一根转子，如何凿穿核电国产化壁垒

Core Insights - The article highlights the significant advancements made by China First Heavy Industries (CFHI) in the manufacturing of the low-pressure rotor for nuclear power plants, marking a shift from reliance on imports to achieving full domestic production [1][4][10] - The development of the rotor has not only enhanced China's energy security but also positioned the country as a global leader in high-end equipment manufacturing [1][11] Group 1: Technological Breakthroughs - The low-pressure rotor is a critical component in nuclear power plants, converting thermal energy into mechanical energy, and its performance is vital for the safety and efficiency of the entire nuclear system [2][4] - CFHI faced numerous technical challenges, including the need for extreme precision in manufacturing, with tolerances as tight as 0.015 mm, which is one-fifth the diameter of a human hair [2][4] - The rotor is made from a special steel (30Cr2Ni4MoV) and is the largest known forging in the world, with a weight of 323 tons and a diameter of 2.79 meters [6][10] Group 2: Production and Economic Impact - The cost of imported rotors ranged from 80 million to 100 million yuan, but CFHI has reduced the price by 75% through domestic production [2][11] - The successful development of the rotor has allowed CFHI to supply over 40 nuclear power stations across China, significantly impacting the energy sector [10][11] - The transition from segmented welding to complete forging represents a new era in China's nuclear power equipment manufacturing [8][10] Group 3: Industry Leadership and Global Positioning - CFHI's advancements have redefined the pricing power in the market, with the cost of high-end petrochemical containers dropping from 200,000 USD per ton to 7,000 yuan per ton due to domestic production [11] - The company has established itself as a leader in high-end equipment manufacturing, contributing to the global standards in the industry [11][13] - The achievements of CFHI reflect a broader trend of technological self-sufficiency and innovation within China's manufacturing sector, aligning with national goals for modernization and innovation [13]