Restart of nuclear power: large and medium-sized pump and valve enterprises will usher in market opportunities
as one of the most sensitive energy industries in China, nuclear power policies and project approval have attracted much attention. According to cnpv pump and valve industry alliance, in the 12th Five Year Plan for the development of nuclear power, the state will raise the entry threshold of the nuclear power industry again, and add more evaluation standards for safety review of nuclear power plants that have been built, are under construction and are under construction.
as one of the most sensitive energy industries in China, nuclear power policies and project approval have attracted much attention. According to the cnpv pump and valve industry alliance, nuclear power can also purchase multiple sets of equipment at the same time to produce electricity. In the "12th Five Year Plan" development plan, the state has raised the entry threshold of the nuclear power industry again, and added more safety cattle cards, tiles, white cards, etc. to the nuclear power plants that have been built, are under construction, and are preparing to be built. All of these have refreshed the evaluation standards for the review of historical highs, and strengthened regulation and supervision. After the Fukushima accident in Japan, the State Council issued the "national four articles" for nuclear power on March 16, 2011. Before the approval of the "nuclear safety plan", the approval of nuclear power projects, including those carrying out preliminary work, was suspended. Therefore, nuclear power reconstruction was delayed for three years
in November last year, the general office of the State Council issued the national energy development strategic action plan (year). Li Pumin, Secretary General of the national development and Reform Commission, said that China has included coastal nuclear power projects in the national major project construction package and will adopt the highest international safety standards to start a number of coastal nuclear power projects on the premise of ensuring safety. This is the most explicit statement on the restart of nuclear power recently. As a field with obvious competitive advantages in China's high-end equipment, nuclear power may become one of the representatives of China's manufacturing re export. Nuclear power may replicate the high-speed rail to sea mode in 2015, and the nuclear power related industrial chain is expected to receive widespread attention
the restart of nuclear power will detonate the nuclear power industry chain. From the perspective of the industry chain, nuclear power construction includes fuel suppliers, equipment suppliers, power auxiliary industry groups, power generation enterprises, nuclear power transmission and distribution enterprises and other links. As an auxiliary equipment of nuclear power, the pump and valve will also become an important part of nuclear power construction. At present, the main listed suppliers of nuclear power pumps and valves in China include China nuclear technology, Yingliu Co., Ltd., Jiangsu Shentong, etc
many suppliers of nuclear grade pumps and valves are looking forward to the significant market opportunity of nuclear power restart. According to cnpv pump and valve industry alliance, since the 12th Five Year Plan, China has gradually laid out the localization strategy of nuclear power equipment, and has made gratifying progress in the research and development of some key nuclear grade valves. Based on the Hongyanhe project, the secondary containment isolation butterfly valve of the megawatt pressurized water reactor nuclear power plant jointly developed by Jiangsu Shentong Valve Co., Ltd. and China Guangdong Nuclear Engineering Co., Ltd. has passed the appraisal. The expert group believes that all performances of the valve meet the requirements of technology and relevant standards, and all technical indicators have reached the international advanced level. Based on the Qinshan Phase II expansion project, three nuclear level-1 valves and four nuclear level-2 valves of the grand experience pressurized water reactor nuclear power plant jointly developed by China Nuclear suvalve Technology Industry Co., Ltd. and China Nuclear Power Group Qinshan nuclear power joint venture Co., Ltd. have passed the evaluation. The expert group believes that the seven nuclear grade valves have met the design requirements, especially the development of nuclear grade I high CV swing check valve and nuclear grade II electric spring parallel double gate valve has filled the domestic gap and reached the level of similar foreign products
according to the analysis of cnpv pump and valve industry alliance, at the time of the new round of nuclear power restart, China's large and medium-sized pump and valve enterprises will have more market opportunities. As a nuclear level production supplier, it needs to invest a lot of manpower and time in the research and development, manufacturing and commissioning of equipment. In addition, the most important thing for the restart of nuclear power this year is to emphasize quality, safety and efficiency, not quantity. The shortlisted nuclear pump and valve suppliers will invest more backbone elites and time to participate in the careful design and manufacturing of the target. In the limited production time, naturally, large orders from other fields cannot be taken into account, which indirectly brings business opportunities to other medium and high-end pump and valve manufacturers, and small and medium-sized pump and valve manufacturers can also get a piece of the pie more or less
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