Xinhua reported that on April 20, the executive meeting of the State Council proposed to develop nuclear power in an orderly manner on the premise of strict supervision and ensuring absolute safety. After years of preparation and comprehensive evaluation and review, three new nuclear power unit projects in Sanmen, Zhejiang, Haiyang, Shandong and Lufeng, Guangdong have been approved.
Dongguan Securities pointed out that the global energy consumption structure is accelerating the transformation to low-carbon due to factors such as global warming and the continuous consumption of non renewable fossil energy. China has successively issued a number of nuclear power industry policies and national requirements for low-carbon emissions and the promotion of clean energy, which have become an important thrust for the sustainable development of the nuclear power industry.
Sinolink Securities Co.Ltd(600109) believes that with the increase of the number of newly started units, the cost of a single nuclear power unit is about 20 billion yuan based on the investment cost of 16000 yuan / kW of the third generation unit. It is expected that nuclear power construction will usher in a new round of high-speed development of investment, and the annual investment in nuclear power will exceed 100 billion yuan in the middle and late period of the 14th five year plan. The acceleration of nuclear power construction is beneficial to the whole industrial chain, and equipment manufacturers and operators welcome long-term benefits.
Lanzhou Ls Heavy Equipment Co.Ltd(603169) ( Lanzhou Ls Heavy Equipment Co.Ltd(603169) ) in the field of nuclear energy equipment, the company has improved the nuclear energy industry chain through the acquisition and holding of CNNC Jiahua. The layout of the nuclear energy industry has officially entered the stage of “one center and three bases”. At the same time, through the construction of the nuclear energy business layout of “one body, two wings and three new”, a nuclear energy equipment industry chain covering the upstream nuclear chemical equipment and nuclear fuel storage and transportation containers, the midstream nuclear power plant equipment, and the downstream Nuclear Spent Fuel Cycle post-treatment equipment has been formed, It has obtained the supplier qualification of 37 nuclear power owner units such as China Nuclear Power Group and China Guangdong Nuclear Power Group.
Guangdong Shenling Environmental Systems Co.Ltd(301018) ( Guangdong Shenling Environmental Systems Co.Ltd(301018) ) the company’s overall technical level is advanced, especially in the field of hydropower (high-efficiency and energy-saving hydropower and air conditioning), rail transit (tunnel embedded high-efficiency air conditioning system under all working conditions), information and communication (key technologies and applications of liquid / air dual channel accurate and efficient refrigeration system in data center) and nuclear power (wide ambient temperature air-cooled chiller of third-generation nuclear power plant).
Shenzhen Woer Heat-Shrinkable Material Co.Ltd(002130) ( Shenzhen Woer Heat-Shrinkable Material Co.Ltd(002130) ) in the field of nuclear industry, the company has cooperated with three nuclear power companies, China Nuclear Industry Corporation, Cgn Power Co.Ltd(003816) Group Co., Ltd. and State Power Investment Group Co., Ltd. in R & D projects, and the company’s “Class 1E K1 cable accessories” have been used in the “Hualong 1” project.
