机械设备：我国核电站荣登WANO AfE目标榜，美国能源部奖励微型堆技术开发

Investment Rating - The industry is rated as "Outperform the Market" [4] Core Insights - Six nuclear power plants in China have been recognized on the WANO AfE target list, with two young talents awarded the inaugural "Nuclear Star Award" by WANO [2] - The U.S. Department of Energy has awarded support for micro-reactor technology development to four companies, emphasizing the growing interest in nuclear energy innovation [2] - Nuclear power is highlighted as a crucial force in promoting green energy transition due to its clean, safe, and efficient characteristics, with potential applications extending to desalination, hydrogen production, and medical protection [2] Summary by Sections Nuclear Power Achievements - Six nuclear power stations in China, including Daya Bay and Ningde, have achieved WANO AfE targets, showcasing the country's advancements in nuclear energy [2] - The recognition of two Chinese talents in the WANO Nuclear Star Award reflects the growing expertise in the field [2] U.S. Support for Micro-Reactor Technology - The U.S. DOE has issued GAIN certificates to four companies for micro-reactor technology development, indicating a significant push towards innovative nuclear solutions [2] - The companies receiving support include Advanced Nuclear Advisors, Antares Nuclear, NANO Nuclear Energy, and Sigma-Aldrich [2] Nuclear Power's Role in Energy Transition - Nuclear power plants maintain an annual utilization rate of over 7000 hours, making them the most efficient energy source [2] - The absence of harmful emissions during production positions nuclear energy as a key player in combating climate change and ensuring energy security [2] - Future applications of nuclear energy are expected to expand into areas such as seawater desalination and hydrogen production [2] Recommended Companies - Jiadian Co., Ltd.: Leading in helium fan products for fourth-generation high-temperature gas-cooled reactors [2] - Guoguang Electric: Key components for ITER project [2] - Lanshi Heavy Industry: Covers upstream nuclear fuel systems to downstream spent fuel processing [2] - Kexin Electromechanical: Producing high-temperature gas-cooled reactor products [2] - Hailu Heavy Industry: Services for various reactor types including third and fourth generation [2] - Jiangsu Shentong: Secured over 90% of orders for nuclear-grade valves in new nuclear projects [2] - Xianheng International: Products used in nuclear energy operation and maintenance [2]