央广网北京10月12日消息（记者韩志涛 方锌妮 苏铃）据中央广播电视总台中国之声《新闻和报纸 摘要》报道，全球最大"华龙一号"核电基地漳州核电2号机组11日开始装载首炉核燃料，标志着机组进 入主系统带核调试阶段。 "华龙一号"是目前世界上在运在建机组总数最多的三代核电技术。漳州核电规划建设6台"华龙一 号"核电机组，现有4台"华龙一号"机组在运在建。中核工程副总经理、"华龙一号"型号总设计师霍小东 介绍，2号机组预计于今年第四季度投产发电。届时，漳州核电一期工程将全面建成投产。 霍小东：一期工程1号机组已经成功投入商业运行，目前状态良好。2号机组正向商运全力冲刺。二 期工程3、4号机组的建设也正在全面推进，目前均处于土建施工高峰期。 作为我国具有完全自主知识产权的第三代核电技术，漳州核电2号机组的建设，带动了上下游近 6000家企业，形成了完整的产业链供应体系。 漳州核电高级工程师李智皞：漳州核电"华龙一号"机组的设备国产化率已超过90%，核反应堆压力 容器、蒸汽发生器、主泵等关键设备均实现了国产化，有效带动了我国高端装备制造业转型升级。 杨亚辉：每台机组可以满足100万人口的年度生产生活用电需求。漳州核电毗 ...

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].