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【Popular Industry】Nuclear Power major events: multiple reactor approvals, the industry welcomes new opportunities.
Jinwu Financial News | According to the news broadcast on April 27, a State Council executive meeting decided to approve the Zhejiang Sanmen Phase III project and other Nuclear Power projects. Since 2022, China has continuously approved 10 or more Nuclear Power units each year for four consecutive years, maintaining a normalized approval pace. Nuclear Power projects have always been an important driving force for expanding effective investment, with an estimated investment of about 20 billion yuan for a single domestically manufactured million-kilowatt third-generation Electric Machine. The total investment for the newly approved units exceeds 200 billion yuan. On the same day, at the Spring 2025 International Forum on Sustainable Development of Nuclear Energy held by the association, the Deputy Minister of Ecology and Environment,.
200 billion "invested" in Nuclear Power! Is the super cycle coming? Which Industry Chains will benefit?
Marching forward with great momentum.
The National Energy Administration: Support private enterprises in investing in Nuclear Power projects.
① The National Energy Administration issued a notice supporting the development of private enterprises in the Energy sector, including investing in energy infrastructure, developing new energy formats and models, and encouraging innovation and transformation. ② The notice states that private enterprises can take equity stakes in Nuclear Power projects, invest in the construction of hydropower, Oil & Gas reserve facilities, and participate in the investment and construction of the "Shagehuang" large base, as well as projects such as solar thermal power generation.
200 billion yuan Industry investment attracts attention; CGN POWER rises nearly 4%, leading related stocks.
① How is the approval of 10 nuclear power Electric Machines by the State Council expected to affect the market space of each link in the Nuclear Power Industry Chain? ② What is the core logic mentioned by CITIC SEC regarding the 'eve of the commercial performance release of nuclear power equipment'?
The market is fluctuating in search of main lines, Electric Power stocks are experiencing another surge, and the new policy on tax refunds for departure is attracting attention.
Track the entire lifecycle of the main Sector.
CITIC SEC: Nuclear Power welcomes new project approvals, the Industry Chain continues to benefit.
China's nuclear energy sector continues to develop, and attention should be paid to the core value links of the Industry Chain.
