High entry threshold of nuclear power equipment and good competition pattern
nuclear power in-depth report: nuclear power construction meets medium and long-term needs and structural adjustment needs, and will occupy an increasingly important position in the energy structure. We believe that after the AP1000 main pump problem is solved, the next peak of nuclear power unit operation is coming. National power investment nuclear power assets listing, cap1400 demonstration project approval, more nuclear
nuclear power in-depth report: nuclear power construction meets medium and long-term needs and structural adjustment needs, and will occupy an increasingly important position in the energy structure. We believe that after the AP1000 main pump problem is solved, the next peak of nuclear power unit operation is coming. The listing of national power investment nuclear power assets, the approval of cap1400 demonstration projects, and the approval of more nuclear power projects will continue to stimulate the sector and improve the overall valuation level. Nuclear power equipment plays a leading role in the radiation belt of leading enterprises, with high entry threshold and good competition pattern
Taiwan nuclear power, the third-generation nuclear power main pipeline supplier, has obvious advantages and great flexibility in nuclear power business. In short cycle equipment, the localization rate of valves is fast, and each supplier has its own advantageous products
first heavy and second heavy are the main participants in the casting and forging Market, but Yingliu shares (19.31, -1.30 yield (yie to eliminate the air LD in the oil circuit): the load exceeding the proportional limit is no longer proportional to the elongation 0, -6.31%), Taiwan nuclear power and other private enterprises are developing actively. Galaxy Securities
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