Core Viewpoint - The Shidao Bay High-Temperature Gas-Cooled Reactor Demonstration Project represents a significant advancement in China's nuclear power technology, marking the country's leadership in the development and application of fourth-generation nuclear technology [1][3][20]. Group 1: Project Overview - The Shidao Bay High-Temperature Gas-Cooled Reactor is the world's first commercially operational fourth-generation nuclear power plant, having accumulated nearly 10,000 hours of safe and stable operation since its commercial launch at the end of 2023 [3][20]. - The project is located in Rongcheng, Shandong Province, and is characterized by its innovative safety features, including inherent safety mechanisms that do not rely on human intervention or mechanical systems [5][10]. Group 2: Safety Features - The reactor is designed to allow operators to remain safe for up to seven days in the event of a severe nuclear accident, showcasing its advanced safety protocols [5]. - The use of high-temperature spherical fuel elements, which can withstand temperatures exceeding 1,620°C without significant release of radioactive materials, is a key innovation of this reactor [8][10]. Group 3: Technological Innovations - The reactor employs helium gas as a coolant instead of water, which is a significant departure from previous generations of nuclear reactors, contributing to its inherent safety [10]. - The project has developed unique equipment, such as the steam generator, which is crucial for converting heat into steam for electricity generation, and represents a global first in design and manufacturing [15][16]. Group 4: Collaborative Efforts - The project involved collaboration among various entities, including China Huaneng Group, Tsinghua University, and China National Nuclear Corporation, to overcome numerous technical challenges [14][18]. - Over 500 enterprises and research institutions participated in the project, achieving a domestic equipment localization rate of 93.4%, with over 660 pieces of world-first equipment developed [18][20]. Group 5: Industry Impact - The successful implementation of the Shidao Bay project is seen as a milestone in China's nuclear power development, contributing to the country's goal of becoming a leader in nuclear technology [20]. - The project is part of China's broader strategy to enhance its independent innovation capabilities in the nuclear sector, with plans for further advancements in the upcoming years [20].

清华大学核能与新能源技术研究院原院长、高温气冷堆示范工程总设计师张作义："固有安全的反应堆就是只依靠自然规律，不 依靠人、机械和电气设备的干预不会熔化，不会出现熔化之后大规模放射性释放。" 早在上世纪80年代，科学界就开始讨论"固有安全"技术，即在严重事故下，不采取任何人为和机器的干预，反应堆还能保持安 全状态。在经历了美国三哩岛核电站事故和切尔诺贝利核电站等重大核事故后，"固有安全"的重要性更加凸显。为了真正了解 这一特性，在经过严格的安检措施后，我们来到正在运转的核反应堆前。 简单来说，核燃料在反应堆堆芯发生核裂变链式反应，将核能转换成热能，再将热能转换成机械能，最终利用机械能带动发电 机发电，这便是核能发电的基本原理。从第一代到第四代核电站，发电原理基本相同，而作为第四代的高温气冷堆核电站，一 个最大的不同点在于，使用了耐高温的球形燃料元件，替代了传统堆型的燃料棒。 党的二十届四中全会指出，"十四五"时期我国经济实力、科技实力、综合国力跃上新台阶。位于山东荣成的石岛湾高温气冷堆 示范工程，拥有诸多原创性突破性的科技成就，也是全球第一座投入商业运营的第四代核电站，它的建成运行标志着我国在第 四代核电技术研 ...

Core Insights - Doosan Group attributes its longevity to "transformational DNA" and "new generation power discovery" strategies, focusing on enhancing competitiveness in three future industries: energy, industrial machinery, and semiconductors [1] Energy Sector - Doosan Energy has achieved international certification for 8MW and 10MW offshore wind power projects and successfully completed full-load testing of a 380MW gas turbine developed in 2019 [1] - In the nuclear power sector, the company has supplied a total of 34 reactors and 124 steam generators globally [1] Industrial Machinery - Doosan Bobcat has doubled its scale over the past five years, with rapid growth in agricultural and landscaping equipment [1] - The company is leading the electrification transformation in the industry, launching the world's first fully electric compact tracked loader in 2022 [1] - Doosan Robotics has maintained its position as the leader in the collaborative robot market in South Korea since 2018, leveraging exclusive torque sensor technology, and has successfully entered the global top four [1] Semiconductor Sector - In 2022, Doosan Group acquired Tesna, a leading testing company in South Korea, which holds the top market share in the system semiconductor testing field, particularly in wafer testing [1]

Core Insights - The national trade friction response meeting highlighted that China is entering a high-intensity phase of trade friction, emphasizing the need for confidence, strategy, and innovation in the face of challenges [1] - China's nuclear power industry has successfully reduced reliance on foreign technology, achieving over 95% localization in key equipment and demonstrating significant advancements in self-developed technologies [1][2] - The nuclear power sector has matured its supply chain, with major companies like China General Nuclear Power Group (CGN) achieving 100% domestic equipment capability for nuclear power plants [1][2] Industry Developments - Since 2016, particularly after the U.S. placed certain Chinese state-owned enterprises on the entity list in 2019, the nuclear power sector has accelerated its self-sufficiency efforts across various fields, including equipment manufacturing and software design [1] - Domestic manufacturers such as Dongfang Electric and Shanghai Electric have developed the capability to produce core equipment like pressure vessels and steam generators [2] - The nuclear fuel component production has transitioned to domestic technology, with ongoing advancements in fuel component research and development [2] Strategic Responses - The nuclear power industry has adopted a collaborative approach with upstream and downstream partners to identify and address potential vulnerabilities in the supply chain due to trade tensions [2] - The industry has expressed confidence in its ability to compete with global leaders like the U.S. and France, asserting that it can not only match but also surpass their nuclear technology in several areas [2]