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The research report of CITIC Securities stated that as an important base load power source, nuclear power plays a significant role in the energy transition and "dual-carbon" construction process. It can provide stable and clean energy supply, as well as support the recovery and development of the nuclear energy industry. Against this background, the world is expected to usher in a new round of prosperity in nuclear power construction. China has been adding approved nuclear power units for consecutive years, with the largest scale of units under construction globally; countries in Europe and America are also gradually resuming nuclear power construction, which is expected to benefit the nuclear power industry chain order demand. It is suggested to focus on natural uranium, midstream core equipment, and post-treatment and other links.
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