People’s Network Beijing October 29 (Reporter Chesty) On October 28, China Nuclear Power released the three-quarter of 2021. During the reporting period, China’s nuclear power achieved business income billion yuan, a year-on-year growth rate; attributed to the net profit of the shareholders of listed companies, the year-on-year increase%.
Behind the growth of performance, it is the engine boost of China’s nuclear power "dual-core driver". On the one hand, the company’s nuclear power generation is good year-on-year.
In the first three quarters, the company’s nuclear power units accumulated a total of billion kilowatts, a year-on-year increase, and the net power is accumulated, and the year-on-year increase. On the other hand, since the acquisition of nuclear consumption, the company’s new energy installed capacity has grown sharply, wind power, photovoltaic projects have entered into production, and new energy power generation billions of thousands of watts in the first three quarters increased by up to date.
Behind the data is also highlighted in China’s actions in the background of "double carbon".
Recently, the Central Committee of the Communist Party of China and the State Council issued the "Opinions on the Complete and Comprehensive Improvement of New Development Concepts" (hereinafter referred to as "Opinions"), the State Council issued the "2030 Carbon Peak Action Plan" (hereinafter Abbreviation "Solution"), speeding up a clean low-carbon safe and efficient energy system as an important part of achieving carbon peak, carbon, and putting effective green low carbon transformation action as the first of "Carbon Peak Ten Action" Further, the road map and construction drawing of energy green low carbon transformation are further established.
Industry experts believe that the energy field is the main battlefield for carbon-up, carbon, and energy green and low carbon transformations are key initiatives to achieve carbon peaks, carbon.
"Since the 18th National Congress, China’s energy self-owned security capacity has maintained more than 80%. Hydropower, wind power, photovoltaic, in the construction of nuclear power installed, etc. Maintain the world’s first." Zhang Jianhua, director of the National Energy Administration, as of the end of 2020, China’s clean energy power generation installed model increases to billion kilowatts, accounting for a total of 50% of the total installed machine, and the multi-clean energy supply system has been completed.
Nuclear power is an important branch of China’s energy supply system as a safe, clean and efficient energy.
From the world’s first "Hualong No. 1" nuclear power unit Fujian Fuqing nuclear power No. 5 unit to realize business transport, to the world’s first land commercial modular small pile "Linglong No.1" started, China’s nuclear power business gradually realized from "follow Run "" and run "to the historic span of" leading ".
At the same time, master the three generations of technology, lead the small pile construction, China nuclear power is exploring the fourth-generation nuclear power.
In addition to the nuclear power business, another growth of the company’s performance is contributed by the new energy sector. After the nuclear power in the acquisition, China’s nuclear power market tentacles broaden to the new energy sector, and the new energy installed capacity has achieved rapid growth, and the new energy power generation of companies in the third quarter increased year-on-year.
Industry instead, new energy sector is advantageously expected to expect an imagination space for the market. Based on "30 · 60" carbon peak, carbon neutralization, the development strategy after nuclear power in China’s nuclear power acquisition, unity with my country’s "double carbon" goals, deeply fits my country’s energy structure adjustment strategy, so The valuation in the market is also lifted by potential.
China’s nuclear power emphasizes that "14th Five-Year Plan" is actively extending the industry value chain while doing strong professional nuclear power industry. Five business sections such as nuclear energy multi-purpose utilization, nuclear power technology, non-nuclear cleaning energy, agile cleaning technology. It is estimated that the "14th Five-Year Plan" is expected to reach 30 million kilowatts, which means that China’s nuclear power will be expected to increase the annual average 5 million new energy installation in five years. The rapid growth expectation of new energy installations has also become an important engine that ensures steady growth of China’s nuclear power performance and the market expectation. The growth of China’s nuclear power performance can be seen as a minority of domestic nuclear power development.
Statistics show that from January to August 2021, my country’s nuclear power generation reached 2699 billion kWh, accounting for about 5% of the national power generation, and further improved by the end of 2020, but the average of 10% of the world, this There is still a larger improving space. From the technical level, with the third-generation advanced nuclear power technology such as "Huanglong No.1", the "Hualong No. 1" of China is completely independently independent, it will become a two-constraint of energy security + energy structure transition. The "14th Five-Year Plan" and even the medium and long-term nuclear technology main, at the same time, the future four-generation nuclear energy technology represented by fast heap and high temperature gas and cold stack is also promoted in the demonstration. From the perspective of brokerage analysts, including China Gold Corporation, Yangtze Securities, Huatai Securities and other brokers give China nuclear power buy and strongly recommended rating. In the new energy sector, China’s nuclear power estimated imagination is Further open.
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