Trend 1: small offshore reactors bring about an incremental market of 100 billion yuan

Sea called the small pile of small nuclear reactor on the sea or sea (floating) nuclear power plant, based on the definition of the international atomic energy agency (IAEA), the power is less than 300 mw nuclear reactor power plant, is a mature large commercial PWR nuclear power plant as a reference of the land, will narrow version of the nuclear power plant is installed on the ship, with mature technology of Marine facilities, developed to meet the highest nuclear safety requirements and ocean user demand of distributed Marine integrated energy system.

In addition to the advantages of clean nuclear power and stable power supply, small reactors are characterized by high safety, greater flexibility and wider applications.In the civil field, on the one hand, it can provide reliable and stable electric power for the exploitation of offshore oil and gas fields, island development, power supply, heat supply and seawater desalination of coastal cities in China, etc., on the other hand, it can also provide propulsion power for icebreakers and has many military applications.According to the rough estimate of the demand for offshore oil drilling and production, the market size in the future will exceed 100 billion yuan.

In addition, since 2011, the state has issued a number of policy documents encouraging r&d and engineering construction of small reactors.According to the 13th five-year plan for energy technology innovation, the construction of small-scale demonstration reactors has been listed as the key content of the 13th five-year plan.The guidelines for energy work in 2018 also stressed the need to further promote the construction of high-temperature gas-cooled reactors and modular small-scale reactors for advanced nuclear power technology demonstration projects.

Trend 2: "going global" strategy continues to deepen

In October 2013, the national energy bureau announced the service of nuclear power enterprise coordination mechanism to implement scientific development plan is put forward for the first time nuclear power of "going out" strategy: for nuclear power enterprises "go out" to give guidance, direction and promote nuclear power of "going out" as our relationship with potential nuclear importer bilateral political, economic, the important issues.

Since then, China's nuclear power "go global" pace continues to accelerate, and has become one of the national strategies.At present, the three major domestic nuclear power companies, CNNC, CGN and SNPTC, have actively bid for nuclear power projects abroad, and have carried out substantive project construction in Pakistan, Argentina, the United Kingdom, Turkey, Romania and other countries.