Core Viewpoint - The National Energy Administration has issued the "Interim Measures for the Management of Nuclear Power Engineering Quotas" to strengthen quota management, standardize the nuclear power construction market, reasonably determine project costs, ensure quality, and promote the healthy development of the nuclear power industry [1][2]. Industry Development - The introduction of the "Interim Measures" is based on the practical needs of the nuclear power industry, establishing a three-tier management system to ensure the scientific, reasonable, and authoritative nature of nuclear power engineering quotas [2][3]. - The current acceleration in nuclear power construction necessitates the establishment of engineering quotas to avoid waste and balance construction quality and costs [3][4]. Project Approvals and Investments - Prior to the issuance of the "Interim Measures," five nuclear power projects were approved, totaling 10 units with an investment exceeding 200 billion yuan [3]. - The projects include the Guangxi Fangchenggang Nuclear Power Phase III, Guangdong Taishan Nuclear Power Phase II, Zhejiang Sanmen Nuclear Power Phase III, Shandong Haiyang Nuclear Power Phase III, and Fujian Xiapu Nuclear Power Phase I [3]. Market Outlook - The importance of nuclear power in China's energy structure is expected to increase, with a positive outlook for industry growth [4]. - The "Interim Measures" will facilitate better implementation of nuclear projects, ensuring market order and project quality [4]. Corporate Actions - The approval of nuclear projects will significantly increase demand for key equipment, benefiting manufacturers and creating development opportunities for listed companies in the supply chain [5][6]. - Companies like Sichuan Kexin Electromechanical Co., Ltd. and Zhejiang Shield Environment Co., Ltd. are actively participating in project tenders and have successfully secured contracts for major nuclear projects [5][6]. - The rapid development of the nuclear industry is expected to create a synergistic effect across the supply chain, enhancing overall performance and technological advancement in the sector [6].