机械设备：官媒报道SMR进展，华龙国际前总经理创立小堆公司获数千万融资

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 - Recent reports highlight the progress of Small Modular Reactors (SMR), with "Linglong One" setting a benchmark for global development in this sector [3][4]. - The establishment of Shanghai Junhe Atomic Technology Co., focusing on SMR and hybrid energy systems, has garnered significant attention and funding, with a successful first round of financing amounting to several tens of millions of RMB [4]. - SMR is viewed as a key solution to meet the growing energy demands of artificial intelligence, attracting ongoing interest from major technology companies [5]. Summary by Relevant Sections Industry Overview - The report emphasizes the importance of energy in the development of AI technologies, with China making significant strides in the SMR sector [3]. - The "Linglong One" reactor is highlighted as a global leader in the small modular reactor development [3]. Company Highlights - Jingye Intelligent: Collaborating with Zhejiang University to establish a joint R&D center for micro-reactor/SMR technology, showcasing substantial growth potential in the context of global AI demand and energy transition [5]. - Jia Dian Co.: Their main helium fan is the only power device in the primary loop of fourth-generation high-temperature gas-cooled reactors, positioning them as a leader in the nuclear power segment [5]. - Guoguang Electric: Their filter and cladding systems are critical components for the ITER project [5]. - Lanshi Heavy Industry: Engaged in the entire nuclear energy supply chain, from upstream nuclear fuel systems to downstream spent fuel processing [5]. - Kexin Electromechanical: Developed high-temperature gas-cooled reactor products and achieved import substitution for new fuel transport containers [5]. - Hailu Heavy Industry: Provides services for third and fourth-generation reactors as well as fusion reactors [5]. - Jiangsu Shentong: Secured over 90% of orders for nuclear-grade butterfly valves and ball valves for new nuclear power projects in China [5].