摘要▍核电装机:核电行业的成长性和确定性如何?“积极安全有序发展核电”已录入《中华人民共和国能源法》实现立法。2025年底我国核电商运装机61GW,中国核能行业协会预计2030/2040年在运装机达到110/200GW。梳理各运营商成长性,2025年底中国核电(控股口径)、中国广核(管理口径)在运核电装机为2500、3184万千瓦,在建/核准待建规模为2191、2408万千瓦,占其对应在运规模的...
Source Link摘要▍核电装机:核电行业的成长性和确定性如何?“积极安全有序发展核电”已录入《中华人民共和国能源法》实现立法。2025年底我国核电商运装机61GW,中国核能行业协会预计2030/2040年在运装机达到110/200GW。梳理各运营商成长性,2025年底中国核电(控股口径)、中国广核(管理口径)在运核电装机为2500、3184万千瓦,在建/核准待建规模为2191、2408万千瓦,占其对应在运规模的...
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