漳州核电2号机组系统移交圆满收官，美能源部批准西屋热管微堆eVinci初步安全设计报告

Investment Rating - The industry rating is "Outperform the Market," indicating that the overall return of the industry is expected to exceed the market benchmark index by more than 5% in the next 6 months [14]. Core Insights - The successful handover of the last process system of the Zhangzhou Nuclear Power Unit 2 marks a significant milestone, laying a solid foundation for subsequent fuel loading, grid connection, and commercial operation [4]. - The U.S. Department of Energy has approved the preliminary safety design report for Westinghouse's eVinci micro-reactor, making Westinghouse the first developer to receive such approval, which is crucial for the demonstration of the eVinci design [5]. - Nuclear power is recognized as a key player in promoting green energy transition due to its clean, safe, and efficient characteristics, with annual utilization hours exceeding 7000 hours, the highest among all power sources [6]. Company Summaries - Jia Dian Co., Ltd.: The main helium fan is the only power device in the primary loop of the fourth-generation high-temperature gas-cooled reactor, and its subsidiary has leading products in the nuclear power business [6]. - Guoguang Electric: The company's filter and cladding systems are critical components of the ITER project [6]. - Lanshi Heavy Industry: Covers upstream nuclear fuel systems, midstream nuclear power plant equipment, and downstream spent fuel processing [6]. - Kexin Electromechanical: Has manufactured high-temperature gas-cooled reactor products and achieved import substitution for new fuel transport containers [6]. - Hailu Heavy Industry: Services include third and fourth-generation reactors as well as thermonuclear fusion reactors (ITER) [6]. - Jiangsu Shentong: Secured over 90% of orders for nuclear-grade butterfly valves and nuclear-grade ball valves for new nuclear power projects in China [6]. - Xianheng International: The company's products are applied in the operation and maintenance of nuclear energy and nuclear power [6].