印度開啟核電私有化，歡迎中國企業赴印投資？丨美俄法搶著上桌，最該警惕的不是錯過機會
印度通過SHANTI法案，廢除60年國有壟斷，向私營和外資開放核電市場。但這場2140億美元的超級盛宴，主桌上坐的是美國、俄羅斯和法國——中國企業連入場券都沒拿到。本期深度拆解：印度核電開放的真正受益者是誰？安全監管大鬆綁的隱患在哪裡？技術擴散風險為何是雙向的？以及中國在這場博弈中該如何落子。 免責聲明：本期內容基於公開報導和行業分析，所有事實均有可驗證來源。觀點僅代表個人判斷，不構成投資建議。 #印度核電 #SHANTI法案 #中國核電 #技術擴散 #中印關係 #莫迪 #核能安全 #華龍一號 #釷基熔鹽堆 #地緣政治
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