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A股異動丨核電股持續走強:尚緯股份5連板,融發核電4連板
A股市場核能核電股持續走強,其中,長城電工3連板,融發核電4連板,尚緯股份5連板。近年來,全球能源結構加速向低碳化轉型,核電作為穩定、高效的清潔能源,重新成為各國戰略佈局的重點。2025年5月23日,特朗普簽署多項與核電發展相關的行政命令。這一系列行政命令旨在加速美國核能產業發展,具體包括簡化新反應堆審批流程、改革核能監管委員會(NRC)、推動鈾礦開採與濃縮能力提升、鼓勵聯邦土地和軍事基地建設核設施等。與此同時,在COP28會議上,31個國家承諾到2050年將全球核能裝機容量提升至當前的三倍。這一趨勢直接帶動了鈾資源需求的增長,預計2040年全球鈾礦缺口將達1.3億磅。

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