总体来看，据邢翼腾介绍，今年前8个月，我国能源投资主要呈现了以下三个特点： 一是核电、电网、新型储能、煤电成为拉动能源重点项目投资增长的重要力量。陕西—安徽、甘肃—浙 江等在建特高压直流工程投资集中释放，宁夏—湖南特高压直流工程投产送电，各地区在建骨干网架工 程加快推进。核电完成投资额保持快速增长，已开工核电项目加快建设。西北、南方、华北地区一批独 立储能项目加快建设，今年前8个月，新疆、广东、云南、山东、内蒙古新型储能重点项目完成投资额 同比增速均超过100%。西北地区新能源基地配套煤电和东中部地区负荷中心支撑性煤电加快推进建 设。 二是风电、现代煤化工、油气储备设施、充换电基础设施、氢能投资快速增长。今年前8个月，风电完 成投资额同比增长超40%，其中，新疆、河北、广西、山东、湖南集中式风电项目投资加快释放，广 东、福建海上风电项目投资增势强劲。新疆、内蒙古在建煤制油气和煤制烯烃项目稳步推进，辽宁煤制 气项目逐步形成实物工作量。陕西、山东在建储气库项目投资集中释放。广东、四川、山东、贵州、云 南加大力度布局公共充电桩。吉林大安绿氢合成氨一体化示范项目建成投产，内蒙古30兆瓦级纯氢燃气 轮机项目、江苏300 ...

格隆汇10月31日丨淮河能源(600575.SH)在投资者互动平台表示，公司目前暂无核电项目相关计划。 （原标题：淮河能源(600575.SH)：暂无核电项目相关计划） ...

前不久，一位此前看具身、 AI 方向的投资人朋友向我分享了他履新的消息： 他已正式转型，开始 看新能源领域的光伏站、充电站等实体资产。 将投中网设为"星标⭐"，第一时间收获最新推送 "股权很可能烟消云散，拿在手里的才是资产。" 作者丨 王满华 来源丨 投中网 AI 投资的热度尚未退潮，已经有投资人悄悄调转方向，去投实业了。 问及这一巨大转变背后原因，他留下一句意味深长的话 ："股权很可能烟消云散，拿在手里的才是资 产。" 几乎在同一时期，另一位国资背景的投资人也透露，其所在机构近两年在一级市场几乎"按兵不 动"，反而在二级市场投资了几个核电项目，恰好赶上板块行情上涨，实现了可观的账面收益。 这两个看似独立的转向，共同指向一个被传统风投长期忽视的领域：基础设施资产。而我进一步观察 发现，以新能源、数据中心为代表的实业类资产，正在成为时下私募基金的新宠。 这一趋势主要体现在两方面。 一，市场活跃，参与主体多元。除传统投资主力——央企、地方政府和产业方外，险资、私募机构纷 纷加码，鼎晖、中金、深创投等国内头部机构也相继设立基础设施基金。 二、基金规模显著攀升。黑石、 KKR 的相关基金 募资额屡创新高。 关于私募基 ...

越南《经济时报》8月25日报道，越南工贸部主持并召集有关部委、越南电力集团（EVN）、越南国家 能源工业集团（PVN）就越南宁顺核电1号和2号项目建设的投资合作进行会谈。会谈要求财政部牵头与 合作伙伴签署项目信贷国际条约；工贸部牵头与合作伙伴签署原子能相关国际条约。会谈要求各方加强 沟通谈判，完善各项程序，于2025年9月前完成1号项目报批手续，2025年12月前完成2号项目报批手 续。 ...

Core Viewpoint - The data from the National Bureau of Statistics indicates that private project investment (excluding real estate development) grew by 5.1% year-on-year in the first half of the year, reflecting stable growth. The recent Central Political Bureau meeting emphasized the need to "stimulate the vitality of private investment and expand effective investment," suggesting a focus on enhancing investment efficiency in the second half of the year [1] Investment Environment - Private investment is a crucial support for stabilizing growth, adjusting structure, and promoting employment. The level of private investment activity reflects the internal dynamics of an economy. Despite a 0.6% year-on-year decline in private investment growth due to a drop in real estate development investment, sectors like new energy vehicles, artificial intelligence, and various manufacturing industries showed significant growth [2] - In the first half of the year, private investment growth varied significantly across industries, with notable increases in accommodation and catering (20.3%), infrastructure (9.5%), culture, sports, and entertainment (8.4%), and manufacturing (6.7%) [2] Policy Support - The policy environment for private investment has been improving throughout the year. The implementation of the Private Economy Promotion Law on May 20 marked a significant step in supporting the high-quality development of the private economy, boosting confidence among private enterprises. The Supreme People's Court has also issued guidelines to ensure judicial support for the private economy [3] - A series of policies across fiscal, financial, and industrial sectors have been introduced to facilitate the implementation of the Private Economy Promotion Law, including a new negative list for market access and the promotion of over 3 trillion yuan worth of new projects to private capital [3] Investment Opportunities - Under the "Two New" and "Two Heavy" policies, private investment is increasingly directed towards new and green projects. Recent approvals for nuclear power projects have increased the participation of private enterprises, with total investments exceeding 200 billion yuan [4] - Local governments are actively listing private investment projects, with Jiangsu province alone having 228 major projects funded by private enterprises, totaling an investment of 150 billion yuan [4] Future Directions - The National Development and Reform Commission is working to enhance mechanisms for private enterprises to participate in major national projects, particularly in sectors like nuclear power and railways [5] - The launch of the first public real estate investment trusts (REITs) for data centers indicates a removal of financing barriers for private enterprises in large infrastructure projects, which is expected to broaden investment opportunities in various sectors [6] - The government plans to continue stimulating private investment through legal guarantees, investment incentives, and improved policy environments, focusing on both "hard investments" and "soft construction" to maximize investment potential [7] Recommendations - Experts suggest guiding more private capital into major infrastructure and social welfare projects to stabilize market expectations and enhance the role of private investment in driving domestic demand and economic growth [8]

Group 1 - The company, China General Nuclear Power Corporation (CGN), has stated that it did not participate in the investment and construction of the Shandong Haiyang Nuclear Power Project [1] - The approved nuclear power projects located in Shandong Province for the company are the Zhaoyuan Unit 1 and Unit 2 projects [1]

Core Viewpoint - China General Nuclear Power Corporation (CGN) has confirmed that it did not participate in the investment and construction of the Shandong Haiyang Nuclear Power Project, while it is involved in the approved nuclear power projects in Shandong Province, specifically the Zhaoyuan Unit 1 and Unit 2 projects [1] Summary by Category - **Company Involvement** - CGN has clarified its non-involvement in the Shandong Haiyang Nuclear Power Project [1] - The company is engaged in the Zhaoyuan Unit 1 and Unit 2 projects, which have received approval in Shandong Province [1]

Core Viewpoint - The marine economy of Huizhou County is experiencing steady growth, driven by the development of marine fisheries, coastal tourism, and marine clean energy industries, contributing significantly to the local economic and social development [2][5]. Marine Industry Development - During the 14th Five-Year Plan period (2021-2025), Huizhou County's marine industry is expected to show a steady upward trend, with an overall expansion of the marine economy [2]. - The county has established five major aquaculture bases, including seawater cage farming and oyster farming, leading to a more organized and specialized production model [3]. Coastal Tourism Resources - Huizhou County has issued 124 marine farming permits covering an area of 586.1087 hectares, supporting traditional fishing needs [4]. - The county is developing a deep-sea aquaculture demonstration area with a planned area of 679.3312 hectares, investing in large-scale aquaculture platforms [4]. Multi-Industry Development - Huizhou County has introduced several projects in marine clean energy, including nuclear power and LNG receiving stations, enhancing the region's logistics efficiency and competitiveness [5]. - The county has completed various transportation infrastructure projects to improve connectivity and support the marine economy [6][7]. Environmental Protection Initiatives - The "Beautiful Bay" initiative is being actively promoted, with significant progress in marine protection and the establishment of mangrove restoration projects [8][9]. - A record-breaking carbon credit transaction related to mangrove forests was completed, showcasing the county's commitment to ecological restoration [9]. Project Highlights - The China Yellowlip Sea Bream Genetic Resource Protection and Technology Research Center project has completed an investment of 180 million yuan, with a projected annual output value of 200 million yuan upon completion [10]. - The Huizhou Taipingling Nuclear Power Project is progressing, with the first phase expected to achieve grid connection this year [11].