Hiconics and State Power Investment Corporation Launch Domestic Development of High-Voltage Inverter for Guohe One Main Pump

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Hiconics announced a partnership with the Shanghai Nuclear Engineering Research and Design Institute under State Power Investment Corporation to officially launch a joint project for the domestic development of the high-voltage inverter for the Guohe One reactor main pump. Previously, Hiconics had worked with State Nuclear Power Beijing Nuclear Power Conventional Island and Power Engineering Research Center, a subsidiary of State Power Investment Corporation, to complete the development of an intelligent high-voltage inverter system for nuclear power, which has been applied in conventional island equipment and main helium fans. This collaboration focuses on the core drive devices of the nuclear island, establishing a new domestic substitution model of state-owned capital top-level design plus private enterprise achievement transformation, with State Power Investment Corporation serving both as a technology co-builder and a core purchaser. As nuclear power construction accelerates during the 15th Five-Year Plan period, the value of high-voltage inverters and supporting equipment for a single unit is approximately 80 million to 100 million yuan, and the nuclear island main pump inverter, as a core category accounting for over 50 percent of the value, has broad market potential.

Impact on stocks 1

Others▲ · 1 stocks
Hiconics Drive Tech Co
300048
▲ PositiveDemandrelevance

Partnership to develop high-voltage inverter for nuclear main pump, with State Power Investment as core purchaser, creating direct demand for Hiconics' product.

Theme Impact 1

Off-coverage companies 2

国家电投上海核工程研究设计院有限公司Private▲ Positive
Demandrelevance

As technology co-builder and core purchaser, the institute benefits from advancing domestic substitution in nuclear power.

国核（北京）核电常规岛及电力工程研究中心有限公司Private▲ Positive
Demandrelevance

Previous collaboration with Hiconics on intelligent inverter system for conventional island equipment positions it to benefit from nuclear power acceleration.

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