机械设备：漳州核电1号机组首次并网，西屋与英国企业合作设计和开发浮动核电厂

Investment Rating - The industry is rated as "Outperform the Market" [2] Core Insights - The successful grid connection of the Zhangzhou Nuclear Power Unit 1 marks significant progress in the batch construction of the Hualong One reactor, contributing to the optimization of the national energy structure and the achievement of carbon neutrality goals [1] - Westinghouse has partnered with UK-based Core Power to design and develop a floating nuclear power plant using the eVinci micro-reactor design, which is suitable for providing power or heat to islands, ports, coastal communities, or industrial enterprises [1] - Nuclear power is highlighted as a clean, safe, and efficient energy source, with annual utilization hours exceeding 7,000, making it a crucial player in the green energy transition and energy security [1] Summary by Sections Recent Developments - The Zhangzhou Nuclear Power Unit 1 has successfully connected to the grid, with all technical indicators meeting design requirements, and further tests planned to validate performance for commercial operation [1] - Westinghouse's eVinci micro-reactor, designed for floating nuclear power plants, features a solid core and a cooling system using sodium-filled heat pipes, with an 8-year refueling cycle [1] Industry Outlook - Nuclear power is positioned as a key component in addressing climate change and enhancing energy security, with potential applications extending beyond electricity generation to seawater desalination, hydrogen production, and medical protection [1] Investment Recommendations - Companies to watch include: 1. Jiadian Co., known for its helium fan products and leading position in nuclear power equipment [1] 2. Guoguang Electric, which provides critical components for the ITER project [1] 3. Lanshi Heavy Industry, covering the entire nuclear energy supply chain [1] 4. Kexin Electromechanical, which has developed high-temperature gas-cooled reactor products [1] 5. Hailu Heavy Industry, servicing various reactor types including third and fourth generation [1] 6. Jiangsu Shentong, securing over 90% of orders for nuclear-grade valves in new projects [1] 7. Xianheng International, with products used in nuclear operations and maintenance [1]