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Nuclear Power Construction Quietly Speeds Up Equipment Businessmen Share Hundreds of Billions of Cake
Release time:
2013-06-05
Affected by the nuclear leakage incident at the Fukushima nuclear power plant in Japan in 2011, domestic nuclear power construction once slowed down, but with the increasing pressure on energy and environmental protection, nuclear power construction has quietly accelerated.
Recently, the Securities Times reporter interviewed the domestic experts in the field of nuclear power, a nuclear power design institute chief engineer. He believes that the next few years will be a period of rapid development of domestic nuclear power construction, and it is expected that there will be trillions of investments, half of which will be used for nuclear power equipment, and the profits of nuclear power equipment are very high, and a number of enterprises are expected to benefit from it.
Average annual equipment investment 50 billion
Last week, the China Nuclear Energy Industry Association released the research results of the "Environmental Impact Assessment of Inland Nuclear Power Plants" in Yiyang, Hunan, arguing that inland nuclear power plants will not affect the environment and public health. Outside speculation, in addition to the coastal nuclear power unit speed, the future of inland nuclear power restart may be put on the agenda. This is compared with the "Nuclear Power Safety Plan (2011-2020)" and "Nuclear Power Medium and Long-term Development Plan (2011-2020)" proposed at the end of last year. During the "Twelfth Five-Year Plan" period, "no inland nuclear power projects will be arranged". In the past few months.
Experts estimate that in the next 10 years, the compound growth rate of nuclear power installed capacity will reach about 20%. The approval and commencement of nuclear power projects will reach a peak in the next 10 years. Every year, 6 to 7 new nuclear power plants are newly approved.
According to reports, according to the general law, 50% of the investment in nuclear power plants will be used for equipment, with an average annual total investment of nearly 50 billion yuan. New or newly approved nuclear power plants will be based on third-generation nuclear power technology. At present, the degree of nationalization of the third-generation nuclear power technology is only 50%, and it is expected that the degree of nationalization will reach 70% or even higher in the future.
At the same time, the nuclear power industry chain is long, with a total of about 300 kinds of systems, nearly 10,000 sets of large and small equipment, and equipment manufacturing involves many industries. The huge cake of the nuclear power industry has brought domestic nuclear power equipment manufacturers into a period of rapid growth, with a large number of potentially beneficial industries and companies.
However, nuclear power equipment manufacturing has a high technology and investment threshold.
Nuclear power plants have extremely high requirements for equipment stability and safety, and require manufacturing certification of relevant nuclear equipment. And nuclear power equipment manufacturing profitability is at the highest level of power plant equipment manufacturing, with gross margins typically ranging from 40% to 60%. As a result, some companies are eager to see the high gross profit of nuclear power.
But the expert warned that companies that have not done nuclear power should not enter the industry easily. "The requirements for nuclear power equipment are high, especially the safety and reliability requirements for operation are very high, the entry threshold is high, and the cycle from research and development to national certification for products is very long. If you enter blindly, there is a great investment risk." He said.
Source: June 05, 2013 Securities Times Net Author: Yang Lihua
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