央广网北京2月21日消息（记者王泽华）据中央广播电视总台中国之声《新闻和报纸摘要》报道， 这几天，海南昌江核电基地的工作人员正在持续推进"玲龙一号"热态性能试验，验证各系统在高温、高 压情况下运行的可靠性和安全性。 自"玲龙一号"全球首堆开工以来，已有来自90多个国家和地区、1000多人前来参观。宋丹戎介 绍，"玲龙一号"已成为世界了解中国核能发展的重要窗口，已与近10个国家签署了小堆合作的意向性协 议。 宋丹戎：我国正在能源科技领域坚持原始创新、突破关键核心技术，在小堆这条赛道上，中国的技 术标准制定话语权显著提升，燃料和关键设备自主化已经走在国际前列。 党的二十届四中全会提出，"加快建设新型能源体系，积极稳妥推进和实现碳达峰，加快形成绿色 生产生活方式"。魏智刚表示，期待通过"玲龙一号"的推广应用，助力我国"双碳"目标的达成，以先进 反应堆技术的示范效应，推动世界核能的发展。 魏智刚："玲龙一号"的推广应用可以大大减少我国化石能源消耗、促进节能减排，对海南自贸港和 海南生态文明示范区建设提供绿色能源保障具有重要意义。我们将持续推进堆型迭代，拓展核能综合利 用与国际开放合作的空间，让"玲龙一号"为全球能源发 ...

当时在建中的"华龙1号"（2018年，广西壮族自治区，Reuters） 全球2025年开始建设的新核电机组中，有9成是中国和俄罗斯主导的项目。有预测称，2030年中国核电 的在运装机容量将达到1.1亿千瓦，超越美国成为世界第一。通过建设核电机组，可加强与出口目的地 的关系…… 中国和俄罗斯已开始在核电领域构筑压倒性的地位。全球2025年开始建设的新核电机组中，有9成是中 国和俄罗斯主导的项目。两国在国家主导下推进核电站建设，通过发展作为基本负荷电源的核能项目， 并向新兴国家出口相关技术与设备，不断扩大影响力。 世界核协会和国际原子能机构（IAEA）的统计显示，2025年全世界有9台大型核电机组开工。其中，中 国为7台、俄罗斯为1台、韩国为1台。 从过去10年来看，中俄也占据主导地位。2016年以来，在全球开工的63台核电机组中，中国和俄罗斯制 造的占9成多。中俄以外的核电机组只有韩国和英国开工建设的5台。 中国生态环境部的数据显示，中国有27台核电机组在建。中国政府相关行业团体预测称，2030年中国核 电的在运装机容量将达到1.1亿千瓦，超越美国成为世界第一。 通过建设核电机组，可加强与出口目的地的关系。如果 ...

第三重信号，是彰显技术自信，带动高端产业集群升级。经过数十年攻关，中国已掌握完整核电工业体系，自主三代核电技术"华龙一号"综合国产化率超 90%，第四代高温气冷堆已投入商运，全球首个陆上商用模块化小堆"玲龙一号"预计2026年投产。核电建设是技术密集型工程，单台机组投资约200亿元， 能带动8万余台套设备制造，涉及200余家企业，直接带动产值超300亿元。从核燃料循环到高端装备制造，从数字化运维到核医疗应用，核电产业链的乘数 效应显著，"和福一号"项目实现镥—177国产化供应，更推动核技术向民生领域延伸，形成新的经济增长点。 第一重信号，是筑牢能源安全底线，破解对外依存困局。中国虽是能源生产大国，却面临结构性短板——石油、天然气进口依存度分别超70%和40%，化石 能源供应易受国际局势波动影响。核电恰好补上这一缺口，作为稳定可靠的基荷电源，其年发电利用小时数常年保持在7000小时以上，远超风电的2000小时 左右，且不受风雨、光照等自然条件制约。单台百万千瓦级核电机组年发电量约100亿千瓦时，能满足百万人口城市的用电需求，2024年全国核电发电量达 4447亿千瓦时，等效减排二氧化碳3.34亿吨，既减少化石能 ...

Core Viewpoint - The article highlights the achievements and future prospects of Hainan's Free Trade Port, showcasing various representatives' contributions to cultural, economic, and technological advancements in the region [4][18]. Group 1: Cultural and Economic Development - Tang Lijin, a representative and leader of a cultural cooperative, emphasizes the importance of innovation in expressing traditional culture, leading to over 1 million yuan in sales for her cooperative last year [6]. - The digital economy in Chengmai County surpassed 100 billion yuan in revenue for the first time, with a year-on-year growth of over 20% [8]. - The deep-sea oil service industry in Chengmai achieved a revenue of 17.4 billion yuan, with a growth rate exceeding 40% [8]. Group 2: Technological Advancements - The Wenchang Supercomputing Center is set to invest 1.5 billion yuan by 2026 to enhance capabilities in satellite data and computing [9]. - The integration of multiple satellites has established the world's largest sub-meter level remote sensing satellite data collection and reception capability [9]. Group 3: Community and Financial Services - The community governance model in the Pearl River community has improved service efficiency, resolving over 90% of resident issues within the community [12]. - The financial system in Hainan has established over 650 multi-functional free trade accounts, facilitating capital transactions exceeding 250 billion yuan [13]. - Innovative financial products, such as a 300 million yuan technology innovation bond, have been introduced to support local high-tech enterprises [13]. Group 4: Infrastructure and Logistics - The Yangpu Port has significantly increased its container throughput from 710,000 TEUs in 2019 to 3.31 million TEUs, with a port throughput increase from 50.15 million tons to 85.95 million tons, marking a growth of over 70% [15]. - The number of registered vessels at Yangpu Port rose from 30 to 380, with a total deadweight tonnage increasing from 700,000 to over 14 million tons [15]. Group 5: Healthcare and Global Integration - The Boao Lecheng International Medical Tourism Pilot Zone received 860,000 medical tourists last year, generating over 8.39 billion yuan in medical revenue [18]. - By 2025, Lecheng aims to introduce over 100 types of global innovative drugs and medical devices, enhancing its role as a healthcare hub [18]. Group 6: Sustainable Development - The China Nuclear Group is advancing the construction of the "Linglong One" nuclear power project in Hainan, aiming to position it as a key symbol of industrial development in the Free Trade Port [19].

1月27日，海南省第七届人民代表大会第五次会议"代表通道"集体采访活动在海口举行。图为海南 省人大代表、中核集团(海南)市场开发部主任、海南核电有限公司董事长魏智刚(右一)出席活动现场并 回答记者提问。中新网记者 骆云飞 摄 当日，海南省第七届人民代表大会第五次会议"代表通道"集体采访活动在海口举行。魏智刚在回答记者 提问时说，中核集团立志在海南发挥"科技创新、产业控制、安全支撑"三个作用，争当"高水平科技自 立自强、发展现代化产业体系、发展新质生产力"三个排头兵。 一是持续加码"向绿图强"。魏智刚说，今明两年，中核集团的一些重大项目将相继投产，明年海南核能 占比将达到50%以上，这必将为"十五五"乃至更长远时期海南实现全面低碳绿色高质量发展提供最坚强 支撑。"我们信心百倍，后续的一些重大项目也在快马加鞭地推进当中。" 二是高质量建成"玲龙一号"全球首堆。魏智刚说，"玲龙一号"被称为"超级核能充电宝"，中核集团正在 建设"玲龙一号"应用示范基地、科技创新基地和国际合作基地。"玲龙一号"必将成为海南自贸港工业史 上的桂冠。同时，"玲龙一号"通过海南自贸港向世界"充电"的目标越来越近了。 中核在琼投资"快马加鞭" ...

Core Insights - The commercial operation of the "Hualong One" Zhangzhou Nuclear Power Unit 2 on January 1, 2026, marks the completion of the first phase of the Zhangzhou Nuclear Power project, reflecting China's commitment to national strategies and high-quality development in the nuclear sector [2] - China National Nuclear Power has achieved significant milestones during the 14th Five-Year Plan, including becoming the third-largest nuclear power company globally in terms of installed capacity [2][4] Group 1: Safety and Operational Achievements - The Qinshan Second Nuclear Power Plant successfully replaced the generator stator using a roof-opening hoisting method, marking a first in the country for simultaneous replacement of large turbine and generator stators, which enhances the unit's power output [3] - The Qinshan Nuclear Power Plant has been operational for over 30 years, with its Unit 1 being the first in China to receive a 20-year lifespan extension, boosting confidence in the nuclear sector [3] - The "Hualong One" has achieved over 1,000 days of continuous safe operation, delivering more than 37 billion kilowatt-hours of clean electricity to society [3] Group 2: Capacity and Development - As of January 1, 2026, China National Nuclear Power operates 27 units with a total installed capacity of 26.212 million kilowatts, and has 18 units under construction or approved for construction with a capacity of 20.647 million kilowatts [4] - The company has also invested nearly 19 billion yuan in research and development during the 14th Five-Year Plan, with nearly 1,500 patent applications and over 4,000 granted patents, driving technological advancements in the nuclear sector [5] Group 3: Technological Innovations - The "Linglong One" project, the world's first land-based commercial modular small reactor, successfully completed its cold test, showcasing China's capabilities in new nuclear energy system design and high-end equipment manufacturing [5] - The "Heqi One" project, which began operations in June 2024, is China's first large-scale industrial nuclear energy steam supply demonstration project, expected to provide 4.8 million tons of industrial steam annually and reduce carbon emissions by 1.07 million tons [6] Group 4: Integration of Party Building and Operations - China National Nuclear Power has emphasized the integration of party building with production operations, establishing a high-quality party building system to ensure the safe and high-quality completion of major maintenance tasks [7] - The company aims to enhance core functions and competitiveness across six dimensions, including safety, operational efficiency, and technological innovation, to accelerate the development of a world-class nuclear energy enterprise [7]

Core Insights - The world's first commercial modular small reactor "Linglong No. 1" successfully completed its non-nuclear commissioning on December 23, 2025, marking a significant milestone in the project [1] Group 1 - The successful commissioning indicates that the unit operated smoothly throughout the process, with all key parameters meeting design standards [1] - This achievement represents a breakthrough in the construction of the project, laying a solid foundation for subsequent nuclear steam commissioning and grid connection [1]

Core Viewpoint - The year 2025 marks a significant milestone for Hainan Free Trade Port as it officially initiates full island closure, representing a new phase in reform and opening-up efforts in China [11][15]. Group 1: Key Developments - The full island closure of Hainan Free Trade Port is set to officially start on December 18, 2025, marking a major step in China's high-level opening-up strategy [15]. - Hainan's tourism industry is projected to welcome over 1.06 million visitors in 2025, with total spending expected to exceed 224.98 billion yuan, reflecting a year-on-year growth of 10.3% [22][23]. - The first passenger flight under the seventh freedom rights, connecting Sanya to Prague, commenced on December 21, 2025, enhancing Hainan's status as an international aviation hub [21]. Group 2: Policy and Strategic Initiatives - The Hainan Provincial Committee has outlined the "15th Five-Year Plan," emphasizing the need for high-standard construction of the Free Trade Port and the implementation of innovative policies [16]. - A new policy for duty-free shopping on the island was implemented on November 1, 2025, expanding the range of duty-free goods and allowing residents to purchase items without limits when leaving the island [24]. - The "Million Talents to Hainan" initiative aims to attract an additional 1 million talents over five years, with 1.03 million already recruited by the end of November 2025, ahead of schedule [25]. Group 3: Infrastructure and Project Progress - The Hainan commercial space launch site successfully completed its first launch from the newly established launch pad, demonstrating the site's dual-launch capability [17]. - Significant progress has been made on major projects, including the completion of the "Deep Sea No. 1" gas field and the establishment of a digital power grid, enhancing energy distribution capabilities across the island [18]. - The opening of the Yangpu Port expressway, a dual eight-lane highway, was officially inaugurated on December 30, 2025, improving transportation infrastructure [19].

Investment Rating - The industry rating is "Outperform the Market," indicating that the overall return of the industry is expected to exceed the market benchmark index by more than 5% in the next 6 months [14]. Core Insights - The successful completion of the non-nuclear commissioning test for the "Linglong One" modular small reactor marks a significant milestone in the nuclear power sector, validating the core system functions and laying a solid foundation for future nuclear operations [4]. - The global nuclear energy industry is experiencing an unprecedented revival due to the increasing demand for clean and safe electricity, with the International Atomic Energy Agency raising its nuclear power expansion forecasts for the fifth consecutive year [5]. - The strategic value of nuclear energy is becoming increasingly prominent, especially in the context of global energy transition and geopolitical shifts, with the U.S. government accelerating international commercial cooperation to enhance its energy leadership [5]. Company Summaries - **Jingye Intelligent**: Collaborating with Zhejiang University to establish a joint R&D center for micro-reactor/SMR technology, showcasing significant development potential in the context of rising AI energy demands and energy transition [6]. - **Jia Electric**: The main helium fan is the only power device in the primary loop of the fourth-generation high-temperature gas-cooled reactor, with its subsidiary Ha Electric's nuclear main pump products leading in the nuclear power business segment [6]. - **Guoguang Electric**: The company's filter and cladding systems are key components of the ITER project, indicating its critical role in the nuclear energy supply chain [6]. - **Lanshi Heavy Industry**: Covers upstream nuclear fuel systems, midstream nuclear power plant equipment, and downstream spent fuel processing, providing a comprehensive service in the nuclear energy sector [6]. - **Kexin Electromechanical**: Has manufactured high-temperature gas-cooled reactor nuclear power products, with new fuel transport containers replacing imports [6]. - **Hailu Heavy Industry**: Services various reactor types, including third and fourth-generation reactors and thermonuclear fusion reactors (ITER) [6]. - **Jiangsu Shentong**: Secured over 90% of orders for nuclear-grade butterfly valves and nuclear-grade ball valves in new nuclear power projects in China [6].

来源：科技日报 科技日报记者 朱虹 12月23日，全球首个陆上商用模块式小型堆"玲龙一号"汽轮发电机组非核冲转一次成功。该工程是海南昌江多用途模块式小型堆科技示范项目，由哈电集团 自主研制，冲转全程机组运行平稳，各项关键参数均符合设计标准，标志着项目建设突破关键节点，为后续核蒸汽冲转及并网发电筑牢基础。 "玲龙一号"是我国具有完全自主知识产权的陆上商用模块式小型堆，也是全球首个通过国际原子能机构安全审查的同类堆型，规划容量为125兆瓦，其核心 动力装备汽轮机、汽轮发电机、核主泵均由哈电集团自主研制。 非核冲转试验是核电机组建设过程中的重要环节，被喻为核电机组装料前对常规岛系统进行的一次全面"实战演练"。 此次冲转成功的汽轮发电机组，汽轮机采用哈电集团汽轮机公司自主研制的125兆瓦等级凝汽式、单轴、单背压、过热蒸汽汽轮机组，创新应用先进的高压 N+1轴承支撑等先进技术，显著提升运行效率与安全可靠性；高压模块实现整体发运、现场快速安装，凝汽器采用模块化设计，充分体现小型堆"小型化、 模块化、一体化"的技术特征。汽轮发电机采用哈电集团电机公司自主研制的空冷汽轮发电机，创新应用全空冷技术，定子采用内、外机座，铁芯与机 ...