Nuclear energy resurgence? Asset management companies are increasing their bets on related stocks.
①Several asset management companies see the potential of nuclear energy-related stocks and are considering adding them to their investment portfolios; ②Fund managers believe that the continuously growing AI and datacenters will significantly increase the demand for electrical utilities in the future, and nuclear energy will play a significant role in increasing power supply; ③However, nuclear energy still faces significant controversies among ESG investors.
Global restarts and domestic acceleration could bring billions of dollars in investment and the nuclear power industry chain is expected to benefit in the long term.
Under the high prosperity of the global nuclear power restart, China National Nuclear Power is catching up. Recently, 5 nuclear power projects with a total of 11 units were approved at one time, with an expected total investment of 200 billion yuan. In addition to CGN Power and China National Nuclear Power, industry chain enterprises such as Rongfa Nuclear Equipment, Harbin Electric Corporation Jiamusi Electric Machine, and Sufa Technology Industry are also benefiting from the high-prosperity industry.
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Changjiang Securities: nuclear power examination and approval to accelerate the judgment of the realization of power and coal management and control has been strengthened by the policy
Zhitong Financial APP learned that Changjiang Securities issued a research report saying that the executive meeting of the State Council proposed to fully release advanced coal production capacity, guide coal prices to operate within a reasonable range, and approve three new nuclear power unit projects that have been comprehensively evaluated and reviewed and incorporated into national planning. The expectation of accelerated approval of nuclear power projects has been fulfilled, and the relevant listed companies are expected to take the lead to benefit from the positive development of the industry; the market and planning are two sets of means in parallel, it is expected to jointly promote coal prices to return to the rational level in the two aspects of coal supply and demand and price guidance, and is optimistic about the marginal improvement of thermal power profitability. Event: on April 20, the executive meeting of the State Council decided on energy.
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