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中信证券：技术创新+资本助力，核能加速发展

CITIC Securities: Technological Innovation+Capital Assistance to Accelerate the Development of Nuclear Energy

Moomoo 24/7 ·  Jan 1 19:25
The CITIC Securities Research Report points out that the domestic nuclear energy industry is developing at an accelerated pace. On December 29, 2023, CNNC took the lead in establishing a controlled nuclear fusion innovation consortium to promote domestic fusion research and plant construction. On the same day, the State Council approved 4 nuclear power units and approved 10 nuclear power units in 2023, which is the same as in 2022, all of which have reached a record high in the past ten years. 2023 is the “first year” of controlled nuclear fusion development in China. As high-temperature superconducting technology continues to break through, it is expected that ignition conditions for magnetic-constrained fusion devices will be greatly improved. 2024 may usher in centralized project bidding, which will facilitate large-scale orders from core component manufacturers such as high-temperature superconducting magnets, deflectors, vacuum chambers, and RF power supplies; for more mature third-generation nuclear power units, 2024 is expected to usher in a centralized component delivery verification period. Under continuous and stable approval guarantees, it is expected that the orders and performance of core components will continue to be released. After that, follow up Various developments are also worth looking forward to. We recommend focusing on suppliers of core components for nuclear fusion and nuclear fission.
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