CITIC Securities pointed out that demand for AI has triggered a full recovery in the global nuclear power industry, and domestic nuclear power has entered a peak period of normalized approval and construction. Advanced reactors are the direction of high growth in nuclear power, and small reactors are expected to become the optimal solution for data center energy supply and one of the best solutions for electricity going overseas, bringing revaluation to the nuclear power sector. In terms of investment direction, it is recommended to focus on material companies such as nuclear power and nuclear island equipment, valves, special materials, and main pumps.

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