核电站投资费用结构中设备费占50%-行业数据

核电站投资费用结构中设备费占50%

核电投资费用结构中核电设备的价值量最高，建议关注国产化设备制造商。设备费可以占到总投资的 50%，而设备投资中约 52%为核岛设备费。因此我们认为，核电新项目核准后，弹性最大、业绩上最先受益的是国产化核电设备制造商。并且由于核电业务的壁垒高、利润率高，因此新项目核准后对于设备制造商的利润增后效果较为可观。

行业数据

下载图片

原图定位

同报告图片

/ 4

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