核电产业数字化转型
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核电增长预期强劲,全球装机规模有望突破9亿千瓦
Di Yi Cai Jing· 2025-10-23 06:24
Core Insights - The importance of nuclear energy is increasingly highlighted in the global transition to a clean and low-carbon energy structure, with expectations for strong growth in nuclear power generation through 2024 and beyond [1][2] Group 1: Global Nuclear Power Landscape - By 2024, global nuclear power generation is expected to reach a near ten-year high, with multiple international agencies raising their nuclear energy development forecasts for four consecutive years [1] - It is projected that by 2050, the global installed nuclear power capacity will exceed 900 million kilowatts, achieving a doubling in size [1] - China has the world's largest total installed nuclear power capacity, with 59 operational nuclear units and a total capacity of 62.48 million kilowatts, alongside 53 approved units under construction with a capacity of 62.93 million kilowatts, bringing the total to over 125 million kilowatts [2] Group 2: Safety and Technological Advancements - China's operational nuclear units have achieved over 600 reactor years of safe and stable operation, maintaining the highest WANO comprehensive index score globally for nine consecutive years [2] - The "Hualong One" reactor design signifies China's mastery of key equipment design and manufacturing technologies, fostering innovation among over 5,400 upstream and downstream enterprises [2] Group 3: Digital Transformation in Nuclear Industry - The Chinese nuclear power industry is rapidly advancing its digital transformation, with significant breakthroughs in autonomous control systems, such as the "Hemu System," which is now widely applied across various reactor types [7] - The introduction of the "Smart Nuclear Power" operating system in April 2025 integrates AI, big data, and IoT technologies, enhancing the intelligence of nuclear power plant operations [7][8] - The shift from document-driven to model-driven and data-driven engineering management is being implemented in nuclear construction projects, improving efficiency and oversight [8]