“十五五”核电行业全景:政策赋能、市场爆发与投资路径

中研网
Oct 24

“十五五”核电行业全景:政策赋能、市场爆发与投资路径国家能源局在“十五五”规划中明确将核电定位为能源结构转型的核心支柱,提出构建“安全基荷+多元应用”的核能体系。政策核心条文聚焦三大方向:一是技术迭代,要求第四代核电技术示范项目占比突破30%,推动高温气冷堆、小型模块化反应堆(SMR)规模化应用;二是场景拓展,明确海洋核动力平台、核能供暖、工业供汽等非电应用的技术标准与推广路径;三是国际合作,将...

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