Nuclear power creates 1.2 trillion yuan worth of output

According to the data, in the next three years of the “Twelfth Five-Year Plan”, about 400 billion yuan of investment in nuclear power construction is expected to be implemented, of which nearly 200 billion yuan will be released for equipment purchases; if the installed capacity of nuclear power is increased by 60 million kilowatts by 2020, It will directly drive investment to reach 1.2 trillion yuan.

Industry chain companies benefit from the largest orders for nuclear power has become almost the only hope for steel and heavy industry. In addition, listed companies, such as valves and pressurers, are also affected by the resumption of nuclear power.

Wang Binghua, chairman of the National Nuclear Power Technology Corporation, often received such a message in his mobile phone. “Wang, tell you a good news, we have nuclear power forgings with independent intellectual property rights, have been forged through...”

“The companies in the downstream of our industrial chain are now driven by the third-generation nuclear power technology orders. Every company is working very hard,” Wang Binghua told reporters.

The reporter saw that in his mobile phone, three “good news” from China’s own independent research and development success came on the same day.

At present, China’s heavy industry and steel industry have experienced an unprecedented crisis, ship orders have been swiftly attenuated, and the entire shipbuilding industry has been in a downturn. Many heavy-duty factories have received notifications of shipbuilding withdrawals. In addition, heavy-industry companies, another major source of orders, electrical appliances and companies consumed cold-rolled hot-rolled orders have also declined rapidly.

The heavy industry’s steel industry has suffered a total loss. China Steel Association data show that in 2012 the national steel industry profits decreased by 95.81% year-on-year, and corporate losses reached 33.75%. The current situation of the Chinese steel industry can be seen from the latest data published by the China Iron and Steel Association: The steel industry suffered a loss of 28.75% in 2012. The members of the China Iron and Steel Association had a profit of 1.581 billion yuan, a sharp drop of 98.22% from the previous year.

The orders for nuclear power have almost become the only hope for steel and heavy industry. "Now, the days of these accessories companies are very bad. We can give them a few leads and try to bring them in." Wang Binghua said.

The third-generation nuclear power orders have almost saved China. In addition, China’s heavy share price has been depressed for a long time. An insider who understands China’s weight has revealed to reporters: “Compared with the time when the market is good, the current situation is almost plummeting. Now, The popular saying is that 'before the general manager took 2 wines and two wines to get the order, he must drink half a catty'."

China has also seized the opportunity to conduct independent research and development in a timely manner. BOC International analysts once pointed out that the company's second-generation plus nuclear power forgings achieved mass production, and the third-generation AP1000 nuclear power forgings have been successfully developed. The major national advanced PWR major projects have completed phased tasks and are expected to be implemented in 2010 and 2011. It is an explosive growth stage for nuclear equipment business. In 2010, the revenue from nuclear equipment will account for nearly 18%, and the revenue from nuclear equipment will reach 30% in 2011. It is expected that nuclear energy equipment and large-scale castings and forgings will become the company’s future earnings growth. The main engine.

In addition, listed companies in the related fields such as valves and presses are also affected by the restart of nuclear power, and have become a promising area for investment analysts.

Self-determined market or business opportunities Now China's nuclear power plant construction requires not only independent intellectual property rights, but also equipment to be localized to the maximum extent possible.

At the conference where the third-generation nuclear power technology was introduced, several foreign experts aged over 50 sat tired and sat in chairs. They were opposite Chinese “students” who were only 28 years old on average.

According to industry insiders, this time the Chinese government has “beginning the bloodshed.” The Chinese government, which used to spend only on technology, and did not spend money on digestive technology, spent billions of dollars to require several nuclear power companies to digest and absorb foreign technology. The third-generation nuclear power technology is thoroughly mastered by the Chinese.

At the moment, foreign experts faced the Chinese “students” sitting at the other end of the conference table and found that they had nothing more to teach because the Chinese had completely mastered the latest nuclear power technologies. Not only that, these foreign experts have discovered that the Chinese have already started to study fourth-generation nuclear power technologies on this basis. In this respect, they have fallen far behind.

While the core technology is in hand, more challenges faced by nuclear power come from the backwardness of the equipment manufacturing industry.

When we negotiate, we are striving for more space for Chinese companies. A person involved in the third-generation nuclear power technology negotiations told reporters that "I hope it can stimulate the development of domestic nuclear power manufacturing companies. ”

The Areva Group, which officially announced that it has won the bid for the construction of China's nuclear power plants, is one of the oldest partners in China's nuclear power plant construction qualifications, but they now need to face a new rule - now China's nuclear power plant construction requires not only independent intellectual property rights. The equipment will also be localized to the maximum extent possible.

Two years ago, all this seemed impossible. A sales manager of a Sino-Japanese joint-venture nuclear equipment company in Jiangsu has been rushing between the few nuclear power plants in China. "I just hope that we can sell the pipes we produce to the Qinshan nuclear power plant, but they eventually chose equipment produced abroad." Think it's safer."

"The reliability of foreign companies' technology transfer and the reliability of domestically-made equipment are all issues that we have to worry about." A senior person from the Chinese nuclear industry told reporters.

Now, Dongfang Electric has become the only company in the world that can simultaneously produce AP1000, EPR, second-generation nuclear island heavy equipment and conventional island turbogenerators.

According to the Chinese Nuclear Society, “China has a large number of planned nuclear power stations, and no country in the world has its own production capacity, so the realization of localization is a necessary process and will also have a great impact on manufacturing companies.”

It is understood that Harbin Electric Group and Shengu Group will be the most direct participants. In addition, the field of nuclear power equipment outside the main pump has been warmed up. China Yizhong and Dongfang Electric have all received orders of several billion yuan.

Outsourcing test and management wisdom The third-generation technology nuclear power station, which has undergone a huge test, faces not only technical problems but also complex management problems. The quality and planning of subcontractors at all levels are extremely difficult to communicate.

It is reported that after the National Development and Reform Commission relaxed its approval, there have been four nuclear power plant construction restarts in China: Huaneng Shandong Shidao Bay High Temperature Gas-cooled Reactor Nuclear Power Demonstration Project, Jiangsu Tianwan Nuclear Power Station Phase II Project, Guangdong Yangjiang No. 4 Nuclear Power Unit and Fujian Fuqing No. 4 Nuclear power unit. Currently, the 3rd and 4th units of the ocean have also entered the countdown to restart, orders have been issued.

“According to the nuclear safety plan, the probability of occurrence of nuclear safety accidents targets 10-5 to 10-6.” Wu Shengfu, chairman of China First Heavy, said, “This is only the third generation of nuclear power to meet demand.”

At present, China First is the largest forgings manufacturer in the field of nuclear power in China and has a market share of more than 80% in nuclear island equipment. The nuclear power forgings are the raw materials for the construction of the core equipment for nuclear power plants.

At present, the third-generation technology nuclear power station undergoing a huge test is not only facing technical difficulties, but also has complicated management problems. Due to the complex pattern of nuclear island equipment procurement for AP1000 units, the key materials and components of the nuclear island main equipment are subcontracted. Therefore, it is extremely difficult for the sub-contractors at all levels to communicate their quality and plans.

“At the same time, taking into account the confidentiality of forging manufacturing technology and avoiding the appearance of multiple construction personnel witnessing at the manufacturing plant, neither Doosan Corporation nor a Chinese forging workshop in China allowed equipment supervisors to enter, which resulted in the difficulty in the enforcement of equipment supervision rights for all parties. "A person involved in China's heavy production and research and development said.

However, after this cooperation, China has the ability to autonomously produce. According to the national nuclear technology plan, multi-level subcontracting may also occur in the future, which will also be a huge challenge for management.

Wang Binghua, chairman of the National Nuclear Technology Group, believes that the entire industry chain of the third-generation nuclear power technology needs to be updated. Therefore, it is impossible for a company to complete all the details of the industry chain, and there will be many details of engineering outsourcing. Other companies or individuals.

“I have often seen many RVs parked outside of the nuclear power project in the United States. These RVs are from outsourcing companies and individuals. They take on certain aspects of nuclear power plant construction, solve their own problems with food, clothing and housing, and have very large liquidity.” It is believed that "the prerequisite for outsourcing is that we must strengthen the supervision and regulation of enterprises and must achieve corresponding qualifications."