CITIC Securities released a research report saying that for the first time in the year, 8 nuclear power units were approved and implemented. Stimulated by autonomous controllable logic and AI demand, nuclear power construction is expected to become a new infrastructure. We believe that the global nuclear power industry is expected to usher in a revival. The orderly promotion of domestic nuclear power units is expected to drive the growth of parts orders. Fourth-generation reactors and small reactors have made breakthroughs one after another, and exports and nuclear fusion will open up the industry ceiling. We recommend focusing on SMR leaders; nuclear power valve leaders with lots of orders in the third-generation and fourth-generation nuclear power sector; Special welding material faucet for nuclear power; with high-end sealing Mechanical seal faucets with product advantages; leaders benefiting from spent fuel storage, transportation and post-treatment requirements; nuclear-grade sponge zirconium faucets; companies with manufacturing qualifications for control rod driving mechanisms, nuclear main pumps, and reactor components.

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