The State Council temporarily said "No" to the new nuclear power project

It seems to be a subtle turning point without warning. After undergoing various speculations and official clarifications, the State Council announced last week that it will suspend green light approval of new nuclear power projects. According to the previous “Twelfth Five-Year Plan”, by 2015, China plans to build about 40 new units, and there will be as many as 8 newly installed units each year. The Chinese nuclear power industry, which is gaining momentum, has also implicitly converged on its own edge under the impact of a strong earthquake in Japan. Premier Wen Hao of the State Council also stated that the development policy of nuclear power will be tightened due to Japan’s nuclear leakage accident and will conduct comprehensive safety inspections on China’s nuclear facilities. At the same time, it will no longer approve new nuclear power projects before the mid- and long-term plans for the development of nuclear safety planning and nuclear power are approved. .

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A few days later, the decision-makers changed their minds. A researcher in the nuclear power system told reporters that the temporary suspension of new projects expresses the cautious attitude eventually adopted by the decision-makers.

This attitude is also a common choice for all governments. Prior to this, Germany had already announced the suspension of the extension of the nuclear power plant's operation deadline passed in 2010 and proposed to close down the longest-running nuclear power plant in Germany. The Swiss government also decided to suspend the safety approval procedures for the three new nuclear power plants. The United States has proposed to postpone the construction of nuclear power plants in the country. The plan to build 10 new nuclear power plants in the United Kingdom may also be set aside.

According to Zou Hui, a new energy analyst at Orient Securities, the general direction of the nuclear power business will not have qualitative changes, but the country needs to come up with measures to activate confidence. This is also a few days after the nuclear leakage accident in Japan evolved. The reason for the stronger position. The reporter noted that the nuclear safety planning and the mid- and long-term development plans for nuclear power mentioned in the statement of the State Council will be an important guiding document for stepping up the demonstration and approval in the next step.

Prior to industrial blowout, the strong earthquake in Japan has become an opportunity for China to rationally review nuclear power. Previously, Lu Qizhou, general manager of China Power Investment Corporation, one of the three nuclear power groups with nuclear power holding qualifications, suggested that Japan should learn from the earthquake. From the country to the nuclear power enterprise level, we must rethink safety plans and emergency response actions.

The recent meeting stated that it will immediately organize a comprehensive safety inspection of China’s nuclear facilities, carefully investigate safety hazards through careful safety assessment, improve the unit system of nuclear facilities, and strictly enforce operating procedures, and require the supervision and supervision departments to strengthen supervision and inspection.

For nuclear power plants already under construction, the meeting called for the use of the most advanced standards for safety assessment. If there is any hidden danger, it must be resolutely rectified. Any failure to meet the safety standards will be immediately ordered to stop construction. In addition, the meeting also stressed that it will continue to strengthen the monitoring and early warning of radiation environment and emergency mobile monitoring in key areas, and timely release the monitoring situation.

Regardless of the effect of a series of policy guidance, the reporter noted that merely “suspending new project approvals” will have an important impact on the development speed limit of domestic nuclear power. It is reported that pending approval of projects such as the newly completed projects of China National Nuclear Corporation's Hunan Taohuajiang, Xudabao, Liaoning, Sanming, Fujian, and Hainan Changjiang, will be temporarily suspended. However, many people emphasized that since nuclear power as clean energy is not subject to natural geographical conditions like wind power and solar energy, the cost per kilowatt-hour is 20% lower than that of thermal power. Therefore, after refining and improving nuclear power planning and standards, nuclear power The positive trend of industrial development will not change.

The reason why the nuclear power industry is still optimistic about the mid-to-long term is that there is ample space, Shen Wenquan, senior engineer of the National Nuclear Power Technology Company believes that because of the uncertainty of the details of the nuclear power plant explosion in Japan, and China’s domestic nuclear power plant The possibility of an accident risk caused by an earthquake is not likely. “Our country has a vast territory and it is entirely possible to avoid the construction of seismic points on the seismic belt. Historically, there have been very few examples of major tsunami disasters in China.”

According to SHAO, the research and development department of China Post Securities, the positive attitude of the industry is also closely related to the existence of “different” in nuclear power plants in China and Japan. “Compared with the operation of basic commercialization in Japan, the input of domestic nuclear power plants in equipment inspection, overhaul, and safety management is significantly higher than that of Japanese nuclear power plants.” The reporter noted that during the shutdown of the No. 3 unit of the Fukushima Daiichi nuclear power plant in 1978, Due to the abnormal operation of the control rods, the nuclear power plant experienced a critical state of up to 7 hours.

Zhang Shuai, a new energy analyst at Guojin Securities, told reporters that from the point of view of the nuclear power technology used in Japan, it was mainly the second-generation boiling water reactor technology. The lack of design was also one of the causes of the accident. The probability of a leak in a pressurized water reactor designed for a secondary circuit is low.

“All nuclear power plants currently built and under construction in China are using pressurized water reactor technology, which reflects a higher level of safety.” The reporter learned that boiling water reactors use core-heated steam to directly push steam turbines to do work, in the traditional sense of nuclear islands. There is a lack of security shielding between conventional islands. In the pressurized water reactor, the U-shaped heat transfer tube of the steam generator can insulate the primary circuit water that is radioactive from contact with the secondary circuit water, which means that the radioactive material is completely contained in the closed primary circuit.

Industry Happiness Zhang Shuai also introduced that nuclear power technology has undergone the process from one generation to two generations to the second generation of improvement. China's current nuclear power plants under construction are second-generation technology lines with higher technology maturity and stability. In order to further enhance safety, China is actively carrying out three generations of introduction and localization.

However, the speeches of the State Council recently announced that the shock of China's new energy structure is not only reflected in the stock market. It is an indisputable fact that the explosion of the Fukushima nuclear power plant has caused the Chinese government to think about the speed and pace of nuclear power construction.

Shao Ke believes that after the development of nuclear power is hindered, the advantages of wind power gradually emerge. “After last year's integration of wind power equipment industry, the price of wind turbines continued to decline, which lowered the cost of wind power generation and also reduced the construction cost of wind farms.” Yu Hong, a new energy analyst at Datong Securities, believes that the shorter construction period of photovoltaic power plants It also made the industry welcome the spring. According to him, the traditional power supply construction period is 2 years to 3 years, and the construction period of nuclear power plants is as long as 5 years to 8 years. The construction period of photovoltaic power stations is generally only about 6 months. “Compared with the long period of hydropower construction, problems such as the construction of reservoirs and resettlement are complex and complex.”