It is understood that during the “Twelfth Five-Year Plan” of the power industry plan, large-scale investment in clean energy such as hydropower, nuclear power, wind power and solar power will be emphasized. Thermal power will give way and the installed capacity will fall below 70%. More than 30%. Specifically, in clean energy, the market for wind energy equipment has soared in recent years, but the competition is fierce and the photovoltaic market is more fierce. The nuclear power equipment industry is expected to become the most potential investment due to its high threshold and huge market space. direction.
Wang Jianping, general manager of China Power Engineering Consulting Group, said that by the end of the "Twelfth Five-Year Plan" period, nuclear power units will triple on the basis of now less than 10 million kilowatts. As of the end of June 2010, China has 23 nuclear power plants under construction with a total installed capacity of 25.4 million kilowatts, accounting for 40% of the world, and has become the world's largest country in terms of nuclear power under construction.
The report issued by Bank of China International on the 8th predicts that China will enter the peak of nuclear power construction during the "Twelfth Five-Year Plan" period. After that, China's nuclear power construction will maintain a relatively stable pace, with about 6-8 units set up each year, corresponding to an installed capacity of nearly 8 million kilowatts. Calculated according to the unit cost of a nuclear power plant of 15,000 yuan per kilowatt, and the equipment cost accounting for 60% of the total investment of the project, the annual investment in nuclear power equipment is as high as 72 billion yuan, and related enterprises face a broad market space.
According to the prediction of industry organizations, it is likely that a revised new energy industry revitalization plan will be issued in the near future. The development target of China's nuclear power installation in 2020 may be determined to be 86 million kilowatts, which is higher than expected. As a result, the installed capacity of nuclear power will increase nearly eight times, becoming the fastest growing new energy source.
And China's nuclear power equipment manufacturing industry is mainly monopolized by large state-owned enterprises. This is determined by the high technology barriers of nuclear power equipment. China's nuclear island equipment is mainly shared by four companies: Dongfang Electric, Shanghai Electric, Harbin Power Group and Yizhong Group. In terms of conventional island equipment, Dongfang Electric, Shanghai Electric and Harbin Power have monopolized the domestic market, of which Dongfang Electric has a 50% market share. The auxiliary equipment market is mainly occupied by machinery manufacturing enterprises with strong technical strength.
However, nuclear power development also faces some constraints and difficulties. Cao Peixi, general manager of Huaneng Group believes that China's nuclear power development system, funding guarantees and development speed are far from meeting the needs of power development. Consideration should be given to appropriately deregulating the qualification for nuclear power construction, making qualified power generation groups the subject of nuclear power development, and incorporating the outstanding nuclear power plant sites reserved by power generation groups into national nuclear power construction plans.