Workflow
核电板块发力拉升,天沃科技、华银电力涨停,科华数据等走高

Core Viewpoint - The approval of multiple nuclear power projects by the State Council is expected to significantly boost the nuclear power sector, leading to a strong market response and increased investment opportunities in the industry [1][2]. Group 1: Project Approvals - The State Council approved five nuclear power projects, which include ten new units, emphasizing the importance of safety and adherence to the highest global standards in construction and operation [1]. - The approved projects are located in Guangxi, Guangdong, Zhejiang, Shandong, and Fujian, with a total investment expected to reach approximately 200 billion yuan [2]. Group 2: Investment Scale and Industry Impact - The investment scale for the newly approved third-generation nuclear power units is estimated to be around 200 billion yuan, with equipment investment accounting for over 40% of the total [2]. - The nuclear power industry is expected to enter a prosperous period due to the full order books of related companies and the ongoing approval of nuclear projects since 2019 [2].