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核電板塊走強 政府工作報吿首提積極發展核電
格隆匯 03-08 09:34
格隆匯3月8日丨核電板塊走強,南風股份、蘭石重裝、台海核電漲停,中國核建、科新機電漲超8%,中廣核技、沃爾核材、中核科技等集體走高。十三屆人大四次會議上,《政府工作報吿》中關於2021年重點工作裏提出,制定2030年前碳排放達峯行動方案。紮實做好碳達峯、碳中和各項工作。優化產業結構和能源結構。推動煤炭清潔高效利用,大力發展新能源,在確保安全的前提下積極有序發展核電。這是政府工作報吿首提“積極”發展核電。碳中和背景下,核電作為穩定高效的清潔能源,有望大規模替代傳統化石能源的基荷電源,將發揮更加重要的作用。

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