Title page
Contents
KEY TAKEAWAYS 1
EXECUTIVE SUMMARY 3
BACKGROUND AND METHODOLOGY 4
IMPORTANCE OF NUCLEAR POWER AND THE U.S. ROLE 5
CHINA'S NUCLEAR POWER INDUSTRY 6
HOW INNOVATIVE IS CHINA'S NUCLEAR INDUSTRY? 8
Nuclear Fusion 10
Other Chinese Nuclear Power Innovations 11
INNOVATION INPUTS TO CHINA'S NUCLEAR SECTOR 12
R&D Intensity 12
Scientific Publications 14
Patents 16
COMPANY CASE STUDIES 18
CGN Power 18
China National Nuclear Power 19
CHINA'S GOVERNMENT POLICIES SUPPORTING THE NUCLEAR SECTOR 20
WHAT SHOULD AMERICA DO? 22
ENDNOTES 26
Table 1. Leading nuclear power generation investors on the "2023 EU Industrial R&D Investment Scoreboard" 13
Figure 1. Nuclear power plants in operation or under construction as of May 2024 6
Figure 2. Locations of China's nuclear power plants 7
Figure 3. Nuclear R&D investment by globally listed companies headquartered in China, 2015-2020 12
Figure 4. Number of top 10 percent most-cited publications in nuclear science and engineering, 2008-2022 14
Figure 5. Weighted shares of scientific publications in nuclear energy by country, 2023 15
Figure 6. H-Index for scientific publications in nuclear energy, 2023 15
Figure 7. Number of PCT patents granted in nuclear science and engineering, 2008-2023 16
Figure 8. Global shares of PCT patents granted in nuclear science and engineering, 2008-2023 17
Figure 9. Leading exporters of nuclear reactors, country share of global market (2022) 21