September 15, 2022
CCTV News reported on September 14.,Li Keqiang chaired the executive meeting of the State Council.。To enhance energy security capacity and promote green development,The meeting decided,Approval has been included in the plan.、Fujian Zhangzhou Phase II with mature conditions、Guangdong Lianjiang Phase I Nuclear Power Project。Strengthen the supervision of the whole process,Make sure it's safe。
Earlier, the Ministry of Industry and Information Technology and other five departments jointly issued an action plan to accelerate the green and low-carbon innovation and development of electric power equipment.。It is proposed therein,Accelerate the development of clean and low-carbon power generation equipment。Nuclear power equipment meets the demand of 70 million kilowatts installed capacity;At the same time, we will further accelerate the mass production of three generations of nuclear power.,Accelerate the development and application of fourth-generation nuclear power equipment,Carry out comprehensive utilization of nuclear power equipment in service, such as heating。Accelerate the optimization and upgrading of three generations of nuclear power,Promote the commercial application of small reactor heating、Comprehensive utilization of nuclear energy in small reactors and application of floating reactors on the sea。
China Merchants Securities believes,The energy crisis has triggered the public and the government to re-examine nuclear energy.,Nuclear energy can ensure energy security in the energy transition and provide grid flexibility assets at a lower cost.,It is expected to find new ecological niches in the trend of carbon neutrality.,Nuclear energy industry is expected to usher in a new round of large-scale application and technological development.。
Guangfa Securities Research Report pointed out.,Under the background of double carbon,《“Fourteen five”Modern Energy System Planning》Re-mention the active development of nuclear power,By the end of the 14th Five-Year Plan period, the installed capacity of nuclear power will reach 70GW,Increment up to 15GWAbove,2021-The Compound Growth Rate of Nuclear Power Installed Capacity Will Reach 6% in 2025.4%。China Nuclear Energy Industry Association predicts that the installed capacity of nuclear power in operation will reach 120 in 2030GW,China's independent third-generation nuclear power will be 6 per year.-The approval rhythm of 8 sets has landed one after another.,It is estimated that the nuclear power market will exceed 400 billion yuan by 2025.。
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