机械设备：《中华人民共和国能源法》 表决通过，积极安全有序发展核电

Investment Rating - The industry investment rating is "Strongly Outperform the Market" [2] Core Viewpoints - The "Energy Law of the People's Republic of China" was passed and will take effect on January 1, 2025, aiming to promote high-quality energy development and ensure national energy security [1] - The law encourages the safe and orderly development of nuclear power, with the government coordinating national nuclear power development and management [1] - Nuclear power is highlighted as a clean, safe, and efficient energy source, with annual utilization hours exceeding 7000 hours, making it a key player in the green energy transition [1] - The report suggests focusing on several companies involved in nuclear energy, including佳电股份, 国光电气, 兰石重装, 科新机电, 海陆重工, 江苏神通, and 咸亨国际, which are positioned well within the nuclear energy sector [1] Summary by Sections Legislative Developments - The "Energy Law" consists of nine chapters covering energy planning, development, market systems, reserves, technology innovation, supervision, and legal responsibilities, aimed at supporting a low-carbon transition and sustainable development [1] Nuclear Power Development - The law emphasizes the importance of nuclear energy in achieving carbon neutrality and energy security, promoting research and development in various energy technologies [1] - Nuclear power's advantages include minimal land use and no emissions of sulfur dioxide, nitrogen oxides, smoke, or carbon dioxide during production [1] Investment Opportunities - Recommended companies include: - 佳电股份: Leading in high-temperature gas-cooled reactor power equipment [1] - 国光电气: Key components for the ITER project [1] - 兰石重装: Comprehensive coverage of nuclear fuel systems and equipment [1] - 科新机电: Domestic production of high-temperature gas-cooled reactor products [1] - 海陆重工: Services for various reactor types [1] - 江苏神通: Dominating orders for nuclear-grade valves [1] - 咸亨国际: Products used in nuclear operations and maintenance [1]