Trillion of funds "good wind" leveraging nuclear power in the next 10 years "on the blue sky"

At the end of the 1990s, Zhang Shengluo, the director of the then Dongfang Steam Turbine Co., Ltd. (hereinafter referred to as Dongqi), was on a business trip in Beijing. He happened to learn that the French company Alstom was looking for subcontractors for the Daya Bay nuclear power project in China. Zhang Sheng broke into the conference room and volunteered himself. Dongqi entered the nuclear power industry.

Even with his far-sighted vision, the old factory manager probably did not anticipate that the “cake” that was “actively” won would have become so enviable in just over 10 years.

In the 1990s, Qinshan Nuclear Power Station was born and China finally ended the history of nuclear power-free electricity. After 16 years, the "Mid-term and long-term nuclear power development plan" issued in 2007 defined the goal of China's nuclear power development as that by 2020, the installed nuclear power capacity will reach 40 million kilowatts, and 18 million kilowatts will be under construction. According to the latest news, the two data were adjusted to 80 million kilowatts and 52 million kilowatts respectively.

Nearly one trillion investment "cake" to be shared

In the latest planning adjustments, the installed nuclear power capacity reached 40 million kilowatts by 2020, as determined in the 2007 Nuclear Power Medium and Long Term Development Plan, has been increased to 80 million kilowatts. Some industry experts estimate that from the current actual progress, even if the annual conservative rate of building 4 to 5 nuclear power plants is estimated, by 2020, the installed capacity of nuclear power and construction capacity will reach 78 million kilowatts or more. According to the target of 75 million kilowatts, some institutions will need to invest about 940 billion yuan in construction funds.

“In the next decade, nuclear power will occupy a major position in the use of emerging energy sources,” said Zhou Xiujin, a research consultant at China Investment.

"Undoubtedly, China's nuclear power construction owners qualification companies - China National Nuclear Corporation, China National Nuclear Power Group and China Power Investment Corporation will receive unprecedented opportunities for development." Zhou Xiujie analysis.

It is understood that currently China Nuclear Industry Group (hereinafter referred to as the China National Nuclear Corporation) is running projects in Qinshan Phases I, II and III in Zhejiang Province and Tianwan in Jiangsu Province; Fujian, Fujian, Sanmen and Hainan Changjiang are under construction and approved for preliminary work. , Hunan Taohua River and so on.

In addition to China Guangdong Nuclear Power Group (hereinafter referred to as China Guangdong Nuclear Power) in addition to Daya Bay Nuclear Power Plant and Ling Ao Nuclear Power Plant Phase 1 of nearly 4 million kilowatts of operating nuclear power units, Ling Ao Nuclear Power Plant Phase 2 Unit was also officially put into operation not long ago. Ling Ao Nuclear Power Phase II was listed as a national nuclear power independent support project. The state requires CGNPC to achieve “four autonomy” in the construction of Lingao Phase II project, ie, the four aspects of design, construction, manufacturing, and operation of autonomy, and equipment. Localization rate reached 50% to 70%.

In addition to continuing its expansion along the coast, as China’s power demand continues to increase, China Guangdong Nuclear has begun to extend its tentacles to the Mainland. Its investment in the first nuclear power plant in the interior of the Fangchenggang nuclear power plant in Guangxi was also announced this year.

“Now nuclear power has been used for decades in the world, and the technology is relatively stable and mature, and it can realize the mass production and large-scale construction of nuclear power plants.” Zhou Xiujie believes that as the policies become more and more clear, nuclear power characterized by cleanliness and high efficiency is undoubtedly known. It will be the focus of new energy.

Large-scale equipment manufacturers go to "feast"

In order to achieve the goal of non-fossil energy accounting for 15% of energy consumption in 2020, the nuclear power industry's investment in the next 10 years will be nearly RMB 1 trillion. This will also make nuclear power equipment manufacturers excited.

"Now is a great opportunity for the development of nuclear power," said Li Guoqiang, deputy director of the Donghua Nuclear Power Project. According to him, at present, Hongyanhe No. 1 and No. 2 units, Ningde No. 1, and Fuqing No. 1 1 million class 2 generation plus unit are in production and will be delivered this year. At the same time, the signing of the contract for Phase 1 and 2 of the first generation of the three-generation (EPR) Taishan project in Europe allowed Dongqi to become the first domestic manufacturer to obtain a European three-generation unit project. This development was not expected by the old factory director Zhang Shengluo.

“A nuclear power construction project can attract hundreds of billions of investment and drive the development of a large number of industries from top to bottom, including mining, smelting, processing, machinery manufacturing, new materials, construction, steel, cement, and precision. Instrument manufacturing, valve instrumentation, nuclear waste treatment, etc.” Zhou Xiujin analysis, for domestic nuclear power equipment enterprises, the future of China’s nuclear power construction, the localization rate of nuclear power equipment will reach more than 70%, only this business will give domestic nuclear power equipment Enterprises create unlimited business opportunities.