金吾财讯 | 华泰证券表示，从1950年代民用核电技术出现以来，全球核电发展已跨过一代原型机时代、二代压水/沸水/重水堆时代，进入以先进压水堆为主导的三代核电商业化时代，核电技术发展持续向安全性更高、事故概率更低方向进化。下一代四代核电技术路线百花齐放，通过燃料体系和冷却剂体系的变化实现核电机组更高的“固有安全性”。
该机构看好以高温气冷堆、钠冷快堆、钍基熔盐堆为代表的四代核电技术或在十五五迎来关键机遇期，主要驱动力有三点：1）寻找替代“水”作为冷却剂的核电技术方案，摆脱沿海厂址资源限制；2）寻找替代“铀235”作为燃料的核电技术方案，解决我国贫铀的资源问题；3）拓展非电领域脱碳技术手段，为高品质工业供热、长距离船运等难脱碳领域寻找清洁替代燃料方案。
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