Involves the concept of the current stocks of nuclear power can be divided into four categories:
first category is the key equipment for the core nuclear power equipment stocks such as Dongfang Electric (600875), Shanghai Electric (601727);
second category auxiliary equipment manufacturing operations nuclear power equipment stocks such self Miriam shares (600,848), Ott Xun (002,227), nuclear Technology (000,777), Shanghai electromechanical (600,835), Ha Kongdiao (600,202 ), Hailu Heavy Industry (002255), China into shares (000,151), Fang large carbon (600 516),
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third category of nuclear material stocks such as blue Pacific Industrial (600328), Waldo nuclear material (002,130),
cheap kobe bryant jersey, Baotaigufen (600456);
fourth category for the shares of companies building nuclear power stocks such as Shenergy (600642), Anhui to power (000 543), Shaonenggufen (000601), Fujian Electric Power (000993).
focus on stocks suggested that investors focus on Eastern Electric, the nuclear science and technology, since the instrument shares, square big carbon,
twins jerseys cheap, Auto News, Wal-nuclear materials, into shares of the stocks.
Dongfang Electric (600875)
nuclear island and conventional island equipment. Is currently the only company manufacturing one million already have the nuclear island and conventional island equipment capacity of the enterprise. Ling Ao nuclear power to undertake the second phase of the project in Guangdong, Liaoning Hongyanhe, Ningde two million kilowatts of nuclear power plant equipment 6 conventional island main tasks and supply units Ningde nuclear equipment and red along the part of the nuclear island equipment supply tasks. The first half of 2008, the company accounted for 33% of orders for nuclear power, significantly increased the proportion of expected income in 2010 nuclear power contributed about 40 billion yuan.
Nuclear Science and Technology (000777)
nuclear power plant valves. The company is the sole nuclear power plant a key valve supplier, China National Nuclear Corporation shareholder enterprises directly under the State Council. Relying on strong shareholder power to actively enter the field of nuclear technology for civilian high-tech, long ago won the National Nuclear Safety Administration issued a pressurized water reactor nuclear power valve design, manufacturing license.
shares from the apparatus (600848)
third-generation nuclear power instrumentation and control technology transfer is mainly transferee. State Nuclear Power Technology Company will be jointly funded companies interested in nuclear power instrumentation and control system set up joint venture projects,
wholesale jerseys, shared the third-generation AP1000 nuclear power instrumentation and control system technology introduction, digestion and absorption, and the sequence of development based on the AP1000 reactor type instrument control system R & D and manufacturing, made to promote national third-generation nuclear power construction.
party big carbon (600516)
nuclear graphite. Carbon is the industry leader, the existing capacity of 16 million tons of carbon, accounting for 29% of total capacity of carbon industry profits accounted for 59% of the industry. HTGR nuclear graphite is mainly used in moderation and reflection materials, but also a structural material. HTR is internationally recognized as a new generation of advanced nuclear reactors, the IAEA has been recognized as the world development trend of the future of nuclear energy. Company and Huaneng Shidao Nuclear Power Co., Ltd., China Nuclear Energy Technology Co., Ltd. signed a demonstration project of carbon HTR reactor nuclear power plant components supply contract, a profit contribution in 2010. Company to enter the nuclear power, can look forward to future growth prospects.
Auto News (002227)
Nuclear Electric Power Supply System. Nuclear power is the only power supply to resume the domestic manufacturers, developed the \Identification of product technology, has entered the Nuclear Power Plant-level power supply areas.
Wall nuclear materials (002130)
irradiation leading technology development and application of new insulation materials manufacturers. Subsidiary Shanghai World Sinoray Technology Limited is the only one development, production, sales radiation graft alkaline battery separator and super capacitor diaphragm enterprises. The company also indirect holding on Highcourt polymer materials Co., Ltd., entered the field of PPTC, PPTC products with a \
Zhongcheng shares (000151)
heating reactor technology. With independent research and development of low-temperature heating reactor technologies, and Tsinghua University, the State Nuclear Power Technology Company Limited established in Qingyuan, to jointly develop new technology to use nuclear energy, had to undertake a \Nuclear Energy Institute with Tsinghua University signed a \
two types of stocks or trading opportunities
However, industry analysts believe that the current development of China's nuclear power equipment industry, although strong, but some of the key equipment in the business, lacking a strong competitive edge. And because the unique security requirements of nuclear power, therefore, the direction of the business equipment purchases, and sometimes more to consider safety issues rather than domestic, so the above may not be a huge industry needs to \At the same time, the current A-share market, though they have a lot of stocks of nuclear power, but both have a stake in nuclear power business to Shenergy and Anhui Power, or the shield of security environment, nuclear technology, Auto Motion, nuclear power only accounts for their business part of the main business income only, so of course the great development of nuclear power business to boost its growth performance can be expected, but the impact should not be overly optimistic.
However, I think, partly because the trend of localization is more optimistic, according to industry plan, from now to 2020, China's nuclear power equipment localization rate to reach 70% , these are nuclear equipment class listed companies provided sufficient industry needs, thereby improving some listed companies nuclear equipment business proportion not high characteristics. Other is because nuclear power large development needs multidimensional raise funds so to may allow relevant listed company or participate Nuclear Investment, thus achieve boost nuclear business income proportion thus upgrade its valuation trend, which to expected bring certain trading opportunities.
it is suggested that investors may be concerned about two types of nuclear power stocks:
One key equipment
core nuclear power equipment stocks. Current A-share market are Shanghai Electric, Dongfang Electric and other power equipment listed companies, of which DEC has Ling Ao Phase 2 * 100 kilowatts nuclear power plant 8 sub-made nuclear equipment business experience, the future for further order to obtain the possibility of nuclear power. The Ott fast,
nhl hockey jerseys, since the instrument electrical, safety and environmental shield varieties developed rapidly in China is expected to become the beneficiaries of nuclear power equipment business, it is recommended to be bargain-hunting investors can actively.
Second, nuclear power business is expected to participate in individual stocks. This mainly refers to the Shenergy, Anhui, electricity and other energy stocks, they get a nuclear power business equity investment boom in the future of nuclear power in such stocks or options may further the possibility of access to nuclear power business, can be tracked. While Mindong electricity also Notice shows company although not participate nuclear business but in bulletin said intentionally and Sino Canton nuclear energy in Ningde conduct with nuclear power projects matching Pumped Storage preliminary work,
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