预期美国未来在SMR上中下游的产业链中占据更多价值据点 头部SMR设计开发公司基本集中在北美地区。 已有多达25GW的SMR项目正在筹划，其中多数面向数据中心用电需求，几乎所有规划都在美国图：美国SMR项目图：SMR头部企业布局NameNuScale Power ModuleSMR-160CapacityTypeDeveloper77 MWeIntegral PWRNuScale Power + Fluor, USA160 MWe PWRHoltec, USA + SNC-Lavalin, CanadaCNSP300 MWePWR/HI-THERM HSP solar thermal systemHoltec, USABWRX-300300 MWe BWR311 MWe Sodium FNRGE Hitachi, USAGE Hitachi, USAPRISMNatriumARC-100Hermes prototypeXe-100345 MWe Sodium FNRTerraPower + GE Hitachi, USA100 MWe Sodium FNRARC with GE Hitachi, USA35 MWt MSR-TrisoKairos, USA80 MWeHTRX-energy, USA资料来源：NEA,HTIFor full disclosure of risks, valuation methodologies and target price formation on all HTI rated stocks, please refer to the latest full report on our website at equities.htisec.com47
