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核電板塊走高 中國核電逼近漲停
格隆匯9月22日丨核電板塊走高,台海核電拉昇封板,中國核電逼近漲停,中國核建大漲超9%,中核科技漲超8%,東方電氣、蘭石重裝、中國廣核等跟漲。

國泰君安研報稱,碳中和背景下,核電作為清潔、穩定、高效的電力能源,是風光發電的必要補充,助力雙碳目標達成必不可少的電源。2021年兩會政府工作報吿首次用“積極”二字部署核電發展,預計十四五期間核電發展有望加速,預計未來每年有望核准6-8台機組,核電發展將穩步推進。

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