【长景气周期开启 核电产业链订单有望放量】“十五五”时期首批8台机组获核准,核电将逐步进入电力市场,政策规划到2030年核电装机约1.1亿千瓦……近段时间以来,我国核电产业迎来多重利好。多位业内专家在接受记者采访时认为,“十五五”时期,核电行业景气度确定性较强。“核电建设已进入批量化、连续化推进阶段,产业链企业订单规模和产能利用率有望改善。”国金证券副所长、公用环保煤炭行业首席分析师姜涛对记者表示。
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