Cgn Power Co.Ltd(003816) group reported that at 12:34 on March 28, Hongyanhe Nuclear Power Unit 6 loaded nuclear fuel for the first time, a total of 157 groups of components were in place, and the core photography was qualified. The completion of the first loading marks that the unit has officially entered the nuclear commissioning stage of the main system and taken an important step towards completion and operation.
Analysts believe that China’s attitude towards the development of nuclear power is positive and clear, the independent third-generation nuclear power technology is mature, and the nuclear power boom is expected to continue to improve. In the short term, China’s batch construction / nuclear waste reprocessing + medium and long-term fourth-generation nuclear power / nuclear power export is expected to open up the growth space of nuclear power, and is optimistic about companies with high market share and high proportion of nuclear power business in the subdivided field of nuclear power. It is estimated that the construction of nuclear power is expected to advance steadily at the pace of 6-8 units per year. If the investment of each unit is about 20 billion yuan, the average annual investment scale will reach 120160 billion yuan.
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 CNNC group. The company has 25 nuclear power units in operation, and the installed capacity in operation has reached 23.71gw. The second unit of its independent third-generation nuclear power “Hualong 1” demonstration project Fuqing nuclear power unit 6 (Hualong 1) is qualified for commercial operation.
Nanfang Ventilator Co.Ltd(300004) focuses on the R & D and production of ventilation and air treatment systems. The products can be widely used in the second and third generation nuclear power plants. The company is also the first general contractor of ventilation and air treatment equipment system design and equipment for the nuclear island of Taishan EPR nuclear power plant with the third generation nuclear power technology in China.
