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中信建投:全球核電產業迎來黃金髮展機遇期
中信建投認為,核電低碳和高能量密度優勢顯著,全球核電產業迎來黃金髮展機遇期。核裂變方面,第三代核電是目前在建機組的主力,第四代核電、小型模塊化反應堆進展順利。我國三代核電機組“華龍一號”和“國和一號”處於世界先進水平,四代堆中高温氣冷堆處於國際領先水平,“玲龍一號”是全球首個通過國際原子能機構通用安全審查的小型模塊化壓水堆。核聚變方面,可控核聚變是人類理想的終極能源,我國積極參與ITER項目,核聚變總體位居國際第一方陣,我國BEST、CFETR等聚變堆以及“星火一號”、“Z-FFR”聚變-裂變混合堆加緊建設中,預計2025年是核聚變招標大年,ITER項目的持續交付以及國內聚變堆和混合堆的建設將對產業鏈相關上市公司產生積極影響。
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