The contract of hualong-1 Argentina project is signed and the prosperity of nuclear power industry chain can be expected
[Securities Times] China's independent third-generation nuclear power Hualong 1 sent another good news. Argentine nuclear power company and CNNC officially signed the design, procurement and construction contract of artucha 3 nuclear power plant project in Argentina on February 1. This is an important milestone in China Arab nuclear energy cooperation and a concrete measure for both sides to help achieve the global goal of "carbon peak and carbon neutrality".
The national energy work conference held at the end of last year put forward the key task of "actively, safely and orderly development of nuclear power". In 2022, it is planned to build four units of Fuqing No. 6, Hongyanhe No. 6, Fangchenggang No. 3 and high temperature gas cooled reactor demonstration project, with an additional installed capacity of 3.67 million KW; On the premise of ensuring safety, orderly promote the approval and construction of nuclear power projects with reliable conditions.
Comments: industry insiders said that China's grid connected nuclear power units have reached 53, with a total installed capacity of 54.63695 million KW, but nuclear power accounts for less than 5% of the country's total power generation, and there is still huge room for improvement.
Jiangsu Shentong Valve Co.Ltd(002438) (002438): the company has been deeply engaged in the subdivision of nuclear power valves, and has obtained more than 90% orders for nuclear grade butterfly valves and nuclear grade ball valves that have been tendered since 2008.
Anhui Yingliu Electromechanical Co.Ltd(603308) (603308): the company is a small number of private enterprises with first-class nuclear qualification. Its products are mainly used in the construction stage of nuclear power plant and the later spent fuel storage, transportation, post-treatment and other fields.
