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China pours first concrete for Haiyang-5 as reactor queue grows

State Power Investment Corp said the first concrete for the Haiyang-5 nuclear island was poured on Saturday 31 October. The pour opens a two-reactor phase that would take the Shandong site to about 7.5 GW.

EconomyExplainerDr. Amara PatelPublished: 4 November 20264 min readSources 28
China pours first concrete for Haiyang-5 as reactor queue grows

Concrete on the nuclear island

State Power Investment Corp announced the pour in a post on Chinese social media. State media carried the same message. Kenya Today reported that the operation used about 6,626 cubic metres of concrete and ran for nearly 62 hours. Haiyang-5 is a CAP1000 pressurised water reactor. It is China's Generation III version of Westinghouse's AP1000 design, on the Shandong coast in eastern China.

China Nuclear Industry 24 Construction Co is building the nuclear islands for both new units. It is a subsidiary of China National Nuclear Corporation.

China's queue of 56 units under construction sets the pace for the global reactor supply chain, from forgings to fuel.

The State Council approved Units 5 and 6 on 27 April 2025. The National Nuclear Safety Administration then issued the construction permits.

NucNet gives Haiyang-5 a capacity of 1,161 MW. Global Times, citing the SPIC post, says the design was optimised to raise each unit's rated electrical output to 1.3 million kilowatts. Kenya Today puts each reactor at roughly 1,300 MW gross. The figures do not match. Neither SPIC nor its contractors have reconciled them.

Six units, 7.5 GW

Phase III adds Units 5 and 6 to a site planned in three phases of 6-million-kilowatt-class reactors.

SPIC estimates annual generation of 60.9 billion kWh once the site is complete. That is enough for about 54 million residents. The company says that would save about 18.56 million tonnes of standard coal a year and cut carbon dioxide emissions by 48.63 million tonnes. Heating capacity would exceed 150 million square metres, the post said. That is enough to cover 25 county-level cities.

Liu Fei heads SPIC Shandong Nuclear Power's Haiyang project. He told Xinhua the finished site would become the world's largest nuclear power base built entirely on passive pressurised water reactor technology.

The size of China's queue

China has 120 nuclear power units in operation or approved for construction, with a combined 135 million kilowatts of installed capacity. That ranks first in the world. Of those, 64 units are operating with about 68.59 million kilowatts, second worldwide. The remaining 56 are under construction or approved and awaiting construction, first worldwide.

Nikkei Asia reported on 1 November that the number of reactors under construction worldwide had risen to 79, driven by AI demand.

Forecasts cited by Global Times put China's operating nuclear capacity first in the world before 2030. They see 200 million kilowatts by 2040. Nuclear would need to supply 18% of electricity generation by 2060.

Where delivery gets hard

Polskie Elektrownie Jadrowe has applied for a permit covering early works at Lubiatowo-Kopalino, the site of Poland's first nuclear plant. The plant will use three Westinghouse AP1000 reactors. An Act of 3 July 2026 introduced the early-works mechanism. PEJ is preparing a construction permit application for 2027.

In the Czech Republic the trouble is contractual. Korea Hydro & Nuclear Power ended about 15 months of negotiations with a consortium of Daewoo Engineering & Construction and Doosan Enerbility over the Dukovany contract. The contract is worth about 27 trillion won, or roughly $20.1bn. KHNP ended the talks on 29 October. It delivered an official notice of termination to Daewoo E&C the following day. It plans to select a new contractor by July 2027.

South Korea's trade ministry says it has no legal authority to mediate between companies with commercial interests. Daewoo E&C had asked it to push for a renegotiation. The company said its final proposal offered to absorb losses of hundreds of billions of won.

KHNP blamed the increased construction volume since the bid. It also said the two sides disagreed over treating added work as a separate contract. Daewoo E&C argued it should not carry that volume without an adjustment to construction cost. It pointed to the risk of building the APR1000 for the first time in Europe.

What comes next

Work at Haiyang-5 moves on to completing the nuclear island foundation and the reactor building structures. Mechanical and electrical installation, pressure testing and fuel loading follow.

In Poland the early works cover the onshore part of the circulating water system, the pipelines that take in and discharge cooling water. They also include a retention basin for rainwater and meltwater, internal roads and launch pits for a tunnel boring machine. The National Atomic Energy Agency has classified the cooling water system as not safety-related. It can therefore be built before the main licences.

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Sources

28
  1. 01Construction Begins Of Haiyang-5 Nuclear Power Plant In China - NucNetEN
  2. 02Phase III of Haiyang Nuclear Power Complex starts construction; China's operating nuclear power capacity to top the world by 2030EN
  3. 03China Begins Construction of Haiyang Unit 5, Expanding Nuclear Capacity to 7.5 GWEN
  4. 04Nuclear reactors under construction rise to 79 globally on AI demand - Nikkei AsiaEN
  5. 05PEJ applies for an early works permit for its Lubiatowo-Kopalino nuclear power plantEN
  6. 06PEJ applies for early works permit for nuclear power plantEN
  7. 07Czech Nuclear Plant's approximately $20.1 Billion Construction Contract Collapses; Daewoo E&C Asks South Korean Industry Ministry to MediateEN
  8. 08Russia is discussing the construction of new nuclear power plants with four African countries - UA.NEWSEN
  9. 09Saltfoss targets US licence for its seaMSR-100 floating nuclear power plantEN
  10. 10UK’s most polluting power plant could power country’s largest AI datacentreEN
  11. 11Hybrid wind-solar-battery plants can power Kazakhstan’s demand growthEN
  12. 12Russia Eyes Africa Push Through Both Large-Scale And Floating Nuclear Plants - NucNetEN
  13. 13Data center growth spurs call for nuclear power plants in IndianaEN
  14. 14Texas SMR plant moves to final permitting stage - World Nuclear NewsEN
  15. 15UK Green party drops longstanding opposition to nuclear powerEN
  16. 16If The US Department Of Defense Gets Solar Power, Why Can’t We?EN
  17. 17 8 converted jet engines are powering xAI data centers as companies look for new energy sources EN
  18. 18 China deploys 'world's first' 800-volt DC power system for massive AI data center EN
  19. 19Shenzhen Nanshan Power seeks majority stake in Trina Solar’s tracker businessEN
  20. 20Yingfa Ruineng establishes 7.5 GW PV manufacturing plant in IndonesiaEN
  21. 21Why batteries, not gas plants, should be data centers' first choiceEN
  22. 22Tesla Powerwall 3 now boosts heat pumps to store cheap solar as heatEN
  23. 23Jackery Launches Explorer 100D Portable Power Station. Maximum Capability For Carryon CompatibilityEN
  24. 24The DOE announces $5B loan to Constellation for nuclear upratesEN
  25. 25Trump Onsite Power Push Meets AI Data Center RealityEN
  26. 26AI’s Expansion Hits the Limits of Local PowerEN
  27. 27Xpeng brings G9L to Hong Kong with extended-range powertrain after European launchEN
  28. 28Inside Automotive DMS & OMS: Technology, Challenges & Power Solutions EN

All figures and quotations in this text come from the sources listed below.

Content prepared by the editorial team with AI assistance.

Dr. Amara Patel

Dr. Amara Patel

Economy, business and world

Dr. Amara Patel covers business, world affairs and the economy for FLASH24, working from filings, central bank statements and trade data rather than press releases, and she does not let company spin stand in for numbers. She checks revenue recognition, debt covenants and currency effects line by line against audited reports and regulatory disclosures. Her week includes calls with analysts, logistics operators and trade lawyers, and she watches the calendar for rate decisions, earnings dates and port and freight updates, comparing each against prior quarters. Outside the desk she tracks tech-company accounts and rides cargo bikes, which keeps her close to both the balance sheets she reads and the supply chains she covers. She does not publish a figure she cannot trace to a primary document.

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