金吾财讯 | 中金公司发研报指，截至2025年5月，根据IAEA数据，全球共有可运行核反应堆439座，其中23座暂停运行(印度4座、日本19座)，装机容量达376.26GW，另有62座在建反应堆，装机容量约65.04GW。2024年全球核电发电量约为2764.66TWh，占全球总发电量约8.96%。区域分布上，法国核电占比约68%，领跑全球；美国占比约17.82%，高于世界水平；中国核电占比较低，约4.72%，但新增核电装机增长迅速，在建反应堆净容量约34.24GW，领先全球。该机构认为，核电作为重要基荷能源，正重新回归全球各主要国家视野，核能产业即将进入投资价值重估的战略复兴阶段。
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