强链破“卡点” 激活“核动力”——核技术应用产业剑指6000亿元市场

Core Insights - The Chinese nuclear technology application industry is transitioning from a "follower" to a "leader" position, with significant advancements in key isotopes and domestic medical equipment [1][2] - The market for radioactive drugs is projected to grow from 9.3 billion yuan in 2025 to 26 billion yuan by 2030, indicating strong growth potential [3][4] Industry Developments - The successful domestic production of Lu-177 isotope marks a significant milestone, enabling targeted therapies for prostate cancer and neuroendocrine tumors, with annual production capacity meeting domestic demand [2][3] - Over 90 types of radiation therapy equipment have been approved for market, with domestic brands accounting for over 70% of the market share, reducing reliance on imports [2][3] Market Potential - The radioactive drug market is expected to grow significantly, with projections indicating a rise from 9.3 billion yuan in 2025 to 26 billion yuan by 2030 [3] - Nuclear technology applications are expanding beyond healthcare into industrial and agricultural sectors, driving modernization and growth [3] Policy and Support - The "Three-Year Action Plan for High-Quality Development of the Nuclear Technology Application Industry (2024-2026)" aims for an annual economic output of 400 billion yuan by 2026, supported by legal frameworks and national research facilities [4] - The establishment of a national-level isotope supply base is part of the strategy to enhance supply chain resilience and reduce dependency on single sources [7][8] Challenges and Solutions - The industry faces challenges such as single-point dependency risks for key isotopes and insufficient supply chain elasticity, which could impact stability in nuclear medicine and industrial applications [5][6] - A "Strong Chain Action Plan" has been initiated to address these challenges, focusing on collaborative efforts among state-owned enterprises, research institutions, and private companies to enhance the entire industry chain [7][8] Future Outlook - The nuclear technology application industry is expected to maintain a compound annual growth rate of over 10%, with a target output of 600 billion yuan by the end of the 14th Five-Year Plan [7] - The integration of nuclear technology with AI and new materials is anticipated to create significant new value, potentially exceeding 100 billion yuan during the 14th Five-Year Plan period [8]