Independent technology projects were approved for localization of nuclear power construction

Since the two units of the Fujian Fuqing Nuclear Power Plant of the China Nuclear Power Group adopted the “Hualong No.1” plan, the “Hualong No.1” was approved by the Zhongguang Nuclear Fangchenggang Project. At that time, the key equipment, parts and materials of nuclear power will greatly increase the proportion of localization, and the localization of nuclear power will soon Enter the acceleration period.

It was learned from the Shanghai Securities News that the Energy Bureau recently agreed that the 2 units of Guangxi Fangchenggang Nuclear Power Phase II will adopt the “Hualong No.1” technical plan, reflecting that the country’s third-generation independent nuclear power technology has made major breakthroughs. “Hualong No.1” is based on the experience of China Guangdong Nuclear Power Group and China National Nuclear Corporation in the research, design, manufacture, construction and operation of nuclear power in China for more than 30 years. It integrates the advanced design concepts of “active and passive” and adopts the highest international safety standards. The three-generation nuclear power type. Since China National Nuclear Corporation and China Guangdong Nuclear Power Group have their own research and development paths, there are large differences in the nuclear power technology route, which has led to slow progress in the construction of new nuclear power projects, especially in the process of nuclear power going out, and can not effectively form synergies. “Hualong No.1” is the joint research result of CNNC and China Guangdong Nuclear Power Group. It requires that the proportion of key materials localized is not less than 85%, which will greatly stimulate the demand for domestic nuclear power equipment. The Energy Bureau successively approved the "Hualong No. 1" program, indicating that China's third-generation independent technology "Hualong No. 1" has become the mainstream, and it is expected to be further promoted in the future.

Recently, when meeting with the Prime Minister of Slovenia, Premier Li Keqiang expressed support for Chinese enterprises to participate in the construction of projects such as Slovak nuclear power. The benchmark price of “Hualong No.1” is lower than US$2,500/kW. Compared with the current Russian nuclear power with the most international orders and the current three generations of mainstream models, “Hualong No.1” has obvious economic competitiveness. Driven by the accelerated development and outbound strategy of domestic nuclear power projects, it is estimated that by 2020, the investment in nuclear power equipment will reach 500 billion yuan, and the auxiliary equipment markets such as nuclear islands, conventional islands and butterfly valves will usher in substantial orders.

Compared with hydropower, wind power, photovoltaics and other renewable energy sources, nuclear power is almost independent of geography and various natural resources, and its stable power generation makes it a base-load power station. The power generation cost of nuclear power is relatively low, and the average power generation cost is 0.3-0.4 yuan/kwh, while the average power generation cost of natural gas, wind power and solar energy is 0.4-0.5 yuan/kwh, 0.4-0.6 yuan/kwh, 1-1.4 yuan/kwh, respectively. The economics and stability of nuclear power are expected to make it one of the base energy sources.

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