但当地民众对此普遍存疑。据日本《每日新闻》报道，新潟县9月针对1.2万名居民开展的调查结果显 示，约60%的受访者认为目前"尚不具备"重启核电站的条件。彭博社称，2007年柏崎刈羽核电站因地震 发生放射性物质泄漏后，东电的公信力便遭受冲击。福岛核事故后东电应对失当，更导致超15万人流离 失所。此外，柏崎刈羽核电站2017年通过新的安全审查后，2021年又接连爆出安全漏洞问题。 新潟县议员土田龙吾向日本《朝日新闻》表示，该地区雪季较长，自然灾害不仅会增加核电运营风险， 还会给人员疏散工作带来更大难度，他直言"地震频发的国家不需要核电"。曾组织公投抵制当地建设核 电站的新潟市卷町町长笹口孝明认为，全体居民理应拥有对该事项的投票权。他说："这是关乎所有居 民生活的重大问题，不能仅由知事或县议会单方面决定。"（青桂） 【环球时报综合报道】据《日本经济新闻》21日报道，日本新潟县知事花角英世当日宣布，将批准重启 日本最大核电站——柏崎刈羽核电站。东京电力公司（简称"东电"）计划在本财年内恢复其6号机组运 行，这将是2011年"3·11"大地震引发福岛核事故后，东电首次重启旗下核电站。 花角英世在新闻发布会上表示，鉴于日 ...

美国科技亿万富翁比尔·盖茨近日接受采访时表示，在下一代核反应堆的研发竞赛中，中国正日益 挑战美国和其他国家的领先地位。 这位微软公司联合创始人评级中国的核能创新努力时称："他们的核聚变和核裂变研究工作令人印 象深刻。"他补充说，在核聚变领域中国的投资"是世界其他国家总和的两倍"。 （责任编辑：宋政 HN002） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 盖茨认为，核能既能满足数据中心用电需求，又能降低电力成本。他指出，人工智能正在推高公用 事业账单，热泵和电动汽车的普及将加剧这一趋势。 他指出，尽管美国天然气资源兴趣——2023年天然气占全美发电量近半——但"我们的天然气并非 取之不尽，用之不竭"。 盖茨补充说，从长远来看，"核裂变或核聚变很可能将成为最经济的发电方式"。 ...

Core Points - The International Atomic Energy Agency (IAEA) reported increased nuclear safety risks due to shelling near the Zaporizhzhia Nuclear Power Plant on October 6 [1] - The IAEA's Director General, Grossi, stated that the nuclear safety and security situation has not improved and is worsening, with the plant losing off-site power for nearly two weeks [1] - The Zaporizhzhia Nuclear Power Plant has been relying on emergency diesel generators to cool the shut-down reactor and spent fuel [1] Summary by Sections - **Incident Report** - Shelling occurred in the vicinity of the Zaporizhzhia Nuclear Power Plant, with two rounds of artillery fire reported [1] - No casualties or damage have been reported so far [1] - **Safety Concerns** - The IAEA highlighted that the nuclear safety and security situation is deteriorating [1] - The plant has been without off-site power for almost two weeks, relying on emergency systems [1] - **Call for Restraint** - Grossi urged both conflicting parties to exercise maximum military restraint near nuclear facilities [1] - The IAEA will continue communication with both Russia and Ukraine to restore off-site power to the plant [1] - **Background Information** - The Zaporizhzhia Nuclear Power Plant is one of the largest in Europe and has been under Russian control since the escalation of the Ukraine crisis in February 2022 [1] - The plant has faced multiple shelling and drone attacks, raising international safety concerns [1] - Since September 23, the plant has been using backup diesel generators to maintain operations [1]

Core Viewpoint - The Zaporizhzhia Nuclear Power Plant, Europe's largest, is facing an unprecedented energy crisis due to the disconnection from the power grid, relying solely on emergency diesel generators for operation [3][4][5]. Group 1: Current Situation - The last connection to the power grid was severed, leaving the plant to depend on 72 emergency diesel generators, which are now operating continuously to supply power to critical systems [3]. - The plant's annual electricity generation accounts for one-fifth of Ukraine's total output, highlighting its significance in the national energy landscape [3]. - The situation is likened to a critically ill patient relying on life support, emphasizing the precariousness of the power supply [4]. Group 2: Historical Context - The crisis traces back to March 2022 when Russian forces took control of the plant, marking it as a dangerous hostage in the ongoing conflict [5]. - This incident marks the tenth power outage caused by military actions, with the duration of outages reaching unprecedented levels [5]. Group 3: Risks and Warnings - The International Atomic Energy Agency (IAEA) has warned that if external power is not restored within 48 hours, the reactor temperature could reach dangerous levels, reminiscent of the Fukushima disaster [7]. - Continuous monitoring of radiation data is being conducted by IAEA staff, indicating the seriousness of the situation [8]. Group 4: Broader Implications - The crisis is not just a regional issue but poses a significant threat to the energy security of Europe, especially during the winter peak demand [8]. - Emergency plans are being developed by the International Red Cross and the Ukrainian Ministry of Energy, reflecting the potential for a wider disaster [8].

Core Viewpoint - The International Atomic Energy Agency (IAEA) has indicated that the team at the Zaporizhzhia Nuclear Power Plant in Ukraine has been informed that issues related to cooling water supply and off-site power must be fully resolved before any reactor can be restarted [1] Group 1 - The IAEA emphasizes the necessity of addressing cooling water supply issues [1] - The IAEA highlights the importance of resolving off-site power problems [1] - The restart of any reactor at the Zaporizhzhia Nuclear Power Plant is contingent upon the resolution of these critical issues [1]

Group 1 - Russia urges Israel to immediately cease airstrikes on the Bushehr nuclear power plant [1] - The Bushehr nuclear power plant has Russian experts working on-site [1]

Core Viewpoint - The International Atomic Energy Agency (IAEA) reported no increase in radiation levels at the Natanz nuclear facility, indicating stable operational conditions and compliance with safety standards [1] Group 1 - The IAEA's assessment confirms that the Natanz nuclear site is currently operating without any detectable radiation anomalies [1] - This finding may alleviate concerns regarding potential nuclear proliferation or safety issues associated with the facility [1]

Core Viewpoint - Meta Platforms has signed a 20-year power purchase agreement with Constellation Energy, expecting to pay approximately $80 per megawatt-hour for energy from the Clinton nuclear plant, which is cheaper than Microsoft's similar agreement at $110 per megawatt-hour for energy from the Three Mile Island plant [1][2]. Group 1 - The price difference in expected electricity costs between Meta and Microsoft is attributed to the need to restart a reactor at the Three Mile Island plant, which had been closed for economic reasons since 2019, with a restart cost estimated at $1.6 billion [2]. - Meta's agreement reflects a broader trend among tech giants willing to pay a premium for nuclear energy, which is seen as a reliable, carbon-free power source to meet the increasing electricity demands driven by AI [2]. - Constellation Energy plans to invest in enhancing the power generation capacity of the Clinton plant and is considering building a new reactor at the site, which has already received federal approval for a second unit [2].

Group 1 - Meta has signed a 20-year nuclear power purchase agreement to acquire the entire output of the Clinton nuclear plant, amounting to approximately 1.1 gigawatts, sufficient to power around 1 million homes starting in mid-2027 [1] - The demand for electricity is surging due to the growth of artificial intelligence, making nuclear energy particularly attractive as it provides continuous power without emitting pollutants that contribute to global warming [1][3] - Constellation is considering building a second reactor at the Clinton site, which has received federal approval, and is in discussions with Meta and other companies about developing next-generation assets [1][3] Group 2 - This marks Meta's first formal entry into the nuclear energy sector, with the company’s global energy head stating it is their largest electricity deal to date [3] - Other tech giants are also actively entering the nuclear market, with Constellation restarting the Three Mile Island plant and signing a 20-year power agreement with Microsoft, while Google and Amazon are investing in new nuclear projects [3] - In March, major tech companies, including Amazon, Google, and Meta, signed a commitment to double global nuclear energy capacity by 2050, highlighting concerns over energy bottlenecks in the AI computing race [3] Group 3 - On May 23, President Trump signed four executive orders aimed at accelerating nuclear power construction in the U.S., with a notable goal of achieving 400 gigawatts of nuclear capacity by 2050, quadrupling the current operational capacity of 100 gigawatts [4] - Wall Street analysts are optimistic about uranium prices, as this trend strengthens the long-term demand outlook for uranium [4] - The new policies are expected to reignite investor interest in uranium, particularly through uranium ETFs, which have seen a lack of demand since late 2023 [4] Group 4 - Constellation is considering applying for a new license from the Nuclear Regulatory Commission to potentially build small modular reactors at the Clinton site, with expectations of reaching agreements similar to the Meta contract within the next 6 to 12 months [5]

Core Viewpoint - The company is preparing for its 2024 Annual General Meeting (AGM) and has outlined the procedures and agenda to ensure the meeting runs smoothly and efficiently, emphasizing the importance of shareholder rights and participation. Meeting Procedures - All participants must adhere to legal obligations to maintain order and efficiency during the AGM [1] - Only authorized individuals, such as shareholders, directors, and invited guests, are allowed to attend the meeting [1] - Shareholders have the right to speak, inquire, and vote during the AGM [1] - A registration form for speaking and questioning will be available, and speaking time is limited to 5 minutes per shareholder [2] Voting Process - The AGM will utilize a combination of on-site and online voting methods [2] - Shareholders must express their voting opinions on proposals, and any improperly filled ballots will be considered as abstentions [2] - The online voting will be conducted through the Shanghai Stock Exchange's system during specified time slots on the day of the AGM [3] Meeting Agenda - The AGM will cover several key items, including the opening of the meeting, reports on various proposals, shareholder inquiries, and the election of monitoring personnel [3] - The first agenda item includes the presentation of the 2024 Board of Directors' work report, which has already been approved by the Board [4] Company Performance Highlights - The company has achieved significant milestones, including a 43% increase in market value and recognition for excellence in corporate governance [4] - The operational performance for 2024 includes a record low outage rate of 0.04 times per reactor per year and a reliability score of 97.68 [5] - The total electricity generated reached 216.35 billion kWh, marking a 3.09% increase year-on-year [5][26] Future Plans and Investments - The company plans to invest approximately 125.59 billion yuan in 2024, focusing on nuclear power and renewable energy projects [14] - The company has successfully raised 14 billion yuan through targeted stock issuance to support its development initiatives [9][16] Governance and Compliance - The company has established a robust governance framework, ensuring compliance with legal and regulatory requirements [30] - The Board of Directors has been actively involved in strategic decision-making and oversight, with regular meetings held to discuss key issues [17][19] Challenges and Strategic Focus - The company faces challenges from increasing competition in the nuclear energy market and evolving regulatory requirements [20] - The strategic focus for 2025 includes enhancing operational efficiency, maintaining safety standards, and pursuing high-quality development [21][22]