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Analysis of nuclear power equipment industry in 2014 and Prospect

Release Date:2014-4-4     Views:2417

Since the Fukushima nuclear accident in Japan in 2011, China carried out a comprehensive safety inspection of nuclear facilities, nuclear safety plan is approved to suspend approval of nuclear power project, including the preliminary work of projects, resulting in the domestic nuclear power development was almost at a standstill, in 2012 China's nuclear power installed capacity of 12570000 kilowatts, an "zero growth".

但随着2012年10月24日,《核电安全规划(2011-2020年)》和《核电中长期发展规划(2011-2020年)》在国务院常务会议通过,受日本福岛核事故影响暂停审批的中国核电建设正式重启,与之相应的核电设备市场重启,并进入爆发式增长率,仅2013年1-4月,国内新增投入运营核电机组8台,年发电量600亿千瓦时。

But with the October 24, 2012, "nuclear safety plan (2011-2020)" and "long-term nuclear power development plan (2011-2020 year)" by the executive meeting of the State Council, the China construction of nuclear power nuclear accident in Fukushima effect of suspended approval of the formal resumption, the corresponding nuclear power equipment market to restart, and enter the outbreak rate of growth, only in 2013 1-4 month, domestic new operation in nuclear power generating units 8 units, the annual generating capacity of 60000000000 kwh.

对于未来核电设备市场新战略,根据《2013-2017年中国核电设备行业市场前瞻与投资战略规划分析报告》,建议有以下3点:

New strategy for the future market of nuclear power equipment, according to the "2013-2017 China nuclear power equipment industry market prospects and strategic planning, investment analysis report", the following 3 point proposal:

建议一:龙头企业向整机成套提供商奋斗

Suggestion: leading enterprises struggle to whole sets of provider

综合前面的分析可以得出,现阶段国内缺少核电设备的成套供应商,导致核电站运营者实质上成为核电技术集成商。这直接推高了核电站的经营门槛,也使得大型电力集团介入核电运营领域的难度大增。因此,随着核电设备产业化进程的加快,一些在核电设备核心部件制造商有望成为成套设备供应商,如中国一重等。

Comprehensive analysis of the front can be obtained, the lack of complete sets of nuclear power equipment suppliers, leading to nuclear power plant operators essentially become nuclear power technology integrator. This directly pushed up the nuclear power plant operating threshold, also makes the large-scale electric power group in the field of nuclear power operation greatly increased the difficulty. Therefore, with the nuclear power equipment industry to speed up the process, some in nuclear power equipment manufacturer is expected to become a core component of complete sets of equipment suppliers, such as China a weight etc..

建议二:国际市场应纳入企业供应范围

Recommendation two: the international market should be incorporated into the business scope of supply

虽然我国现阶段核电设备的国产化程度还不是特别高,但随着国家核电市场的重启,第3代核电技术的不断攻关,国内的成套设备提供商,如上海电气、东方电气以及哈动力等,应将加快海外市场的开拓,以便占据先机。

Although at this stage of China's nuclear power equipment localization degree is not very high, but with the resumption of national nuclear power market, we research the third generation nuclear power technology, domestic equipment providers, such as the Shanghai electric, Dongfang Electric and Kazakhstan power, should will accelerate the pace of overseas market development, in order to occupy the first chance.

建议三:主要部件供应商应走一体化路线

Recommendation three: major parts suppliers should take the integration route

由于核电站环境的特殊性,对核电设备的主要部件生产都有较为严格和特殊的要求,因此生产核电设备部件的企业规模较大、实力较强、技术水平较高。随着2013年中国核电市场的重启,核电设备行业良好的市场前景和较高的盈利能力,将会吸引这类企业进入,前瞻建议进入的最好以前向一体化的方式进入该领域。

Because of the special environment of nuclear power plant, the main components of nuclear power equipment production has a more strict and specific requirements, so the production components of nuclear power equipment enterprises bigger, stronger, higher level of technology. With the resumption of nuclear power market in 2013 China, nuclear power equipment industry a good market prospects and higher profitability, will attract the enterprise enters, looking into the best advice prior to the integration of the way into the field.