核电势头稳健，4年核准41台机组投资超8000亿｜解读“十五五”

Group 1: Nuclear Power Development Outlook - The core viewpoint is that China's nuclear power development will continue to maintain a steady momentum over the next five years, as indicated by the recent guidelines from the Central Committee [1] - The expected annual approval of new nuclear units may decrease to around 8 from the previous 10, but the overall development scale will remain stable and continuous [1] - As of now, China has 59 operational nuclear units with a total installed capacity of 62.48 million kilowatts, and 53 units under construction with a capacity of 62.93 million kilowatts, leading to a total installed capacity exceeding 125 million kilowatts, maintaining the world's largest scale [1] Group 2: Advantages of Nuclear Power - Nuclear power is crucial for optimizing China's energy structure, providing a clean and efficient energy source that reduces reliance on traditional fossil fuels [2] - It plays a significant role in stabilizing energy supply, as it is not affected by weather or seasonal changes, ensuring a consistent power supply, especially during peak demand [2] - China has developed a complete nuclear power industrial system, accumulating rich experience in technology research, equipment manufacturing, construction, and operation management [2] Group 3: Challenges in Nuclear Power Sector - A major challenge facing the third-generation nuclear power plants is the issue of electricity pricing, which is closely linked to reducing construction costs [3] - Continuous efforts to lower construction costs are seen as key to enhancing the competitiveness of nuclear power [3] - The nuclear giant China General Nuclear Power Group has implemented comprehensive cost control from the design phase through to construction and management [3] Group 4: Safety and Sustainability Concerns - The positive outlook for nuclear energy development is fragile and can be reversed by a new nuclear accident, emphasizing the need for high-level nuclear safety [4] - China faces significant challenges in ensuring the safe operation of numerous nuclear units and maintaining construction quality during peak development periods [5]