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Today, we will talk about the short-term and long-term growth space of China's nuclear power.
1. Nuclear power units in operation
As of December 31, 2023, the company held 25 nuclear power units in operation, with an installed capacity of 23.75 million kilowatts. Equity in the operating installed capacity of 126760,000 kilowatts
2. Nuclear power units under construction and approved to be built
As of December 31, 2023, the company held 15 units under construction and approved to be built, and held 1,756 units under construction and approved installed capacity to be built50,000 kilowattsCompared with the current holding of the capacity of the assembly machine in operation, the year-on-year increase of 7396%；The installed capacity under construction and approved to be built is 91880,000 kilowattsCompared with the current equity in the assembly capacity of the aircraft in operation, the year-on-year increase of 7248%。
Among them, 4 units have been approved to be built, Fujian Zhangzhou Unit 4, Liaoning Xudabao Unit 2, and Zhejiang Jinqimen Unit) have not yet poured the first tank of concrete (FCD) on the nuclear island, with a total holding installed capacity of 49330,000 kilowatts, equity installed capacity of 25300,000 kilowatts
There are 11 units under construction that have poured the first tank of concrete (FCD) on the nuclear island, with a total holding capacity of 1,26320,000 kilowatts, with an installed capacity of 665 under construction70,000 kilowatts
Zhejiang Jinqimen Nuclear Power Unit Phase I) was approved on December 29, 2023.
On February 18, 2024, Zhejiang Province held the 2024 "Thousands of Trillions" major projects to be put into operation and put into operation. At the event, the first phase of the Zhejiang Jinqimen Nuclear Power Project was announced. Zhejiang Jinqimen Nuclear Power Project plans to build 6 units, with a capacity of about 7.2 million kilowatts after full completion. The first phase of the project is two million-kilowatt nuclear power units, which means that there are still four units to be approved for construction at the Jinqimen Nuclear Power Plant.
If the other four units of about 4.8 million kilowatts to be approved in Zhejiang Jinqimen are counted, the installed capacity of the holding under construction (including approved and pending approval) reaches 223650,000 kilowattsCompared with the current holding of the capacity of the assembly machine in operation, the year-on-year increase of 9417%
In addition, China Nuclear Power announced on the evening of December 21, 2023 that the company intends to jointly invest in the establishment of Yulin Nuclear Power Plant with Yulin Energy Investment. Among them, China Nuclear Power plans to invest 25.5 billion yuan, holding 51% equity of Yulin Nuclear Power; Yulin Energy Investment plans to invest 24.5 billion yuan, holding 49% of the shares.
As the owner of the Hongling Nuclear Power Project, Yulin Nuclear Power is fully responsible for the construction and operation of the project. The site of Yulin Hongling Nuclear Power Project is located near Zhoubei Village, Songwang Town, Bobai County, Yulin City, and plans to build 6 units, which are planned to be planned at one time and constructed in phases.
The designed installed capacity of a single unit of Yulin Hongling Nuclear Power Plant is 1.21 million kilowatts, and the capacity of the six units is about 7.2 million kilowatts after the full completion of the six units.
If the six units of about 7.2 million kilowatts to be approved by Yulin Hongling Nuclear Power are counted, the installed capacity of the holding under construction (including approved and pending approval) will reach 2,95650,000 kilowattsCompared with the current holding, the capacity of the assembled aircraft in operation increased by 124 year-on-year48%
According to the 5-6 year construction cycle of nuclear power plants, the nuclear power plant units under construction (including approval) will be put into operation around 2030At that time, the installed nuclear power capacity of China's nuclear power will double!
3. China's nuclear power development goals
According to the company's 2022 annual report, the company has customized three-stage goals for future development:
1) Objectives of the 14th Five-Year Plan.
ensuring that nuclear safety is foolproof; By 2025,The installed capacity of operating power reached 56 million kilowatts；The multi-purpose utilization of nuclear energy opens up a new situationThe output value of nuclear power technical services has "doubled"., non-nuclear clean energy has become a 10-billion-level industry, and the agile clean technology industry has made breakthroughs; The performance of nuclear power operation is leading in the world.
2) Long-term goals for 2035.
Basically achieve the goal of being a world-class clean energy service provider. The installed power capacity is more than 100 million kilowatts, enter the ranks of the world's top 500; The operation indicators of nuclear power remain in the first echelon in the world, and the operation performance of non-nuclear clean energy is leading the industry; Nuclear energy has been commercialized and industrialized in the fields of power, heating, seawater desalination, and hydrogen production; China's nuclear energy industry standards led by nuclear power have been widely adopted, and it has the ability to provide a package of solutions to the world. The new agile industry has been effectively expanded, and the business revenue accounts for more than 10%.
3) Strategic goals for 2050.
Grow into a world-class clean energy service provider with global competitiveness.
Looking at the entire market, it may be difficult to find such a growing state-owned high-quality core asset!
Well, that's it for the information on the short-term and long-term growth space of China's nuclear power, and we will continue to track the latest developments in the future.
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Remember! All statements in this article are for discussion purposes only and should not be used as the basis for any investment decisions. It is only a collation and sharing of information, not a stock recommendation! **There are risks, and investment needs to be cautious! If you trade exactly according to the ideas provided in this article, you do so at your own risk!