《大行》里昂:中国批准八个新核电机组 看好核电设备股

阿斯达克财经
Aug 04

里昂发表研究报告指出,国务院于7月31日批准八个新核电机组,为2026年首批核准,涉及广东、辽宁、浙江及山东四个项目,合计新增装机容量约10吉瓦,总投资约1,700亿元人民币。里昂认为,核电投资具备逆周期特性,为核电设备供应商带来多年盈利能见度,看好上海电气(02727.HK) 及哈尔滨电气(01133.HK) 等相关股份。中国“十五五”规划目标为2030年核电装机容量达110吉瓦,较2025年的...

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