压水式反应堆核电站
R88M-WP75030T-W也就是说核电站将基本需要修建在沿海地区我国沿海地区人民先富起来-=-修起来的难度还是蛮大。
建造核电站的设备主要分为三类:核岛设备、常规岛设备、辅助系统(BOP)。核岛设备是承担热核反应的主要部分,技术含量最高,对安全设计的要求也最高;常规岛设备在技术上不区分第二代和第三代;辅助系统的工程规模比较小。这三种设备在核电站的造价中所占到的比例分别为5:3:2。
也就是说核岛设备为最值钱的
核电设备产业链
R88M-WP75030T-W在核电站固定资产投资中核电设备投资占50%左右,是核电投资最主要的环节。核电设备包括核岛、常规岛和辅助设备三部分,分别占电站总投资的23%,15%和12%。如果按照12000元/千瓦造价计算,一套100万千瓦核电机组的总造价为120亿元。按上述比例计算核岛投资为27.6亿,常规岛投资为18亿元,辅助设备为14.4亿元。
从运营面来看
R88M-WP75030T-W在核电运行方面,中国目前只有中核、中广核和中电投三家公司具有核电站运营牌照。现在五大电力集团中除中电投以外的其他四家企业国电集团、大唐集团、华电集团和华能集团,以及其他地方发电企业都在积极通过参股的形式参与核电站建设。在获得核电站的管理经验之后,这些企业可能积极向国家申请核电站运营牌照。
个股来说必然是中国核电,但上方筹码还未松动,应该还会继续洗盘。如果有强势利好消息引起抢筹的话,可以适当参与。
“《华夏时报》今日报道,据国家能源局核电司的一位人士透露,内陆地区建设核电的调研报告已完成,将呈报中央等待最后决定。这份调研事关内陆核电重启,意义十分重大。”
水电
R88M-WP75030T-W相对于火电,水电行业的经营情况受季节性因素的影响更大,西南地区为主产区。由于水电的特殊性,其产量受到自然天气的影响,在汛期为发电高峰期,而在枯水期发电量则较少。近日四川降水明显,可能对其产电有明显促进作用。
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