To explore the development status and safety of nuclear power

The conventional island is mainly composed of pipe system, condenser, steam turbine, generator and steam separation reheater.

Pipeline system and condenser are important equipment to ensure the safe operation of nuclear power plants. The condensing system composed of pipeline, pump and condenser is used to cool the reactor and transport the heat energy in the reactor, and maintain the temperature balance of the reactor, so the technical requirements are higher and the cost is higher.

Pipeline system and condenser are important equipment to ensure the safe operation of nuclear power plants. The condensing system composed of pipeline, pump and condenser is used to cool the reactor and transport the heat energy in the reactor, and maintain the temperature balance of the reactor, so the technical requirements are higher and the cost is higher.

The conventional island is mainly composed of pipe system, condenser, steam turbine, generator and steam separation reheater.

Pipeline system and condenser are important equipment to ensure the safe operation of nuclear power plants. The condensing system composed of pipeline, pump and condenser is used to cool the reactor and transport the heat energy in the reactor, and maintain the temperature balance of the reactor, so the technical requirements are higher and the cost is higher.

Conventional island equipment supply a wide range.

Thermal power, hydropower and other types of power generation principle is similar to nuclear power, are driven by mechanical energy generator conversion into electrical energy, conventional island equipment in addition to nuclear power, but also supply thermal power, hydropower and other types of power generation. Therefore, in addition to some core equipment, the cost of the rest of the equipment is relatively low.

The nuclear island equipment has high technical barriers and fewer market participants, mainly dominated by state-owned enterprises, and private enterprises only participate in the manufacturing of some components, so the gross profit margin of nuclear island equipment is generally high, and the average gross profit margin of core equipment is more than 40%.

Most of the conventional island equipment has no special technical requirements, low technical barriers, more market participants than the nuclear island equipment market, the competition is relatively fierce, so the gross profit rate is low, the average gross profit rate is only 10%

Downstream status

China's nuclear power plants are distributed in the coastal areas, because of the large power demand in the coastal areas and the coastal areas are more conducive to the discharge and treatment of nuclear power plants. However, with the rise of inland economies, nuclear power plants will show a trend of internal relocation.

China's nuclear power plants are distributed in the coastal areas, from the perspective of power demand, the coastal area is more economically developed than the inland area, the power demand is also larger. The greater installed capacity of nuclear power in Guangdong and Zhejiang is related to the high level of local economic development.

From the point of view of site selection, nuclear power plants need a large amount of cooling water, and the cost of seawater as cooling water is much lower than that of using inland fresh water as cooling water. At the same time, the discharge of waste water from nuclear power plants is also an important factor that needs to be considered. Coastal areas can directly use seawater for dilution, while rivers and lakes in inland areas are mostly drinking water sources for residents and are widely used for agricultural irrigation and other purposes. Inland residents are more sensitive to the safety of emissions and have a certain psychological resistance. But as landlocked economies rise and demand for electricity increases, nuclear plants will move inwards.

Market size of China's nuclear power equipment industry

China's nuclear power equipment market scale will expand with the restart of China's nuclear power industry, China's nuclear power equipment market scale is expected to reach 473.2 billion yuan in 2025, the compound growth rate of the next five years is 3.77%.

Market size of nuclear power equipment in China, Forecast 2016-2025

China's installed nuclear power capacity in 2020 has reached 51.027 million kilowatts. By 2025, it is expected that the installed capacity of nuclear power in China will reach 70 million kilowatts and 30 million kilowatts are under construction. Considering the problem of slow payback time in the nuclear power industry, the market size is calculated only by the capacity of completed units.

According to experts, the unit cost of a nuclear power plant is between 11,000 yuan and 18,000 yuan per kilowatt.

China's nuclear power construction is facing the challenge of cost reduction, the cost reduction of nuclear power unit cost is mainly through improving the construction method, and does not involve the reduction of nuclear power equipment price. In the next three years, the proportion of nuclear power equipment in nuclear power investment will increase.