The report of the draft national economic and social development plan in 2022 points out that we should promote the reform of the formation mechanism of on grid electricity price for gas-fired power generation and nuclear power. China’s China’s one belt, one road, is also the most realistic choice for the Wan Gang to solve its economic and social development and energy demand contradictions. His proposal hopes that the national level can strengthen overall coordination, introduce nuclear power export financing policies and strengthen publicity in international organizations and international activities, so as to enhance the popularity and competitiveness of China National Nuclear Power Co.Ltd(601985) . With nuclear power as the link, build a community with a shared future for mankind in the field of energy.
According to the annual development prospect of China nuclear energy industry with an annual installed capacity of Sinolink Securities Co.Ltd(600109) Niubo research report pointed out that at present, the localization rate of the third generation units has reached 85%, and it is optimistic about nuclear power equipment manufacturers with high gross profit and good competition pattern; It is optimistic that with the increase of units in operation, the commercial performance of equipment with strong consumable properties will continue to grow; Due to high technical and qualification barriers, operators will fully benefit from the continuous expansion of market space.
According to the theme database of financial Associated Press, among the relevant listed companies:
China National Nuclear Power Co.Ltd(601985) is the nuclear power operation platform of China Nuclear Power Group. The company has 25 nuclear power units in operation and the installed capacity in operation has reached 23.71 million KW.
Nanjing Baose Co.Ltd(300402) signed an agreement with the Institute of advanced nuclear energy innovation of the Chinese Academy of Sciences. The two sides intend to form a strategic cooperative relationship on the research and development of high-temperature molten salt equipment required for future advanced nuclear fission energy – thorium based molten salt reactor nuclear energy system, ultra-high temperature photothermal power generation system and molten salt energy storage technology.
