Yesterday, Premier Li Keqiang chaired an executive meeting of the State Council to determine measures to ensure and increase energy supply, so as to improve the guarantee capacity of energy for economic and social development. It was pointed out at the meeting that nuclear power should be developed in an orderly manner under the premise of strict supervision and ensuring absolute safety. The three new nuclear power unit projects that have been comprehensively evaluated and reviewed and incorporated into the national plan shall be approved. It is reported that each of the “three new nuclear power unit projects” involves two nuclear power units. In other words, there are 6 nuclear power units approved this time, all based on the third generation nuclear power technology. It is understood that at present, the total investment of each third-generation nuclear power unit is about 20 billion yuan, and the total investment of 6 ~ 8 nuclear power units will be as high as 120 billion ~ 160 billion yuan.
Since the 14th five year plan, with the gradual deepening of the construction of new power system dominated by new energy, nuclear power is playing a more and more important role in the process of energy supply guarantee and energy transformation. In the first quarter of 2022, the national nuclear power generation increased by 6.9% year-on-year, with a steady growth rate. According to the data of China Nuclear Energy Association, during the 14th Five Year Plan period, China’s operating nuclear power units are expected to be steadily promoted at a rate of 6-8 units / year, and the installed capacity of nuclear power in operation will reach 70gw in 2025 Based on this, CITIC Futures Research Institute predicts that China National Nuclear Power Co.Ltd(601985) power generation will reach 690twh in 2030.
at present, China’s third-generation nuclear power is relatively mature, while the fourth generation nuclear power continues to make breakthroughs and its safety continues to improve 2021: in January, the world’s first “hualong-1” nuclear power unit, Fujian Fuqing nuclear power unit 5, was put into commercial operation, which indicates that China ranks among the world’s top in the field of third-generation nuclear power technology and has become one of the few countries in the world that independently master third-generation nuclear power technology; In December 21, the world’s first four generation nuclear power Shidaowan high temperature gas cooled reactor was connected to the grid for power generation, symbolizing that China has become a leader in the world’s nuclear power technology. With the continuous progress of nuclear power technology, its safety has been continuously improved.
China Greatwall Securities Co.Ltd(002939) analyst Wang Zhijie said that China vigorously promotes the dual carbon strategy. The future power growth mainly depends on new energy power generation and nuclear power. The next 15 years will be an important strategic opportunity period for China National Nuclear Power Co.Ltd(601985) development, with great room for improvement and at present, the multi-purpose development of nuclear energy has ushered in new opportunities. New scenes such as power supply, heating, high-temperature steam, hydrogen production and power are emerging. The comprehensive utilization of nuclear energy is about to usher in a window period
At the time of the first quarterly report window, at present, 14 nuclear energy concept stocks have released the first quarterly report forecast of 2022, of which 10 stocks have increased in advance. The financial associated press will sort out the detailed concept as follows:
China approved six nuclear power units, involving a total investment of 120 billion yuan
National Standing Committee: orderly development of nuclear power under the premise of strict supervision and ensuring absolute safety
National Standing Committee: increase coal production capacity by 300 million tons and approve three nuclear power projects! Nuclear power or new opportunities
The national Standing Committee announced that the annual transformation of coal-fired power units exceeded 220 million KW, and low price earnings ratio coal-fired power stocks were released
On the premise of absolute safety, China will orderly develop the industrial chain related to nuclear power or attract attention (with shares)
