汇丰：核能与铀_中国在核电领域的立场

19 June 2025 Nuclear and uranium Equities Where China stands on nuclear power China's plan for nuclear: China's plan for nuclear power is ambitious. We estimate its accumulated capacity reaching 66GW/110GW by 2025/2030 (2024: 60GW), which would means nuclear would account for 7% of the mix in power supply by 2030 (2024: 5%) as part of China's climate goal. To accomplish this, the State Council has been approving at least 10 new reactors every year (since 2022), most of which are large-scale and based on dom ...