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A股異動丨可控核聚變概念股集體走強,融發核電等多股漲停
A股市場可控核聚變概念股集體走強。截至目前收盤,雪人股份、百利電氣、融發核電10CM漲停,常輔股份漲超9%,永鼎股份、上海電氣漲超6%,金盃電工、中國核建、海陸重工漲超5%,王子新材漲超3%。消息面上,當地時間23日,美國總統特朗普簽署了一系列有關核能的行政命令,計劃在2030年前啓動10座大型核電站建設,並在2050年前將美國核電產能翻四倍。消息面上,當地時間5月23日,美國總統特朗普簽署四項與核能相關的行政命令,計劃在2030年前啓動10座大型核電站建設,並在2050年前將美國核電產能翻四倍。行政命令包括加速反應堆測試,允許能源部和國防部在聯邦土地上建造核反應堆,全面改革核管理委員會(NRC),並推動美國鈾礦開採與濃縮能力提升。投行Jefferies表示,美國的行政令可能大幅提高鈾需求。該行稱,美國總統特朗普簽署的四項以核能爲重點的行政命令標誌著美國數十年來對核能產業最大力度的幹預。分析師Daniel Roden表示,這些政策要求美國核能管理委員會進行監管改革,加快先進反應堆的開發,並支持整個核燃料循環前端。這些行政命令到2035年可能帶來約35吉瓦的新增核電裝機容量,同時其他資產將得到升級並延長服役時間。這意味著到2035年,U3O8的需求量預計將從每年4000萬磅增加1000萬-1500萬磅/年,僅初始堆芯裝載在2030年代初就需要1200萬-1500萬磅。

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