中国银河证券表示,2022-2025年,我国连续4年核准核电机组数量≥10台。从技术路线来看,此次核准的10台机组中,除山东海阳#5、#6机组采用CAP1000技术路线,其余8台机组均为华龙一号机组。核电进入积极有序发展新阶段,核准在建装机容量为在运装机的107%。核电优先消纳且上网电价相对稳定,长期来看装机容量的增长对核电运营商的业绩影响将更为突出。核电作为清洁低碳的基荷电源,利用小时数、电价均...
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