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Information of listed companies related to nuclear power

Nuclear-related listed companies can be divided into two categories.

One is the core nuclear power equipment unit of key equipment, and the other is the nuclear power equipment unit of auxiliary machine manufacturing business. At present, the A-share market mainly includes Shanghai Electromechanical 600835, Dongfang Boiler 600786 and Dongfang Electric 600875. Dongfang Boiler mainly produces nuclear reaction equipment. Dongfang Electric mainly produces nuclear power generation equipment. Shanghai electromechanical mainly produces complete sets of lifting equipment for nuclear power. Among them, Dongfang Boiler has successfully subcontracted the main equipment of 8 nuclear islands of Ling 'ao Phase I 2 * 1 MW nuclear power plant. Shanghai Electromechanical Company independently won the bid for Qinshan Nuclear Power Phase III 700,000 kW nuclear power project, and such shares will surely become the beneficiaries of China's rapidly developing nuclear power equipment business.

In addition to the above three companies, there are other listed companies closely related to "nuclear power" as follows.

Panzhihua Steel Vanadium 000629, the company and China Nuclear Power Research Institute jointly developed nuclear fuel.

S*ST alloy 000633, the key components needed in nuclear power plant construction, such as spent nuclear fuel grid, spent nuclear fuel transport container, core measuring device, electrical penetrations, etc. Among domestic manufacturers, Dalian Baoyuan's products can replace imported products at present. Dalian Baoyuan is closely related to SST alloy, and the company injected 4 1% equity of Dalian Baoyuan Prokaryote Bio-Equipment, so the prospect of this stock is relatively optimistic.

CNNC 000777, whose main shareholder is China National Nuclear Corporation, is a leading enterprise in the valve industry. The company has obtained the design and manufacture license of PWR nuclear valve issued by the National Nuclear Safety Administration, and is the only qualification in China to produce nuclear safety 1 and 2 castings approved by the National Nuclear Safety Administration. The technical indexes of the key valves of nuclear power plants developed by it have reached the level of similar products in the world, and it has the design and manufacturing capacity of nuclear power valves of million kilowatts.

Weiertai 002058, the company's main products are pressure transmitters and electromagnetic flowmeters, which belong to the field of industrial automation instruments and are widely used in petroleum, chemical industry, metallurgy, electric power, building materials, paper making, food processing and other industries. In September, 2006, the company successfully developed the new products of nuclear safety grade WT3000N differential pressure/pressure transmitter and SEM6600 AC excitation electromagnetic flowmeter, which played a good industry development space for the company's future development.

Woer Nuclear Material 002 130 is mainly engaged in the production of nuclear radiation chemical materials. The market potential of heat shrinkable materials and radiation for nuclear power plants is huge. At present, our products have been sold to more than 70 countries and regions.

Harbin air conditioning 600202, the company's two core businesses, large-scale power station air cooling equipment and petrochemical air cooling equipment, have maintained rapid growth.

Lantai Industry 600328, the company has Jilantai Salt Lake reserves of1.1.400 million tons, and its sodium metal production capacity ranks third in the world and first in Asia. The company cooperated with China Institute of Atomic Energy to build a nuclear sodium production project, and applied high-tech sodium purification technology to produce nuclear sodium. It has provided 350 tons of nuclear sodium to the first fast neutron experimental nuclear reactor in China, which not only enabled the company to obtain the production technology of nuclear sodium and its supporting equipment, but also enabled the company to successfully cut into the field of high-tech nuclear energy.

Garbo group 600622, a subsidiary of Gao Tai Company, mainly develops and produces zirconium alloy tubes, titanium, niobium and other rare precious metals and alloys for nuclear fuel. The company has an annual output of 650,000 meters of zirconium tubes for nuclear power, and consumes 200,000-250,000 tons of metal zirconium every year with a power generation capacity of 6,543.8+0,000 kilowatts. The market prospect of zirconium alloy products is very broad.

Shenneng 600642, Qinshan Joint Venture 12%, Qinshan No.3 Nuclear Power Company 10%.

Dongfang Electric (600875): At present, it is the only enterprise in China that has the manufacturing capacity of million-level nuclear island and conventional island equipment.

Following the second phase project of Guangdong Ling 'ao Nuclear Power Station, it undertook the supply task of six sets of conventional island main equipment for two million kilowatt nuclear power stations in Hongyanhe, Liaoning and Ningde, Fujian, and also undertook the supply task of Ningde nuclear island main equipment and some nuclear island main equipment along Hongyanhe. In the first half of 2008, the proportion of nuclear power in the company's new orders rose sharply, accounting for 33% of the new orders in the first half of 2008. The proportion of nuclear power products has increased rapidly, and it is expected that it will contribute profits to the company in 2009. It is estimated that the contribution of nuclear power in 20 10 will be about 4 billion yuan.

Shanghai Electric (60 1727): Shanghai Electric is a major manufacturer of nuclear island and nuclear power equipment in China.

As a major manufacturer of nuclear island and nuclear power equipment in China, Shanghai Electric has a market share of 45% for nuclear island equipment and 33% for conventional island equipment. Nuclear power equipment will become a new profit growth point for the company in the future.

Self-Instrument Co., Ltd. (600848): cooperated with National Nuclear Power Technology Corporation to introduce the third generation nuclear power instrument control technology.

Ziyi is one of the few nuclear power concept stocks in the A-share market at present. Previously, Shanghai Electric Group announced that it would invest 6 billion yuan to build the Shanghai Electric Nuclear Power Manufacturing Base, becoming the nuclear power manufacturing base with the largest investment, the most concentrated facilities and the strongest professional ability among domestic nuclear power bases. In the future, the investment in nuclear power projects in the Mainland will reach 430 billion yuan. In March this year, Ziyi Co., Ltd. also announced that in order to implement the spirit of the national AP 1000 nuclear power autonomy work conference and cooperate with the introduction of the national third-generation nuclear power technology, the company and the National Nuclear Power Technology Corporation plan to jointly establish a nuclear power instrumentation and control system engineering joint venture company to jointly undertake the introduction, digestion and absorption of the third-generation nuclear power instrumentation and control system technology, and the sequential reactor developed on the basis of AP 1000 is in a huge market.

Zhongcheng Co., Ltd. (000 15 1): owns the low-temperature thermal reactor technology independently developed by China.

Among the new energy themes, most of the listed companies in the two cities are solar energy and wind energy, while only a few companies have the application ability of nuclear energy due to high technical barriers. The company has huge projects and technical resources and is in a leading position in the field of nuclear energy research and application. The company has low-temperature thermal reactor technology independently developed in China, and established Zhongqingyuan Nuclear Energy Technology Co., Ltd. together with Tsinghua University to jointly develop and utilize new nuclear energy technologies. Undertook the project of "Demonstration Plant of Nuclear Energy Desalination in the Kingdom of Morocco". The company signed a letter of intent for cooperation with Tsinghua Institute of Nuclear Energy, and plans to undertake the project in a turnkey way. Tsinghua University Institute of Nuclear Energy is one of the earliest research bases of nuclear energy science and technology in China and the authority of nuclear technology in China. The company cooperated with Tsinghua University and State Power Company to expand the field of nuclear energy, which laid a solid foundation for the company's rapid development in the future.

CNNC technology (000777): the only listed company among domestic valve manufacturers of nuclear power plants.

The company is a leading enterprise in the valve industry, the largest special valve development and manufacturing base and valve export enterprise in China. The company has set up a special technology research and development center, established extensive cooperative relations with Tsinghua University Nuclear Energy Technology Design and Research Institute, the Second Research and Design Institute of Nuclear Industry, Shanghai Nuclear Engineering Design and Research Institute and Luoyang Petrochemical Engineering Company of China Petrochemical Group, and expanded the research and development capabilities of nuclear industry valves, key valves of nuclear power plants, valves for high-temperature and high-pressure hydrogenation devices, metal sealed ball valves, regulating control valves and other projects. The key valve of nuclear power plant is an important equipment of nuclear power plant. For a long time, they mainly rely on imports, which has also become one of the "bottlenecks" restricting the localization of nuclear power in China. The key valves of nuclear power plant jointly developed by the company and Shanghai Nuclear Engineering Research and Design Institute passed the domestic authoritative expert appraisal organized by the Science and Technology and International Cooperation Department of China National Nuclear Corporation in March this year, which marked that the company's core competitiveness in the field of nuclear power was significantly improved. The National Development and Reform Commission recently released a report saying that China's nuclear power has the conditions for scale development, but compared with advanced countries, China's nuclear industry has a small application scale and the overall level is not high. It is predicted that China will accelerate the development and construction of nuclear power in the future, which will provide a broad development space for the company.

Harbin Air Conditioning (600202): Nuclear air conditioning technology is leading in China.

1995, Harbin Air Conditioning Co., Ltd. developed the first large-scale nuclear-grade air processor in China, thus establishing its application in the domestic nuclear air conditioning industry.

Leading position. At present, Harbin Air Conditioning Co., Ltd. has the qualification to produce nuclear safety class II equipment, and it is the only nuclear class I in China with a history of 10 or above.

Enterprises with experience in safe operation of air handling units and nuclear-grade fans. The products are used in Qinshan Phase II nuclear power plant and Pakistan.

Xima nuclear power plant, etc.