国家能源局官网首晒核电“家底”:三代堆升级、四代堆多点突破 机制电价启幕

格隆汇
Aug 07
国家能源局官网首次公开发布《中国核电发展报告(2026)》,系统披露我国核电技术迭代与产业格局的多重突破,并在展望中明确核电将逐步进入电力市场,而市场机制的破局,已在报告之外先行发生。 报告显示,“华龙一号”2.0版示范工程正有序推进,一小型压水堆提交国际原子能机构技术安全评审,再到商用钠冷快堆完成标准设计,某钍基熔盐实验堆首次实现钍铀核燃料转换——从三代压水堆迭代到四代堆型探索,我国自主核电技术正梯次推进、多点突破;同时,核电入市机制在辽宁、广西率先破局,机构预期将推动板块业绩与估值双升。 报告在展望部分,释放出核电将逐步进入电力市场的信号:在全国统一电力市场体系有关政策指导下,需加强核电参与电力市场的政策机制研究,探索建立体现核电低碳价值的制度,提升核电在市场的竞争力和友好性。今年2月,国务院办公厅《关于完善全国统一电力市场体系的实施意见》已提出“分品种有节奏推进气电、水电、核电等电源进入电力市场”,“探索建立体现核电低碳价值的制度”。

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