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Two departments: By the end of 2025, the continuous settlement trial operation of the electrical utilities spot market in the southern region is to be launched.
On April 29, the General Office of the National Development and Reform Commission and the Comprehensive Department of the National Energy Administration issued a notice on comprehensively accelerating the construction of the Electrical Utilities spot market.
The market may reach a critical juncture in the short term, with Banks and Electrical Utilities showing repeated activity, and the Technology Sector poised to take off.
Track the entire lifecycle of the main Sector.
[Brokerage Focus] CITIC SEC: Approval significantly exceeds expectations, AI and nuclear fusion contribute to the performance and valuation resonance of the Nuclear Power components Sector.
Jinwu Financial News | CITIC SEC stated that the number and timing of the units approved by the State Council exceeded expectations. Under the autonomous controllable logic and the stimulus of AI demand, Nuclear Power is expected to become a new Infrastructure. The firm believes that there is hope for a resurgence in the Nuclear Power industry globally. Domestically, the orderly advancement of Nuclear Power units is expected to drive growth in component Orders. The breakthroughs in the fourth generation and small reactors have been achieved one after another, and nuclear fusion has opened up the ceiling for the Industry. The firm suggests paying attention to the leading companies in Nuclear Power valves with full Orders on hand; leading companies in Mechanical Seals with advantages in high-end sealing products; leading companies in Special Electric Machines that have achieved localization in the third/fourth generation Nuclear Power field; and special welding materials for Nuclear Power.
【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.
