According to the research report released by CITIC Securities, the burgeoning demand for AI is acting as a catalyst for a widespread revitalization across the global nuclear power industry. Notably, the nuclear power manufacturing sector, characterized by its high margins and robust growth potential, is poised for a significant revaluation. Within China, the nuclear power landscape has transitioned into a phase marked by routine approvals and a construction boom. Projections indicate that component deliveries will peak from 2026 onwards, expediting the release of industry profits. Concurrently, substantial incremental growth is expected to stem from the burgeoning demands in advanced reactor technologies, nuclear technology applications, exports, and spent fuel reprocessing. Looking ahead, nuclear fusion technology holds the promise of revolutionizing valuation benchmarks, thereby providing a substantial lift to sector valuations.