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]

俄罗斯敦促以色列立即停止对布什尔核电站的空袭，该核电站有俄罗斯专家在工作。 ...

国际原子能机构：在纳坦兹核电站未观察到辐射水平的升高。 ...

点击蓝字，关注我们 根据杰富瑞分析师Paul Zimbardo的预测，Meta预计将为来自伊利诺伊州克林顿核电站的能 源支付每兆瓦时约80美元的价格。 用于运行人工智能的电力需求激增促使 Meta Platforms(META.US)与美国最大的核电运营商 Constellation Energy(CEG.US)签订了一份为期20年的购电协议，该协议的电价很可能比其竞争对 手微软(MSFT.US)去年签订的类似协议便宜。 Paul Zimbardo指出，Meta与微软所支付的预期电价不同，是因为三里岛核电站的发电需要重启一 座核反应堆。该核电站曾于2019年因经济原因关闭，而重新启动该设施的成本预计为16亿美元。 相比之下，克林顿核电站当前已在正常运行中。他表示："重启一个核电站和运营一个已经运转的 核电站，两者之间存在差异。" 科技巨头们的行动已经表明，他们愿意为核能支付高额溢价 。虽然核能通常比化石燃料发电更昂 贵，但这些企业认为，核能作为无碳排放的电力来源，将有助于它们在AI浪潮带来用电需求激增 的同时，实现其雄心勃勃的气候目标。数据中心需全天运转，而风能和太阳能并非全天候可用， 核电的稳定供能特性正好 ...

受此消息刺激，美股盘前铀相关股票集体暴涨，，Constellation Energy股价一度飙升15%，Uranium Energy涨约9%，Energy Fuels涨9.9%，Nano核能涨7.4%，Nuscale Power涨7.7%。 科技巨头核电军备竞赛白热化 政策支持行政令签署后，AI热潮又推动需求扩张，美国核能要迎来复兴？ 周三，据媒体报道，Meta签署20年核电采购协议，从2027年中期开始，Meta将包揽伊利诺伊州Clinton核 电站约1.1吉瓦的全部发电量，这一电量足以供应约100万户家庭用电。 这场交易的背后是人工智能对电力需求的疯狂增长，随着AI繁荣发展，核能尤其受到青睐，因为它可以 全天候供应，并且不会排放导致全球变暖的污染物。 更具野心的是，Constellation正在考虑在Clinton核电站建设第二座反应堆的计划，该址已获得联邦政府建 设第二机组的批准。Constellation 首席执行官Joe Dominguez表示： 我们与Meta以及其他公司洽谈构建下一代资产的可能性，这合情合理。这些洽谈目前进展顺 利。 白宫还呼吁加快反应堆的监管审批，包括小型模块化反应堆。过去，核 ...

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]