核电板块开盘活跃,南方路机、华银电力竞价涨停,常辅股份涨超10%,融发核电、中广核技、南风股份等均大幅高开,消息上,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 nuclear power sector is experiencing significant activity with several companies seeing substantial stock price increases following the approval of new nuclear projects in China, indicating a positive outlook for investment in this industry [1] Group 1: Market Activity - The nuclear power sector opened actively, with companies such as Southern Road Machinery and Huayin Power reaching their price limits [1] - Changfu Co. saw its stock rise over 10%, while companies like Rongfa Nuclear Power, China General Nuclear Power Technology, and Nanfeng Co. also opened significantly higher [1] Group 2: Investment Opportunities - The State Council has approved the construction of 10 new nuclear reactor units, which is expected to drive over 200 billion yuan in investments [1]