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华泰证券:四代核电发展或在"十五五"迎来关键机遇期
Zheng Quan Shi Bao· 2025-11-14 00:59
Core Viewpoint - The development of fourth-generation nuclear power is expected to encounter a critical opportunity period during the "14th Five-Year Plan," driven by three main factors [1] Group 1: Key Drivers - The search for alternatives to "water" as a coolant in nuclear power technology aims to overcome resource limitations of coastal sites [1] - The exploration of substitutes for "uranium-235" as fuel addresses China's issues with poor uranium resources [1] - The expansion of decarbonization technologies in non-electric sectors seeks clean alternative fuel solutions for high-quality industrial heating and long-distance shipping, which are challenging to decarbonize [1] Group 2: Technological Focus - There is optimism surrounding the accelerated development and validation of fourth-generation nuclear technologies, particularly sodium-cooled fast reactors, thorium molten salt reactors, and high-temperature gas-cooled reactors during the "14th Five-Year Plan" [1]