華泰證券:核准常態化漸進,核電閥門有望受益
華泰證券研報表示,2019年中國重啟核電審批,19-21年每年核准機組4-5台,2022年和2023年每年核准10台。截至2024年8月,新增核准11台,核准常態化腳步漸進。核電閥門作為核電站核心設備有望受益。2024年中性預測下新建和維保電站將帶來62億需求,新增與維保需求佔比約為75%和25%。華龍一號和高温氣冷堆等新技術也將增加核電閥門需求。在國產化率快速提高的背景下,高昂的試錯成本使核電企業慎重考慮新晉供應商,核電生產企業傾向於和有長期供貨經驗的企業合作,資質與經驗壁壘下競爭格局保持穩定。
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