中国广核公告，公司合营企业福建宁德第二核电有限公司的宁德6号机组已于2025年12月16日进行核反 应堆主厂房第一罐混凝土浇筑（FCD），即宁德6号机组于该日开始全面建设，进入土建施工阶段。宁 德6号机组采用华龙一号核电技术，单台机组容量为1,210MW。 ...

格隆汇12月16日丨中国广核(003816.SZ)公布，公司的合营企业福建宁德第二核电有限公司的宁德6号机 组已于2025年12月16日进行核反应堆主厂房第一罐混凝土浇筑（FCD），即宁德6号机组于该日开始全 面建设，进入土建施工阶段。宁德6号机组采用华龙一号核电技术，单台机组容量为1,210MW。 ...

证券日报网讯 12月15日晚间，中国广核发布公告称，公司于2025年8月27日和2025年10月16日分别召开 第四届董事会第十五次会议及2025年第一次临时股东大会，均审议通过了《关于审议修订并取消监事会 的议案》，同意对《中国广核电力股份有限公司章程》（简称"《公司章程》"）的修订，并取消监事 会，由公司董事会审计与风险管理委员会行使相关规定的监事会职权。近日，公司已完成工商变更登记 及《公司章程》的备案工作。 （编辑 任世碧） ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而產生或因依 賴該等內容而引致的任何損失承擔任何責任。 CGN Power Co., Ltd.* 中國廣核電力股份有限公司 （在中華人民共和國註冊成立的股份有限公司） （股份代號：1816） 海外監管公告 本公告由中國廣核電力股份有限公司（「本公司」）根據香港聯合交易所有限公司證 券上市規則第13.10B條作出。 以下為本公司於深圳證券交易所網站發佈之《中國廣核電力股份有限公司關於完 成工商變更登記及公司章程備案的公告》，僅供參閱。 承董事會命 中國廣核電力股份有限公司 尹恩剛 財務總監、聯席公司秘書及董事會秘書 中國，2025年12月15日 於本公告日期，本公司董事會成員包括執行董事為龐松濤先生；非執行董事為楊 長利先生、李歷女士、馮堅先生及劉煥冰先生；獨立非執行董事為王鳴峰先生、 李馥友先生及徐華女士。 * 僅供識別 证券代码：003816 证券简称：中国广核 公告编号：2025-078 债券代码：127110 债券简称：广核转债 中国广核电力股份有限公 ...

本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 中国广核电力股份有限公司（以下简称"公司"）于2025年8月27日和2025 年10月16日分别召开第四届董事会第十五次会议及2025年第一次临时股东大会， 均审议通过了《关于审议修订<中国广核电力股份有限公司章程>并取消监事会 的议案》，同意对《中国广核电力股份有限公司章程》（以下简称"《公司章程》"） 的修订，并取消监事会，由公司董事会审计与风险管理委员会行使《中华人民共 和国公司法》规定的监事会职权。具体情况详见公司于2025年8月27日及2025年 10月16日登载于巨潮资讯网（http://www.cninfo.com.cn）、《证券时报》《证券 日报》《上海证券报》《中国证券报》的公告（公告编号2025-056、2025-059、 2025-068），生效后的《公司章程》于2025年10月16日登载于巨潮资讯网 （http://www.cninfo.com.cn）。 证券代码：003816 证券简称：中国广核 公告编号：2025-078 债券代码：127110 债券简称：广核转债 中国广核电力股份有限 ...

Investment Rating - The report maintains a positive outlook on the power sector, particularly following the increase in coal power capacity pricing in Yunnan, which is expected to stabilize revenue for coal power companies [6][8]. Core Insights - Yunnan has announced an increase in the coal power capacity price recovery of fixed costs to 100%, effective from 2026, which will enhance the stability of coal power revenues and support the integration of renewable energy sources [6][7]. - The report highlights a significant drop in natural gas prices in the U.S. and Northeast Asia, with the latter reaching a 20-month low, indicating a favorable environment for gas companies [10][24]. - The investment analysis suggests a diversified revenue model for coal power companies, transitioning from reliance on electricity sales to a combination of electricity, capacity, and ancillary service revenues [8]. Summary by Sections 1. Power Sector - Yunnan's new policy sets the coal power capacity price at 330 RMB per kilowatt per year, allowing full recovery of fixed costs, which is expected to improve the profitability of coal power plants [6][7]. - The province's total installed power capacity exceeds 168 million kilowatts, with over 90% being green energy, necessitating coal power for peak load support [7]. - The report recommends several companies, including Guodian Power and Inner Mongolia Huadian, for their integrated coal power operations [8]. 2. Natural Gas Sector - U.S. Henry Hub spot prices fell to $4.07/mmBtu, a decrease of 21.56% week-on-week, while Northeast Asia LNG prices dropped to $10/mmBtu, down 6.19% [10][11]. - The report notes that strong supply and high inventory levels in Northeast Asia are contributing to the price decline, with expectations of further price sensitivity from buyers as prices approach $10/mmBtu [24][26]. - Investment recommendations include companies like Kunlun Energy and New Hope Energy, which are expected to benefit from lower costs and improved margins [31][32]. 3. Market Performance - The report indicates that the power and equipment sectors outperformed the Shanghai Composite Index during the review period, while the gas and environmental sectors lagged [34]. - It provides a detailed valuation table for key utility companies, highlighting their earnings per share (EPS) and price-to-earnings (PE) ratios [46]. 4. Company and Industry Dynamics - Recent government policies emphasize the development of a clean, low-carbon energy system, with a target of 25% non-fossil energy consumption by 2030 [40][41]. - The report discusses the ongoing transition in the energy sector towards market-driven growth, particularly in new energy storage solutions [41].

Investment Rating - The report maintains a "Buy" rating for several companies in the power and gas sectors, including China Power Investment Corporation, Inner Mongolia Huadian, and China Resources Power [48]. Core Insights - Yunnan Province has increased the coal power capacity price recovery of fixed costs to 100%, which is expected to stabilize revenue for coal power companies and enhance their role in supporting renewable energy integration [7][8]. - The report highlights a significant drop in natural gas prices, with Northeast Asia LNG prices reaching a 20-month low, driven by strong supply and mild weather conditions [12][26]. - The investment analysis suggests a diversified revenue model for coal power companies, transitioning from reliance on electricity sales to a combination of electricity revenue, capacity income, and ancillary service income [9]. Summary by Sections 1. Power: Yunnan Increases Coal Power Capacity Price - Yunnan has announced a new mechanism for coal power capacity pricing, allowing for full recovery of fixed costs starting in 2026, set at 330 RMB per kilowatt per year [7][8]. - The province's total installed power capacity exceeds 168 million kilowatts, with over 90% from green energy sources, necessitating coal power for peak load support [8]. 2. Gas: Global Gas Price Trends - As of December 12, the Henry Hub spot price in the U.S. was $4.07/mmBtu, down 21.56% week-on-week, while Northeast Asia LNG prices fell to $10/mmBtu, a decrease of 6.19% [12][13]. - The report notes that the overall supply of natural gas remains robust, contributing to lower prices in Northeast Asia [26][28]. 3. Weekly Market Review - The power and power equipment sectors outperformed the CSI 300 index, while the public utility, gas, and environmental protection sectors lagged behind [36]. 4. Company and Industry Dynamics - Recent government meetings and policy announcements emphasize the importance of a clean, low-carbon energy system and the development of a new energy system by 2030 [40][43]. - The report includes updates on major companies, such as China Resources Power and Longyuan Power, highlighting their financial activities and operational performance [44][46].

智通财经APP获悉，安踏体育-R(82020)、中国移动-R(80941)、比亚迪股份-R(81211)上一交易日沽空比 率位于前三位，分别为100.00%、86.71%、82.34%。小米集团-W(01810)、腾讯控股(00700)、中国平安 (02318)的沽空金额位居前三，分别为27.98 亿元、16.86 亿元、14.65 亿元。中国三江化工(02198)、电视 广播(00511)、中国移动-R(80941)的偏离值位居前三，分别为41.73%、38.56%、38.41%。 前十大沽空比率排行 | 股票名称 | 沽空金额↓ | 沽空比率 | 偏离值 | | --- | --- | --- | --- | | 小米集团-W(01810) | 27.98 亿元 | 26.66% | 10.37% | | 腾讯控股(00700) | 16.86 亿元 | 15.50% | 2.54% | | 中国平安(02318) | 14.65 亿元 | 34.08% | 8.35% | | 阿里巴巴-SW(09988) | 14.24 亿元 | 10.52% | -5.51% | | 美团-W(03690) | 12 ...

基地全面完善清洁能源装备制造体系，构建"光热装备制造—系统集成—运维服务"全链条产业生态。成 功引进中车、龙腾等行业龙头企业，填补风电整机、光热集热器等部件本地生产空白；培育青海明阳等 骨干企业，提升产业本地化配套能力，推动形成光伏、风电、储能全产业链制造能力。拓展"能源+"多 元应用场景，打造"绿电—绿氢—绿氨"产业闭环。推进零碳示范园区建设，实现重点产业园绿电使用率 80%以上，构建退役装备回收体系，探索光伏组件、风机叶片绿色再生路径，助力"无废电站"建设，实 现经济效益与生态效益同步提升。 配套保障持续升级，发展动能全面增强 基地电网支撑能力显著提升，青海托素750千伏变电站主变扩建工程预计年内完工，强化本地电力消纳 与输送能力。持续优化电网架构，全力推动外送基地纳归，形成"本地消纳+跨省外送"双循环格局。推 进算电协同应用，谋划布局智能微电网、虚拟电厂，聚合多种发电单元，实时响应园区负荷需求，助力 企业降低综合用电成本。构建开放创新协作机制，汇聚行业优质资源，为研发机构和企业提供"概念验 证—中试验证—产业化推广"全链条服务。叠加国家与地方多重政策红利，碳交易市场中光热项目 CCER（国家核证自愿减排 ...

Core Viewpoint - China General Nuclear Power Corporation (CGN) appointed Mr. Pang Songtao as the new president, effective from December 11, 2025, until December 31, 2027, following the resignation of Mr. Gao Ligang due to retirement [1][3]. Group 1: Appointment of President - The board of directors approved the appointment of Mr. Pang Songtao as president during the 17th meeting of the fourth board of directors held on December 11, 2025 [3]. - Mr. Pang's term as president will last until December 31, 2027 [3]. Group 2: Resignation of Previous President - Mr. Gao Ligang submitted his resignation due to reaching retirement age, effective immediately upon delivery of his resignation report to the board [1][3]. - Following his resignation, Mr. Gao will no longer hold any position within the company [1]. Group 3: Background of New President - Mr. Pang Songtao, born in 1971, has over 30 years of experience in the nuclear power industry and has held various significant positions within CGN [7]. - His previous roles include serving as the deputy general manager of CGN Nuclear Power Operations Division and as the general manager of CGN Research Institute [7].