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What to Know About Japan’s Plan to Release Fukushima Water Into the Ocean_我的网站

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一 |     K图 300862_0  大牛股蓝盾光电即将复牌!  蓝盾光电(300862)21日晚间在深交所公告,公司停牌核查相关工作已完成,股票将于8月24日(星期一)开市起复牌。  蓝盾光电同时发布交易风险提示称,8月10日至8月18日的7个交易日,公司股价上涨197.21%,可能存在明显的市场情绪过热和非理性炒作,交易风险大,随时存在快速下跌的风险。  8月24日,海鸥住工(002084)的股票也将复牌。

二 |     

Japan as soon as this week will begin the controversial release of treated water from the Fukushima nuclear power plant into the ocean.
The Japanese government approved the plan two years ago, saying it is necessary to decommission the power plant, which is operated by Tokyo Electric Power Company. Releases will start Thursday “if they encounter no obstacles,” Prime Minister Fumio Kishida announced this week.
“I have asked TEPCO to swiftly prepare for the water discharge in accordance with the plan approved by the Nuclear Regulation Authority, and expect the water release to start on Aug. 24, weather conditions permitting,” Kishida said.
Despite pushback from neighboring nations and fishing groups, Japanese officials said the plan is safe.
What Is the Release Process? 
The wastewater has gone through treatment and is stored in large tanks. Japanese officials say the water needs to be removed so the plant can be decommissioned.
The water will be diluted and released through an underwater tunnel off the coast of Japan. Officials say it will not be near areas where routine fishing occurs.
The entire process is expected to take decades.
Is the Treated Water Safe?
The release plan has been approved by Japan’s nuclear regulation agency and given the go-ahead by the International Atomic Energy Agency, the global nuclear watchdog.
The IAEA’s two-year review of the plan – which involved sampling and testing the treated water – found it to be consistent with the agency’s safety standards with “negligible” impacts to humans and the environment.
“Based on its comprehensive assessment, the IAEA has concluded that the approach and activities to the discharge of ALPS treated water taken by Japan are consistent with relevant international safety standards,” IAEA Director General Rafael Mariano Grossi said in a statement last month.
“Furthermore, the IAEA notes the controlled, gradual discharges of the treated water to the sea, as currently planned and assessed by TEPCO, would have a negligible radiological impact on people and the environment,” he added.
The agency will monitor the water’s release and have a continuous presence on-site at the discharge facility.
“This will ensure the relevant international safety standards continue to be applied throughout the decades-long process laid out by the Government of Japan and TEPCO,” Grossi said.
Nearly all radioactivity has been removed from the treated water – except tritium.
Tritium is a radioactive form of hydrogen that occurs naturally and is also a byproduct of producing electricity at nuclear power plants. It cannot be filtered out of the nuclear wastewater.
Japan plans to dilute the water to bring the level of tritium below regulatory standards. This practice is done at other nuclear power plants, including in the U.S.
One of the biggest critics of the plan is Beijing, a top consumer of exports from Japanese fisheries. Foreign Ministry spokesman Wang Wenbin recently called Japan’s decision “selfish and irresponsible.”
“In disregard of the strong concerns and firm opposition from the international community, the Japanese government announced the decision to start releasing the Fukushima nuclear-contaminated water into the ocean from Aug. 24,” Wang said during a press conference this week, according to a transcription. “This is extremely selfish and irresponsible, as the discharge will spread the risks of nuclear contamination to the rest of the world. And by doing so, Japan is putting its selfish interests above the long-term well being of the entire humanity. China is gravely concerned and strongly opposed to this.”
Hong Kong’s leader this week said the city would "immediately activate" import controls on Japanese seafood to begin on Thursday – the same day as the planned water release.
South Korean activists have also protested the plan, but Seoul recently concluded from its own study that there aren’t any scientific issues.
"Our government has judged that the Japanese side will discharge the contaminated water from the Fukushima nuclear power plant as originally planned and has determined that there are no scientific or technical problems with the planned discharge of the contaminated water," Office for Government Policy Coordination Park First Deputy Park Ku-yeon said this week.
Asked about the situation during a trilateral meeting with President Joe Biden and Prime Minister Kishida at Camp David last week, South Korean President Yoon Suk Yeol answered diplomatically but with obvious concern – assigning the issue the “highest priority” and calling for transparency.
“The Fukushima plant's treated water, if it's going to have some type of impact, it would flow through the entire Pacific Ocean having an impact not just on our three countries but all countries around the world,” Yoon said through a translator. “As such, for the sake of safety and health of the people of our three countries and all members of the international community, that should be something that we need to place the highest priority on. Regarding this treated water, based on scientific principles, all of the processing should be carried out accordingly. And at the same time, internationally recognized and reliable IAEA's investigation results are something that we can trust. And I would like to make sure that everything is conducted and carried out in accordance with the procedures established by the IAEA.”
Japan’s plan has faced strong opposition from local fishing groups.
Kishida met with leaders of the Japanese fishery industry on Monday to pledge long-term support for fishing communities.
But Masanobu Sakamoto, head of the National Federation of Fisheries Cooperatives, said his group remained opposed to the plan, even though some members have gained confidence about its safety.
“Scientific safety and the sense of safety are different,” Sakamoto said. “Even if it’s safe, reputational damage occurs.”
What Was the 2011 Fukushima Disaster?
A magnitude 9.0 earthquake off the coast of Japan triggered a tsunami that hit the Fukushima power plant, triggering meltdowns in three reactors that contaminated the cooling water.
The accident was given the highest rating on the International Nuclear and Radiological Event Scale due to the high radioactive releases from the plant.
。此前,因控股股东中馀投资筹划控制权变更,海鸥住工停牌了5个交易日。21日,中馀投资与博泰车联、福清曜鸿签署股份转让协议。

三 | 中馀投资所持股份出让完成后,海鸥住工的控股股东将变更为博泰车联,后者是一家知名的智能座舱解决方案供应商。

四 |   蓝盾光电:存在快速下跌风险  8月21日晚间,蓝盾光电公告,停牌期间,公司就股票交易异常波动的相关事项进行了核查。鉴于相关自查工作已完成,根据相关规定,公司股票将于8月24日开市起复牌。  蓝盾光电表示,公司股票自8月10日至8月18日,累计5个交易日涨停,股价短期内上涨197.21%,已累积巨大交易风险。公司基本面未发生重大变化,受公司拟通过发行股份及支付现金的方式向李侠等7名交易对方购买其持有的岚创科技控股权并募集配套资金(简称“本次交易”)事项影响,公司股票交易价格严重脱离公司基本面。  蓝盾光电提示,公司股票可能存在明显的市场情绪过热和非理性炒作,交易风险大,随时存在快速下跌的风险。本次交易存在审批可能被暂停、中止或者取消等风险,后续推进存在重大不确定性。请广大投资者理性投资,注意风险。  公司2025年度营业收入3.99亿元,同比下降34.53%;归属于上市公司股东的净利润亏损8877万元。公司2026年第一季度营业收入8812万元,同比下降13.20%;归属于上市公司股东的净利润亏损866万元。

五 | 综合而言,公司整体经营业绩仍面临着较大挑战。  蓝盾光电8月8日曾公告,公司拟通过发行股份及支付现金的方式购买岚创科技控股权,本次交易预计构成上市公司重大资产重组。  岚创科技专注于高性能真空镀膜设备的研发、生产、销售及相关技术服务,是国内少数在超窄带薄膜滤光片(TFF)领域实现商业化量产的设备厂商,设备综合产出和技术稳定性居于行业前列,广泛应用于光通信、工业激光、医疗光学、消费电子等领域。  在重组预案中,蓝盾光电对本次交易存在的风险因素进行了详细说明,主要包括:审批风险;交易可能被暂停、中止或者取消的风险;审计、评估工作尚未完成的风险;收购整合风险;交易方案调整风险;商誉减值风险;标的公司经营业绩波动风险等。  蓝盾光电表示,标的公司(岚创科技)所处真空镀膜设备行业受宏观经济环境、行业政策、市场竞争、上游供应及下游光通信、工业激光、医疗光学、消费电子等领域需求变化等多方面因素影响。

六 | 如未来行业景气度下降、下游客户扩产需求减弱或标的公司自身经营管理未达预期,其经营业绩可能出现波动。  蓝盾光电称,标的公司产品主要应用于光通信、工业激光、医疗光学、消费电子等领域,下游需求受行业景气度、技术迭代、终端市场需求和客户资本开支等因素影响。如相关行业需求出现不利变化,可能对标的公司的订单获取、产品交付及经营业绩产生不利影响。

七 |   海鸥住工:控股股东拟变更  8月21日晚间,海鸥住工公告,因控股股东筹划公司控制权变更事项,公司股票已于8月17日开市起停牌。经公司向深交所申请,公司股票自8月24日(星期一)开市起复牌。  根据最新公告,8月21日,海鸥住工控股股东中馀投资与博泰车联网科技(上海)股份有限公司(以下简称“博泰车联”)签署《股份转让协议》,约定中馀投资向博泰车联协议转让公司1.29亿股股份(占公司总股本的20%),股份性质为无限售流通股。上述标的股份的转让价款总计为8亿元,折合标的股份每股转让价格约为6.19元。博泰车联协议受让完成后,博泰车联将成为公司控股股东,应臻恺将成为公司实际控制人。  海鸥住工称,博泰车联将利用相关运营管理经验以及产业资源优势,助力上市公司产业进行迭代升级,提升上市公司核心竞争力,进一步提高上市公司的持续经营能力及抗风险能力。

八 |   同时,博泰车联承诺,此次协议受让完成后36个月内,不存在通过上市公司重组上市或注入关联方资产的计划或安排。博泰车联还承诺,本次协议受让完成后60个月内,不直接或间接转让本次受让的上市公司股份,本次协议受让完成后36个月内,不质押本次受让的标的股份。

九 |   公开资料显示,博泰车联是一家领先的智能座舱解决方案供应商,该公司去年9月底在港交所上市,最新市值为275亿港元。财报显示,2025年,博泰车联实现营业收入人民币35.1亿元,同比增长37%;全年智能座舱域控制器交付量130万台,较2024年增长超40%。毛利率提升至12.4%,毛利达4.34亿元;经调整年内亏损(非国际财务报告准则计量)由2024年的3.52亿元人民币大幅收窄至2.40亿元人民币。

十 |   此外,8月21日,中馀投资与福清曜鸿企业管理合伙企业(有限合伙)(以下简称“福清曜鸿”)签署《股份转让协议》,约定中馀投资向福清曜鸿协议转让公司3236.74万股股份(占公司总股本的5.01%),股份性质为无限售流通股。作为受让标的股份的对价,福清曜鸿应向中馀投资支付股份转让价款合计2亿元,折合标的股份每股转让价格约为6.19元。

十一 |   福清曜鸿承诺,此次协议转让完成后的12个月内,不直接或间接转让本次受让的上市公司股份。

十二 | (文章来源:券商中国)。

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Published on:16:00:22


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