川观新闻记者 宁宁 新年伊始，东海之畔，全球最大"华龙一号"核电基地传来捷报。1月1日，记者从中国核动力研究设计院获悉，"华龙一号"漳州核电项目2号机组正式投入商 运。一年前2025年1月1日，1号机组投运，目前年度发电量已突破100亿度。随着1、2号机组相继投运，漳州核电项目一期工程已全面建成投产。 其中，漳州核电1、2号机组是采用"华龙一号"融合技术方案的首个核电工程，也为目前在建以及已核准建设的34台"华龙一号"核电机组提供参考。中国核动 力研究设计院副总工程师、"华龙一号"批量化总设计师崔怀明介绍，在此前示范工程的基础上，这两台机组进行升级改进，反应堆功率提升了4.4%，相当于 一年多发4.4亿度电。此次2号机组投运后，1、2号机组年发电量预计可达200亿度，可减少二氧化碳排放约1600万吨，相当于每年减少标准煤消耗超600万 吨。 值得关注的是，这一全球最大"华龙一号"核电基地中闪耀着"四川智慧"。来自成都的中国核动力研究设计院主要负责反应堆与反应堆冷却剂系统及其相关主 设备和仪控电系统的设计与采购，并于2015年组建了"华龙一号"批量化专业团队进行攻关—— 聚焦优化设计，团队在相关反应堆系统技术方 ...

漳州核电是"华龙一号"批量化建设的始发地，也是目前全球最大的"华龙一号"核电基地，共规划建设6 台"华龙一号"核电机组。其中，1号机组已于今年1月1日正式投入商运；2号机组于今年11月22日首次并 网发电，预计在年内投入商运；3、4号机组处于土建安装阶段，5、6号机组正在扎实推进前期工作。 目前，"华龙一号"已成为国内外在运、核准在建机组总数最多的三代核电技术。漳州核电基地全面建成 后，预计每年可提供超600亿度的清洁电能，据估算可以满足福建南部地区厦门市、漳州市用电总和的 75%，能够有效改善福建省"北电南送"的电力格局。 "华龙一号"是我国具有完整自主知识产权的三代压水堆核电创新成果，以177组燃料组件堆芯为主要技 术特征，设计寿命为60年，创新采用"能动和非能动"相结合安全系统和双层安全壳等技术，满足世界最 高安全要求和最新技术标准。每台"华龙一号"核电机组年发电量超100亿度，能够满足中等发达国家100 万人口的年度生产和生活用电需求，相当于每年减少标准煤消耗312万吨、减少二氧化碳排放816万吨， 相当于植树造林7000多万棵。 记者从中核集团获悉：截至2025年12月24日，"华龙一号"漳州核电1 ...

Core Insights - The world's largest "Hualong One" nuclear power base has successfully connected its second unit to the grid, marking a significant milestone in China's nuclear energy development [3][4] - The Hualong One technology is recognized as a key national asset, showcasing China's capability in developing third-generation nuclear power technology with complete independent intellectual property rights [3][4] Group 1: Project Overview - The Zhangzhou nuclear power base is the starting point for the batch construction of the Hualong One reactors, with plans to build six units of one million kilowatts each [3] - Once fully operational, the base is expected to generate 60 billion kilowatt-hours of electricity annually [3] Group 2: Environmental Impact - The combined annual electricity generation of the first and second units is projected to reach 20 billion kilowatt-hours, which will reduce carbon dioxide emissions by approximately 16 million tons [3] - This reduction is equivalent to saving over 6 million tons of standard coal each year [3] Group 3: Technological Advancements - The China Nuclear Power Research and Design Institute has developed several key systems for the Hualong One, including the nuclear safety-grade DCS "Dragon Scale" system, control rod position system, core measurement system, and rod power supply system [4] - These advancements represent a significant step in achieving domestic innovation in nuclear technology, with all main equipment designed and manufactured using mature domestic processes and materials [4]

Core Insights - The loading of the first nuclear fuel for the world's largest "Hualong One" nuclear power base, the Zhangzhou Nuclear Power Unit 2, commenced on October 11, marking the entry into the main system nuclear testing phase [1] - The "Hualong One" technology is currently the most widely used third-generation nuclear power technology globally, with a total of six units planned for construction at Zhangzhou Nuclear Power, of which four are currently operational or under construction [1] - Unit 2 is expected to commence power generation in the fourth quarter of this year, completing the first phase of the Zhangzhou Nuclear Power project [1] Industry Developments - The first unit of the Zhangzhou Nuclear Power project has already been successfully put into commercial operation, and the second unit is making significant progress towards commercial operation [1] - The construction of the second phase, which includes Units 3 and 4, is also advancing, currently at the peak of civil construction [1] - Once fully operational, the Zhangzhou Nuclear Power base is projected to generate over 60 billion kilowatt-hours of electricity annually, sufficient to meet the annual electricity needs of 1 million people per unit [1] Technological Advancements - The "Hualong One" units have achieved over 90% localization in equipment manufacturing, with key components such as the nuclear reactor pressure vessel, steam generator, and main pump being domestically produced [2] - This high level of localization is expected to effectively drive the transformation and upgrading of China's high-end equipment manufacturing industry [2] Infrastructure and Connectivity - The Zhangzhou Nuclear Power base is strategically located near Guangdong Province, and with the implementation of the Fujian-Guangdong interconnection project, it is positioned to supply clean electricity to Guangdong [1]

Core Viewpoint - The construction of the nuclear island for the Zhejiang Jin Qimen Nuclear Power Unit 1, utilizing the "Hualong One" model, has officially commenced, marking a significant advancement in the batch construction of this technology [1] Group 1: Project Overview - The Jin Qimen Nuclear Power Project is located in Xiangshan County, Ningbo City, Zhejiang Province, and plans to build six million-kilowatt-level pressurized water reactor nuclear power units [1] - Units 1 and 2 received approval from the State Council on December 29, 2023, and each unit has a rated capacity of 1.2 million kilowatts with a designed operational lifespan of 60 years [1] - Once fully operational, the project will have a total installed capacity of approximately 7.2 million kilowatts, with an expected annual electricity generation of 55 billion kilowatt-hours, which is equivalent to half of Ningbo's total electricity consumption in 2024 [1] Group 2: Technology and Significance - "Hualong One" is a domestically developed third-generation nuclear power brand with complete independent intellectual property rights, serving as a "national business card" for China's nuclear energy on the global stage [1] - This year marks the 10th anniversary of the commencement of construction for the first "Hualong One" unit globally, reflecting steady progress in its batch construction over the past decade [1] - "Hualong One" has become the most widely approved and under-construction third-generation nuclear power technology worldwide, continuously demonstrating the advanced and reliable nature of Chinese nuclear power technology [1]

Group 1 - The core viewpoint of the article highlights the commencement of construction for the Jin Qimen Nuclear Power Unit 1 in Ningbo, Zhejiang, marking the addition of a new "Hualong One" nuclear power unit to the existing fleet [1] - The Jin Qimen Nuclear Power Unit 1 is designed for a 60-year operational lifespan and is part of a plan to build six units, each with a capacity of one million kilowatts [1] - Once fully operational, the nuclear power plant is expected to generate an annual electricity output of 55 billion kilowatt-hours, which will account for half of Ningbo's total electricity consumption in 2024, while also reducing carbon dioxide emissions by approximately 45 million tons [1] Group 2 - Currently, there are 41 "Hualong One" units approved for construction and operation globally, making it the most numerous third-generation nuclear technology in terms of approved units [3] - The "Hualong One" design is recognized as the mainstay of China's nuclear power construction efforts [3]

Core Insights - The construction of the nuclear island for the Jin Qimen Nuclear Power Unit 1 in Ningbo, Zhejiang has officially commenced with the pouring of concrete, marking the full launch of the project [1] - The Jin Qimen Nuclear Power Unit 1 is designed for a 60-year operational lifespan and plans to build a total of six 1 million kilowatt-level nuclear power units, which are expected to generate an annual electricity output of 55 billion kilowatt-hours, equivalent to half of Ningbo's total electricity consumption in 2024 [1] - The project is projected to reduce carbon dioxide emissions by approximately 45 million tons [1] - Currently, there are 41 "Hualong One" units approved for construction or operation globally, making it the most numerous third-generation nuclear power technology in terms of approved units, and it is the main reactor type for China's nuclear power construction [1]

Industry Overview - The nuclear power sector in China is experiencing a significant upturn, with investment completion amounting to 36.256 billion, reflecting a year-on-year growth of 36.64% as of April 27, 2025 [1] - A total of 31 nuclear power units have been approved from 2023 to 2025, with 102 units in operation, under construction, or approved for construction, totaling an installed capacity of 113 million kilowatts [1] Modular Construction Technology - The majority of recently approved units utilize third-generation nuclear technology, specifically the "Guohe No. 1" (CAP1000) and "Hualong No. 1" (HPR1000) models [2] - Modular construction techniques can reduce the construction period of nuclear power plants from 50 months to 36 months, enhancing standardization and quality while minimizing accidents [2] - The modular construction market for new nuclear units is projected to reach approximately 86.4 billion from 2025 to 2030, with an annual opening scale of around 6 units before 2030 [2] Company Developments - The company is expanding its nuclear module production capacity through a new investment project, which will enhance its manufacturing and transportation capabilities [3] - The new production base covers an area of 487,800 square meters and is strategically located near a seaport, improving logistics efficiency [3] - The company recently secured a contract worth 226 million (including tax) for the construction and installation of modules for the Ningde Phase II project, marking the first application of modular technology in the "Hualong No. 1" nuclear power plant [3] Financial Projections - The company is expected to see a net profit attributable to shareholders of 230 million, 250 million, and 290 million for the years 2025 to 2027, with corresponding price-to-earnings ratios of 20, 19, and 16 [4] - The investment project is anticipated to further enhance the company's nuclear module production capabilities, despite some pressure on orders [4]

Core Viewpoint - The Chinese government has approved several new nuclear power projects, continuing a trend of annual approvals for over ten new nuclear units, with a total of 10 new units approved in 2025, marking a significant expansion in the country's nuclear energy capacity [1][2][4]. Group 1: Project Approvals - The State Council has approved five new nuclear projects, including the third phase of the Zhejiang Sanmen project and the third phase of the Guangxi Fangchenggang project, totaling 10 new units [1][2]. - The approved units primarily utilize the "Hualong One" nuclear technology, which accounts for 80% of the new approvals [2][3]. Group 2: Capacity and Technology - The approved units include the Taishan 3 and 4 units with a capacity of 1200 MW each and the Fangchenggang 5 and 6 units with a capacity of 1208 MW each, all employing "Hualong One" technology [2]. - The Sanmen 5 and 6 units will have a capacity of 1215 MW each and are expected to generate an annual output of 20 billion kWh [2][3]. - The Haiyang 5 and 6 units will utilize the domestically developed "CAP1000" technology, with a capacity of 1300 MW each, and are projected to generate 60.9 billion kWh annually [3]. Group 3: Market Potential - The average market space for nuclear power equipment is estimated to be around 100 billion yuan annually, with each nuclear unit valued between 18 billion to 20 billion yuan [4]. - By 2030, China's operational nuclear capacity is expected to lead globally, with projections indicating a need for 200 million kW of nuclear capacity by 2040, contributing approximately 10% to the energy mix [4][5]. Group 4: Current Status and Future Developments - As of the end of 2024, China has 57 operational nuclear units with a total capacity of 59.76 million kW, ranking third globally, and 28 units under construction, maintaining the highest construction capacity worldwide [5]. - The investment in nuclear engineering reached a record high of 146.9 billion yuan in 2024, reflecting a significant increase from the previous year [5].