2025年国内核电项目审批首次开闸：国常会核准10台新机组 拉动超2000亿投资

Core Viewpoint - The State Council of China has approved several nuclear power projects, marking the first approvals for domestic nuclear power projects in 2025, which includes a total of 10 new reactor units across five projects [1] Group 1: Project Approvals - The approved projects include: - Guangxi Fangchenggang Nuclear Power Phase III (Units 5 and 6) - Guangdong Taishan Nuclear Power Phase II (Units 3 and 4) - Zhejiang Sanmen Nuclear Power Phase III (Units 5 and 6) - Shandong Haiyang Nuclear Power Phase III (Units 5 and 6) - Fujian Xiapu Nuclear Power Phase I (Units 1 and 2) This totals five projects and ten new reactor units [1] - Since 2022, China has consistently approved 10 or more nuclear reactor units each year, maintaining a normalized approval pace [1] Group 2: Investment Implications - The new projects will utilize domestically developed third-generation nuclear technology, including eight units of the Hualong One reactor design [1] - The estimated total investment for the newly approved reactor units exceeds 200 billion yuan, with each domestically produced third-generation nuclear reactor unit requiring approximately 200 million yuan in investment [1]