[daily market conditions]
Today, the Shanghai stock index fell 0.91% to close at 3597.00; Shenzhen composite index closed at 14653.82 points, down 1.24%; The gem index closed at 3281.90 points, down 1.40%. In terms of sectors, airports, shipbuilding, aerospace and other sectors led the rise, while wine making industry, power industry, agriculture, animal husbandry, feeding and fishing and other sectors fell. In terms of capital flow, photovoltaic equipment, aerospace, medical services and other industries were the main net inflow. Today, the two cities traded a total of 998.421 billion yuan.
[investment advice]
In terms of configuration, we think we can pay attention to investment opportunities related to nuclear power.
The No. 1 reactor of the demonstration project of Huaneng Shidaowan high temperature gas cooled reactor nuclear power plant, a major national science and technology project, completed the initial load operation test and evaluation of the generator, and successfully connected to the grid for the first time to generate the first degree of power. This marks the world’s first spherical bed modular high-temperature gas cooled reactor with the characteristics of the fourth generation advanced nuclear energy system, realizing a qualitative leap from “laboratory” to “engineering application”, and China has realized the “China leading” of high-temperature gas cooled reactor nuclear power technology, which is of great significance to promote the innovative development of China’s nuclear energy and help the self-reliance of high-level science and technology.
High temperature gas cooled reactor technology has many advantages, such as high inherent safety, high temperature multi-purpose and modularization. It is known as “non meltdown reactor”. It has become the fourth generation nuclear power technology with the highest safety and closest to commercialization in China. With the grid connected power generation of Shidaowan nuclear power demonstration project, under the “double carbon” goal and the construction cycle of nuclear power power, its huge market territory is gradually opening around a new round of low-carbon energy reform. Under the double carbon opportunity, aiming at the nuclear energy heat supply market, high temperature gas cooled reactor technology will open a 100 billion industry. It is suggested to pay attention to relevant investment opportunities.
