Nuclear power concept stock leader
Wal-Mart Nuclear Materials (002 130): Wal-Mart Nuclear Materials is a high-tech enterprise with new materials modified by nuclear radiation, specializing in technical research and development, manufacturing and sales of new products and equipment for nuclear technology application electronics and power.
CNNC Technology (000777): As the main valve production company for nuclear power under CNNC, CNNC has benefited from the country's vigorous development of nuclear power, and the company is committed to creating a new growth pole for valves for nuclear power. In addition, valves for nuclear and chemical industry are another outstanding business of the company, mainly used in nuclear fuel processing and other aspects.
Shenghuabaike (600226): the largest manufacturer and seller of zirconium series products in China.
Sublimation Zirconium Valley, the largest manufacturer and seller of zirconium series products in China, has 90% customers in Japanese zirconium product market and 50% customers in American zirconium product market. In 2003, the company acquired Zirconium Valley Technology, which accounts for 30% of the global zirconium production, and became the largest zirconium producer in China, with the title of "Zirconium Metal Overlord"! After the sales revenue of Zirconium Valley Technology increased fourfold in 2004, the sales growth rate reached 55% in 2005. At present, it accounts for 20% of the main business income of listed companies, and its net profit contribution reaches 24%. Zirconium valley technology has become one of the pillar products of sublimation Baike.
Dongfang Zirconium Industry (002 167): It is one of the most complete professional manufacturers of zirconium products in the world.
Guangdong Dongfang Zirconium Industry Technology Co., Ltd. introduced a major scientific and technological achievement of Guangdong University of Technology-"a new method for preparing electronic-grade zirconium dioxide from zircon sand", thus successfully developing and producing a series of zirconium chemicals such as high-purity zirconium dioxide. Subsequently, the company invested more than 60 million yuan to set up a development project with an annual output of 1 10,000 tons of high-purity zirconia. So as to solve the history that the demand for electronic-grade zirconia in China electronics and new materials industries depends on imports. In view of the special requirements of some customers in the electronics industry for product granularity, high-purity ultrafine zirconia was developed in 1997 and put into industrial production.
Baoti (600456): Nuclear grade zirconium material.
Baoti Group, the controlling shareholder, and National Nuclear Power Technology Corporation * * * jointly invested to establish National Nuclear Power Baoti Zirconium Industry Co., Ltd. ... Nuclear grade zirconium material is mainly used as nuclear fuel cladding tube and is an indispensable and important metal material for nuclear power plants. The purpose of the cooperation between the two parties is to integrate the existing domestic production resources of zirconium materials, accept the complete set of production and processing technology of nuclear-grade zirconium materials from Westinghouse, realize the localization and autonomy of nuclear-grade zirconium materials, and finally realize the complete independent supply of nuclear-grade zirconium materials in China.
Shaoneng shares (00060 1): zirconium oxychloride.
Lechang Zirconium Products Factory built by the company has an annual output of 20,000 tons of zirconium oxychloride. It is one of the largest zirconium oxychloride producers in China and the research and development center of zirconium series products. In the first half of 2008, the company reorganized Lechang Zirconium Products Factory and established its subsidiary Lechang Zhaoying New Materials Co., Ltd.. The company invested RMB 73.85 million in monetary funds and some physical assets of the former Zirconium Products Factory, accounting for 92.3 1% of the shares. At present, the company is still engaged in the production and sales of zirconium series products. It can be predicted that with the accelerated construction of nuclear power projects in China, Lechang Zhaoying New Materials Co., Ltd. will surely meet huge market demand.
Western material (002 149): rare metal material tantalum.
Business scope: rare metal materials tantalum and tantalum alloy, niobium and niobium alloy, titanium and titanium alloy, zirconium and zirconium alloy plates, strips and deep-processed products; Zirconium and zirconium alloy pipe fittings and welded pipes, titanium and titanium alloy pipe fittings and welded pipes, nickel and nickel alloy pipe fittings and welded pipes, titanium and titanium alloy seamless pipes; Category III Low and Medium Pressure Vessels. The company has completed the acquisition of 97.78% equity of Western Titanium Industry Co., Ltd., and since May 2009, Western Titanium Industry has become a holding subsidiary of the company.
Lantai Industry (600328): the only nuclear-grade sodium producer in China.
Lantai Industry is the only producer of nuclear grade sodium in China. The company has monopoly resources, and the operating performance of salt products has increased steadily. The company owns Jilantai Salt Lake, and its mineral reserves are1.1400 million tons. According to the company's finished salt production capacity of 6.5438+0.5 million tons/year, the company's salt lake resources can be mined for at least 70 years. The company's salt business belongs to the national monopoly; Sodium chlorate can reduce the pollution of paper industry to110, and its application market is expanding day by day. Therefore, the operating performance of the company's salt products maintained a steady growth trend.
The company is the world's largest producer of sodium metal, with a production capacity of 45,000 tons, ranking third in the world and first in Asia. This is because the company has the following advantages: 1, raw material advantage; 2. Power (market) resource advantages; 3. Technical advantages.
Fangda Carbon (6005 16): The produced nuclear graphite for reactors is an indispensable material.
The nuclear graphite produced by the company is an indispensable material for nuclear reactors and is widely used in nuclear power plants and military fields. Among them, the integrated carbon felt produced by the company is an important base material for manufacturing the throat lining of Dongfeng series launch vehicle engine in China. The company has a long history of producing special graphite, and it is a key experimental production enterprise of special graphite in the national nuclear industry and aerospace industry. 1967 developed and produced the first generation of nuclear graphite for reactors in China, which provided a complete set of nuclear graphite products for the original two reactors, 82 1 and 8 16. 1978, the research project won the Gansu provincial science and technology achievement award. Since the mid-1980s, high-tech products such as delayed coking graphite sleeve, 205 graphite rudder blank and pyrolytic graphite section for nozzle, which are urgently needed by national defense industry, have passed provincial and ministerial appraisal respectively, and the research achievement of 1985 delayed coking graphite sleeve won the second prize of national scientific and technological progress. At the end of 1990s, the boron-containing carbon brick developed and produced for the national "863" key project Tsinghua University Institute of Nuclear Energy 10MW high gas-cooled experimental reactor passed the project acceptance at one time, and the product index was better than that stipulated in the contract.
Sinosteel Jitan (000928): Graphite
The company has been engaged in the research and production of carbon/graphite materials for many years, has the National Carbon Technology Center and reserves a large number of professional and technical personnel, and has a solid theoretical foundation and rich practical experience in the research and production of graphite materials. The company has become the largest manufacturer of graphite products in China, and successfully developed 700mm large ultra-high power graphite electrodes, breaking the monopoly position of foreign countries in the large ultra-high power market. Sinosteel has signed a strategic agreement with China Nuclear Energy Construction Corporation to build a high gas-cooled reactor, and Sinosteel Jilin Carbon Co., Ltd. will provide nuclear graphite materials. At present, Jitan has established a project to develop graphite materials for core columns of high gas-cooled nuclear reactors, and the feasibility study report of the project is being compiled.
Dongfang Electric (600875): Nuclear power products: main equipment of nuclear island and conventional island.
One of the largest manufacturers of power generation equipment in China. It mainly produces nuclear power generation equipment, and is the only enterprise in China with the manufacturing capacity of million-level nuclear island and conventional island equipment. Some technologies of conventional island are basically mature. Dongfang Boiler (stock exchange) mainly produces nuclear reaction equipment. We have successfully subcontracted the main equipment of 8 nuclear islands of Ling 'ao Phase I 2 * 1 MW nuclear power plant. 1996 obtained the national nuclear pressure equipment manufacturing qualification license. Relying on Ling 'ao Phase I, as a subcontractor of two French multinational companies, he participated in the manufacture of eight key nuclear pressure-bearing equipment, such as steam generator, turbine generator set static and auxiliary system equipment. In 2004, Dongfang Electric invested 654.38+0.3 billion yuan to build a manufacturing base in Nansha, Guangzhou-Dongfang Electric (Guangzhou) Heavy Machinery Co., Ltd., focusing on the manufacture and assembly of nuclear heavy equipment.
Shanghai Electric (60 1727): Nuclear power products: main equipment of nuclear island and conventional island. Shanghai Electric has seven nuclear power projects, including Qinshan Phase I expansion, Ling 'ao Phase II and Tsinghua cryogenic reactor, involving pressure vessels, steam generators, internals, steam turbines and other 14 types of equipment. Shanghai Electric, which has the advantage of professional division of labor and cooperation, started late in the million kilowatt nuclear power industry, but through independent innovation, technology introduction and digestion and absorption, it has already possessed the manufacturing capacity of million kilowatt nuclear power equipment. It has advantages in the localization of the third generation nuclear power AP 1000.
Hailu Heavy Industry Co., Ltd. (002255): It has the ability to manufacture the hanging basket cylinder of nuclear reactor "heart" equipment. The main products are waste heat boiler series products, design and manufacture of large pressure vessels and metal processing. The company began to manufacture nuclear power equipment from 1998, and successively produced nuclear power equipment and components such as pressurized water reactor, high temperature gas cooled reactor, experimental fast reactor bracket, and reactor internals hanging basket cylinder. However, at present, the income from nuclear power products is not high, accounting for about 1% of the total income in 2008.
Shield environment (0020 1 1): water chiller. In 2008, Du Nan Environment successfully won the bid for Qinshan nuclear power plant expansion project (Fangjiashan nuclear power plant project) and Fujian Fuqing nuclear power plant project, becoming the first domestic manufacturer to produce nuclear-grade water chillers for nuclear power plants. By further improving technology development capability, establishing nuclear power quality assurance system and strengthening market development, the company is realizing the goal of transforming from a product manufacturer to a general contractor for system integration, so as to seize the market share of nuclear power air conditioners in the future to the maximum extent.
Tianwei Power Protection Transformer (600550): Tianwei Power Protection Transformer signed an order contract for Fujian Ningde Nuclear Power Station 10 high-voltage auxiliary transformer. IT has become a comprehensive economic entity in many industries such as transformers, transformers, reactors, solar cells, wind power generation equipment, high-voltage bushings, special equipment for transformers, IT technology and so on. , 1000kV and below.