机械设备：2030年中国核电装机量有望成为全球之最，美国能源部划拨9亿美元支持下一代反应堆开发

Investment Rating - The industry investment rating is "Outperform the Market" [2] Core Viewpoints - Global nuclear power is expected to continue growing, with China likely to become the largest nuclear power capacity country by 2030 [1] - The International Energy Agency (IEA) projects that global nuclear power capacity will increase from 416 GWe in 2023 to 647 GWe by 2050, with emerging markets and developing countries being the main drivers of this growth [1] - The U.S. Department of Energy has allocated $900 million to support the development of next-generation nuclear reactors to meet the increasing demand for clean energy [1] - Nuclear power is highlighted as a crucial force in promoting energy transition due to its clean, safe, and efficient characteristics, with an annual utilization rate exceeding 7000 hours [1] Company Summaries - Jia Dian Co., Ltd.: The main helium fan is the only power device for the fourth-generation high-temperature gas-cooled reactor's primary loop, and its subsidiary has leading products in nuclear main pumps [1] - Guoguang Electric: The company's filters and cladding systems are key components of the ITER project [1] - Lanshi Heavy Industry: Covers upstream nuclear fuel systems, midstream nuclear power plant equipment, and downstream spent fuel processing [1] - Kexin Electromechanical: Has manufactured high-temperature gas-cooled reactor nuclear power products, achieving import substitution for new fuel transport containers [1] - Hailu Heavy Industry: Services include third-generation, fourth-generation reactors, and thermonuclear fusion reactors (ITER) [1] - Jiangsu Shentong: Secured over 90% of orders for nuclear-grade butterfly valves and nuclear-grade ball valves for new nuclear power projects in China [1] - Xianheng International: The company's products are applied in the operation and maintenance of nuclear energy and nuclear power [1]