全球首个！国内核电SMR通过安全审查，还与数据中心属性高度匹配

Group 1 - The successful cold functional test of the "Linglong No. 1" small modular reactor (SMR) by China National Nuclear Corporation (CNNC) marks a significant breakthrough in China's nuclear power innovation, with an expected annual electricity generation of 1 billion kWh after operation [1] - "Linglong No. 1" is the world's first land-based commercial modular reactor that has passed the International Atomic Energy Agency's safety review, positioning China at the forefront of SMR technology [2] - The modular design of SMRs allows for factory assembly and transportation as a single unit, enhancing manufacturing efficiency and standardization [2] Group 2 - The domestic equipment localization rate of "Linglong No. 1" is over 90%, which is expected to revitalize the midstream nuclear equipment and materials industry chain, as well as the upstream nuclear fuel supply chain [2] - SMRs are anticipated to create new opportunities in the data center market due to their economic and flexible advantages, especially as major tech companies expand their capital expenditures domestically [2] - Compared to traditional large nuclear reactors, SMRs are considered to have lower construction costs and faster construction speeds, making them more suitable for distributed generation and enhancing the efficiency of power generation [2] Group 3 - Companies like Rongfa Nuclear Power are actively pursuing SMR technology and have the capability to manufacture key equipment for small reactors [3] - Jingye Intelligent has established a joint research center with Zhejiang University to focus on micro-nuclear power sources and SMR technology as a strategic direction for development [3]