On February 28, the inaugural meeting and first general meeting of “Guohe No. 1” industrial chain alliance hosted by State Power Investment Group Co., Ltd. was held in Shanghai. The aim of the alliance is to enhance the integrity, security and advanced nature of the “state and No.1” industrial chain. By 2023, fully realize 100% equipment localization capacity; By 2025, build a three generation nuclear power industry chain with “the most advanced and safe technology, completely independent and controllable equipment and significant competitive advantage in economy”.
In addition, the alliance will also be committed to building a sustainable industrial chain ecology, forming an industrial guarantee capacity of 8 million kilowatts of installed capacity per year, building a regional passive nuclear power industry cluster, open absorbing overseas resources, strengthening cooperation in basic research, cutting-edge technology and overseas market development, and enhancing the global influence and voice of China National Nuclear Power Co.Ltd(601985) industry.
Chuancai Securities believes that the national energy work conference held at the end of 2021 will take “active, safe and orderly development of nuclear power” as the key task. After a long slowdown in nuclear power construction, it is once again clear that it will “actively” promote the development of nuclear power. Under the increasingly urgent goal of “double carbon”, as a base load power source with net zero emission, nuclear power “energy storage” is at the right time.
Affected by this message, today’s nuclear power shares are pulled up in the afternoon after the afternoon of the news, with the nuclear power shares pulled up in the afternoon after the afternoon of today ”affected by the news, today’s nuclear power shares, ‘ Hongda Xingye Co.Ltd(002002) 204\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\%.
According to the statistics of securities times and databao, the nuclear power sector has bottomed out and rebounded since the Spring Festival, and the sector index has risen by 5.81% since the festival, which is stronger than the market. Among the more than 30 shares, Harbin Air Conditioning Co.Ltd(600202) , Haiou shares, Lanzhou Ls Heavy Equipment Co.Ltd(603169) , Jilin Electric Power Co.Ltd(000875) and other more than 10 shares rose by more than 10% after the holiday Harbin Air Conditioning Co.Ltd(600202) led the increase. The company designs, manufactures and sells air handling units of nuclear power plants.
At present, more than half of the nuclear power concept stocks have released the performance forecast or express report in 2021. Combined with the lower limit of the forecast and the express report data, 16 stocks will achieve profits in 2021; The net profit attributable to the parent company in 2021 of Tbea Co.Ltd(600089) , Zhefu Holding Group Co.Ltd(002266) is more than 2 billion yuan. In terms of performance growth rate, Yongxing Special Materials Technology Co.Ltd(002756) , Guangdong Orient Zirconic Ind Sci And Tech Co.Ltd(002167) , Tbea Co.Ltd(600089) , Lanzhou Ls Heavy Equipment Co.Ltd(603169) , Dalian Huarui Heavy Industry Group Co.Ltd(002204) , the performance growth rate exceeded 100% year-on-year.
According to the statistics of databao, Yongxing Special Materials Technology Co.Ltd(002756) this year has received high attention from institutions, and has attracted 195 institutions to conduct research on it. The austenitic stainless steel, super austenitic stainless steel, duplex stainless steel, nickel base alloy and other products independently developed by the company can be applied to many nuclear power stations in China and abroad, such as Yangjiang, Guangdong, Fuqing, Fujian and Fangchenggang, Guangxi.
