At its Q3 2026 results briefing, China First Heavy Industries said domestic
approvals for nuclear units remain high and supply-chain tendering and
scheduling has accelerated, leaving nuclear power order intake stable and
improving. It noted projects carry large unit values and long cycles, with
revenue recognized by delivery milestones, so annual contribution varies with
plant scheduling and trend is a more meaningful indicator; nuclear contribution
is rising steadily. The company called nuclear a clear mid-to-long-term baseload
growth area, said its competitiveness and customer recognition are sustainable,
current capacity covers on‑hand work, product upgrades are ongoing, and
investment and technical retrofit-led capacity expansion are proceeding in
parallel.
