华金证券:核电景气度全面提升 产业链有望持续受益

智通财经
Dec 02, 2025

华金证券发布研报称,近期核电产业链迎来关键突破:山东招远和浙江三澳核电项目相继开工,标志新建项目全面启动;天然铀龙头中国铀业(001280)IPO落地,强化上游资源保障;国际聚变合作项目BEST计划启动,前沿技术加速布局。我国核电已连续四年保持每年核准10台以上机组,投资持续高增,产业链从设备、建设到资源和技术创新全面进入发展新阶段。华金证券主要观点如下:国内新建项目全面启动11月18日,山东招远...

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