5月27日周二,美国核能公司Oklo Inc.(股票代码:OKLO)股价在盘中大涨5.10%,引发市场广泛关注。
据悉,Oklo今日宣布与韩国水力核电公司(KHNP)签署了一份谅解备忘录,概述了双方在第四代小型模块化反应堆技术的开发与部署方面的合作。这一消息成为推动Oklo股价上涨的主要因素。
根据合作协议,Oklo和KHNP将共同推进Oklo计划中的Aurora核电机组的标准设计开发与验证。双方还将在项目早期阶段展开合作,包括主要设备的可制造性评估和规划、BoP系统的供应链建设以及可建造性评估与规划。值得注意的是,Oklo目前正在美国爱达荷国家实验室(INL)申请建设一座75兆瓦电(MWe)的Aurora快堆,并计划在今年晚些时候向美国核管理委员会(NRC)正式提交合并许可证申请。
此外,上周五美国总统特朗普签署了一项推动核能生产并简化新型核反应堆审批流程的行政命令,这也为整个核能行业带来利好。在该消息影响下,Oklo股价上周五曾大涨超过23%。分析人士认为,此次与KHNP的合作,加上政策面的支持,将进一步增强投资者对Oklo未来发展前景的信心。
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