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<!DOCTYPE html>
<html lang="zh-CN">
<head>
<meta charset="utf-8" />
<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
<title>微型核电概念分析报告</title>
<link href="https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800&display=swap" rel="stylesheet" />
<!-- Font Awesome Icons -->
<script src="https://kit.fontawesome.com/1d2b6c4f81.js" crossorigin="anonymous"></script>
<!-- Tailwind CSS -->
<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
<link href="https://cdn.jsdelivr.net/npm/daisyui@5" rel="stylesheet" type="text/css" />
<script src="https://cdn.jsdelivr.net/npm/@tailwindcss/browser@4"></script>
<style>
body {
font-family: 'Inter', sans-serif;
background: linear-gradient(135deg, #0f172a 0%, #1e293b 100%);
color: #e2e8f0;
overflow-x: hidden;
}
.section-card {
background: rgba(30, 41, 59, 0.7);
backdrop-filter: blur(10px);
border: 1px solid rgba(148, 163, 184, 0.1);
transition: all 0.3s ease;
}
.section-card:hover {
transform: translateY(-5px);
box-shadow: 0 10px 30px rgba(0, 0, 0, 0.3);
}
.timeline-dot {
position: relative;
}
.timeline-dot::before {
content: '';
position: absolute;
width: 12px;
height: 12px;
border-radius: 50%;
background: #3b82f6;
left: -6px;
top: 6px;
}
.timeline-line {
position: absolute;
width: 2px;
height: 100%;
background: #334155;
left: 0;
top: 0;
}
.highlight-text {
background: linear-gradient(90deg, #3b82f6, #60a5fa);
-webkit-background-clip: text;
-webkit-text-fill-color: transparent;
font-weight: 600;
}
.table-container {
overflow-x: auto;
}
@media (max-width: 768px) {
.section-card {
margin-bottom: 1rem;
}
.table-container {
font-size: 0.875rem;
}
}
#particles-js {
position: fixed;
width: 100%;
height: 100%;
top: 0;
left: 0;
z-index: -1;
}
</style>
</head>
<body>
<div id="particles-js"></div>
<div class="container mx-auto px-4 py-8 max-w-6xl">
<!-- 标题区域 -->
<div class="text-center mb-12">
<h1 class="text-4xl md:text-5xl font-bold mb-4 highlight-text">微型核电概念分析</h1>
<p class="text-xl text-slate-300 max-w-3xl mx-auto">Small Modular Reactor (SMR) - 从主题到基本面的关键转折</p>
<div class="mt-6 flex justify-center space-x-4">
<span class="px-4 py-2 bg-blue-900/50 rounded-full text-blue-300 text-sm">政策驱动</span>
<span class="px-4 py-2 bg-indigo-900/50 rounded-full text-indigo-300 text-sm">需求验证</span>
<span class="px-4 py-2 bg-purple-900/50 rounded-full text-purple-300 text-sm">技术突破</span>
</div>
</div>
<!-- 概念事件 -->
<div class="section-card rounded-xl p-6 mb-8">
<h2 class="text-2xl font-bold mb-6 text-blue-400 flex items-center">
<i class="fas fa-bolt mr-3"></i>概念事件
</h2>
<div class="grid md:grid-cols-2 gap-6">
<div>
<h3 class="text-lg font-semibold mb-3 text-slate-300">背景</h3>
<p class="text-slate-400 mb-4">微型核电（Small Modular Reactor, SMR）是功率&lt;300MW的模块化核反应堆，具备小型化、高安全性、可移动部署等特点，适用于数据中心、偏远地区供电、工业供热等场景。</p>
<h3 class="text-lg font-semibold mb-3 text-slate-300">催化事件</h3>
<ul class="space-y-2 text-slate-400">
<li class="flex items-start">
<span class="text-blue-400 mr-2">•</span>
<div>
<span class="font-medium text-slate-300">2024年8月：</span>
国务院一次性核准11台核电机组（含1台高温气冷堆），创历史纪录，政策明确支持"沿海核电基地"建设。
</div>
</li>
<li class="flex items-start">
<span class="text-blue-400 mr-2">•</span>
<div>
<span class="font-medium text-slate-300">2024年10月：</span>
微软签署协议采用SMR为数据中心供电，亚马逊跟进布局小型堆，科技巨头需求引爆市场。
</div>
</li>
<li class="flex items-start">
<span class="text-blue-400 mr-2">•</span>
<div>
<span class="font-medium text-slate-300">2025年1月：</span>
中国核电在交流会中确认高温气冷堆（四代堆）与石化行业耦合应用，推动核能多用途落地。
</div>
</li>
</ul>
</div>
<div>
<h3 class="text-lg font-semibold mb-3 text-slate-300">时间轴</h3>
<div class="relative pl-6">
<div class="timeline-line"></div>
<div class="space-y-6">
<div class="timeline-dot pl-4">
<h4 class="font-medium text-slate-300">2021-2023</h4>
<p class="text-slate-400 text-sm">全球SMR技术验证加速（NuScale通过美国NRC认证、中国玲龙一号示范堆开工）</p>
</div>
<div class="timeline-dot pl-4">
<h4 class="font-medium text-slate-300">2024Q3</h4>
<p class="text-slate-400 text-sm">政策核准提速（年均8-10台机组），科技巨头需求显性化</p>
</div>
<div class="timeline-dot pl-4">
<h4 class="font-medium text-slate-300">2025E</h4>
<p class="text-slate-400 text-sm">首批SMR商业化项目投运（如微软/谷歌数据中心配套）</p>
</div>
</div>
</div>
</div>
</div>
</div>
<!-- 核心观点摘要 -->
<div class="section-card rounded-xl p-6 mb-8">
<h2 class="text-2xl font-bold mb-4 text-blue-400 flex items-center">
<i class="fas fa-lightbulb mr-3"></i>核心观点摘要
</h2>
<div class="bg-gradient-to-r from-blue-900/30 to-indigo-900/30 rounded-lg p-6 border border-blue-800/30">
<p class="text-lg leading-relaxed">
微型核电正处于<span class="highlight-text">"政策驱动+需求验证"双轮启动期</span>：短期看核准节奏和巨头订单落地，中长期看四代堆技术降本与多场景渗透。当前市场认知仍停留在"主题阶段"，但<span class="highlight-text">2025年或迎来从主题到基本面的关键转折</span>。
</p>
</div>
</div>
<!-- 概念逻辑分析 -->
<div class="section-card rounded-xl p-6 mb-8">
<h2 class="text-2xl font-bold mb-6 text-blue-400 flex items-center">
<i class="fas fa-project-diagram mr-3"></i>概念的核心逻辑与市场认知分析
</h2>
<div class="grid md:grid-cols-3 gap-6 mb-8">
<div class="bg-slate-800/50 rounded-lg p-5">
<h3 class="text-lg font-semibold mb-4 text-slate-300 flex items-center">
<i class="fas fa-landmark mr-2 text-blue-400"></i>政策端
</h3>
<p class="text-slate-400 text-sm">中国"十四五"规划明确年均核准8-10台机组，2024年核准量超预期（11台），沿海核电基地化建设打开长期空间。</p>
</div>
<div class="bg-slate-800/50 rounded-lg p-5">
<h3 class="text-lg font-semibold mb-4 text-slate-300 flex items-center">
<i class="fas fa-server mr-2 text-indigo-400"></i>需求端
</h3>
<p class="text-slate-400 text-sm">数据中心电力缺口（全球AI算力年耗电增速>50%）催生SMR刚需，微软/谷歌等已签署长期购电协议。</p>
</div>
<div class="bg-slate-800/50 rounded-lg p-5">
<h3 class="text-lg font-semibold mb-4 text-slate-300 flex items-center">
<i class="fas fa-cogs mr-2 text-purple-400"></i>技术端
</h3>
<p class="text-slate-400 text-sm">四代堆（高温气冷堆）出口温度达850℃，可耦合石化制氢，经济性验证中（目标造价从2.2万降至1.6万元/千瓦）。</p>
</div>
</div>
<div class="grid md:grid-cols-2 gap-6">
<div>
<h3 class="text-lg font-semibold mb-3 text-slate-300">市场热度与情绪</h3>
<div class="space-y-3">
<div class="flex items-start">
<i class="fas fa-chart-line text-green-400 mt-1 mr-3"></i>
<div>
<p class="text-slate-400 text-sm">2024年8-10月核电主题路演超15场（国联、东吴、中泰等机构），但聚焦传统大堆，<span class="text-yellow-400">SMR细分未被充分定价</span>。</p>
</div>
</div>
<div class="flex items-start">
<i class="fas fa-balance-scale text-yellow-400 mt-1 mr-3"></i>
<div>
<p class="text-slate-400 text-sm">乐观派认为SMR是"风光储"后的终极基荷电源；谨慎派担忧造价过高（当前2-3万元/千瓦 vs 光伏0.3元/瓦）。</p>
</div>
</div>
</div>
</div>
<div>
<h3 class="text-lg font-semibold mb-3 text-slate-300">预期差</h3>
<div class="space-y-3">
<div class="flex items-start">
<i class="fas fa-exclamation-circle text-red-400 mt-1 mr-3"></i>
<div>
<p class="text-slate-400 text-sm"><span class="text-red-400">被忽略的关键点</span>：高温气冷堆的工业供热场景（替代燃煤锅炉）可能比发电更早商业化，中国核电徐圩项目已规划50%供热输出。</p>
</div>
</div>
<div class="flex items-start">
<i class="fas fa-database text-blue-400 mt-1 mr-3"></i>
<div>
<p class="text-slate-400 text-sm"><span class="text-blue-400">数据矛盾</span>：路演显示SMR首堆建设周期5-6年，但专家预测批产后可缩至28个月，市场预期未反映规模化降本潜力。</p>
</div>
</div>
</div>
</div>
</div>
</div>
<!-- 催化剂与未来路径 -->
<div class="section-card rounded-xl p-6 mb-8">
<h2 class="text-2xl font-bold mb-6 text-blue-400 flex items-center">
<i class="fas fa-rocket mr-3"></i>关键催化剂与未来发展路径
</h2>
<div class="grid md:grid-cols-2 gap-8">
<div>
<h3 class="text-lg font-semibold mb-4 text-slate-300 flex items-center">
<i class="fas fa-clock mr-2 text-green-400"></i>近期催化剂（3-6个月）
</h3>
<div class="space-y-4">
<div class="flex items-start">
<div class="bg-green-900/30 rounded-full w-8 h-8 flex items-center justify-center flex-shrink-0 mr-3">
<span class="text-green-400 font-bold text-sm">1</span>
</div>
<div>
<h4 class="font-medium text-slate-300">2025Q2</h4>
<p class="text-slate-400 text-sm">江苏/浙江SMR示范项目环评批复（中国核电、中国广核储备厂址超37个）</p>
</div>
</div>
<div class="flex items-start">
<div class="bg-green-900/30 rounded-full w-8 h-8 flex items-center justify-center flex-shrink-0 mr-3">
<span class="text-green-400 font-bold text-sm">2</span>
</div>
<div>
<h4 class="font-medium text-slate-300">2025Q3</h4>
<p class="text-slate-400 text-sm">微软/亚马逊首批SMR订单落地（预计规模>200MW）</p>
</div>
</div>
<div class="flex items-start">
<div class="bg-green-900/30 rounded-full w-8 h-8 flex items-center justify-center flex-shrink-0 mr-3">
<span class="text-green-400 font-bold text-sm">3</span>
</div>
<div>
<h4 class="font-medium text-slate-300">政策细则</h4>
<p class="text-slate-400 text-sm">国家核安全局发布SMR专用安全审评标准（豁免抗大飞机撞击等冗余设计）</p>
</div>
</div>
</div>
</div>
<div>
<h3 class="text-lg font-semibold mb-4 text-slate-300 flex items-center">
<i class="fas fa-road mr-2 text-purple-400"></i>长期路径
</h3>
<div class="space-y-4">
<div class="flex items-start">
<div class="bg-purple-900/30 rounded-full w-8 h-8 flex items-center justify-center flex-shrink-0 mr-3">
<span class="text-purple-400 font-bold text-sm">1</span>
</div>
<div>
<h4 class="font-medium text-slate-300">2025-2027</h4>
<p class="text-slate-400 text-sm">示范堆投运验证经济性，造价降至1.5万元/千瓦以下</p>
</div>
</div>
<div class="flex items-start">
<div class="bg-purple-900/30 rounded-full w-8 h-8 flex items-center justify-center flex-shrink-0 mr-3">
<span class="text-purple-400 font-bold text-sm">2</span>
</div>
<div>
<h4 class="font-medium text-slate-300">2028-2030</h4>
<p class="text-slate-400 text-sm">批量化建设启动，年新增装机5-8GW（占全球新增核电30%）</p>
</div>
</div>
<div class="flex items-start">
<div class="bg-purple-900/30 rounded-full w-8 h-8 flex items-center justify-center flex-shrink-0 mr-3">
<span class="text-purple-400 font-bold text-sm">3</span>
</div>
<div>
<h4 class="font-medium text-slate-300">2030+</h4>
<p class="text-slate-400 text-sm">拓展至舰船动力、海外出口（"玲珑一号"已获中东意向订单）</p>
</div>
</div>
</div>
</div>
</div>
</div>
<!-- 产业链与核心公司 -->
<div class="section-card rounded-xl p-6 mb-8">
<h2 class="text-2xl font-bold mb-6 text-blue-400 flex items-center">
<i class="fas fa-sitemap mr-3"></i>产业链与核心公司深度剖析
</h2>
<div class="mb-8">
<h3 class="text-lg font-semibold mb-4 text-slate-300">产业链图谱</h3>
<div class="grid md:grid-cols-3 gap-4">
<div class="bg-slate-800/50 rounded-lg p-4 text-center">
<div class="text-blue-400 text-2xl mb-2">
<i class="fas fa-industry"></i>
</div>
<h4 class="font-medium text-slate-300 mb-2">上游</h4>
<p class="text-slate-400 text-sm">铀矿（中广核矿业）、燃料组件（中核科技）</p>
</div>
<div class="bg-slate-800/50 rounded-lg p-4 text-center">
<div class="text-indigo-400 text-2xl mb-2">
<i class="fas fa-cogs"></i>
</div>
<h4 class="font-medium text-slate-300 mb-2">中游</h4>
<p class="text-slate-400 text-sm">设备制造（压力容器：中国一重/融发核电；主泵：佳电股份；阀门：江苏神通）</p>
</div>
<div class="bg-slate-800/50 rounded-lg p-4 text-center">
<div class="text-purple-400 text-2xl mb-2">
<i class="fas fa-building"></i>
</div>
<h4 class="font-medium text-slate-300 mb-2">下游</h4>
<p class="text-slate-400 text-sm">运营商（中国核电、中国广核）、数据中心（微软/谷歌合作方）</p>
</div>
</div>
</div>
<div>
<h3 class="text-lg font-semibold mb-4 text-slate-300">核心玩家对比</h3>
<div class="overflow-x-auto">
<table class="w-full text-sm">
<thead>
<tr class="border-b border-slate-700">
<th class="text-left py-3 px-4 text-slate-300 font-semibold">公司</th>
<th class="text-left py-3 px-4 text-slate-300 font-semibold">角色</th>
<th class="text-left py-3 px-4 text-slate-300 font-semibold">进展</th>
<th class="text-left py-3 px-4 text-slate-300 font-semibold">风险</th>
</tr>
</thead>
<tbody>
<tr class="border-b border-slate-800">
<td class="py-3 px-4 text-slate-300 font-medium">中国核电</td>
<td class="py-3 px-4 text-slate-400">四代堆运营商</td>
<td class="py-3 px-4 text-slate-400">控股高温气冷堆示范项目，2025年供热耦合石化基地</td>
<td class="py-3 px-4 text-slate-400">造价过高导致回报率低于8%</td>
</tr>
<tr class="border-b border-slate-800">
<td class="py-3 px-4 text-slate-300 font-medium">融发核电</td>
<td class="py-3 px-4 text-slate-400">设备龙头</td>
<td class="py-3 px-4 text-slate-400">全球唯一5000吨级环轧机，主管道市占率50%+，切入SMR压力容器</td>
<td class="py-3 px-4 text-slate-400">石化取证延迟（需1年高温实验）</td>
</tr>
<tr>
<td class="py-3 px-4 text-slate-300 font-medium">佳电股份</td>
<td class="py-3 px-4 text-slate-400">主泵供应商</td>
<td class="py-3 px-4 text-slate-400">高温气冷堆主氦风机独家供应，核电收入占比22%</td>
<td class="py-3 px-4 text-slate-400">技术路线切换（压水堆→四代堆）</td>
</tr>
</tbody>
</table>
</div>
<div class="mt-6 grid md:grid-cols-2 gap-6">
<div class="bg-green-900/20 rounded-lg p-4 border border-green-800/30">
<h4 class="font-medium text-green-400 mb-2 flex items-center">
<i class="fas fa-check-circle mr-2"></i>印证
</h4>
<p class="text-slate-400 text-sm">融发核电2023年核电订单101.3亿元，验证设备需求高景气。</p>
</div>
<div class="bg-red-900/20 rounded-lg p-4 border border-red-800/30">
<h4 class="font-medium text-red-400 mb-2 flex items-center">
<i class="fas fa-exclamation-triangle mr-2"></i>风险点
</h4>
<p class="text-slate-400 text-sm">路演显示SMR燃料组件（整体式设计）国内尚无量产能力，可能依赖进口。</p>
</div>
</div>
</div>
</div>
<!-- 风险与挑战 -->
<div class="section-card rounded-xl p-6 mb-8">
<h2 class="text-2xl font-bold mb-6 text-blue-400 flex items-center">
<i class="fas fa-exclamation-triangle mr-3"></i>潜在风险与挑战
</h2>
<div class="grid md:grid-cols-2 gap-6">
<div class="space-y-4">
<div class="bg-slate-800/50 rounded-lg p-4">
<h3 class="text-lg font-semibold mb-2 text-slate-300 flex items-center">
<i class="fas fa-microchip mr-2 text-red-400"></i>技术风险
</h3>
<p class="text-slate-400 text-sm">四代堆燃料盐/铅冷堆材料尚未国产化，2025年前或受供应链制约。</p>
</div>
<div class="bg-slate-800/50 rounded-lg p-4">
<h3 class="text-lg font-semibold mb-2 text-slate-300 flex items-center">
<i class="fas fa-coins mr-2 text-yellow-400"></i>商业化风险
</h3>
<p class="text-slate-400 text-sm">当前SMR度电成本0.6-0.8元/千瓦时（vs 光伏0.3元），需政策补贴或高电价场景支撑。</p>
</div>
</div>
<div class="space-y-4">
<div class="bg-slate-800/50 rounded-lg p-4">
<h3 class="text-lg font-semibold mb-2 text-slate-300 flex items-center">
<i class="fas fa-balance-scale mr-2 text-purple-400"></i>政策风险
</h3>
<p class="text-slate-400 text-sm">若火电电价因煤价暴跌下滑（如降至0.2元/千瓦时），核电市场化交易或被迫跟跌。</p>
</div>
<div class="bg-slate-800/50 rounded-lg p-4">
<h3 class="text-lg font-semibold mb-2 text-slate-300 flex items-center">
<i class="fas fa-file-contract mr-2 text-blue-400"></i>信息矛盾
</h3>
<p class="text-slate-400 text-sm">专家预测SMR可豁免抗大飞机设计，但中国现行法规仍要求执行大堆标准，降本逻辑存疑。</p>
</div>
</div>
</div>
</div>
<!-- 综合结论与投资启示 -->
<div class="section-card rounded-xl p-6 mb-8">
<h2 class="text-2xl font-bold mb-6 text-blue-400 flex items-center">
<i class="fas fa-chart-line mr-3"></i>综合结论与投资启示
</h2>
<div class="mb-6">
<h3 class="text-lg font-semibold mb-3 text-slate-300">阶段判断</h3>
<div class="bg-gradient-to-r from-blue-900/30 to-indigo-900/30 rounded-lg p-5 border border-blue-800/30">
<p class="text-slate-300">微型核电处于<span class="highlight-text">"主题向基本面过渡"</span>阶段，2025年示范项目投运是分水岭。</p>
</div>
</div>
<div class="mb-6">
<h3 class="text-lg font-semibold mb-3 text-slate-300">投资方向</h3>
<div class="grid md:grid-cols-3 gap-4">
<div class="bg-slate-800/50 rounded-lg p-4">
<div class="text-blue-400 text-xl mb-2">
<i class="fas fa-cogs"></i>
</div>
<h4 class="font-medium text-slate-300 mb-2">设备环节</h4>
<p class="text-slate-400 text-sm"><span class="text-blue-400">融发核电</span>（主管道+压力容器双龙头，SMR弹性最大）</p>
</div>
<div class="bg-slate-800/50 rounded-lg p-4">
<div class="text-indigo-400 text-xl mb-2">
<i class="fas fa-building"></i>
</div>
<h4 class="font-medium text-slate-300 mb-2">运营商</h4>
<p class="text-slate-400 text-sm"><span class="text-indigo-400">中国核电</span>（四代堆储备项目最多，供热场景率先落地）</p>
</div>
<div class="bg-slate-800/50 rounded-lg p-4">
<div class="text-purple-400 text-xl mb-2">
<i class="fas fa-atom"></i>
</div>
<h4 class="font-medium text-slate-300 mb-2">材料突破</h4>
<p class="text-slate-400 text-sm"><span class="text-purple-400">西部超导</span>（超导材料潜在应用于聚变-裂变混合堆）</p>
</div>
</div>
</div>
<div>
<h3 class="text-lg font-semibold mb-3 text-slate-300">跟踪指标</h3>
<div class="space-y-3">
<div class="flex items-start">
<div class="bg-slate-700 rounded-full w-6 h-6 flex items-center justify-center flex-shrink-0 mr-3 mt-0.5">
<span class="text-xs text-slate-300">1</span>
</div>
<div>
<h4 class="font-medium text-slate-300">2025Q2</h4>
<p class="text-slate-400 text-sm">首个SMR项目FCD（开工令）发放</p>
</div>
</div>
<div class="flex items-start">
<div class="bg-slate-700 rounded-full w-6 h-6 flex items-center justify-center flex-shrink-0 mr-3 mt-0.5">
<span class="text-xs text-slate-300">2</span>
</div>
<div>
<h4 class="font-medium text-slate-300">2025H2</h4>
<p class="text-slate-400 text-sm">微软/谷歌SMR订单造价是否低于1.5万元/千瓦</p>
</div>
</div>
<div class="flex items-start">
<div class="bg-slate-700 rounded-full w-6 h-6 flex items-center justify-center flex-shrink-0 mr-3 mt-0.5">
<span class="text-xs text-slate-300">3</span>
</div>
<div>
<h4 class="font-medium text-slate-300">政策信号</h4>
<p class="text-slate-400 text-sm">国家核安全局是否发布SMR专用安全导则</p>
</div>
</div>
</div>
<div class="mt-6 bg-red-900/20 rounded-lg p-4 border border-red-800/30">
<p class="text-red-400 text-sm font-medium flex items-center">
<i class="fas fa-exclamation-circle mr-2"></i>风险提示
</p>
<p class="text-slate-400 text-sm mt-1">若2025年示范项目造价超预期（>2万元/千瓦），主题炒作或快速退潮。</p>
</div>
</div>
</div>
<!-- 关联股票表格 -->
<div class="section-card rounded-xl p-6 mb-8">
<h2 class="text-2xl font-bold mb-6 text-blue-400 flex items-center">
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</h2>
<div class="table-container">
<table class="w-full text-sm">
<thead>
<tr class="border-b border-slate-700">
<th class="text-left py-3 px-4 text-slate-300 font-semibold">股票名称</th>
<th class="text-left py-3 px-4 text-slate-300 font-semibold">项目</th>
<th class="text-left py-3 px-4 text-slate-300 font-semibold">产业链</th>
<th class="text-left py-3 px-4 text-slate-300 font-semibold">关联原因</th>
</tr>
</thead>
<tbody>
<tr class="border-b border-slate-800 hover:bg-slate-800/30 transition-colors">
<td class="py-3 px-4 text-slate-300 font-medium">融发核电</td>
<td class="py-3 px-4 text-slate-400">ITER（国际热核聚变实验堆）</td>
<td class="py-3 px-4 text-slate-400">核电设备制造</td>
<td class="py-3 px-4 text-slate-400">参与ITER项目并承制部分部件制造工作</td>
</tr>
<tr class="border-b border-slate-800 hover:bg-slate-800/30 transition-colors">
<td class="py-3 px-4 text-slate-300 font-medium">海鸥股份</td>
<td class="py-3 px-4 text-slate-400">核电用冷却塔标准化设计</td>
<td class="py-3 px-4 text-slate-400">核电设备制造</td>
<td class="py-3 px-4 text-slate-400">完成核电冷却塔标准化设计，具备国产化条件及整塔工艺设计能力</td>
</tr>
<tr class="border-b border-slate-800 hover:bg-slate-800/30 transition-colors">
<td class="py-3 px-4 text-slate-300 font-medium">久盛电气</td>
<td class="py-3 px-4 text-slate-400">核电领域应用</td>
<td class="py-3 px-4 text-slate-400">核电设备制造</td>
<td class="py-3 px-4 text-slate-400">产品应用于核电领域，与科研院所合作研发</td>
</tr>
<tr class="border-b border-slate-800 hover:bg-slate-800/30 transition-colors">
<td class="py-3 px-4 text-slate-300 font-medium">西部超导</td>
<td class="py-3 px-4 text-slate-400">超导线材应用</td>
<td class="py-3 px-4 text-slate-400">超导材料生产</td>
<td class="py-3 px-4 text-slate-400">超导线材应用于磁控单晶炉、MRI、核聚变等领域，中长期产能根据市场需求论证</td>
</tr>
<tr class="border-b border-slate-800 hover:bg-slate-800/30 transition-colors">
<td class="py-3 px-4 text-slate-300 font-medium">西部材料</td>
<td class="py-3 px-4 text-slate-400">核电材料应用</td>
<td class="py-3 px-4 text-slate-400">核电材料制造</td>
<td class="py-3 px-4 text-slate-400">银合金控制棒、复合管板等材料应用于核电，使用TZM和钨铜复合材料</td>
</tr>
<tr class="border-b border-slate-800 hover:bg-slate-800/30 transition-colors">
<td class="py-3 px-4 text-slate-300 font-medium">国光电气</td>
<td class="py-3 px-4 text-slate-400">国家核聚变计划</td>
<td class="py-3 px-4 text-slate-400">核聚变设备制造</td>
<td class="py-3 px-4 text-slate-400">研制的"第一壁"、"偏滤器"等参与国家新一轮核聚变发展计划</td>
</tr>
<tr class="border-b border-slate-800 hover:bg-slate-800/30 transition-colors">
<td class="py-3 px-4 text-slate-300 font-medium">创新新材</td>
<td class="py-3 px-4 text-slate-400">国家高强超导线缆标准制定</td>
<td class="py-3 px-4 text-slate-400">超导材料制造</td>
<td class="py-3 px-4 text-slate-400">参与国家高强超导线缆标准制定，超导技术用于托卡马克核心装置</td>
</tr>
<tr class="hover:bg-slate-800/30 transition-colors">
<td class="py-3 px-4 text-slate-300 font-medium">国缆检测</td>
<td class="py-3 px-4 text-slate-400">超导技术应用</td>
<td class="py-3 px-4 text-slate-400">核电设备检测</td>
<td class="py-3 px-4 text-slate-400">控股股东为上海国际超导科技第二大股东，超导技术用于核电托卡马克核心装置</td>
</tr>
</tbody>
</table>
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