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Energy · 1.6

Nuclear Power

Quantified news impact based on deduplicated, quality-reviewed events in a single 7-day window.

Average net impact+20weighted per event
Average gross impact22absolute weighted average
Events11same period
Confidence85%model average
Raw intensity64before weighting
Previous period0net impact
Gross changeInsufficient base
Diffusion speed1.6 / day
Concentration15%
Direction disagreement8%
Source independence97%15 sources
IMPACT TREND

7-day effective impact

Positive 8 · Negative 3 · Mixed 0

Current periodPrevious period
TIME HORIZON

Impact duration

Immediate1%3 cumulative effective impact
Short term23%55 cumulative effective impact
Medium term41%99 cumulative effective impact
Long term35%86 cumulative effective impact
CO-IMPACT

Related industries

1.7Nuclear Equipment6 shared events+331.9Hydropower2 shared events+81.10Wind & Solar Power1 shared event+810.4Artificial Intelligence1 shared event+710.1Semiconductor Value Chain1 shared event+710.7Enterprise Software1 shared event+61.8Thermal Power1 shared event+51.13Power Transmission Networks1 shared event+5
EVENT EVIDENCE

Events ranked by effective impact

Page 1 of 2 · 11 events

Macro4
01
Macropositive

China Approves Four Nuclear Power Projects with Eight Units in 2026, Investment Tops 170 Billion Yuan

China's State Council approved four nuclear power projects with a combined eight units in 2026, including Liaoning Zhuanghe Phase I, Zhejiang Jinqimen Phase II, Guangdong Taipingling Phase III, and Shandong Laiyang Phase I. Total investment exceeds 170 billion yuan. As of end-June 2026, installed nuclear capacity reached about 66.14 million kW, up 8.6% year-on-year, accounting for over 1.6% of total installed capacity. The 15th Five-Year Plan for New Energy Systems targets 110 million kW of operational nuclear capacity by 2030.

Effective
+61
Intensity
85
Confidence
90%
Horizon
Long term
02
Macropositive

China Approves Eight Nuclear Power Units, Hualong One Technology Gains Wider Deployment

The State Council approved eight new nuclear power units on July 31, including six using the Hualong One reactor design, with two designated as Hualong One 2.0 demonstration projects. The Hualong One, a fully indigenous third-generation pressurized water reactor, now has 47 units in operation or under construction globally, the most among third-generation reactors. Each unit can generate 10 billion kWh annually, saving 3 million tonnes of coal and cutting CO2 emissions by 9 million tonnes.

Effective
+39
Intensity
85
Confidence
90%
Horizon
Short term
03
Macropositive

Tax data for H1 2026 confirms economic rebound, clean energy and high-tech show strong growth

Tax data in the first half of 2026 reflected a strengthening economy, with active business entities up 20.2% and tax revenue exceeding 10 trillion yuan, a 4.9% increase. Industrial sales rose 7.1%, and equipment investment surged 9.8%. High-tech and clean energy sectors registered strong growth. Personal income tax rose 13% to become the third-largest tax, with over 100 million taxpayers obtaining refunds exceeding 150 billion yuan. The tax bureau's crackdown on 'invoice economy' caused related invoices to fall 37.7%, and tax content per 100 yuan of invoices rose 13.7%. VAT revenue hit 3.87 trillion yuan, up 6%, as new general taxpayers jumped 25.2%. Smart tax services covered 85% of matters, cutting processing times by 20%; departure tourist refunds soared 366%.

Effective
+13
Intensity
60
Confidence
80%
Horizon
Short term
04
Macropositive

China to Exempt Energy Lands from Urban Land Use Tax from 2026, Phase Out Previous Reductions

China's Ministry of Finance and State Taxation Administration have adjusted urban land use tax rules for energy and resource enterprises. From September 1, 2026, certain lands used by oil, gas, coal, power, and mining enterprises will be exempt from the tax. Concurrently, from September 1, 2026 to August 31, 2027, lands that previously qualified for tax reductions will be taxed at half the due amount, and from September 1, 2027, full tax will apply, with the old reduction rules being abolished.

Effective
+11
Intensity
60
Confidence
85%
Horizon
Medium term
Industries2
01
Industriespositive

State Council Approves Four Nuclear Power Projects Adding Eight Units, Led by Indigenous Generation III

China's State Council approved four nuclear power projects on July 31, adding eight units. The approvals cover Jinqimen Phase II in Zhejiang, Taipingling Phase III in Guangdong, Zhuanghe Phase I in Liaoning and Laiyang Phase I in Shandong. Six units will use the indigenous Hualong One design, with Jinqimen II and Taipingling III designated Hualong One 2.0 demonstration projects; Laiyang will use the Guohe One design. The projects are developed by CNNC, CGN and SPIC. Approvals extend the 2022–2025 run of at least 10 units per year; by end-2025 operating capacity stood at 62.52 million kW.

Effective
+33
Intensity
75
Confidence
90%
Horizon
Medium term
02
Industriespositive

US Department of Energy Launches $60 Million AI Nuclear Reactor Project with NVIDIA, Microsoft, Aiming to

The US Department of Energy has launched the $60 million Prometheus project to use artificial intelligence to accelerate nuclear reactor design, licensing, manufacturing, construction, fuel production, and operations. Led by Idaho National Laboratory with partners including NVIDIA, Microsoft, Amazon Web Services, and over 20 nuclear industry firms, the three-year initiative aims to cut reactor deployment timelines and long-term costs by 50%. The project has attracted over $200 million in industry cost-sharing and $30 million in private capital and technology contributions.

Effective
+18
Intensity
75
Confidence
85%
Horizon
Medium term
Companies4
01
Companiespositive

Shandong Laiyang Nuclear Power Project Gets State Council Approval, to Build Two CAP1400 Units

China's State Council has approved the Shandong Laiyang nuclear power project, including units 1 and 2, after a review by its executive meeting. Diantou Chanrong will establish a new company, Guodian Tou Nuclear Power (Laiyang) Nuclear Energy Co. , Ltd. , as the project owner responsible for investment, construction, and operation. The project will build two CAP1400 (Guohe No. 1) passive pressurized water reactor units, each with a rated capacity of 1,543 MW. The new project company is not yet formed, and preparatory work continues under the existing Guodian Tou Laiyang Nuclear Energy Co.

Effective
+29
Intensity
80
Confidence
85%
Horizon
Medium term
02
Companiespositive

China General Nuclear's Huizhou Units 5 and 6 Receive State Council Approval, Using Hualong One Technology

China General Nuclear Power Group's subsidiary, CGN Huizhou Third Nuclear Power Company, has received State Council approval for the construction of Huizhou Units 5 and 6. The units will use Hualong One 2.0 nuclear technology, each with a capacity of 1217MW. Preparatory work is underway, and full construction will begin after obtaining the Nuclear Power Plant Construction Permit from the National Nuclear Safety Administration.

Effective
+19
Intensity
60
Confidence
80%
Horizon
Long term
03
Companiesnegative

TEPCO Cancels Spent Fuel Transport from Kashiwazaki-Kariwa Unit 6 After Aomori Refuses Additional Shipments

Tokyo Electric Power Company (TEPCO) on August 28, 2024, canceled a planned shipment of 138 spent fuel assemblies from Unit 6 of its Kashiwazaki-Kariwa nuclear plant in Niigata Prefecture to the interim storage facility in Mutsu, Aomori Prefecture. The cancellation followed Aomori Governor Miyashiro Soichiro's refusal to accept additional fuel, citing uncertainty over the completion of Japan Nuclear Fuel Ltd.' s reprocessing plant in Rokkasho, the facility's final destination. TEPCO said the plan to ship 207 assemblies from Unit 5 in early 2027 remains unchanged, and the cancellation has no immediate business impact due to sufficient on-site storage capacity.

Effective
-4
Intensity
40
Confidence
80%
Horizon
Medium term
04
Companiesnegative

Tohoku Electric Delays Onagawa Dry Storage Facility to September, Second Delay; Facility to Hold 1,380 Fuel

Tohoku Electric Power announced on the 27th that construction of the dry storage facility at the Onagawa nuclear plant in Miyagi Prefecture will be delayed from July to September, marking the second postponement after an initial delay from May. The company cited the Nuclear Regulation Authority's ongoing review as the reason. The facility will comprise two buildings capable of storing up to 1,380 fuel assemblies. The first building is scheduled to start operations in March 2028, with construction of the second building beginning in August 2030, unchanged from the original plan.

Effective
-3
Intensity
40
Confidence
85%
Horizon
Immediate