今天（8月26日），国务院新闻办举行"高质量完成'十四五'规划"系列主题新闻发布会。国家能源局有关负责人介 绍"十四五"时期能源高质量发展成就 ，并答记者问。"十四五"期间—— 能源消费 绿色低碳转型 电力市场 电力市场注册经营主体已达97万家，是2020年的5倍。光伏设备制造企业绝大多数是民营企业，风电整机制 造企业60%以上是民营企业，有的核电项目民营企业参股比例达到20%。 截至7月底，我国充电基础设施数量达1669.6万个，是"十三五"末的10倍，规模世界领先。 "十四五"前四年，我国能源消费增量已达到"十三五"五年增量的1.5倍，预计五年新增用电量将超过欧盟的 年度用电量。 7月用电量突破1万亿千瓦时，相当于日本全年的用电量总和。 东部地区用能中，有40%来自"西电东送""西气东输""北煤南运"等"能源大动脉"。 我国建成了全球最大的电动汽车充电网络，每5辆电动汽车就有2个充电桩。 我国构建起全球最大、发展最快的可再生能源体系，可再生能源发电装机占比由40%提升至60%左右。 能源消费"逐绿前行"，全社会用电量中，每3度电中就有1度绿电。 我国出口的风电光伏产品累计为其他国家减少碳排放约41亿吨，为 ...

Core Insights - The China Industrial Development Report (2024) was released, highlighting ten significant industrial events in China for the year [1] Group 1: Technological Advancements - The launch of DeepSeek-V3, a new model with 671 billion parameters, surpasses LlaMa3.1 in performance and competes well with GPT-4o and Claude3.5 in key metrics [2] - The first standard version of 5G-A, 3GPP Rel-18, was frozen, marking the beginning of commercial use and accelerating the integration of AI technology with 5G-A [4] Group 2: Industrial Milestones - The first commercial voyage of the domestic large cruise ship "Aida·Magic City" signifies a leap in China's high-end equipment manufacturing capabilities [3] - The "Guohe No. 1" nuclear power demonstration project has successfully connected to the grid, achieving over 90% localization of key equipment [5] - The 1,000,000th new energy vehicle, produced by Dongfeng Lantu, marks a significant milestone in China's automotive industry [7] Group 3: Energy and Environmental Developments - The successful ignition of the 300 MW F-class heavy gas turbine in Shanghai is crucial for ensuring energy security and promoting green development in China [10] - The first domestically produced carbon-14 isotope was manufactured using a commercial nuclear reactor, breaking the reliance on imports and meeting medical and research needs [11] Group 4: Future Industry Policies - The Ministry of Industry and Information Technology and six other departments issued implementation opinions to support research in humanoid robots, brain-computer interfaces, and 6G technologies [6] Group 5: Innovations in Renewable Energy - The global first 25 MW wind turbine main shaft bearing and gearbox bearing were produced, showcasing China's capability in developing key components for large wind turbines [8] - The delivery of a 14,000 cubic meter LNG bunkering vessel fills a gap in low-temperature core equipment and provides a "Chinese solution" for LNG storage and transportation [9]

Core Viewpoint - The urgent and long-term demand for large-scale, affordable, stable, and reliable clean low-carbon energy in the heating sector is highlighted, with nuclear waste heat heating providing a new solution to the challenges faced by traditional coal heating [1][9]. Group 1: Nuclear Heating Projects - The "Warm Nuclear No. 1" project in Shandong Haiyang is the first commercial project in China to achieve zero-carbon heating, operational since 2019, and has been recognized as a national demonstration project by the National Energy Administration [5]. - The project has expanded its heating range from Haiyang to include the city of Weihai, with plans to provide heating to the Qingdao area by 2026, potentially reaching a heating capacity of 200 million square meters [5]. - The nuclear heating project in Rongcheng, relying on the world's largest passive pressurized water reactor, is set to be operational by the 2025 heating season, covering an area of 6.75 million square meters to meet the heating needs of nearly 300,000 residents [7]. Group 2: Environmental and Economic Benefits - Nuclear waste heat heating significantly reduces pollution emissions compared to coal heating, with the "Warm Nuclear No. 1" project saving approximately 1.29 million tons of raw coal and reducing CO2 emissions by 2.36 million tons over six heating seasons [12]. - The transition from coal to nuclear heating is expected to save 184,000 tons of standard coal annually and reduce emissions of nitrogen oxides by 2,066 tons and sulfur dioxide by 2,173 tons [7]. - The project enhances energy utilization efficiency by converting waste heat from nuclear power generation into heating, thus alleviating pressure on renewable energy consumption and reducing temperature rise in nearby marine areas [11]. Group 3: Safety Assurance - The safety of the heating water from nuclear energy is ensured through multiple physical barriers and a closed-loop system, preventing any radioactive material from entering the heating system [14][15]. - The heating process involves a series of heat exchangers that isolate the heating water from the nuclear reactor, ensuring that only heat is transferred without any exchange of media [14]. - Continuous monitoring of radiation levels in the heating circuit is conducted, with high-sensitivity instruments in place to detect any anomalies, ensuring comprehensive safety measures [15].

Core Viewpoint - The U.S. nuclear energy sector is lagging behind China, which has rapidly expanded its nuclear power capabilities, leading to concerns about losing global leadership in this field [1][3]. Group 1: U.S. Nuclear Industry Challenges - The CEO of a major U.S. nuclear company expressed alarm over the country's stagnant nuclear power development, having built only two plants in the last thirty years compared to China's rapid construction of numerous facilities [1][3]. - The U.S. nuclear power industry has not seen significant advancements since the 1970s, with an average age of over 40 years for its 93 nuclear plants, resulting in outdated technology and high maintenance costs [6][11]. - The Three Mile Island accident in 1979 significantly impacted public perception and investment in nuclear energy in the U.S., leading to a long-term decline in new nuclear projects [5][6]. Group 2: China's Nuclear Energy Growth - China, starting its nuclear journey much later in 1991, has successfully developed over 100 operational and under-construction nuclear reactors, showcasing rapid growth and technological advancement [9][11]. - The Chinese nuclear industry has adopted and improved upon foreign technologies, creating its own advanced reactor designs, such as the "Hualong One" and "Guohe One" [9][12]. - The construction efficiency of Chinese nuclear plants is significantly higher, with projects completed in about 56 months, compared to the longer timelines of U.S. projects [12][11]. Group 3: Resource and Supply Chain Dynamics - China has established partnerships for uranium mining, becoming a key player in the supply chain, while the U.S. faces challenges in securing enriched uranium due to reliance on foreign technology, particularly from Russia [16][18]. - The U.S. nuclear industry is at risk of being unable to secure necessary resources, as geopolitical tensions may hinder access to essential materials [16][18].

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]

Core Insights - The 2025 Spring International Forum on Sustainable Development of Nuclear Energy and the 16th China International Nuclear Power Industry Exhibition took place in Beijing, gathering representatives from international organizations, governments, research institutions, and the industry to discuss global nuclear energy opportunities and challenges [1] Group 1: China's Nuclear Power Development - As of now, China has 102 nuclear power units in operation, under construction, and approved for construction, with a total installed capacity of 113 million kilowatts, making it the world's largest nuclear power producer [3][4] - The Chinese government has approved five new nuclear projects, totaling ten new units, following a similar approval of five projects and eleven units last year [3] - China has the capability to construct over 40 units simultaneously, with an annual equipment manufacturing capacity exceeding ten sets [3] Group 2: Technological Advancements - China has made significant breakthroughs in various nuclear technology fields, establishing independent brands such as "Hualong One" and "Guohe One" [4] - The "Linglong One" small reactor is expected to be operational by 2026, and the thorium molten salt experimental reactor has achieved full power operation [4] Group 3: Global Nuclear Energy Trends - The global nuclear power landscape is witnessing a resurgence, with 417 operational nuclear units expected by 2024, generating a record 2.8 trillion kilowatt-hours, accounting for 9% of global electricity generation [5] - Major nuclear countries are accelerating their nuclear power projects, with the U.S. planning to commercialize advanced nuclear energy by 2030 and Russia aiming to commission 12 new units by 2035 [5][6] - Emerging countries, including Poland, Turkey, and Saudi Arabia, are also announcing new nuclear construction plans, indicating a broader acceptance of nuclear energy [6] Group 4: Small Modular Reactors and Future Technologies - The development of small modular reactors (SMRs) is being promoted as a solution for countries with limited technical and financial resources to harness nuclear technology [7] - Micro-reactors, typically ranging from 1 to 10 megawatts, are being explored for remote areas and specific applications, such as mining operations and offshore platforms [7][8] - The "artificial sun" concept, focusing on nuclear fusion, is gaining attention, with significant advancements reported in various fusion projects, including ITER [9]

Investment Rating - The report maintains a positive outlook on the nuclear power sector, recommending a "Buy" rating for specific companies such as China Nuclear Power and China General Nuclear Power [1][10]. Core Insights - The State Council approved five nuclear power projects on April 27, 2025, which includes a total of 10 units, continuing the trend of regular approvals in recent years [3][4]. - China's nuclear power capacity is projected to reach 113 million kilowatts by 2025, making it the largest in the world, with expectations to further increase by 2030 [2][3]. - The report highlights the diversification of technology and participants in the nuclear power sector, with a focus on domestically developed third-generation technologies like "Hualong One" and CAP1000 [3][4]. - The financing environment for nuclear projects is improving, with decreasing interest rates and diversified funding channels, which will alleviate the financial pressure on nuclear companies [3][10]. Summary by Sections Project Approvals - The report details the approval of 10 nuclear units, including projects in Guangxi, Guangdong, Zhejiang, Shandong, and Fujian, with a mix of domestic and advanced foreign technologies [3][4]. Capacity and Technology - As of 2024, China has 102 operational, under-construction, and approved nuclear units, with a total capacity of 113 million kilowatts, positioning it as a global leader in nuclear energy [2][5]. - The report emphasizes the rapid development of nuclear technology in China, showcasing a blend of imported and indigenous technologies [3][5]. Financial Outlook - The average cost of constructing a third-generation nuclear unit is approximately 16,000 yuan per kilowatt, with significant capital expenditure expected [3]. - Recent interest rate cuts are expected to lower financing costs for nuclear projects, enhancing the financial viability of upcoming constructions [3][10]. Company Recommendations - The report recommends investment in China Nuclear Power, China General Nuclear Power, and Funiu Co., which has stakes in the Xiapu Nuclear Power project, citing their growth potential during the upcoming production phase [3][10].

Core Insights - The Chinese government is committed to the safe and orderly development of nuclear power, emphasizing the importance of nuclear safety culture and adherence to the highest global safety standards in the construction and operation of nuclear power plants [1][2] - China has accelerated its nuclear power construction, approving 31 nuclear units from 2022 to 2024, with a total investment exceeding 200 billion yuan for five new projects approved in April 2025 [2] - The global nuclear energy sector is experiencing a revival, with China expected to have the largest operational nuclear power capacity in the world by 2030, aiming for a total capacity of 200 million kilowatts by 2040 [2][3] Industry Developments - China is advancing in both nuclear fission and fusion technologies, with significant developments in third-generation fission reactors and the gradual implementation of fourth-generation technologies [3] - The country plans to complete a fusion energy experimental device by 2027, with a roadmap leading to the construction of the world's first fusion demonstration power plant [3][4] - The development strategy for nuclear energy in China includes a phased approach focusing on thermal reactors, fast reactors, and fusion reactors, with ongoing projects like the "Hualong One" and "Guohe One" demonstrating significant technological advancements [4] Market Opportunities - Small modular reactors (SMRs) are seen as a key area for development, offering advantages such as shorter construction times, lower investment costs, and enhanced safety features [5] - The integration of AI technology in the nuclear sector is expected to drive digital upgrades, enhancing engineering design, construction, and operational efficiency [5] - The demand for energy in data centers is projected to double by 2030, presenting a significant market opportunity for small modular reactors to supply energy and replace retiring coal power plants [5]

Group 1 - The 16th China International Nuclear Power Industry Exhibition is being held in Beijing, attracting over 200 domestic and international companies to showcase new technologies, equipment, and applications in the nuclear power sector [1] - This year marks the 10th anniversary of the Hualong One demonstration project, with a large model of the Hualong One nuclear power unit prominently displayed at the exhibition. The unit has a potential annual electricity generation capacity of 10 billion kWh, and seven units have been put into commercial operation domestically and internationally [3][5] - Hualong One has achieved a total of over 30 units in operation or under approval for construction, making it the most widely deployed third-generation nuclear power technology globally. The technology is now entering a phase of mass construction [5][7] Group 2 - The Hualong One technology is undergoing significant innovation, with collaboration from over 5,400 manufacturing companies to develop advanced applications and intelligent tools for safer and more economical products [5] - The exhibition also features other advanced nuclear technologies such as the Circulating Three, High-Temperature Gas-Cooled Reactor, and Guohe One, highlighting the rapid advancement of digital and intelligent upgrades in China's nuclear industry [7] - Artificial intelligence is being integrated into the daily operations and maintenance of nuclear power plants, creating typical application scenarios in design, construction, and operational management [7][8]

Core Insights - China's nuclear power industry has achieved a total of 102 operational, under construction, and approved nuclear power units, with a total installed capacity of 113 million kilowatts, making it the largest in the world [1] - The country is actively implementing a new energy security strategy, with nuclear energy playing a crucial role in the clean energy system and low-carbon transition [1] - There are currently 28 nuclear power units under construction, with a total capacity of 33.65 million kilowatts, maintaining the world's leading position for 18 consecutive years [1] - In the past year, China approved five nuclear power projects, totaling 11 units, marking the third consecutive year of approving 10 or more nuclear units [1] - The domestic innovation capability in nuclear power technology has significantly improved, achieving 100% localization of key main equipment and autonomous control of key component technologies [1] - China has developed its own brands of third-generation pressurized water reactors, such as "Hualong One" and "Guohe One," and advanced technologies including high-temperature gas-cooled reactors and sodium-cooled fast reactors [1] Industry Development - The nuclear power industry is steadily growing, supported by a robust supply chain and industrial ecosystem developed over 40 years [2] - China is one of the few countries with a complete nuclear power industrial system, excelling in engineering design, construction, and equipment manufacturing [2] - The industry is leveraging digitalization and intelligent methods to enhance safety, quality, schedule, and cost control, maintaining international advanced levels [2] - Equipment manufacturing enterprises are improving product quality and production efficiency through technological and management innovations, with an annual manufacturing capacity of over 10 complete sets of nuclear power equipment [2] - The State Council has approved new nuclear power projects, including the Zhejiang Sanmen Phase III project, indicating a strategic opportunity for nuclear energy development under the "dual carbon" goals [2]