Inland nuclear power project is expected to start

The construction of inland nuclear power projects is expected to start, and the best location is the end of the inland river.

According to industry insiders, the inland river has the conditions for launching nuclear power projects. The technology is mature, with water and few people. The cost of nuclear power is lower than that of thermal power, which is lower than that of photovoltaics. It is a clean energy source that has advantages and advantages. China National Nuclear Corporation, China Guangdong Nuclear Power Corp and other companies are very enthusiastic about this, and the relevant western provinces are actively making policies to the central government. During the “two sessions,” this will become an important issue, and the relevant deputies also have suggestions in this regard.

Nuclear power projects in inland areas have not been liberalized at present, and the policy concern is mainly the psychological shadow that the nuclear accident in Fukushima, Japan has brought to the public. However, increasing the proportion of nuclear power will be conducive to the governance of the haze problem.

Analysts inside the industry said that there is huge room for development of nuclear power in China, and the market capacity of nuclear power equipment will reach around RMB 1,000 billion in the future. If the inland nuclear power project starts, it will stimulate the further expansion of market demand for nuclear power equipment. Nuclear power equipment companies, especially those with competitive advantages, will obviously benefit.

According to public information, among the listed companies, Dongfang Electric and Shanghai Electric are the main representatives of China's nuclear islands and conventional island main equipment manufacturing enterprises. China Nuclear Technology is the backbone enterprise of China’s production valves including nuclear power valves and nuclear chemical valves. It is a high-tech enterprise producing nuclear radiation modified new materials.