核能行业深度报告：华龙一号开启批量化建设，未来国内能源投资增量的主力.pdf

/ / 2020/5/31 S1100517100001 010-68595107 suncancczq 28 15 100034 1000 11 200120 6 32 518000 177 B 17 610041 2020 2019 AP1000 EPR 2019 2020 ( ) ( ) 2/31 . 5 1.1. . 5 1.2. . 5 1.3. . 6 1.4. . 7 . 8 2.1. . 8 2.2. . 9 2.2.1. . 9 2.2.2. .10 2.2.3. .10 . 11 3.1. . 11 3.2. .12 3.2.1. .12 3.2.2. .13 3.2.3. .13 3.3. AP-1000 .15 3.3.1. .15 3.3.2. .15 3.3.3. AP1000 .16 .17 4.1. .17 4.1.1 .17 4.1.2 .19 4.2. .20 4.2.1 .20 4.2.2 .20 4.2.3 .21 4.3. .22 3/31 .25 5.1. .25 5.1.1 .25 5.1.2 .26 5.1.3 .27 5.2. .28 5.2.1 .28 5.2.2 .28 .30 4/31 1 2018 . 5 2 2018 . 6 3 2018 . 6 4 . 6 5 2010-2018 . 7 6 2010-2018 . 7 7 1995-2015 .10 8 1995-2015 .10 9 .14 10 2019 .26 11 .26 1. . 7 2. . 8 3. . 8 4. . 9 5. .11 6. .13 7. .13 8. .13 9. .14 10. .17 11. .19 12. .20 13. .22 14. .23 15. .28 5/31 1.1. IAEA 2018 450 55 2019 6 2010- 2019 63 59% 37 55 26 55 29 49 2013 68 2016 2019 2016-2020 45.5GW 12.5GW 2020 58GW 30GW 2019 1 2018 IAEA 1.2. 6/31 2 2018 3 2018 IAEA IAEA 2018 451 PWR 66% LWGR 55 PWR 82% HTGR 1.3. 171 24 30 20- 40 US-219 1969 2018 49 202 30-39 40 93 4 IAEA 7/31 EPR AP1000 VVER 2500 /kw AP1000 6200 /kw EPR VVER 4000 /kw 1. /kw 2500 AP1000 6200 EPR 4000 VVER 4000 1.4.