China's Nuclear Power Industry Is Developing Rapidly. Related Equipment Is Welcoming Demand Peaks.

- Oct 19, 2018-

The major special project of the large-scale advanced pressurized water reactor nuclear power plant is one of the 16 major scientific and technological projects identified in China. The CAP1400 environmental report of the PWR nuclear power plant was recently announced. On the basis of AP1000, China has carried out independent innovation and self-sustaining research and development of CAP1400 nuclear power technology. The increasingly perfect CAP1400 technology will promote the rapid development of China's nuclear power industry.

Recently, the Ministry of Environmental Protection publicized the “Environmental Impact Report of the Major Specialized CAP1400 Demonstration Project (Site Phase) of the Advanced PWR Nuclear Power Plant”, with a total investment of approximately 42.3 billion yuan. It is planned to build two units of CAP1400 in Shidao Bay, Rongcheng, Shandong. At present, all the preliminary work is progressing smoothly, and the preliminary design of CAP1400 has passed the national review. It is expected to start construction within the year, and the first unit will be connected to the grid for power generation in 2018.

The high-level executives have repeatedly adjusted and restarted nuclear power to speed up the approval of nuclear power projects. Since the beginning of the year, the Energy Bureau and the State Ministry have stated that they will restart coastal nuclear power and promote the progress of nuclear power projects. At the National Energy Commission held in April this year, Premier Li Keqiang clearly stated that under the premise of adopting the highest international safety standards and ensuring safety, new nuclear power projects will be launched in the eastern coastal areas in due course. Encouraged by the high-level adjustments, the approval of nuclear power projects this year has obviously accelerated.

It is learned that there are currently 6 to 7 nuclear power plants approved, and preparatory work has been carried out, and several coastal nuclear power units are waiting for the construction of roads. Among them, the main equipment of Units 1 and 2 of the Shidaowan Nuclear Power Station in Shandong Province of CAP1400 Demonstration Project will be in place this year, 3, 4 units of Sanmen Project, Units 3 and 4 of Haiyang Project, Units 1 and 2 of Xu Dabao Project, The Lufeng Project Units 1 and 2, and the Hongyan River Project No. 5 and No. 6 nuclear power restart business units have all started conditions.

Nuclear power equipment companies are welcoming development opportunities

This year and next year, nuclear power new projects and production units will usher in a peak period. Recently, it has been learned from the nuclear power market that at least 6 units will be built this year and 8 to 10 units will be put into commercial operation. Since 2008 and 2009, the construction of nuclear power projects has entered the peak period of construction. According to the calculation of the project construction period, the growth rate of the production units will be the highest this year and next. After forecasting the progress of the project construction before 2020, it is found that the average unit investment of nuclear power plants is 12,000 yuan / KW, and equipment investment accounts for about 50% of the total investment. It can be concluded that the total investment in equipment investment is about 480 billion yuan, and the equipment investment demand in 2014 is about 70 billion yuan.

With the rapid development of new nuclear power projects, the demand for nuclear power equipment has also risen sharply, and related equipment companies have ushered in development opportunities. In nuclear power equipment investment, nuclear island investment accounts for about 50% of total equipment investment, and conventional islands and auxiliary equipment account for 30% and 20% respectively. According to the equipment investment demand of 70 billion in 2014, the investment needs of nuclear islands, conventional islands and auxiliary equipment are 35 billion, 21 billion and 14 billion respectively. At present, China Yizhong, Shanghai Electric and Dongfang Electric almost cover large-scale nuclear island equipment. The reactor pressure vessel China has a market share of nearly 60%, the steam generator Dongfang Electric market share is nearly 40%, and the internal components of the Shanghai component market share is as high as 90%. Jiangsu Shentong is a leading enterprise in domestic valves. Its products are used in nuclear grade butterfly valves and nuclear ball valves of nuclear power plants. The company has already participated in the preliminary bidding for nuclear power projects, and the orders are now full. Jiuli Special Materials Co., Ltd. is engaged in the research and development and production of nuclear grade seamless pipes and welded pipes for nuclear power plants. The company and the AP1000 General Design Institute jointly developed the U-tubes for steam generators used in AP1000. With the approval of nuclear power projects, U-tube demand will be greatly increased. Upgrade.


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