Investment Rating - The industry investment rating is "Outperform the Market" and is maintained [1] Core Insights - The report highlights the growth potential of the nuclear industry in China, especially following China's announcement to join the "Triple Nuclear Declaration" at the second Nuclear Energy Summit in Paris on March 10, 2026. This declaration aims for a global nuclear power capacity of 1200 GW by 2050, which is three times the capacity in 2020. The number of signatory countries has expanded to 38, indicating a strong global revival of nuclear energy [4][5] - The report emphasizes the strategic importance of advanced reactor technologies, particularly high-temperature gas-cooled reactors, and suggests that companies like Shanghai Electric, Dongfang Electric, Harbin Electric, and Zhejiang Fu Holdings are key players to watch in this sector [5] Industry Overview - The closing index for the industry is 11569.47, with a 52-week high of 11731.28 and a low of 6107.84 [1]
中国加入《三倍核能宣言》，全球核能加速复兴，看好中国核工业的成长性
China Post Securities·2026-03-17 12:59