1。 Nuclear materials: Western Materials, Baoti Shares, Oriental Zirconium Industry, Sublimation Baike.
2。 Nuclear grade sodium: Lantai shares
3。 Nuclear carbon rods: Fangda carbon, sinosteel carbon.
4。 Nuclear power generation equipment: Shanghai Electric, China No.1 Heavy Double, Dongfang Electric.
5。 Nuclear cooling: Nanfeng, Du Nan environment
6。 Nuclear power valve: Yantai ice wheel and CNNC technology.
7。 Others: Zhongke Huaying, Zhongcheng, Weiertai, TBEA, Shangfeng Hi-Tech.
List of some nuclear power concept stocks
Dongfang Electric (600875): At present, it is a domestic enterprise with the manufacturing capacity of nuclear island and conventional island equipment of million kilowatts.
Shanghai Electric (60 1727): It has the manufacturing capacity of one million kilowatts of nuclear power equipment.
Zhong Yi, China (60 1 106): It is the first enterprise in China with the ability to independently supply a full set of million kilowatt nuclear power forgings.
Double reloading (60 1268): the main supplier of nuclear island equipment. The processing and production capacity of large castings and forgings is at the top level in the world.
CNNC (000777): The first A-share listed company in China valve industry and nuclear industry system, and the only listed company in nuclear industry group.
Self-Instrument Co., Ltd. (600848): Nuclear Power Instrument Control System.
Dongfang Zirconium Industry (002 167): Nuclear grade sponge zirconium.
Wall nuclear material (002 130): a new material modified by nuclear radiation.
Aotexun (002227): The company is the only manufacturer with a history of power supply for nuclear power plants in China.
Kowloon Electric Power (600292): Nuclear waste treatment.
Zhongcheng Co., Ltd. (000 15 1): It is in a leading position in the field of nuclear energy research and application.
Nanfeng Co., Ltd. (300004): China's only supplier with experience in general contracting of nuclear island heating and ventilation for nuclear power plants.
Harbin Air Conditioning (600202): nuclear air-cooled products.
Jiangsu Shentong (002438): nuclear valve faucet.
Yantai Ice Wheel (0008 1 1): nuclear valve business.
Shield environment (0020 1 1): nuclear water chiller.
Zhefu (002266): Pumped storage unit.
Hailu Heavy Industry Co., Ltd. (002255): nuclear power equipment and components such as supports for pressurized water reactors, high gas cooled reactors and experimental fast reactors, and reactor internal components such as hanging baskets and cylinders.
East china numerical control (002248): The company cooperated with German Heath Zhuang Ming Co., Ltd. to manufacture and process a CNC gantry mobile boring and milling turning center with a width of 8m and a length of 30m and a 320mm floor boring and milling machine.
Ф16m CNC six-axis hobbing machine is a heavy machine tool product, the technical level of which is the current international advanced level, and it can be widely used for processing heavy parts such as nuclear power facilities, shipbuilding and military products.
Nanyang Co., Ltd. (0022 12): Special cable for nuclear power plant.
Baosheng (600973): Superconducting Cable for Nuclear Power.
Baoti Co., Ltd. (600456): Zirconium material for nuclear power plants.
Zhongke Huaying (600 1 10): Special cables and accessories for nuclear power.
Kexin Electromechanical (300092): Pressure Vessel for Nuclear Power.
Wilty (002058): Nuclear pressure transmitter.
ST alloy (000633): nuclear containers and nuclear equipment.
Jidian shares (000875): nuclear power control products.
Application for shares (600642): shares in nuclear power plant.
Datang Power Generation (60 199 1)/ Huayin Power (600744): nuclear power.
Ganneng (000899)/ Ganyue Expressway (600239)/ Shennandian A(000037): Nuclear power generation.
Universal Power (000543): Nuclear power generation.
Mindong Electric Power (000993): Nuclear power generation.
The nuclear investment in the former A-share market is still in the initial stage of speculation, and there are still many unexplored nuclear energy stocks. Such as Shenneng (600642), Universal Power (000543), Shaoneng (00060 1) and Mindong Power (000993). There is no strong performance in the near future, and investment opportunities are ready to go. You can choose the right variety according to your own preferences.
Attach a list of nuclear power concepts:
Elite stock:
Aotexun (002227):
Listing place: Shenzhen, Guangdong Province
Shareholder: Ou Hua Industrial Co., Ltd.
Advantages: the company produces power supply system and power automation power supply equipment for nuclear power plants. It is located in Shenzhen. Last year, Guangdong Yangjiang Nuclear Power Project, Fujian Nuclear Power Phase I Project and Liaoning Nuclear Power DC and Uninterruptible Power Supply Project won the bid.
Wall core material (002 130):
Listing place: Shenzhen, Guangdong Province
Advantages: The company raised 200 million yuan to invest in the industrialization of environmental protection, flame retardant and heat shrinkable materials and series products.
After putting into production, it will increase the production capacity of 840 million meters of environmental protection and flame retardant electronic heat shrinkable sleeve, 65.438+0.4 billion metric materials, 65.438+0.5 billion meters of radiation crosslinked wires, 420,000 sets of heat shrinkable power cable accessories and 65.438+0.000 sets of cold shrinkable power cable accessories.
After-tax profit is 54.28 million yuan. This project is the only project in the field of radiation crosslinking, environmental protection, flame retardant and heat shrinkable materials in the civil non-power nuclear technology application project of the National Development and Reform Commission, and it has been supported by the state100000 yuan.
It is estimated that some production capacity will be put into use in the first half of 2007, and after it is put into production in 2008, the new production capacity will run at full capacity in 2009.
Ha air conditioning (600202):
Listing place: Harbin, Heilongjiang Province
Shareholder: Harbin Industrial Assets Management Co., Ltd.
Power plant (nuclear) air handling unit is a professional manufacturer. Among the company's two core businesses, large-scale power station air cooling equipment and petrochemical air cooling equipment maintained rapid growth. China National Nuclear Corporation designated designated enterprises to produce large air handling units for nuclear power plants. There is a monopoly technology.
Excellent performance, fund positions over 40%.
Kangqiang Electronics (002 1 19):
Listing place: Ningbo, Zhejiang Province
Advantages: Hidden nuclear power concept stocks, benefiting from nuclear high-base projects. According to the available public information, Kangqiang Electronics, Chuanda Zhisheng, China Software, Tongfang, Hang Seng Electronics, etc. The special statement of "nuclear high base" was clarified. Although the shortlist has not yet been announced, many institutions believe that except for the four companies that have been announced, I believe that most A-share software listed companies will apply for the topic of "nuclear high foundation", which may be formed.
"Nuclear high base" investment theme. Therefore, the company is likely to be shortlisted, and it is expected to benefit greatly from nuclear high-base projects in the future.