机械设备：美国微堆企业签署多项协议，乌兹别克斯坦签署多份核能合作备忘录

Industry Investment Rating - Stronger than the market (maintained rating) [4] Core Views - The US microreactor developer NANO Nuclear Energy has signed multiple cooperation agreements, including with the US Department of Energy, the government of Togo, and Canadian startup Vert2Grow Energy Solutions [2] - Uzbekistan has signed several nuclear energy cooperation memorandums, aiming to establish productive cooperation and share experiences in atomic energy utilization [2] - Nuclear power is highlighted as a clean, safe, and efficient energy source, with an annual utilization rate exceeding 7,000 hours, making it a key force in promoting green energy transformation [3] Company Focus - Jiadian Co Ltd: The main helium fan is the only power equipment in the primary circuit of the fourth-generation high-temperature gas-cooled reactor, and its subsidiary Hadian Electric's nuclear main pump products lead in the nuclear power business segment [3] - Guoguang Electric: The company's diverters and blanket systems are key components of the ITER project [3] - Lanzhou LS Heavy Equipment: Covers the upstream nuclear fuel system, midstream nuclear power plant equipment, and downstream spent fuel reprocessing [3] - Kexin Electromechanical: Manufactures high-temperature gas-cooled reactor nuclear power products and has achieved import substitution for new fuel transport containers [3] - Hailu Heavy Industry: Services include third and fourth-generation reactors as well as thermonuclear fusion reactors (ITER) [3] - Jiangsu Shentong: Secured over 90% of the orders for nuclear-grade butterfly valves and ball valves in China's new nuclear power projects [3] - Xianheng International: The company's products are already applied in the operation and maintenance of nuclear power fields [3]