智通财经APP获悉，中广核电力(01816)涨超3%，截至发稿，涨3.62%，报3.15港元，成交额7986.54万港 元。 申万宏源发布研报称，截至2025年6月，中广核电力管理20台在建机组(包含控股股东委托管理8台机 组)，总容量约24.23GW，较当前31.80GW的在运装机规模约有76%的增量空间。从具体投产节奏来看， 2025-2030年公司将陆续投产1、2、2、1、1、1 台机组。同时两广地区2025 年中长期电价出现较大幅度 下降，长期有望反弹。随着在建核电机组密集投产，公司将迎来新一轮快速成长期。量价无虞，公司盈 利规模将逐步迈上新台阶。 麦格理指出，预期中广核电力二季度纯利将按年跌10%，主要因电价下调，但部分被发电量按年增长 4.6%抵销。期内退税影响估计约2亿元人民币，而首季则为4亿元人民币。该行续指，预期广东及广西 二季度电价跌幅与首季相若，当中集团的混合核电上网电价分别按年跌24%及21%，因基数较高。另 外，潜在的核电电价改革或可令电价有上行空间；该行估算，电价每升1%，集团盈利可增加约3%。 ...

中广核电力(01816)涨超3%，截至发稿，涨3.62%，报3.15港元，成交额7986.54万港元。 麦格理指出，预期中广核电力二季度纯利将按年跌10%，主要因电价下调，但部分被发电量按年增长 4.6%抵销。期内退税影响估计约2亿元人民币，而首季则为4亿元人民币。该行续指，预期广东及广西 二季度电价跌幅与首季相若，当中集团的混合核电上网电价分别按年跌24%及21%，因基数较高。另 外，潜在的核电电价改革或可令电价有上行空间；该行估算，电价每升1%，集团盈利可增加约3%。 申万宏源发布研报称，截至2025年6月，中广核电力管理20台在建机组(包含控股股东委托管理8台机 组)，总容量约24.23GW，较当前31.80GW的在运装机规模约有76%的增量空间。从具体投产节奏来看， 2025-2030年公司将陆续投产1、2、2、1、1、1台机组。同时两广地区2025年中长期电价出现较大幅度 下降，长期有望反弹。随着在建核电机组密集投产，公司将迎来新一轮快速成长期。量价无虞，公司盈 利规模将逐步迈上新台阶。 ...

Group 1 - The company, China General Nuclear Power Corporation (CGN), has stated that it did not participate in the investment and construction of the Shandong Haiyang Nuclear Power Project [1] - The approved nuclear power projects located in Shandong Province for the company are the Zhaoyuan Unit 1 and Unit 2 projects [1]

Core Viewpoint - China General Nuclear Power Corporation (CGN) has confirmed that it did not participate in the investment and construction of the Shandong Haiyang Nuclear Power Project, while it is involved in the approved nuclear power projects in Shandong Province, specifically the Zhaoyuan Unit 1 and Unit 2 projects [1] Summary by Category - **Company Involvement** - CGN has clarified its non-involvement in the Shandong Haiyang Nuclear Power Project [1] - The company is engaged in the Zhaoyuan Unit 1 and Unit 2 projects, which have received approval in Shandong Province [1]

Core Viewpoint - The Hong Kong power sector experienced a collective surge, driven by record electricity demand and positive market sentiment towards the sector [1] Group 1: Market Performance - Power stocks such as Huadian International Power rose over 5%, while Huaneng International Power, Datang Power, and China Resources Power increased by 2% [1] - Datang New Energy saw a rise of 1.7%, with other companies like CGN Power and China Power also following suit [1] Group 2: Electricity Demand - The State Grid reported that electricity load hit a historical high for two consecutive days, with a single-day load increase exceeding 70 million kilowatts, reaching a maximum load of 1.229 billion kilowatts, a 4.1% increase from last year's peak [1] - Regions such as Chongqing, Shaanxi, and Henan experienced significant increases in air conditioning load due to high temperatures, prompting local power departments to enhance inter-provincial transmission and energy storage applications to ensure reliable power supply [1] Group 3: Analyst Insights - Guosheng Securities released a report suggesting that the combination of peak summer demand and performance catalysts, along with low costs, supports the fundamentals of the power sector, recommending an increase in allocation to this sector [1] - CITIC Construction believes that AI will significantly drive global electricity demand growth, predicting that electricity consumption by global data centers will more than double by 2030 [1] - Recent increases in capital expenditure expectations from overseas companies indicate sustained high investment in the AI sector [1]

格隆汇8月7日丨根据联交所最新权益披露资料显示，2025年8月5日，中广核电力(01816.HK)获中信证券资产管理有限公司在场内以每股均价3.005港元增持 1641.5万股，涉资约4932.71万港元。 | 表格序號 | 大股東/董事/最高行政人員名稱作出披露的 買入 / 賣出或涉及的 每股的平均價 | | | | 持有權益的股份數目 佔已發行的 有關事件的日期 | | --- | --- | --- | --- | --- | --- | | | 股份數目 | | | | （ 請参関上述 * 註 | | | | | | | 份自分比 | | | | | | | ( % ) | | CS20250806E00012 | 中信证券资产管理有限公司 | 1101(L) | 16,415,000(L | HKD 3.0050 | 1,229,634,000(L) 11.01(L)05/08/2025 | 增持后，中信证券资产管理有限公司最新持股数目为1,229,634,000股，持股比例由10.87%上升至11.01%。 | 股份代號: | 01816 | | --- | --- | | 上市法國名稱: | 中 ...

Group 1 - CITIC Securities Asset Management Company increased its stake in China General Nuclear Power (01816) by 16.415 million shares at a price of HKD 3.0050 per share, totaling approximately HKD 49.3271 million [1] - After the increase, the total number of shares held by CITIC Securities is approximately 1.229634 billion shares, representing a holding percentage of 11.01% [1]

香港联交所最新资料显示，8月5日，中信证券资产管理有限公司增持中广核电力(01816)1641.5万股，每 股作价3.0050港元，总金额约为4932.71万港元。增持后最新持股数目约为12.29634亿股，最新持股比例 为11.01%。 ...

Group 1 - The State Grid has set a historical record for electricity load for two consecutive days, with a maximum load reaching 1.229 billion kilowatts, an increase of 4.1% compared to last year's peak [1] - High temperatures in regions such as Chongqing, Shaanxi, and Henan have led to a significant increase in air conditioning load, prompting local power departments to enhance cross-province power transmission and energy storage applications [1] - Sichuan's maximum electricity load reached 73.56 million kilowatts, marking the third historical high this year, with a 6% increase from last year's peak load of 69.29 million kilowatts [1] Group 2 - China’s power equipment manufacturers are experiencing growth opportunities due to rapid demand increase and tight supply of transmission and distribution equipment [3] - The export of power transformers in China is expected to see a year-on-year growth rate of over 40% in the first half of 2025, continuing a high growth trend [3] - Major domestic electrical equipment manufacturers are anticipated to see an influx of orders due to sustained high capital expenditure in the AI sector from overseas companies [3] Group 3 - Companies in the power operation sector include Datang Power (00991), China Resources Power (00836), Huadian International (01071), Huaneng International (00902), Longyuan Power (00916), CGN Power (01816), Xintian Green Energy (00956), and China Power (02380) [4] - Companies involved in power grid equipment include Dongfang Electric (01072), Shanghai Electric (02727), Harbin Electric (01133), Saijing Technology (00580), and Goldwind Technology (02208) [5] Group 4 - CITIC Securities predicts that AI will significantly drive global electricity demand growth, with global data center electricity consumption expected to more than double by 2030 [2] - Recent increases in capital expenditure expectations from major overseas companies indicate sustained high investment in the AI sector [2]

中国广核最新股价报3.70元，较前一交易日上涨0.01元，涨幅0.27%。盘中最高触及3.71元，最低下探 3.68元，成交额2.88亿元。 中国广核是电力行业上市公司，主要从事核电站的建设和运营。公司业务覆盖核电项目开发、建设、运 营及管理，电力销售及相关技术服务等。 消息面上，吉林省白城的中广核吉西基地鲁固直流10万千瓦光热项目预计将于今年下半年投产。该项目 采用"光热+新能源"的创新模式，是东北地区首座光热电站，建成后预计年均可提供1.8亿千瓦时清洁电 能。 资金流向方面，8月5日中国广核主力资金净流入592.36万元，近五日主力资金累计净流入3252.37万元。 风险提示：以上内容仅供参考，不构成投资建议。市场有风险，投资需谨慎。 ...