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Guojin Securities: AI Data Center Expansion Fuels Nuclear Power Revival; Modular Small Reactors Herald New Opportunities
2025-01-24 /
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Author：小编
Guojin Securities' research report highlights that the evolving energy landscape has spurred an upsurge in electricity demand for AI data centers, providing fresh momentum for the resurgence of nuclear power. Small Modular Reactors (SMRs), leveraging their economic viability and flexibility, have emerged as a preferred option for data centers, heralding new avenues for development. The expansion in nuclear power installed capacity, coupled with advancements in technology, will catalyze the revitalization of the nuclear equipment and materials industry chain, as well as the nuclear fuel supply chain. It is imperative to proactively position oneself within the SMR industry chain and capitalize on opportunities for domestic equipment.
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