According to the research report released by CITIC Securities, the burgeoning demand for AI is fueling a broad-based resurgence in the global nuclear power industry. Concurrently, China's domestic nuclear power sector is entering a phase characterized by routine approvals and a peak in construction activities. Within this dynamic landscape, advanced reactors are emerging as a high-growth niche. Notably, Small Modular Reactors (SMRs) are poised to become the preferred choice for powering data centers, thanks to their rapid construction times, relatively lower investment requirements, enhanced safety features, and flexible siting capabilities. Additionally, SMRs present a viable option for electricity exports. This evolving trend is anticipated to prompt a revaluation of the nuclear power sector. For investors seeking opportunities, it is advisable to concentrate on enterprises specializing in nuclear power island equipment, valves, specialty materials, primary pumps, and other related supplies.