NuScale Power作为小型模块化反应堆(SMR)技术的代表企业,今日股价暴涨5.08%,引发市场广泛关注。科技巨头为支撑人工智能和云计算等新兴领域的巨大能源需求,正在寻求新的可持续能源方案,SMR技术因此备受追捧,推高了相关概念股的股价。
近期,谷歌、亚马逊等知名科技公司纷纷宣布与SMR技术企业达成合作协议,计划在未来数年内将SMR投入商业运营。小型化、模块化是SMR相较传统核电站的优势,被视为能够提高安全性和降低建设成本的新一代核能技术。与会释放碳排放的化石燃料不同,SMR可以为云计算数据中心等能源密集型项目提供可再生、零碳清洁电力。
然而,SMR虽然吸引人,但也存在不少技术和商业化风险。大部分SMR项目预计最早在2030年代才能真正投入运营,建设周期较长。其次,尽管商家标榜SMR建设成本较传统核电站低,但根据行业预测,SMR的发电成本依然远高于现有核电站及风能、太阳能等可再生能源选择。最后,SMR作为新兴核技术,也面临安全性等尚未经过足够时间检验的不确定风险。
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