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A股異動丨核電股集體走高,華銀電力升停,國常會核准10台新機組
2025年國內核電項目審批首次開閘,A股市場核電股集體走強,其中,華銀電力升停,科華數據升超8%,常輔股份、久盛電氣升超7%,力源科技、瑞奇智造升超6%,天沃科技、融發核電升超4%。據新聞聯播4月27日消息,當天召開的國務院常務會議決定核准浙江三門三期工程等核電項目。據悉,此次在國常會上獲批的新項目分別是廣西防城港核電三期(5、6號機組),廣東台山核電二期(3、4號機組),浙江三門核電三期(5、6號機組),山東海陽核電三期(5、6號機組),福建霞浦核電一期(1、2號機組),共計5個工程、10台新機組。至此,2022年以來,我國已連續四年每年核准10台及以上核電機組,保持了常態化審批節奏。核電工程歷來是擴大有效投資的重要拉動力,以單台國產百萬千瓦三代核電機組約200億元的投資力度估算,此次新核准機組的投資總額超過2000億元。

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