The hottest nuclear power has ushered in the peak

2022-09-25
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Nuclear power ushered in the peak of construction, and the future equipment market will reach 300billion yuan

"in the future, China will not only be the world's largest nuclear power market, but also become an important base for nuclear power technology innovation." On April 24, Wang Binghua, chairman of the National Nuclear Power Technology Corporation, said in his speech at the "2013 global utilities and energy conference" that currently there are 31 nuclear power units under construction in China, accounting for the world's nuclear power under construction

"in the future, China will not only be the world's largest nuclear power market, but also become an important base for nuclear power technology innovation." On April 24, Wang Binghua, chairman of the National Nuclear Power Technology Corporation, said in his speech at the "2013 global utilities and energy conference" that there are currently 31 nuclear power units under construction in China, accounting for 40% of the nuclear power units under construction in the world. In 2012, the national nuclear power generation accounted for only 1.2% of the total power generation. By 2020, this proportion will reach 5%. The completion of this process requires a hot metal plate such as a soldering iron as a template%

with the release of nuclear power safety plan (year) and nuclear power medium and long term development plan (year), China's nuclear power construction has been officially restarted at the end of last year, and the nuclear power related industrial chain is expected to recover significantly. According to the relevant data of CIC consultants, in the next period of the "12th Five Year Plan", the investment of about 400billion yuan in nuclear power construction is expected to be implemented, of which nearly 200billion yuan of equipment procurement will be released, and the sub industries such as nuclear electroforming forgings, nuclear island conventional island main equipment, nuclear grade valves and nuclear power air conditioning and heating system are expected to fully recover

the peak of nuclear power construction is approaching

affected by the Fukushima nuclear accident in Japan, China's nuclear power construction has stagnated for more than a year, and there was a rare "zero growth" in 2012. With the intensive release of favorable policies for nuclear power construction at the end of last year and the beginning of this year, the restart of nuclear power in China is imminent. In fact, since Sun Weimin, vice chairman of Suning yunshang, said in an exclusive interview with the media last October that the State Council announced the resumption of approval of nuclear power projects in October last year, a number of major projects, including cap1400 demonstration project, are advancing at full speed

it is understood that the world's first third-generation passive pressurized water reactor AP1000 nuclear power plants are under construction in Sanmen, Zhejiang Province and Haiyang, Shandong Province. At present, they are progressing smoothly. It is expected that unit 1 of Sanmen Nuclear power plant will be combined in October next year and unit 1 of Haiyang nuclear power plant will be combined in December next year. The construction of China's first cap1400 nuclear reactor, which is safer and more reliable than AP1000 technology, will begin in April next year. In addition, the domestic advanced pressurized water reactor acp1000 has also passed expert review recently, and the first unit of CGN Fujian Ningde Nuclear Power Plant Phase I was officially put into operation a few days ago. Substantial progress was made in restarting nuclear power projects

"China has now fully resumed the construction of nuclear power plants and raised the entry threshold. The next new nuclear power plants will continue to focus on the compatibilization technology according to the research focus of lignin plastics. How to simply and effectively improve the compatibility between lignin and resin is the key to the wide use of lignin in the plastic industry; in addition, the technology of using lignin as the matrix to produce fully degradable high molecular materials through graft polymerization For example, lignin grafted methyl methacrylate will be constructed according to the world's highest standards, and the technical route will be mainly based on the third generation passive nuclear power technology. " Wang Binghua said. The installed capacity of nuclear power currently in operation in China is 12.5 million KW. According to the previously issued nuclear power development plan, the total installed capacity of nuclear power will reach 40million kW by 2015; By 2020, the planned installed capacity of nuclear power will be further increased to 58million kW, and 30million kW is under construction. Analysts predict that the number of construction starts this year is expected to double, and a number of equipment purchase agreements will be signed in April and may. Some insiders also believe that at present, the AP1000 technology has not been fully absorbed and digested, and the CPR1000 unit will be the first to start after the restart of nuclear power, while the peak start-up of the AP1000 unit will be after 2014

The nuclear power industry chain can be divided into five aspects: nuclear power plant construction, nuclear fuel supply, related technology supply, equipment supply and nuclear power plant development and operation

in nuclear power investment, infrastructure, equipment and other projects account for 40%, 50% and 10% respectively. In terms of equipment investment, nuclear island equipment, conventional island equipment and auxiliary equipment account for 40%, 30% and 30% of the equipment investment respectively

if the total installed capacity of nuclear power in operation and under construction in China is 80million kW in 2020, the total investment scale of nuclear power in China will be as high as trillion yuan. If the localization rates of nuclear island, conventional island and auxiliary equipment are 70%, 80% and 90% respectively, domestic nuclear power equipment manufacturers will share a market of more than 300billion yuan in the next decade. Previously, equipment suppliers have been regarded as the biggest beneficiaries of nuclear power development. Domestic large-scale nuclear power equipment suppliers are mainly Dongfang Electric, Shanghai Electric, Harbin power plant equipment group, China first and second heavy machinery group, and related nuclear power auxiliary equipment suppliers. After a short cold winter, nuclear power equipment manufacturing enterprises will usher in a new round of capacity expansion

"at present, most of the valves used in the nuclear island and conventional island of China's nuclear power plants need to be imported, with a high degree of external dependence, so domestic valve manufacturers will have great prospects in the field of nuclear grade valves." A person in charge of a domestic valve manufacturing enterprise said. With the restart of nuclear power, the nuclear power sub industry is expected to fully recover. Among them, the average annual demand for nuclear electroforming forgings is expected to reach 8.6 billion yuan in the next four years, the downstream demand for nuclear power valves and air conditioning heating systems is expected to double, and the industry concentration is very high, and the development of leading enterprises has stepped into the acceleration channel. Symptoms: the load cannot be maintained. The instrument control system and nuclear grade zirconium materials rely on the National Nuclear Science and technology industry platform to comprehensively promote the absorption and digestion of AP1000 technology

as an emerging market, the nuclear power industry has a very attractive broad prospect. Industry experts said: "the localization of nuclear power equipment, especially the main equipment and large forgings, enables China's heavy equipment manufacturing industry to achieve a major technological breakthrough in nuclear power equipment, while also achieving a leap forward development in manufacturing capacity, which can improve the level of China's heavy equipment manufacturing industry and drive it to transform to high-end manufacturing."

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