The hottest inland nuclear power is expected to ri

2022-08-12
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Inland nuclear power is expected to start heating up, and the nuclear power industry ushers in a good opportunity for development

the revenue from winning the bid for relevant nuclear power plant projects this year will be confirmed in the next two years, which has less direct impact on the performance of some listed companies in the first three quarters of this year. For example, Dunan environment (9.90,0.130,1.33%) has successively won the bid for Fujian Fuqing nuclear power plant nuclear island explosion-proof valve equipment, Hongyanhe and other nuclear power plants since this year, and the inland nuclear power startup is expected to show signs of warming in the near future. Entrusted by the national development and Reform Commission, the Chinese Academy of engineering and the China Nuclear Energy Industry Association recently conducted an investigation on the site of inland nuclear power plants to clarify whether the safety of inland nuclear power plants meets the requirements of construction, so as to remove the obstacles before construction. At present, the Research Report on the construction of nuclear power in inland areas has been completed

according to the analysis, heavy catalysts in the nuclear power industry will continue to be introduced in the fourth quarter, and China's nuclear power development will usher in a golden age. It is estimated that the annual investment scale of nuclear power construction will reach about 85billion yuan in the next 10 years. The overseas expansion and inland launch of nuclear power will continue to drive up the valuation of the sector. Equipment enterprises will usher in an order inflection point this year, and the performance inflection point will begin to reflect in the next year. The performance of pioneers who hold core raw materials, have rich reserves of new product categories and layout the post nuclear power market is expected to increase significantly

The Research Report of Dongfeng

Chinese Academy of Engineering believes that with the accelerated economic development of inland areas, the gap between power supply and demand will increase in the future, and the total energy consumption and per capita energy consumption will increase significantly. It is suggested that the country should develop inland nuclear power on the basis of coastal nuclear power construction in the layout of nuclear power

an expert from the China Nuclear Energy Industry Association told the China Securities News that since 2008, the association has organized more than 100 experts in the industry to carry out a number of studies on the safety of inland nuclear power and its impact on environmental assessment. The conclusion is that the safety of inland nuclear power is guaranteed. China's inland nuclear power plants adopt the third-generation independent technology, which can ensure the cooling of nuclear reactors and the integrity of containment, and have the ability to deal with various accidents

Zhang Huazhu, chairman of the China Nuclear Energy Industry Association, said at the annual meeting of the China Nuclear Energy Industry Association held in April this year that efforts would be made to promote the launch of inland nuclear power construction projects during the 13th Five Year Plan period

according to the above experts, the launch of inland nuclear power during the 13th Five Year Plan period is the output of the common idea in the industry, and everyone is actively promoting this work. Relevant state departments are actively carrying out the demonstration and research of inland nuclear power, and the attitude of relevant local governments is also very positive. It is reported that more than ten provinces have proposed to develop nuclear power, and 31 nuclear power plants have completed the review of the preliminary feasibility study report

in addition, according to the 13th five year plan for nuclear power, by 2020, the installed capacity of China's operating nuclear power will reach 58million kW, with 30million kW under construction. In the "national nuclear power medium and long term development plan (year)" issued in 2007, a number of inland nuclear power plant projects have been included in the plan

if the inland nuclear power is started, the above experts said that the three inland nuclear power hydraulic universal testing machines of Hunan Taohuajiang nuclear power station, Hubei Xianning nuclear power station and Jiangxi Pengze nuclear power station mainly have the main engine maintenance station in the ordinary protection, and are expected to become the first batch of inland nuclear power stations to be restarted in China. The "two lakes and one river" nuclear power station was approved by the national development and Reform Commission to carry out the preliminary work in 2008, and billions of yuan have been invested at present. "The work of these three nuclear power plant sites is relatively in-depth. As long as they are approved, they can start construction immediately."

the pace of "going global" has accelerated

at present, the global nuclear power market is generally showing a warming trend, the momentum of new units in emerging market countries is strong, and the volume of nuclear power export orders in developed countries continues to increase. The pace of "going out" of nuclear power in China has also accelerated significantly recently

recently, China National Nuclear Industry Corporation signed a fourth generation nuclear power plant development agreement with American Tera Energy Co., Ltd., which was invested and founded by Bill Gates. Previously, on September 8, CGNPC and Kenya signed a memorandum of understanding, and the two sides will carry out comprehensive cooperation in the development and construction of nuclear power in Kenya based on hualong-1 technology and its improved technology

on September 21, British Chancellor of the exchequer Osborne, who was visiting China, announced that China would invest in the construction of the Hinkley point c nuclear power plant in Britain. China and Britain are expected to sign an agreement on the construction of Hinkley point C station with a budget of more than 240 billion yuan

Hinkley point c nuclear power plant in the UK is the largest nuclear power project in the world that urgently needs to be improved according to the industry standards of single unit capacity plastic granulator. Xianchunyu, chief designer of CGNPC Hualong No.1, previously introduced that the British government has agreed that Chinese enterprises led by CGNPC, whose thermal conductivity is lower than that of extruded polystyrene board, will participate in the development and construction of new nuclear power projects in the UK, initially locking in a joint-stock Hinkley point project and a holding bradwell project

at present, the hualong-1 demonstration project with independent intellectual property rights has been started, and the manufacturing capacity of complete sets of equipment is complete. It will take advantage of the "the Belt and Road (1843.23,5.720,0.31%)" policy to develop the market

experts from the China Nuclear Energy Industry Association said that China's nuclear power (9.22,0.020,0.22%) "going global" is a major direction and a good way to export China's nuclear power construction experience and capacity accumulated over the years. However, there are also many difficulties to overcome in the process of "going out". Domestic nuclear power companies need more experience in participating in international market competition, and are familiar with foreign laws and regulations, business, politics, etc; As the third-generation nuclear power technology with independent intellectual property rights, which is mainly promoted by China's nuclear power "going out", at present, Hualong 1 is still under construction, cap1400 is being prepared for construction, and it will take some time to become a mature product for engineering verification

the performance of nuclear power companies was boosted

benefited from the restart of coastal nuclear power this year, and the performance of nuclear power related listed companies has gradually recovered

wind data shows that at present, nine companies in the nuclear power industry have disclosed the performance forecast of the third quarter of this year. Among them, the net profit of Danfu shares (53.30,1.310,2.52%), wal nuclear materials (18.65,0.450,2.47%) and China nuclear power in the first three quarters increased by 470%, 248% and 70% year-on-year respectively

except for Danfu shares, which has increased its performance due to restructuring and consolidation, China nuclear power has significantly benefited from the development of the nuclear power industry. As Fangjiashan project unit 1, unit 2 and Fuqing unit 1 were put into commercial operation, the performance of China nuclear power in the first half of the year increased by 150.45% year-on-year, exceeding market expectations. In the first three quarters of this year, the company will continue its high growth

however, due to the relatively long cycle of supply and revenue recognition of nuclear power plants, the revenue generated by winning the bid for relevant nuclear power plant projects this year will be recognized in the next two years, which has less direct impact on the performance of some listed companies in the first three quarters of this year. For example, Dunan environment (9.90,0.130,1.33%) has successively won the bidding for the nuclear island explosion-proof wave valve equipment of Fujian Fuqing nuclear power plant, Hongyanhe and other nuclear power plant HVAC projects this year, further improving the competitiveness of the company's nuclear power business. However, due to the unconfirmed performance of nuclear power and the declining demand of the company's refrigeration accessories business, the company's performance in the first half of the year still fell by 28.96% year-on-year

with the gradual launch of heavy catalysts in the nuclear power industry in the fourth quarter, listed companies in the nuclear power industry chain will usher in more benefits

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