我国核电总体规模首次跃居世界第一 关键主设备实现100%国产化

Core Insights - China's nuclear power industry has achieved a total of 102 operational, under construction, and approved nuclear power units, with a total installed capacity of 113 million kilowatts, making it the largest in the world [1] - The country is actively implementing a new energy security strategy, with nuclear energy playing a crucial role in the clean energy system and low-carbon transition [1] - There are currently 28 nuclear power units under construction, with a total capacity of 33.65 million kilowatts, maintaining the world's leading position for 18 consecutive years [1] - In the past year, China approved five nuclear power projects, totaling 11 units, marking the third consecutive year of approving 10 or more nuclear units [1] - The domestic innovation capability in nuclear power technology has significantly improved, achieving 100% localization of key main equipment and autonomous control of key component technologies [1] - China has developed its own brands of third-generation pressurized water reactors, such as "Hualong One" and "Guohe One," and advanced technologies including high-temperature gas-cooled reactors and sodium-cooled fast reactors [1] Industry Development - The nuclear power industry is steadily growing, supported by a robust supply chain and industrial ecosystem developed over 40 years [2] - China is one of the few countries with a complete nuclear power industrial system, excelling in engineering design, construction, and equipment manufacturing [2] - The industry is leveraging digitalization and intelligent methods to enhance safety, quality, schedule, and cost control, maintaining international advanced levels [2] - Equipment manufacturing enterprises are improving product quality and production efficiency through technological and management innovations, with an annual manufacturing capacity of over 10 complete sets of nuclear power equipment [2] - The State Council has approved new nuclear power projects, including the Zhejiang Sanmen Phase III project, indicating a strategic opportunity for nuclear energy development under the "dual carbon" goals [2]