海通国际指出，核能发电因其在清洁性、稳定性等方面的显著优势，被视为全球能源转型过程中的关键战略部分，许多国家将核电视为其能源战略的核心，力图在保障能源安全的同时减少温室气体排放，核电的重要性日益凸显。随着全球AI数据中心及工业、交通行业电气化对电力的需求飙升，在一定程度上也激励核电重启。而核能复兴的推进，铀作为核能发电的关键原料，其需求量将大幅上升。这可能会导致铀价进一步上涨，并为投资者和相关企业带来新的机遇和挑战。到2025年，预计全球核发电量将突破2021年的历史高点。CGN Mining (01164) rose more than 4%, rising more than 65% during the year. As of press release, it rose 2.89% to HK$2.85, with a turnover of HK$304.12 million.
The Zhitong Finance App learned that CGN Mining (01164) rose by more than 4% and increased by more than 65% during the year. As of press release, it rose 2.89% to HK$2.85, with a turnover of HK$304.12 million.
According to the news, in March 2024, the Biden administration announced that the US federal government will provide a loan of 1.5 billion US dollars (about 10.8 billion yuan) to restart the Palisades nuclear power plant in southwestern Michigan. This will be the first time in US history that a nuclear power plant that has already been shut down has been restarted. In April 2024, TEPCO delivered nuclear fuel to the Kashiwazaki-Kariwa nuclear power plant reactor and is expected to restart power generation in October this year.
Haitong International pointed out that because of its remarkable advantages in terms of cleanliness and stability, nuclear power generation is regarded as a key strategic part of the global energy transition process. Many countries use nuclear television as the core of their energy strategies to reduce greenhouse gas emissions while ensuring energy security, and the importance of nuclear power is becoming increasingly prominent. As the demand for electricity in global AI data centers and the electrification of industry and transportation industries soars, it has also encouraged the restart of nuclear power to a certain extent. As the revival of nuclear energy progresses, demand for uranium as a key raw material for nuclear power generation will rise sharply. This could lead to a further increase in uranium prices and bring new opportunities and challenges to investors and related businesses. By 2025, global nuclear power generation is expected to break through an all-time high in 2021.