壓水式反應(yīng)堆核電站
R88M-WP75030T-W也就是說核電站將基本需要修建在沿海地區(qū)我國沿海地區(qū)人民先富起來-=-修起來的難度還是蠻大。
建造核電站的設(shè)備主要分為三類：核島設(shè)備、常規(guī)島設(shè)備、輔助系統(tǒng)（BOP）。核島設(shè)備是承擔(dān)熱核反應(yīng)的主要部分，技術(shù)含量最高，對(duì)安全設(shè)計(jì)的要求也最高；常規(guī)島設(shè)備在技術(shù)上不區(qū)分第二代和第三代；輔助系統(tǒng)的工程規(guī)模比較小。這三種設(shè)備在核電站的造價(jià)中所占到的比例分別為5：3：2。
也就是說核島設(shè)備為最值錢的
核電設(shè)備產(chǎn)業(yè)鏈
R88M-WP75030T-W在核電站固定資產(chǎn)投資中核電設(shè)備投資占50%左右，是核電投資最主要的環(huán)節(jié)。核電設(shè)備包括核島、常規(guī)島和輔助設(shè)備三部分，分別占電站總投資的23%，15%和12%。如果按照12000元/千瓦造價(jià)計(jì)算，一套100萬千瓦核電機(jī)組的總造價(jià)為120億元。按上述比例計(jì)算核島投資為27.6億，常規(guī)島投資為18億元，輔助設(shè)備為14.4億元。
從運(yùn)營面來看
R88M-WP75030T-W在核電運(yùn)行方面，中國目前只有中核、中廣核和中電投三家公司具有核電站運(yùn)營牌照?，F(xiàn)在五大電力集團(tuán)中除中電投以外的其他四家企業(yè)國電集團(tuán)、大唐集團(tuán)、華電集團(tuán)和華能集團(tuán)，以及其他地方發(fā)電企業(yè)都在積極通過參股的形式參與核電站建設(shè)。在獲得核電站的管理經(jīng)驗(yàn)之后，這些企業(yè)可能積極向國家申請(qǐng)核電站運(yùn)營牌照。
個(gè)股來說必然是中國核電，但上方籌碼還未松動(dòng)，應(yīng)該還會(huì)繼續(xù)洗盤。如果有強(qiáng)勢(shì)利好消息引起搶籌的話，可以適當(dāng)參與。
“《華夏時(shí)報(bào)》今日?qǐng)?bào)道，據(jù)國家能源局核電司的一位人士透露，內(nèi)陸地區(qū)建設(shè)核電的調(diào)研報(bào)告已完成，將呈報(bào)中央等待最后決定。這份調(diào)研事關(guān)內(nèi)陸核電重啟，意義十分重大。”
水電
R88M-WP75030T-W相對(duì)于火電，水電行業(yè)的經(jīng)營情況受季節(jié)性因素的影響更大，西南地區(qū)為主產(chǎn)區(qū)。由于水電的特殊性，其產(chǎn)量受到自然天氣的影響，在汛期為發(fā)電高峰期，而在枯水期發(fā)電量則較少。近日四川降水明顯，可能對(duì)其產(chǎn)電有明顯促進(jìn)作用。
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R88M-WP75030T-W
R88M-WP75030T-WS1
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