国务院常务会议于7月31日核准了四个核电项目共八台机组[1]，总投资超过1700亿元[1]，这是"十五五"期间首批获批项目[1]。其中中国核电获得4台机组[1]，中国广核获得2台[1]，电投产融山东莱阳项目获得2台[1]。这一批核电建设涉及的8台机组中，6台采用"华龙一号"技术[1]，2台采用"国和一号"技术[1]。
核准消息发布后，A股核电板块应声上涨[1]，8月3日中国核建、江苏神通等多只核电概念股涨停[1]。截至2026年6月底，中国商运核电机组达62台[1]，而2030年装机目标为1.1亿千瓦[1]，这意味着未来四年约有4400万千瓦的投产空间[1]。预计2027年将成为新投运高峰，三门3、4号、田湾8号和徐大堡3号将集中投运[1]。
1700亿元的直接投资具有显著的经济拉动效应，可带动相关产业链总产出约5000亿元[1]。
The State Council's executive meeting on July 31 approved four nuclear power projects comprising eight reactor units, with total investment exceeding 170 billion yuan, marking the first batch of projects greenlit during the 15th Five-Year Plan period [1]. The approval triggered a surge in A-share nuclear power stocks on August 3, with China Nuclear Engineering, Libpate, and Jiangsu Shentong among multiple nuclear concept stocks hitting daily limit gains [1].
The approved projects will be distributed among three operators: China Nuclear Power received four units, China General Nuclear received two units, and Electric Power Investment Production and Finance received two units for its Shandong Laiyang project [1]. Among the eight units, six will employ the "Hualong One" technology while two will use the "Guohuo One" technology [1]. The projects are expected to drive a concentrated wave of grid connections starting in 2027, when units at Sanmen 3 and 4, Tianwan 8, and Xujiaba 3 will enter operation simultaneously [1].
The nuclear sector is experiencing a dual catalyst of growing installed capacity and stabilized electricity prices. As of June 2026, China had 62 commercially operated nuclear units, with a target of 110 million kilowatts of installed capacity by 2030 [1]. This translates to approximately 44 million kilowatts of available grid-connection capacity over the coming four years [1]. The 170 billion yuan in direct investment is projected to generate approximately 500 billion yuan in total industrial chain output across related sectors [1].