What are the nuclear power concept stocks?

Our country is a veritable nuclear power. Currently, there are 23 nuclear power units in operation and 27 nuclear power units under construction. The scale of units under construction ranks first in the world, and the total installed capacity ranks fourth in the world. So what are the nuclear power concept stocks?

002058 Weltech: Produces some pressure transmitters for nuclear power. Obtained the "Civilian Nuclear Safety Electrical Equipment Design License" and the "Civilian Nuclear Safety Electrical Equipment Manufacturing License" issued by the National Nuclear Safety Administration, and signed nuclear-grade pressure transmitter contracts with Fuqing and Fangjiashan Nuclear Power Plants.

600875 Dongfang Electric: one of the two leaders in nuclear power main equipment. Focus on the research and development and design of million-kilowatt nuclear power units (steam turbine generators, evaporators, etc.). A major domestic supplier of nuclear power and conventional island equipment, with advantageous products such as steam generators, control rod drives, steam turbines, engines, etc. The market share of third-generation nuclear power products is higher than that of competitors, with a share of 70%.

601727 Shanghai Electric: one of the two leaders in nuclear power main equipment. Focus on the research, development and design of conventional island steam turbines, generators and power station auxiliary equipment. A major domestic provider of nuclear power and conventional island equipment, with advantageous products such as steam generators, pressure vessels, control rod drives, steam turbines, engines, etc.

603169 Lanshi Heavy Equipment: Lanshi Heavy Equipment provides large-scale high-temperature and high-pressure helium electric heaters

601611 China Nuclear Engineering & Construction: a leading enterprise in the field of military engineering and nuclear power engineering, my country's nuclear power engineering The company with the largest scale and the highest level of professional integration in the construction field represents the highest level of nuclear power engineering construction in my country

000777 China Nuclear Technology: The company is one of the five domestic companies capable of designing and producing nuclear Class I valves. Actively enter into the high-tech field of civilian nuclear technology, obtain the pressurized water reactor nuclear power valve design and manufacturing license issued by the National Nuclear Safety Administration, and have the only domestic qualification for producing nuclear safety level 1 and level 2 castings approved by the National Nuclear Safety Administration. The technical indicators of the key valves developed for nuclear power plants have reached the international level of similar products

600328 Lantai Industrial: Sodium-cooled fast reactors are the development direction of fourth-generation nuclear power. The company is the only enterprise in China with the qualification to produce nuclear-grade sodium. Nuclear-grade sodium has high profitability, and the product's technical barriers and customer stickiness are very high. If it starts to increase in volume, it will bring huge performance growth to the company.

000967 Infore Environment: The company has been identified as the winning bidder for the nuclear island air-conditioning unit equipment of Units 5 and 6 of the Fujian Fuqing Nuclear Power Plant Project of China Nuclear Power Engineering Co., Ltd., and is a general contractor for the company's development of nuclear power HVAC equipment. A key step has been taken

600456 Baoti Co., Ltd. established the State Nuclear Baoti Zirconium Co., Ltd. with the State Nuclear Corporation, and received the full set of nuclear-grade zirconium material production and processing technology from the American Westinghouse Company.

002149 Western Materials: Third-generation nuclear power plant core control rods, only one company in China has relevant technology

002011 Dunan Environment: The second domestic company with nuclear power HVAC general contracting qualifications.

002266 Zhefu Holdings: Cooperate with CNNC to develop control rod driving mechanism. The certification work of the million-kilowatt control rod driving mechanism of the subsidiary Huadu Company has been completed. It has made a major breakthrough in the field of manufacturing key nuclear power equipment from a high starting point and has the ability to produce nuclear first-level equipment.

603308 Yingliu Co., Ltd.: As one of the few companies in the industry that has a manufacturing license for nuclear safety first-level pump and valve castings, it mainly provides pump and valve equipment for nuclear power plants.

002366 Taiwan Strait Nuclear Power: Currently, my country is the only manufacturer that can simultaneously produce second-generation semi-reactor and third-generation AP1000 and ACP1000 nuclear power plant primary circuit main pipelines. It is also the only manufacturer in the world that has the full-process production of third-generation nuclear power main pipelines. Capable manufacturer. The main business is main pipelines, other nuclear power equipment and forging processing. The market share of the second-generation semi-reactor type main pipeline is about 50%, and the market share of the third-generation half-reactor type is about 40%.

002130 Wall Nuclear Materials: Specializing in the technology research and development, manufacturing and sales of new electronic and electric products and equipment for nuclear technology applications. Ranking first in the country and second in the world in the same industry.

300004 Nanfeng Co., Ltd.: the first domestic general contractor for the design and equipment supply of the HVAC system for the nuclear island of the Guangdong Taishan EPR Nuclear Power Plant with third-generation nuclear power technology. It has nuclear power HVAC general contracting qualifications and 70% share of nuclear island HVAC.

As the leader in the domestic nuclear power fan industry, nuclear power products account for more than 60% of its revenue and its profit contribution rate exceeds 70%.

601106 China First Heavy Industry: One of the earliest companies in China to develop and produce nuclear energy equipment, including nuclear energy pressure vessels, and large forgings such as main pipelines, evaporators, pressure regulators, and main pumps. More than 90% of domestic nuclear power forgings and more than 80% of domestic nuclear reactor pressure vessels are produced by the company.

002438 Jiangsu Shentong: monopolizes the domestic nuclear island butterfly valve and ball valve market. In the nuclear island butterfly valve and ball valve market, it accounts for more than 90% of the market share of nuclear power projects under construction.

002167 Dongfang Zirconium Industry: The largest shareholder is CNNC, which has an annual production line of nuclear-grade zirconium sponge with an annual output of 150 tons, and is building a new 1,000-ton production line.

300092 Kexin Mechanical and Electrical: It has now fully entered the field of nuclear power conventional island equipment manufacturing, and is in the process of obtaining certification for the manufacturing license of nuclear island level 2 and 3 pressure vessels. It has entered the trial production stage of simulation parts. If the company can successfully obtain the nuclear power equipment manufacturing license, the company will become one of the very few nuclear-grade pressure vessel equipment manufacturers in China

603699 Neway Shares: The company is China's largest valve manufacturer, with some Valves are used in the nuclear power field

000922 Jiadian Co., Ltd.: Breakthrough in the key technology of the main helium blower of the high-temperature gas-cooled reactor of nuclear power.

002318 Jiuli Special Materials: One of only two nuclear power evaporator tube manufacturers in China, the company’s U-shaped heat transfer tube products for nuclear power steam generators have reached the international advanced level

600848 Shanghai Lingang: controlled by Shanghai Electric Group. Relying on the localization of the third-generation nuclear power project, we obtained a contract for domestically produced instruments for the AP1000 project.

600202*ST Harbin Air Conditioning: Provides some nuclear power air conditioning unit business.

300153 Cooltech Power: Nuclear safety-level power station: The company is the first domestic manufacturing enterprise to independently design and manufacture nuclear safety-level power station systems. The company has obtained the qualified supplier qualification certificate from China Nuclear Power Engineering Co., Ltd. and is a member of the CGN Nuclear Power Equipment Localization Joint R&D Center. It ranks first in the industry in terms of market share of backup power supplies below 500kW in the nuclear power field.