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从国家发改委正式向国务院申报启动核电新项目审批,到国家能源局同意福建福清#5、#6机组工程调整为“华龙一号”技术方案,再到国务院发布《能源发展战略行动计划(2014-2020年)》提出适时在东部沿海地区启动新的核电项目建设,这一切都预示着核电重启已经进入倒计时阶段。业内专家预计,到2020年,我国核电建设总投资将达到约3000亿元,其中设备投资约1500亿元。如果设备国产化率达到60%至70%,那么国内核电设备制造企业将面临超千亿元的巨大蛋糕。
From the National Development and Reform Commission officially declared to the State Council to start the approval of new nuclear power projects to the National Energy Board agreed to Fujian Fuqing # 5, # 6 units adjusted to “Hualong One” technical solutions, and then to the State Council released the “Energy Development Strategic Action Plan 2014-2020) ”Proposing to launch a timely construction of a new nuclear power project in the eastern coastal areas all indicates that the restart of nuclear power has entered the countdown phase. Industry experts predict that by 2020, China’s total investment in nuclear power construction will reach about 300 billion yuan, of which about 150 billion yuan of equipment investment. If the localization rate of equipment reaches 60% to 70%, then the domestic nuclear power equipment manufacturing enterprises will face over 100 billion yuan huge cake.