New nuclear power projects will be approved by the expected industrial chain related companies will greatly benefit

On September 15th, the nuclear power sector was active. As of press time, Jiadian and China Nuclear Technology rose daily limit. Nanfeng, Seagulls, Jiangsu Shinto, Great Wall Electrician, Haiku Heavy Industry, Tianwo Technology, etc. opened high.

On the news, the executive meeting of the State Council held on September 13 pointed out that in order to enhance energy guarantee capabilities and promote green development, the meeting decided that the approval of the second phase of Zhangzhou, Fujian, Fujian, and the first phase of Nuclear Power projects in Lianjiang, Guangdong. Strengthen the supervision of the whole process to ensure that safety is everything.

On the evening of the 14th, China Nuclear Power announced that the company's nuclear power project was approved. China Nuclear Power Announcement stated that the company's Holdings China Power State Zhangzhou Energy Co., Ltd. is responsible for project investment, construction and operation management as an owner unit for approved the project. The project is the second -phase expansion project in the planned capacity of the site. The model is Hualong No. 1, and the rated power power of the single unit is 1212MW. At present, the project site is steadily and orderly promoting the preparations before starting.

Fujian Zhangzhou Phase II and Guangdong Lianjiang No. 1 nuclear power project belongs to China Nuclear Group and the National Appliance Investment Group, respectively, with two nuclear power units. The first financial reporter learned from the nuclear power company that Zhangzhou's second phase used the "Hualong No. 1" three -generation nuclear power technology, and the first phase of Lianjiang used CAP1000 three -generation nuclear power technology.

At present, the total investment of each third -generation nuclear power unit is about 20 billion yuan, which means that the total investment of the four nuclear power units above is as high as 80 billion yuan.

The Guilian Securities Research Report pointed out that the institution believes that the approval of the two new projects and 4 units of the nuclear power in this time has enabled a total of 5 new nuclear power projects for approval in 2022, exceeding the expectations of 6-8 units in the previous market, which has accelerated the nuclear power and accelerated In the pace of development, related companies related to the nuclear power industry chain will greatly benefit.

Northeast Securities pointed out that in the "China Nuclear Energy Development and Outlook (2020)" mentioned that it is expected that by 2025, my country ’s nuclear power installed capacity will reach 70 million kilowatts, and the installed nuclear power installation will reach about 30 million kilowatts. The market space of the nuclear power industry in 2025 is expected to exceed 300 billion yuan.

Guoxin Securities believes that the national development of nuclear power is positive and clear, the nuclear power prosperity continues to improve, and the massive construction of the nuclear power growth after mass construction+nuclear waste. It is optimistic about companies with high market share and high proportion of nuclear power business in nuclear power segment.

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