【中信证券:全球有望迎来新一轮核电建设景气度的集中上行】中信证券研报称,作为重要的基荷电源,核电在能源转型与“双碳”建设过程中扮演重要角色,既可以提供稳定的清洁能源供应,又能够支撑核能产业的复苏与发展。在此背景下,全球有望迎来新一轮核电建设景气度的集中上行,中国已经连续多年新增核准核电机组,在建规模全球第一;欧美等国家亦逐渐恢复核电建设,有望利好核电产业链订单需求。建议关注天然铀、中游核心设备及后处理等环节。

金融界
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中信证券研报称,作为重要的基荷电源,核电在能源转型与“双碳”建设过程中扮演重要角色,既可以提供稳定的清洁能源供应,又能够支撑核能产业的复苏与发展。在此背景下,全球有望迎来新一轮核电建设景气度的集中上行,中国已经连续多年新增核准核电机组,在建规模全球第一;欧美等国家亦逐渐恢复核电建设,有望利好核电产业链订单需求。建议关注天然铀、中游核心设备及后处理等环节。

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