495 lines
37 KiB
HTML
495 lines
37 KiB
HTML
<!DOCTYPE html>
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<html lang="zh-CN" data-theme="night">
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<head>
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<meta charset="UTF-8">
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<meta name="viewport" content="width=device-width, initial-scale=1.0">
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<title>深度研报：微型核电</title>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.10.1/dist/full.min.css" rel="stylesheet" type="text/css" />
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<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
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<style>
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@import url('https://fonts.googleapis.com/css2?family=Oxanium:wght@300;400;600;700&display=swap');
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body {
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font-family: 'Oxanium', sans-serif;
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background-color: #0a0a1a;
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color: #e0e0e0;
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overflow-x: hidden;
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background: rgba(16, 18, 38, 0.4);
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backdrop-filter: blur(20px);
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-webkit-backdrop-filter: blur(20px);
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.bento-grid {
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display: grid;
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gap: 1rem;
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grid-template-columns: repeat(auto-fit, minmax(300px, 1fr));
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}
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.background-glow {
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position: fixed;
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top: 0;
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left: 0;
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width: 100vw;
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height: 100vh;
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background:
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radial-gradient(circle at 15% 25%, rgba(0, 150, 255, 0.15) 0%, transparent 40%),
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radial-gradient(circle at 85% 75%, rgba(138, 43, 226, 0.15) 0%, transparent 40%);
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z-index: -1;
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.table thead th {
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color: #00ffff;
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.table tbody tr:hover {
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background-color: rgba(0, 255, 255, 0.08);
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</style>
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</head>
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<body class="min-h-screen">
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<div class="background-glow"></div>
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<div class="container mx-auto p-4 sm:p-6 lg:p-8">
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<!-- Header -->
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<header class="text-center mb-12">
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<h1 class="text-4xl md:text-6xl font-bold glow-text text-cyan-300 tracking-widest">微型核电</h1>
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<p class="text-lg md:text-xl text-slate-300 mt-4 max-w-4xl mx-auto">AI算力竞赛催生的终极能源解决方案：机遇、挑战与产业全景</p>
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<div class="divider divider-primary before:bg-cyan-500/30 after:bg-cyan-500/30 my-6">
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<span class="text-sm text-cyan-400">北京价值前沿科技有限公司 AI投研agent：“价小前投研”</span>
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</div>
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</header>
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<!-- Main Content -->
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<main class="space-y-12">
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<!-- Concept Genesis -->
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<section id="genesis" class="glass-card rounded-3xl p-8">
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<h2 class="text-3xl font-bold mb-6 border-l-4 border-cyan-400 pl-4 glow-text">概念衍化：从技术储备到AI引爆</h2>
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<p class="mb-8 text-slate-300">“微型核电”概念的升温并非偶然，而是由全球AI算力竞赛引发的能源焦虑与核能小型化技术路径的逐步成熟共同催化而成。</p>
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<ul class="timeline timeline-snap-icon max-md:timeline-compact timeline-vertical">
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<li>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-cyan-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.137-.089l4-5.5z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-start md:text-end mb-10">
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<time class="font-mono italic text-slate-400">2021年7月13日</time>
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<div class="text-lg font-black text-white">国内技术铺垫</div>
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中国自主设计的“玲龙一号”（ACP100）——全球首个陆上商用小型模块化反应堆（SMR），在海南昌江开工，标志着中国在小型压水堆技术上取得实质性进展，是国内发展的关键里程碑。
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</div>
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<hr class="bg-cyan-400/50"/>
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</li>
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<li>
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<hr class="bg-cyan-400/50"/>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-cyan-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.137-.089l4-5.5z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-end mb-10">
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<time class="font-mono italic text-slate-400">2024年10月17日 (新闻时间戳)</time>
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<div class="text-lg font-black text-white">核心催化剂</div>
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亚马逊（AWS）宣布与电力公司合作，投资建设SMR为数据中心供电。此事件将“微型核电”与市场最强主线“AI算力”直接挂钩，引爆全球关注。微软、谷歌等科技巨头亦相继入局。
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</div>
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<hr class="bg-cyan-400/50"/>
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</li>
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<li>
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<hr class="bg-cyan-400/50"/>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-cyan-400"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.137-.089l4-5.5z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-start md:text-end mb-10">
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<time class="font-mono italic text-slate-400">2024年10月至今</time>
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<div class="text-lg font-black text-white">市场发酵与认知深化</div>
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市场讨论从宏大叙事转向技术路线、经济性、国产化等具体问题。全球多国宣布SMR发展计划，金融巨头承诺增加支持，形成全球共振。
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</div>
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</li>
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</ul>
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</section>
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<!-- Core Logic & Expectation Gap -->
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<section id="core-logic" class="glass-card rounded-3xl p-8" x-data="{ tab: 'logic' }">
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<div class="tabs tabs-boxed bg-slate-900/50 max-w-md mx-auto mb-8">
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<a class="tab tab-lg" :class="{ 'tab-active !bg-cyan-600 !text-white': tab === 'logic' }" @click.prevent="tab = 'logic'">核心逻辑与驱动力</a>
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<a class="tab tab-lg" :class="{ 'tab-active !bg-cyan-600 !text-white': tab === 'gap' }" @click.prevent="tab = 'gap'">关键预期差分析</a>
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</div>
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<div x-show="tab === 'logic'" x-transition>
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<h3 class="text-2xl font-bold mb-4 text-center text-cyan-300">三大核心驱动力</h3>
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<div class="grid md:grid-cols-3 gap-6 text-center">
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<div class="border border-cyan-400/20 rounded-2xl p-6 hover:bg-cyan-400/10 transition-colors">
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<h4 class="text-xl font-semibold text-white">AI能源焦虑 (根本驱动)</h4>
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<p class="mt-2 text-slate-300">大型核电站建设周期长、选址苛刻，无法匹配AI数据中心快速、灵活的电力需求。微型核电具备部署灵活、周期短、靠近负荷的潜力，是理论上的理想方案。</p>
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</div>
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<div class="border border-cyan-400/20 rounded-2xl p-6 hover:bg-cyan-400/10 transition-colors">
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<h4 class="text-xl font-semibold text-white">四代核电技术 (技术驱动)</h4>
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<p class="mt-2 text-slate-300">以高温气冷堆、熔盐堆为代表的四代技术，其固有安全性和模块化设计为核能“小型化”提供了基础，拓展应用至工业供热、海岛供电等场景。</p>
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</div>
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<div class="border border-cyan-400/20 rounded-2xl p-6 hover:bg-cyan-400/10 transition-colors">
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<h4 class="text-xl font-semibold text-white">能源安全与双碳 (政策驱动)</h4>
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<p class="mt-2 text-slate-300">在全球能源转型背景下，核能作为稳定清洁的基荷能源，战略地位提升。微型核电作为补充，有助于优化能源结构，提升能源自主可控。</p>
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</div>
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</div>
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</div>
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<div x-show="tab === 'gap'" x-transition>
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<h3 class="text-2xl font-bold mb-4 text-center text-red-400">警惕！市场认知与产业现实的巨大鸿沟</h3>
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<div class="grid md:grid-cols-2 gap-8">
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<div>
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<h4 class="text-xl font-semibold text-white mb-3">预期差一：经济性 (成本问题)</h4>
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<div class="diff aspect-[16/9] rounded-2xl border border-slate-700">
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<div class="diff-item-1">
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<div class="bg-sky-900 text-primary-content text-xl lg:text-2xl font-black grid place-content-center">市场普遍认知<br/>(研报叙事)</div>
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</div>
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<div class="diff-item-2">
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<div class="bg-red-900 text-secondary-content text-xl lg:text-2xl font-black grid place-content-center">产业实际情况<br/>(路演专家)</div>
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</div>
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<div class="diff-resizer"></div>
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</div>
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<ul class="mt-4 space-y-2 list-disc list-inside">
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<li><strong class="text-sky-300">市场认为：</strong>SMR具备“较低的资本成本”，是经济、快速的解决方案。</li>
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<li><strong class="text-red-400">实际是：</strong>专家明确指出，SMR的<strong class="underline decoration-wavy">单位千瓦成本显著高于大型堆</strong>。NuScale首堆预估成本高达<strong class="text-red-300">3万元/千瓦</strong>，而大型“华龙一号”仅为<strong class="text-green-300">1.5-1.8万元/千瓦</strong>。原因是“麻雀虽小，五脏俱全”，安全冗余并未简化。</li>
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</ul>
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</div>
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<div>
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<h4 class="text-xl font-semibold text-white mb-3">预期差二：国产化与技术成熟度</h4>
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<div class="diff aspect-[16/9] rounded-2xl border border-slate-700">
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<div class="diff-item-1">
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<div class="bg-sky-900 text-primary-content text-xl lg:text-2xl font-black grid place-content-center">市场普遍认知</div>
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</div>
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<div class="diff-item-2">
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<div class="bg-red-900 text-secondary-content text-xl lg:text-2xl font-black grid place-content-center">产业实际情况</div>
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</div>
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<div class="diff-resizer"></div>
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</div>
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<ul class="mt-4 space-y-2 list-disc list-inside">
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<li><strong class="text-sky-300">市场认为：</strong>中国核电产业链完备，能快速实现SMR国产化。</li>
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<li><strong class="text-red-400">实际是：</strong>存在“卡脖子”环节。专家指出，在<strong class="underline decoration-wavy">整体式燃料组件</strong>和<strong class="underline decoration-wavy">四代堆燃料</strong>（如熔盐）方面，国内仍处实验室阶段，<strong class="text-red-300">不具备量产能力</strong>。</li>
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</ul>
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</div>
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</div>
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</div>
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</section>
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<!-- Bento Grid for supporting data -->
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<section id="supporting-data" class="p-8 glass-card rounded-3xl">
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<h2 class="text-3xl font-bold mb-6 border-l-4 border-cyan-400 pl-4 glow-text">多维情报：新闻、路演与研报摘要</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-6">
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<!-- Tech Giants -->
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<div class="glass-card rounded-2xl p-6 col-span-1 md:col-span-2 lg:col-span-1">
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<h3 class="font-bold text-xl text-cyan-300 mb-2">科技巨头入局</h3>
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<p class="text-sm text-slate-300 mb-4">AI算力的尽头是电力，科技巨头纷纷布局，为SMR提供最强劲下游需求。</p>
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<ul class="space-y-2 text-sm list-disc list-inside">
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<li><strong>亚马逊:</strong> 与电力公司合作建设SMR，为数据中心供电 (来源: 新闻)。</li>
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<li><strong>微软:</strong> 计划重启三里岛核电站反应堆，并成立GAIIP投资数据中心 (来源: 研报)。</li>
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<li><strong>谷歌:</strong> 签署全球首个企业协议，从Kairos Power购买SMR电力 (来源: 研报)。</li>
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</ul>
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</div>
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<!-- Technical Deep Dive -->
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<div class="glass-card rounded-2xl p-6 col-span-1 md:col-span-2">
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<h3 class="font-bold text-xl text-cyan-300 mb-2">技术路线解构 (路演纪要)</h3>
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<p class="text-sm text-slate-300 mb-4">微型核电并非单一技术，而是涵盖多种技术路径的集合体，各有优劣和应用场景。</p>
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<div class="grid grid-cols-1 sm:grid-cols-3 gap-4 text-xs">
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<div>
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<h4 class="font-semibold text-white">小型化压水堆 (如玲龙一号)</h4>
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<p class="text-slate-400">300MW以下，传统压水堆技术延伸，安全性高但成本高。</p>
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</div>
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<div>
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<h4 class="font-semibold text-white">模块化小型堆 (SMR)</h4>
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<p class="text-slate-400">10-100MW，如美国NuScale，自然循环、模块化设计，适用于数据中心、偏远城镇。</p>
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</div>
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<div>
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<h4 class="font-semibold text-white">微型堆 (<10MW)</h4>
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<p class="text-slate-400">多为四代堆技术 (熔盐/铅铋)，无需压力容器，适用于海岛、舰船等移动场景。</p>
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</div>
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</div>
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</div>
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<!-- Global Race -->
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<div class="glass-card rounded-2xl p-6">
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<h3 class="font-bold text-xl text-cyan-300 mb-2">全球SMR竞赛</h3>
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<p class="text-sm text-slate-300 mb-4">各国纷纷加码SMR技术研发与部署，抢占未来能源高地。</p>
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<ul class="space-y-2 text-sm list-disc list-inside">
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<li><strong>中国:</strong> “玲龙一号”全球领先，2026年计划商运。</li>
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<li><strong>美国:</strong> NuScale预计2030年完成首个SMR，能源部大力支持。</li>
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<li><strong>罗马尼亚:</strong> 获美日韩等多国支持，2029年部署SMR。</li>
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<li><strong>法国:</strong> 计划投资10亿欧元开发SMR技术。</li>
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</ul>
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</div>
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<!-- The Ultimate Vision -->
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<div class="glass-card rounded-2xl p-6">
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<h3 class="font-bold text-xl text-cyan-300 mb-2">终极形态：核能电池</h3>
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<p class="text-sm text-slate-300 mb-4">新闻与路演中多次提及的远景目标，将颠覆能源使用方式。</p>
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<p class="text-sm">“可以在汽车寿命20年内不换电池”，但目前面临<strong class="text-red-400">辐射防护</strong>等基础科学难题，属于远景展望。</p>
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</div>
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<!-- Investment Catalysts -->
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<div class="glass-card rounded-2xl p-6">
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<h3 class="font-bold text-xl text-cyan-300 mb-2">近期关键催化剂</h3>
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<ul class="space-y-2 text-sm list-disc list-inside">
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<li><strong>“玲龙一号”进展:</strong> 2026年能否顺利并网及公布的实际成本是首个试金石。</li>
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<li><strong>科技巨头订单:</strong> 从“合作协议”转向实质性采购订单。</li>
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<li><strong>安全标准调整:</strong> 国家核安全局若优化SMR审评标准，将直接降低成本。</li>
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</ul>
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</div>
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</div>
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</section>
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<!-- Industry Chain ECharts -->
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<section id="industry-chain" class="p-8 glass-card rounded-3xl">
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<h2 class="text-3xl font-bold mb-6 border-l-4 border-cyan-400 pl-4 glow-text">产业链全景图谱</h2>
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<div id="echarts-chain" style="width: 100%; height: 400px;"></div>
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</section>
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<!-- Risks -->
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<section id="risks" class="p-8 glass-card rounded-3xl">
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<h2 class="text-3xl font-bold mb-6 border-l-4 border-red-500 pl-4 glow-text text-red-400">潜在风险与挑战</h2>
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<div class="grid md:grid-cols-2 gap-6">
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<div class="p-4 border border-red-500/30 rounded-lg">
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<h3 class="font-bold text-lg text-red-300">技术风险</h3>
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<ul class="list-disc list-inside text-sm mt-2 text-slate-300">
|
||
<li><strong>四代堆燃料瓶颈:</strong> 熔盐堆、铅冷堆燃料尚处实验室阶段，是终极构想的最大障碍。</li>
|
||
<li><strong>先进燃料组件制造:</strong> 国内缺乏NuScale等先进SMR设计的燃料组件量产能力。</li>
|
||
</ul>
|
||
</div>
|
||
<div class="p-4 border border-red-500/30 rounded-lg">
|
||
<h3 class="font-bold text-lg text-red-300">商业化风险</h3>
|
||
<ul class="list-disc list-inside text-sm mt-2 text-slate-300">
|
||
<li><strong>成本高昂 (核心风险):</strong> 经济性无法与大型堆竞争，商业化场景高度依赖特殊客户。</li>
|
||
<li><strong>公众接受度:</strong> “邻避效应”仍是所有核设施面临的社会问题。</li>
|
||
</ul>
|
||
</div>
|
||
<div class="p-4 border border-red-500/30 rounded-lg">
|
||
<h3 class="font-bold text-lg text-red-300">政策风险</h3>
|
||
<ul class="list-disc list-inside text-sm mt-2 text-slate-300">
|
||
<li><strong>审批标准不确定:</strong> 适用于大堆的标准若不优化，将持续压制SMR经济性。</li>
|
||
<li><strong>核准节奏:</strong> 国内SMR核准短期内仍将是小批量、示范性，难有大规模建设。</li>
|
||
</ul>
|
||
</div>
|
||
<div class="p-4 border border-red-500/30 rounded-lg">
|
||
<h3 class="font-bold text-lg text-red-300">信息交叉验证风险</h3>
|
||
<ul class="list-disc list-inside text-sm mt-2 text-slate-300">
|
||
<li><strong>成本认知矛盾:</strong> 研报(总投资低)与路演(单位成本高)结论迥异，后者指导意义更强。</li>
|
||
<li><strong>进展叙事矛盾:</strong> 全球项目现实进度慢于市场想象，首堆建设周期长达5-6年。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Investment Insights -->
|
||
<section id="investment" class="p-8 glass-card rounded-3xl">
|
||
<h2 class="text-3xl font-bold mb-6 border-l-4 border-cyan-400 pl-4 glow-text">投资启示与核心标的</h2>
|
||
<div class="alert bg-slate-800/50 border-cyan-400/30 mb-8">
|
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|
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<div>
|
||
<h3 class="font-bold text-cyan-200">综合结论</h3>
|
||
<div class="text-xs sm:text-sm text-slate-300">“微型核电”目前处于由强逻辑（AI算力需求）驱动的、高市场热度的<strong class="text-white">主题投资阶段</strong>。长期潜力巨大，但短期基本面支撑薄弱，现实与理想之间存在显著鸿沟。当前博弈更多是关于“预期”而非“业绩”。</div>
|
||
</div>
|
||
</div>
|
||
<div class="grid md:grid-cols-2 gap-6">
|
||
<div>
|
||
<h3 class="font-semibold text-xl text-white mb-3">最具投资价值的细分环节</h3>
|
||
<p class="mb-4 text-slate-300">在当前阶段，最具价值的是<strong class="text-cyan-300">具备高技术壁垒、跨代际和跨堆型通用性的核心零部件供应商</strong>。</p>
|
||
<ul class="space-y-3">
|
||
<li class="p-4 rounded-lg bg-cyan-950/50 border border-cyan-700/50">
|
||
<p class="font-bold text-white">首选：核级阀门</p>
|
||
<p class="text-sm text-slate-300">所有反应堆必需的关键部件，需求确定性高。龙头企业（如<strong class="text-cyan-400">中核科技、江苏神通</strong>）深度绑定国内核电体系，是稳健的“卖铲人”。</p>
|
||
</li>
|
||
<li class="p-4 rounded-lg bg-slate-800/50 border border-slate-600/50">
|
||
<p class="font-bold text-white">次选：特定技术路线的独家供应商</p>
|
||
<p class="text-sm text-slate-300">如高温气冷堆独家主氦风机供应商<strong class="text-cyan-400">佳电股份</strong>，具备高弹性，但需押注特定技术路线的成功，风险与收益并存。</p>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
<div>
|
||
<h3 class="font-semibold text-xl text-white mb-3">需重点跟踪验证的关键指标</h3>
|
||
<ul class="list-disc list-inside space-y-2 text-slate-300">
|
||
<li><strong>项目经济性指标：</strong>“玲龙一号”的最终决算成本（元/千瓦）和上网电价。</li>
|
||
<li><strong>技术突破公告：</strong>中核集团、中科院关于四代堆燃料的研发进展。</li>
|
||
<li><strong>政策文件发布：</strong>国家核安全局关于《小型模块化反应堆安全审评原则》的更新。</li>
|
||
<li><strong>订单落地情况：</strong>设备公司公告中是否出现明确的SMR项目订单。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock Data Table -->
|
||
<section id="stocks" class="p-8 glass-card rounded-3xl overflow-x-auto">
|
||
<h2 class="text-3xl font-bold mb-6 border-l-4 border-cyan-400 pl-4 glow-text">相关概念股一览</h2>
|
||
|
||
<h3 class="text-xl font-semibold mb-4 text-cyan-300">核心关联个股</h3>
|
||
<table class="table table-zebra w-full text-sm mb-8">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心逻辑</th>
|
||
<th>标签</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<!-- Data from 3D51FB74-ACF8-4F50-8DBD-15C8ADDEABD1.jpg -->
|
||
<tr><td>常辅股份</td><td><a href="https://valuefrontier.cn/company?scode=871396" target="_blank" class="link link-hover link-primary">871396</a></td><td>专业从事阀门执行机构研发、生产与销售，包括核电产品。</td><td><span class="badge badge-error">涨停个股</span> <span class="badge badge-info">北交所</span></td></tr>
|
||
<tr><td>南风股份</td><td><a href="https://valuefrontier.cn/company?scode=300004" target="_blank" class="link link-hover link-primary">300004</a></td><td>攻克第三代核电站核岛通风与空调系统关键技术，实现国产化。</td><td><span class="badge badge-error">涨停个股</span></td></tr>
|
||
<tr><td>上海电气</td><td><a href="https://valuefrontier.cn/company?scode=601727" target="_blank" class="link link-hover link-primary">601727</a></td><td>我国最早从事核电装备制造企业之一，堆内构件、控制棒驱动机构市场优势显著。</td><td><span class="badge badge-error">涨停个股</span></td></tr>
|
||
<tr><td>光智科技</td><td><a href="https://valuefrontier.cn/company?scode=300489" target="_blank" class="link link-hover link-primary">300489</a></td><td>国内核电产业核燃料加工设备用材生产领军企业。</td><td><span class="badge badge-error">涨停个股</span></td></tr>
|
||
<tr><td>远东股份</td><td><a href="https://valuefrontier.cn/company?scode=600869" target="_blank" class="link link-hover link-primary">600869</a></td><td>联合研发“华龙一号”核电机组严酷环境用电缆。</td><td><span class="badge badge-error">涨停个股</span></td></tr>
|
||
<tr><td>久盛电气</td><td><a href="https://valuefrontier.cn/company?scode=301082" target="_blank" class="link link-hover link-primary">301082</a></td><td>研发了核用矿物绝缘电缆产品，与科研所有合作。</td><td><span class="badge badge-error">涨停个股</span></td></tr>
|
||
<tr><td>台海核电</td><td><a href="https://valuefrontier.cn/company?scode=002366" target="_blank" class="link link-hover link-primary">002366</a></td><td>国际核岛主管道设备龙头，唯一同时具备二三代核电主管道生产能力的企业。</td><td><span class="badge badge-error">涨停个股</span></td></tr>
|
||
<tr><td>中核科技</td><td><a href="https://valuefrontier.cn/company?scode=000777" target="_blank" class="link link-hover link-primary">000777</a></td><td>核电站用关键阀门、核化工、后处理关键阀门领域具备国内领先研发制造能力。</td><td><span class="badge badge-error">涨停个股</span></td></tr>
|
||
<tr><td>佳电股份</td><td><a href="https://valuefrontier.cn/company?scode=000922" target="_blank" class="link link-hover link-primary">000922</a></td><td>研制的主氦风机现仅用于山东石岛湾高温气冷堆核电站示范工程。</td><td><span class="badge badge-error">涨停个股</span></td></tr>
|
||
<tr><td>中国核建</td><td><a href="https://valuefrontier.cn/company?scode=601611" target="_blank" class="link link-hover link-primary">601611</a></td><td>我国核电工程建设领域历史最久、规模最大、专业一体化程度最高的企业。</td><td><span class="badge badge-ghost">相关个股</span></td></tr>
|
||
<tr><td>江苏神通</td><td><a href="https://valuefrontier.cn/company?scode=002438" target="_blank" class="link link-hover link-primary">002438</a></td><td>全面参与我国核电工程的核电阀门供应。</td><td><span class="badge badge-ghost">相关个股</span></td></tr>
|
||
<tr><td>浙富控股</td><td><a href="https://valuefrontier.cn/company?scode=002266" target="_blank" class="link link-hover link-primary">002266</a></td><td>子公司是“华龙一号”控制棒驱动机构的唯一供应商。</td><td><span class="badge badge-ghost">相关个股</span></td></tr>
|
||
<tr><td>东方电气</td><td><a href="https://valuefrontier.cn/company?scode=600875" target="_blank" class="link link-hover link-primary">600875</a></td><td>核电业务一直处于行业领先地位。</td><td><span class="badge badge-ghost">相关个股</span></td></tr>
|
||
</tbody>
|
||
</table>
|
||
|
||
<h3 class="text-xl font-semibold mb-4 text-cyan-300">核聚变及特种材料概念股</h3>
|
||
<table class="table table-zebra w-full text-sm">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心逻辑</th>
|
||
<th>自由流通(亿)</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<!-- Data from 71903BD0-DA25-41AE-9923-7571D08010EC.png -->
|
||
<tr><td>融发核电</td><td><a href="https://valuefrontier.cn/company?scode=002366" target="_blank" class="link link-hover link-primary">002366</a></td><td>参与了前期国际热核聚变实验堆（ITER）项目个别部件制造工作。</td><td>42</td></tr>
|
||
<tr><td>西部超导</td><td><a href="https://valuefrontier.cn/company?scode=688122" target="_blank" class="link link-hover link-primary">688122</a></td><td>超导线材产品已覆盖MRI、质子重离子治疗仪、核聚变等领域。</td><td>200</td></tr>
|
||
<tr><td>西部材料</td><td><a href="https://valuefrontier.cn/company?scode=002149" target="_blank" class="link link-hover link-primary">002149</a></td><td>可控核聚变装置用TZM和钨铜复合材料等应用于我国核电领域。</td><td>45</td></tr>
|
||
<tr><td>国光电气</td><td><a href="https://valuefrontier.cn/company?scode=688776" target="_blank" class="link link-hover link-primary">688776</a></td><td>研制的“第一壁”、“偏滤器”有望参与到国家新一轮核电发展计划。</td><td>21</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</section>
|
||
</main>
|
||
|
||
<footer class="text-center text-xs text-slate-500 mt-12 py-4 border-t border-slate-800">
|
||
<p>北京价值前沿科技有限公司 AI投研agent：“价小前投研” 进行投研呈现。</p>
|
||
<p>本报告由AI基于公开数据合成，所有信息仅供参考，不构成任何投资建议，投资需谨慎。</p>
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