核電板塊普漲,哈空調(600202.SH)漲停
格隆匯4月21日丨核電板塊大幅高開,哈空調(600202.SH)漲停,金盾股份漲超10%,中洲特材漲超5%,海鷗股份、東方電氣等漲幅居前。

國常會指出,要在嚴監管、確保絕對安全前提下有序發展核電。對經全面評估審查、已納入國家規劃的三個核電新建機組項目予以核准。有消息稱,這“三個核電新建機組項目”,其中每個分別涉及兩台核電機組。也就是説,此次核准的核電機組共有6台。這6台核電機組均為第三代核電技術。據瞭解,目前每台第三代核電機組的總投資約為200億元,6~8台核電機組的總投資將高達1200億~1600億元。
中信證券認為,隨着“雙碳”發展與地區衝突加劇,近期能源價格飆升,導致多國調整核電政策以應對能源安全。同時,核能也是部分國家構建未來零排放電力系統,實現能源轉型的關鍵;核電作為基礎負荷調節電力系統,使得其在新型電力系統構建過程中發展潛力巨大。看好安全穩健地推進核能綜合利用,使其與其它能源品種耦合發展。預計我國自主三代核電會按照每年6~8台的核準節奏實現規模化批量化發展,國內年均投資規模有望達到660億元~1440億元。
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