The hottest nuclear power restart is expected to b

The expectation of nuclear power restart is strong. Valve manufacturers are busy laying out

the news of the restart of coastal nuclear power projects has stirred the nerves of the capital market. Several nuclear power equipment manufacturers in Jiangsu said that the company is actively laying out nuclear power business, and it is expected that the orders of related products will increase significantly in the future

the news of the restart of coastal nuclear power projects stirred the nerves of the capital market. Several nuclear power equipment manufacturers in Jiangsu said that the company was actively deploying its nuclear power business, and it was expected that the orders of related products would increase significantly in the future

in this regard, Yuan Degang, Secretary of the board of directors of nuclear power valve manufacturer CNNC technology, said, "we also learned from the media, and we have not seen official documents yet. The restart of nuclear power projects will drive the rapid growth of valve orders, but due to the long construction cycle of nuclear power projects, its impact on valve orders is not obvious at present." Yuan Degang said that the central high-level support for the development of the nuclear power industry is not something that happened in the past oneortwo days, but the consistent attitude this year

in fact, since the Fukushima nuclear leak accident caused by the 2011 Japanese earthquake, the global nuclear power industry has been severely frustrated, and its safety has been tortured. Therefore, the construction of domestic nuclear power projects has been suspended for more than three years. Since this year, the overseas nuclear power industry has gradually recovered, and the call for the restart of domestic nuclear power projects is rising. On the one hand, with the continuous growth of energy demand, the adjustment of energy consumption structure is imperative; On the other hand, the smog weather is pressing, and the control of carbon dioxide emissions has also entered a crucial battle. In this context, nuclear power, as the main force of non fossil energy in the adjustment of China's energy consumption structure, has attracted the attention of the central leadership. p>

according to the medium and long term development plan of nuclear power (year), by 2015, the installed capacity of nuclear power in operation will reach 40million kW, and the scale under construction will reach 18million kW; By 2020, the installed capacity of nuclear power in operation will reach 58million kW, and 30million kW is under construction

equipment manufacturers benefit

the restart of nuclear power projects will benefit the entire industrial chain. Nuclear power equipment manufacturing in the middle reaches of the nuclear power industry chain has strong pricing power due to high technical barriers. With the support of policies, relevant listed companies are expected to take the lead in benefiting from the restart of nuclear power projects. Several domestic listed companies have begun to actively layout nuclear power business

as the leading enterprise of domestic nuclear grade butterfly valves and ball valves, Jiangsu Shentong covers a wide range of disciplines, and nuclear power business accounts for a relatively high proportion. In the first half of 2014, Company audit "On the whole, the operating revenue and profit of the electricity industry accounted for more than 50%. Zhang Qiqiang, the director of the company, said that the restart of nuclear power projects had a positive impact on the orders of the company's valve products. In the first half of 2014, the company's nuclear power division received a total of 184 million yuan of orders. According to Jiangsu Shentong's 2014 semi annual report, the operating revenue of the company's nuclear power business in the first half of the year was about 109 million yuan, an increase of 23.08% year-on-year.

as a subsidiary of CNNC group, CNNC technology The municipal company is in a leading position in the research, development and manufacturing of key valves for the third generation of nuclear power in China. In the first half of 2014, the company's revenues of nuclear power valves and nuclear chemical valve products were 57.383 million yuan and 43.0159 million yuan respectively, with a year-on-year increase of 48.90% and 442.11%. The expansion project of nuclear power key valves, the technical transformation project of nuclear and chemical special valve production line and the construction project of high-end nuclear valve forgings production base that the company has decided to increase capital and investment have been completed successively at the end of September 2013. According to the company's 2014 semi annual report, the revenue of the raised investment projects in the first half of the year was about 117 million yuan, accounting for about 23% of the company's valve manufacturing revenue

yuan Degang said that the company is accelerating the progress of technology research and development and industrial application of localization of a series of key valves such as main steam isolation valve of nuclear power plant, AP1000 squib valve, cap1 such as pulley and gear, which need to be inspected regularly

Hailu heavy industry, another listed company in the nuclear power industry chain, is mainly engaged in the design, manufacture and sales of waste heat boilers and their supporting products, and nuclear pressure equipment. Zhang Guoyi, Secretary of the board of directors of the company, said that at present, the existing orders of the company's nuclear power products are sufficient, the new orders are growing rapidly, and the gross profit margin is high. According to the 2014 semi annual report, the operating income of the company's nuclear power products in the first half of the year was about 9.6963 million yuan, with a year-on-year increase of 392.18% and a gross profit margin of 35.67%. The nuclear pressure equipment manufacturing technological transformation project invested by the company has been put into operation on June 30, 2013, and the revenue in the first half of 2014 was 9.7 million yuan