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核電板塊拉昇走強 標杆項目建設加速 加速激活產業鏈
格隆匯6月9日丨核電板塊拉昇走強,西部材料漲停,中飛股份漲超11%,東方鋯業漲超8%,台海核電、安泰科技、蘭石重裝、久立特材等跟漲。近期,核電產業利好不斷,標杆項目建設頻頻加速。其中,國內首個核電小堆項目“玲龍一號”獲批,田灣核電6號機組正式具備商業運行條件。在業內人士看來,在碳達峯、碳中和目標下,核電因其碳排放量低、發電成本低、發電利用率高而重新進入人們視野。而且隨着技術日新月異,核電安全性已大幅提升,有望在未來迎來較大的發展機遇,產業鏈上下游也將明顯受益。

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