港股核电股普涨,中广核矿业涨超6%!国内多个核电新机组密集开工

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12月22日,港股核电股拉升上涨,中广核矿业涨超6%,中核国际中广核电力涨超3%;国内多个核电新机组密集开工。

临近年末、满弓紧弦,核电开工潮再起。据澎湃获悉,中广核福建宁德核电站6号机组12月16日完成核岛第一罐混凝土浇筑(FCD),标志着该机组主体工程正式开工。11月18日、19日,位于浙江温州的三澳核电站3号机组和位于山东烟台的招远核电站1号机组相继FCD。

据观察,如此紧凑的新机组开工在史上并不多见,这一方面与中广核作为国内最大核电企业的项目储备有关,2024年、2025年,中广核获得核准的核电新机组均领跑其他核电集团,另一方面也是国内核电建设重回高峰的缩影。业内预测,“十五五”时期,中国有望成为全球唯一商运核电机组破百的国家。

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