辆，平均每天3000多辆下线，销往全国各地乃至世界市场；锂电池总产量达 到225GWh(吉瓦时)，占全国总产量的15.2%。山东成为新能源汽车产业的聚集地。 传统产业在这里蜕变出全新的技术、产能和形态。身处纺织业，即发集团开始从虾蟹壳中提炼纤维，织物染色无须用水；潍柴集团以科技赋能 内燃机产业，大缸径发动机应用于百万卡超算中心备电发电；青岛港（601298）自动化码头成为中国第一个、全球领先的全自动化集装箱码 头…… 放眼齐鲁大地，"十五五"开局之年，扑面而来的是一个不一样的山东。 今天的山东，是中国北方经济压舱石。北方每5元的产出就有1元是山东提供的；"十四五" ...

走在前、挑大梁，10万亿之上的山东何以能？答案写在脚下， 也写在历史中。 作者：种昂 封图：网络图片 卫星从这里发射上天。烟台东方航天港累计成功发射137颗卫星，并聚集了30多家企业。一条集海上发射、火箭研发、卫星星座建设、卫星研制、数 据应用等的航天产业链初具雏形。 "深海一号"在这里下海。该船续航力超过14000海里，其搭载的潜水器"蛟龙号"具备7000米级下潜能力，这也是中国载人深潜的纪录。 海量新能源车在这里下线。2025年，山东新能源汽车产量超过110万辆，平均每天3000多辆下线，销往全国各地乃至世界市场；锂电池总产量达到 225GWh（吉瓦时），占全国总产量的15.2%。山东成为新能源汽车产业的聚集地。 传统产业在这里蜕变出全新的技术、产能和形态。身处纺织业，即发集团开始从虾蟹壳中提炼纤维，织物染色无须用水；潍柴集团以科技赋能内燃机产 业，大缸径发动机应用于百万卡超算中心备电发电；青岛港自动化码头成为中国第一个、全球领先的全自动化集装箱码头…… 放眼齐鲁大地，"十五五"开局之年，扑面而来的是一个不一样的山东。 今天的山东，是中国北方经济压舱石。北方每5元的产出就有1元是山东提供的；"十四五"开局 ...

Core Insights - The Guangdong Taipingling Nuclear Power Project Unit 1 and the Zhejiang San'ao Nuclear Power Project Unit 1 have received operating licenses and commenced the first nuclear fuel loading, marking their entry into the nuclear commissioning phase [1] - China Dongfang Electric Corporation has provided core equipment for these "Hualong One" units, achieving breakthroughs in domestic production [1] Group 1: Project Details - The Taipingling and San'ao nuclear power stations are located in Huizhou, Guangdong Province, and Cangnan County, Zhejiang Province, respectively, with plans to construct six 1,000 MW pressurized water reactor units at each site [1] - Dongfang Electric and its subsidiaries have achieved breakthroughs in the independent production and mass supply of several key components for the "Hualong One" nuclear island and conventional island [1] Group 2: Technological Achievements - During the development of the reactor pressure vessel and stabilizer equipment, Dongfang Heavy Machinery overcame several technical challenges, including automatic TIG welding and deformation prevention welding [1] - In the development of reactor coolant pumps, Dongfang Famatong achieved full domestic production of key components, breaking through core technologies for full-size processing of impeller flow passages [1] - In the manufacturing of nuclear control rod drive mechanisms, Dongfang Turbine conquered core technologies for high-precision part processing and dissimilar material cladding, achieving full domestic production of key components [1] - The R&D team has established a patent layout around relevant core technologies [1] Group 3: Environmental Impact - Once operational, each unit is expected to provide nearly 10 billion kWh of clean electricity annually, sufficient to meet the annual electricity needs of 1 million people [2] - The projects are expected to reduce standard coal consumption by over 3 million tons and decrease carbon dioxide emissions by 9.24 million tons, equivalent to afforesting 22,500 hectares [2]

Core Insights - The commercial operation of the Zhangzhou Nuclear Power Unit 2 marks a significant milestone in China's nuclear power development, with the entire first phase of the Zhangzhou Nuclear Power project now fully operational [1][4]. Group 1: Project Overview - Zhangzhou Nuclear Power is the starting point for the mass construction of the "Hualong One" nuclear technology and is the largest base for this technology globally, with plans to build six "Hualong One" nuclear units [4]. - The "Hualong One" technology is a third-generation pressurized water reactor developed in China, representing a significant advancement in the country's nuclear capabilities and contributing to its goal of becoming a nuclear power leader [4]. Group 2: Environmental Impact - Each "Hualong One" unit can generate up to 10 billion kilowatt-hours of electricity annually, reducing carbon dioxide emissions by approximately 8.16 million tons, equivalent to a reduction of over 3 million tons of standard coal consumption each year [4]. - Once fully operational, the Zhangzhou Nuclear Power base is expected to provide around 60 billion kilowatt-hours of clean electricity annually, optimizing the power distribution in Fujian Province [4]. Group 3: Technological Advancements - The non-safety grade DCS control system for Units 1 and 2 utilizes the EDPF-NU platform, developed by a subsidiary of the State Energy Group, which is tailored for nuclear power applications, ensuring high reliability and safety [5]. - The same platform will be used for the core support of Units 3 and 4, indicating a commitment to advanced technology in future developments [5]. Group 4: Historical Timeline - The Zhangzhou Nuclear Power project has a significant timeline, with the establishment of the project in November 2007, the formation of the Zhangzhou Energy Company in November 2011, and the completion of the first phase in January 2026 [5].

Core Viewpoint - China General Nuclear Power Corporation (CGN) shares rose nearly 9% during trading, with a current increase of 6.79% at HKD 3.46, and a trading volume of HKD 252 million, driven by positive developments in the nuclear energy sector in Japan and ongoing projects in China [1] Group 1: Market Developments - Tokyo Electric Power Company announced plans to restart the Kashiwazaki-Kariwa Nuclear Power Plant Unit 6 on January 20, 2026, marking a significant step in Japan's nuclear energy revival [1] - The company plans to invest JPY 11 trillion in nuclear and renewable energy over the next decade, indicating a strong commitment to energy diversification and sustainability [1] Group 2: Supply and Demand Dynamics - According to Guotai Junan Securities, the supply of uranium is expected to recover in the short term due to the resumption of mining operations, but long-term supply capabilities are facing continuous decline [1] - The demand for nuclear power is projected to grow steadily, driven by energy security, the transition to clean energy, and increasing AI electricity needs, leading to a persistent global supply-demand gap for natural uranium [1] - Expectations of tight supply are likely to push long-term uranium contract prices upward [1]

Group 1 - China General Nuclear Power Corporation (CGN) Mining (01164) saw a nearly 9% increase in stock price during trading, currently up 6.79% at HKD 3.46, with a trading volume of HKD 252 million [1] - Tokyo Electric Power Company announced plans to restart the Kashiwazaki-Kariwa Nuclear Power Plant Unit 6 on January 20, 2026, with an investment of JPY 11 trillion in nuclear and renewable energy over the next decade [1] - Recent reports indicate that two "Hualong One" nuclear reactors from CGN have begun fuel loading, signaling progress in nuclear energy projects [1] Group 2 - On the supply side, uranium primary supply is expected to recover in the short term due to mine restarts, but long-term supply capacity is facing continuous decline; secondary supply is unlikely to provide effective increments in the short to medium term [1] - On the demand side, nuclear power installations are steadily increasing due to energy security, clean energy transition, and AI power demand, leading to a persistent global natural uranium supply-demand gap [1] - Expectations of tight supply are driving up long-term uranium contract prices [1]

Core Viewpoint - The article emphasizes the rapid growth of clean energy projects in China, which are crucial for ensuring energy supply during peak winter demand and stimulating economic growth through green initiatives [2][4][5][6]. Group 1: Clean Energy Capacity Growth - As of November 2025, China's total installed power generation capacity reached 3.79 billion kilowatts, a year-on-year increase of 17.1% [2]. - Solar power capacity reached 1.16 billion kilowatts, growing by 41.9% year-on-year, while wind power capacity increased to 600 million kilowatts, up by 22.4% [2]. - Hydropower capacity stood at 440 million kilowatts, with a 3% year-on-year growth, and nuclear power capacity reached 60 million kilowatts, growing by 7.6% [2]. Group 2: Nuclear Power Projects - The Zhangzhou Nuclear Power Phase I project has been completed, with the second unit of the project expected to provide approximately 60 billion kilowatt-hours of clean electricity annually [4]. - The construction of the world's largest "Hualong One" nuclear power base is underway, with plans for six units [4]. Group 3: Energy Storage Developments - The largest all-vanadium flow battery energy storage station in China, located in Xinjiang, is set to enhance the utilization rate of associated photovoltaic power stations by over 10%, potentially generating an additional 230 million kilowatt-hours of clean energy annually [4]. Group 4: Solar Energy Projects - The first flexible support photovoltaic project in sandy areas, with a capacity of 2 million kilowatts, is expected to generate 2.96 billion kilowatt-hours of electricity annually, reducing carbon dioxide emissions by over 2.68 million tons [4]. - The first million-kilowatt offshore photovoltaic project in China is projected to meet 60% of the electricity demand in its locality, generating 1.78 billion kilowatt-hours annually [4]. Group 5: Hydropower Projects - The Yebatan Hydropower Station, the highest arch dam power station under construction in China, has begun operations, with an expected annual generation of over 10.2 billion kilowatt-hours, saving approximately 3.1 million tons of standard coal and reducing carbon emissions by over 8.3 million tons [5]. Group 6: Investment Growth in Clean Energy - From January to November 2025, investment in the electricity, heat, gas, and water production and supply sectors grew by 10.7%, contributing 0.8 percentage points to overall investment growth [5]. - Investment in solar, wind, nuclear, and hydropower collectively increased by 7.4% [5]. Group 7: Infrastructure Projects - Recent approvals for major infrastructure projects, including the Zhejiang UHV AC ring network project and the Dadu River Danba hydropower station, involve total investments exceeding 400 billion yuan, aimed at enhancing China's modern infrastructure system [6]. Group 8: Economic Implications - The rapid growth in clean energy investment is significant for economic stability, leveraging China's large market to enhance the competitiveness of clean energy and stimulate related industries [6].