【年内股价回撤较大的部分低估值核电概念股一览】当地时间6月23日，美国能源部宣布，将向公用事业公司和能源企业提供总额175亿美元的贷款支持，以加快全美10座大型核反应堆的建设和部署。AI数据中心的快速扩张，正给美国电力系统带来前所未有的压力。华源证券分析，AI数据中心带来的新增电力需求为未来十年的核电复兴提供了坚实基础。从产业趋势看，全球核能正在从传统公用事业资产逐步演变为AI时代的核心基础设施。据证券时报·数据宝统计，截至6月24日收盘，滚动市盈率低于40倍的核电概念股有18只。华能国际滚动市盈率为8.39倍，排在最低位置。公司旗下联营企业包括霞浦核电、石岛湾核电。盾安环境、久立特材、海陆重工、浙富控股、上海电力滚动市盈率介于10倍至20倍之间。从股价表现来看，以6月24日收盘价与年内高点相比，上述18只核电概念股中，8股回撤幅度超30%，包括常辅股份、中国核建、沃尔核材、海陆重工、宝钛股份等。常辅股份回撤幅度最高，达到50.69%。
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