智通财经APP获悉，香港联交所最新数据显示，9月30日，中信证券资产管理有限公司增持中广核电力 (01816)598.1万股，每股作价2.8354港元，总金额约为1695.85万港元。增持后最新持股数目约14.56亿 股，持股比例为13.04%。 ...

香港联交所最新数据显示，9月30日，中信证券资产管理有限公司增持中广核电力(01816)598.1万股，每 股作价2.8354港元，总金额约为1695.85万港元。增持后最新持股数目约14.56亿股，持股比例为 13.04%。 ...

FF301 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01816 | 說明 | H股 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 11,163,625,000 | RMB | | 1 | RMB | | 11,163,625,000 | | 增加 / 減少 (-) | | | | | | | RMB | | | | 本月底結存 | | | 11,163,625,000 | RMB | | 1 | RMB | | 11,163,625,000 | 公司名稱: 中國廣核電力股份有限公司 致：香港交易及結算所有限公司 備註： 本月底法定/註冊股本總額： RMB 50,498,611,100 | 證券代號 (如上市) | 003816 | 說明 | A股 | | | | | | --- | --- ...

Investment Rating - The report maintains a positive outlook on the power and gas sectors, recommending specific companies for investment based on their performance and market conditions [3][16][18]. Core Insights - The report highlights that in August, the total electricity consumption reached 10,154 billion kWh, marking a year-on-year growth of 5.0%. The second industry contributed the largest increase, accounting for 59% of the total electricity increment [3][8][9]. - The report notes that global gas prices are experiencing slight fluctuations, with the Henry Hub spot price at $2.90/mmBtu and the TTF spot price at €32.15/MWh as of September 26 [18][19]. - The report emphasizes the stable growth in electricity consumption driven by high temperatures and government policies aimed at boosting consumption [8][9]. Summary by Sections 1. Electricity Sector - In August, the second industry saw a significant increase in electricity consumption, with a year-on-year growth of 5.0% and contributing 59% to the total electricity increment [3][9]. - The manufacturing sector achieved a record monthly growth rate, particularly in high-tech and equipment manufacturing, which grew by 9.1% year-on-year [9][10]. - The report recommends investments in hydropower, green energy, nuclear power, and thermal power companies, citing favorable conditions for growth and profitability [16][17]. 2. Gas Sector - The report indicates that the supply-demand dynamics for gas remain stable, with slight fluctuations in global gas prices. The LNG price in Northeast Asia decreased by 2.61% to $11.20/mmBtu [18][19]. - It highlights the steady increase in U.S. natural gas inventories and the impact of mild weather on heating and cooling demands, leading to low price volatility [21][27]. - The report suggests focusing on integrated gas companies and city gas firms that are expected to benefit from cost reductions and improved profitability [41][42]. 3. Market Performance Review - The report notes that the public utility and environmental sectors underperformed compared to the Shanghai and Shenzhen 300 indices, while the power equipment sector outperformed [43][44]. 4. Company and Industry Dynamics - Recent government initiatives aim to enhance the quality of energy equipment and promote the development of renewable energy sources [52]. - The report includes updates on major companies' announcements, including contract wins and strategic investments, which are expected to positively impact their future performance [52][53]. 5. Key Company Valuation Table - The report provides a valuation table for key companies in the public utility and environmental sectors, indicating their market positions and potential for growth [54].

Group 1 - Nuclear power stocks have risen significantly, with increases of over 9% and 7% for specific companies [1] - Major companies such as China National Nuclear Corporation and China General Nuclear Power Corporation have seen notable stock price increases, with China National Nuclear Corporation rising by 9.16% to 4.290 and China General Nuclear Mining rising by 7.19% to 3.280 [1] - The rise in uranium prices, approximately 5% this year, is attributed to production cuts by major suppliers and increasing demand from nuclear power construction and AI data centers in China [1] Group 2 - Morgan Stanley reports that the global uranium market is undergoing significant changes, with a tight supply and strong demand leading to an optimistic price outlook [2] - The forecast predicts uranium prices will reach $87 per pound by Q4 2025, supported by supply challenges, stable spot demand, and potential increases in contract volumes [2] - The structural support from the "nuclear renaissance" is strengthening the fundamentals of the uranium market, indicating further price potential [2]

新华财经北京9月25日电（安娜郭洲洋）据记者从中广核获悉，自2009年入疆以来，中广核坚持新发展 理念，深度参与新疆新能源高质量发展，以风光储一体化项目推进产业增效、生态增绿、群众增收，将 绿色答卷实实在在书写进戈壁田间。16年来，中广核累计投资超340亿元、纳税超21亿元，在运在建装 机超1000万千瓦，累计为新疆电网输送绿电超348亿千瓦时。 从第一度清洁电力送出开始，中广核逐步带动形成一个有规模、有配套的稳定产业链，在巴州、和田、 哈密等地州推进引入18个产业项目，包括高端齿轮箱、光伏组件、新型储能、高端专业机器人等领域。 同时，携手中国国新集团，共同成立中广核新疆新能源投资有限公司，注册资本金150亿元，作为在疆 产业投资平台，推进强链、补链、延链。 记者在中广核洛浦万亩沙漠治理示范项目看到，沙脊背风处已经泛出一层浅绿。据项目负责人介绍，项 目是落实国家荒漠化综合防治的重点示范项目。项目把"治沙-覆绿-农光互补"打成一套组合拳，示范项 目总规模为2.2万亩。其中，已完成美洲狼尾草（含复播苜蓿）种植区约4027亩、耐旱植物种植区约 5830亩、防风林187亩，土壤化改造7715亩，耐旱草类覆绿约5060 ...

Core Insights - The article highlights the achievements of China General Nuclear Power Group (CGN) in promoting energy and ecological integration in Xinjiang, particularly through large-scale renewable energy projects [1][2][3] Group 1: Project Developments - CGN's solar project in Luopu, which began construction in October 2024 and achieved grid connection on May 23, 2024, is noted as the fastest domestic million-kilowatt solar power station from construction to operation [1] - The 1 million-kilowatt wind farm in Ruoqiang set a record for construction speed, starting on July 30, 2024, and achieving full capacity grid connection by December 29, 2024 [1] - The Ma Yi Ta Si wind farm has been operational since 2011, with an average annual generation of over 3,500 hours and a cumulative output exceeding 90 billion kilowatt-hours [1] Group 2: Investment and Economic Impact - Over the past 16 years, CGN has invested over 34 billion yuan and paid more than 2.1 billion yuan in taxes, with over 10 million kilowatts of installed capacity in Xinjiang [2] - CGN has facilitated the delivery of over 34.8 billion kilowatt-hours of green electricity to the Xinjiang power grid [2] - The establishment of CGN Xinjiang New Energy Investment Co., Ltd. with a registered capital of 15 billion yuan aims to strengthen and extend the local industrial chain [2] Group 3: Technological Innovations - The "Wind Wing" innovation studio at the Ma Yi Ta Si wind farm has developed self-research slip ring detection equipment, achieving a precision of 0.01 milliohm [2] - The collaborative de-icing device has reduced average downtime from 180 hours to 30 hours, resulting in an estimated annual increase of about 17 million kilowatt-hours in generation [2] Group 4: Environmental Initiatives - The Luopu desertification control demonstration project covers 22,000 acres and incorporates various ecological restoration techniques, including drought-resistant plants and soil improvement [3] - CGN's efforts in Xinjiang have led to the equivalent of saving 4.277 million tons of standard coal and reducing carbon dioxide emissions by 13.33 million tons, comparable to afforesting 1.066 million hectares [3]

9月24日早间，中央气象台继续发布台风橙色预警，预计，"桦加沙"将以每小时20~25公里的速度向偏西 方向移动，将于今天下午到晚上在广东台山到湛江一带沿海，以台风级或强台风级风力登陆。 为了应对台风"桦加沙"影响，中广核、南方电网等广东省电力企业严阵以待，提前做出了一系列部署， 确保电网和电站安全运行。 记者从中广核获悉，超强台风来临前，中广核受台风影响区域的各在建在运项目迅速响应、周密部署， 积极落实防台抗台相关措施。目前，含大亚湾核电基地、阳江核电基地、台山核电基地、太平岭核电基 地、陆丰核电基地、防城港核电基地（广西）等各项目严阵以待全力以赴防御台风"桦加沙"。 正在建设的陆丰核电基地，9月23日，该基地应急指挥部及8个专项组全面运转，有序组织停工排查、转 移人员逾1.4万名，并确保船舶全部避风，同步强化动态监控、重点区域加固及出入管控，多措并举筑 牢安全防线，全力保障人员、设备安全。 南方电网也在9月23日18时将防风防汛二级应急响应提升至一级，按照"全网一盘棋，全网保广东，广东 保港澳"原则，制定防御台风策略和"灾中守""灾后抢"各项应急措施，全面迎战"桦加沙"。 其中，南方电网广东电网公司于9月2 ...

为了应对台风"桦加沙"影响，中广核、南方电网等广东省电力企业严阵以待，提前做出了一系列部署， 确保电网和电站安全运行。 21世纪经济报道记者从中广核获悉，超强台风来临前，中广核受台风影响区域的各在建在运项目迅速响 应、周密部署，积极落实防台抗台相关措施。目前，含大亚湾核电基地、阳江核电基地、台山核电基 地、太平岭核电基地、陆丰核电基地、防城港核电基地(广西)等各项目严阵以待全力以赴防御台风"桦 加沙"。 正在建设的陆丰核电基地，9月23日，该基地应急指挥部及8个专项组全面运转，有序组织停工排查、转 移人员逾1.4万名，并确保船舶全部避风，同步强化动态监控、重点区域加固及出入管控，多措并举筑 牢安全防线，全力保障人员、设备安全。 9月24日早间，中央气象台继续发布台风橙色预警，预计，"桦加沙"将以每小时20~25公里的速度向偏西 方向移动，将于今天下午到晚上在广东台山到湛江一带沿海，以台风级或强台风级风力登陆。 如大亚湾核电总经理部领导班子成员在9月22日后的专题会上，分组带队深入一线，对三电厂厂区及生 活区开展地毯式检查，重点检查了柴油机、泵站、入水口等关键部位，现场督导户外物料清理、加固消 缺工作。同时，对 ...

Investment Rating - The report assigns an "Accumulate" rating for the company, indicating a positive outlook for the stock over the next six months [8]. Core Views - The company's short-term performance is impacted by declining electricity prices, but it plans to inject Huizhou Nuclear Power to solidify its future foundation [7][8]. - Despite short-term challenges, the long-term growth path of the company is clear, supported by a robust pipeline of nuclear projects and favorable industry trends [8]. Financial Summary - For 2023A, the company is projected to achieve a revenue of 82,549 million yuan, with a slight decline of 0.3% year-on-year. The net profit attributable to shareholders is expected to be 10,725 million yuan, reflecting a growth of 7.6% year-on-year [1]. - The company anticipates revenues of 86,804 million yuan in 2024A and 86,639 million yuan in 2025E, with net profits of 10,814 million yuan and 9,978 million yuan respectively [1][8]. - The company's return on equity (ROE) is projected to be 10.3% in 2023A, declining to 8.6% by 2025E [1]. Business Performance - In the first half of 2025, the company reported a revenue of 39,167 million yuan, down 0.53% year-on-year, and a net profit of 5,952 million yuan, down 16.30% year-on-year [1][2]. - The company's nuclear power generation revenue showed a slight increase of 0.93% year-on-year, primarily due to a growth in electricity generation, which offset the decline in market prices [3][4]. - The average market price of electricity decreased by approximately 8.23% compared to the same period in 2024, significantly affecting profitability [3]. Project Development - The company has a strong pipeline of nuclear projects, with 28 operational nuclear units and 20 under construction, providing a solid foundation for long-term growth [4][7]. - The planned acquisition of an 82% stake in Huizhou Nuclear Power for 9.375 billion yuan will enhance the company's project portfolio and growth prospects [7][8].