智通财经APP讯，中广核电力(01816)发布公告，经董事会审议，委任周建平先生(周先生)为本公司总法 律顾问。 ...

格隆汇1月21日丨中广核电力(01816.HK)公告，经董事会审议，委任周建平为公司总法律顾问。 ...

中国广核公告称，为加强汇率风险管理，子公司合营公司和台山核电拟开展外汇衍生品交易，分别为远 期结汇和购汇套期保值业务。2026年1月22日至年底，合营公司交易累计金额不超12.00亿元，台山核电 至11月2日不超1.00亿欧元，交易对手含关联方中广核财务公司。2026年1月21日董事会已通过该议案， 关联董事回避表决。本次交易构成关联交易，但不构成重大资产重组，对公司财务无重大影响。 ...

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） 委任總法律顧問 中國廣核電力股份有限公司（「本公司」）董事會（「董事會」）宣佈，根據《中國廣核 電力股份有限公司章程》（「《公司章程》」），經董事會審議，委任周建平先生（「周 先生」）為本公司總法律顧問。 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。 於本公告日期，除上述披露外，周先生確認其：(i)並無與本公司或其附屬公司之 任何董事、監事、高級管理人員、主要股東或控股股東有任何關係；(ii)並無於本 公司或其附屬公司擔任任何其他職位，亦於過去三年並無在其他香港或海外上市 公司擔任任何董事或監事職務；(iii)根據證券及期貨條例第XV部分所界定權益， 並無於本公司或其相聯法團擁有或視為擁有任何股份、相關股份或債權證中任何 權益；及(iv)概無其他與其委任有關的事宜須敦請本公司股東或香港聯交所垂注或 須根據上市規則第 ...

华泰联合证券有限责任公司 关于中国广核电力股份有限公司下属子公司 开展套期保值外汇衍生品交易业务暨关联交易的核查意见 华泰联合证券有限责任公司（以下简称"华泰联合证券"或"保荐人"）作 为中国广核电力股份有限公司（以下简称"中国广核"、"上市公司"或"公司"） 向不特定对象发行 A 股可转换公司债券的保荐人，根据《证券发行上市保荐业 务管理办法》《深圳证券交易所股票上市规则》《深圳证券交易所上市公司自律监 管指引第 1 号——主板上市公司规范运作》等相关法律、法规和规范性文件的规 定，对中国广核下属子公司开展套期保值外汇衍生品交易业务暨关联交易进行了 核查，核查情况及核查意见如下： 一、概述 1、为加强汇率风险管理，防范汇率波动对经营的不利影响，中国广核的子 公司广东核电合营有限公司（以下简称"合营公司"）和台山核电合营有限公司 （以下简称"台山核电"）拟开展外汇衍生品交易，交易品种分别为远期结汇套 期保值业务和远期购汇套期保值业务。合营公司 2026 年 1 月 22 日至 2026 年 12 月 31 日交易累计金额不超过 12.00 亿元人民币，台山核电 2026 年 1 月 22 日至 2026 年 ...

本文源自：市场资讯 作者：情报员 资料显示，中广核惠州第三核电有限公司成立于2025年2月16日，法定代表人为章国强，注册资本 180000万人民币，公司位于惠州市，许可项目：发电业务、输电业务、供（配）电业务、港口经营。 （依法须经批准的项目，经相关部门批准后方可开展经营活动，具体经营项目以相关部门批准文件或许 可证件为准）发电机及发电机组销售、技术服务、技术开发、技术咨询、技术交流、技术转让、技术推 广、货物进出口、技术进出口。（除依法须经批准的项目外，凭营业执照依法自主开展经营活动）。 天眼查工商信息显示，近日，中国广核电力股份有限公司出资180000万元成立中广核惠州第三核电有限 公司，持股100%，所属行业为电力、热力生产和供应业。 ...

Core Viewpoint - China General Nuclear Power Corporation (CGN) is currently not involved in nuclear fusion-related business and is focused on promoting market-oriented trading policies for nuclear power to ensure sustainable development in the industry [1] Group 1: Company Position - CGN is actively communicating with the national government and relevant provincial regions regarding market-oriented trading for nuclear power [1] - The company aims to accelerate the development of trading policies that cater to the characteristics of nuclear power [1] - CGN is committed to tracking the implementation of market-oriented trading plans for nuclear power and adapting to market changes to secure more electricity generation [1] Group 2: Industry Context - The company supports the establishment of a scientifically sound and reasonable national unified electricity market [1] - CGN is striving for increased output and full capacity operation of its nuclear power units [1]

Core Viewpoint - China General Nuclear Power Corporation (CGN) is currently not involved in nuclear fusion-related business and is focused on promoting market-oriented trading policies for nuclear power to ensure sustainable development in the industry [1] Group 1: Company Positioning - The company is actively communicating with national and regional authorities to accelerate the development of market-oriented trading policies specific to nuclear power [1] - CGN aims to secure more grid-connected electricity generation and strives for higher operational efficiency of its nuclear power units [1] Group 2: Industry Context - The company is closely monitoring the implementation of market-oriented trading schemes for nuclear power and is adapting to changes in market conditions [1] - CGN supports the establishment of a scientifically sound and reasonably unified national electricity market [1]

格隆汇1月20日丨根据联交所最新权益披露资料显示，2026年1月16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3.0296港元增 持1279.2万股，涉资约3875.5万港元。 增持后，中信证券资产管理有限公司最新持股数目为2,237,113,000股，持股比例由19.92%上升至20.04%。 | 表格序號 | 大股東/董事/最高行政人員名 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 | | | | (請參閱上述*註 | | | | | | | | | 份自分比 | | A BREASE OF CONSULTION OF CONSULTION OF CONSULTION OF COLLECTION OF COLLECTION OF COLLECTION OF COLLECTION O CS20260116E00601 | 中信证券资产管理有限公司 | 1101(L) | 12,792,000( ...

Investment Rating - The report maintains a positive outlook on the power and gas sectors, recommending various companies within these industries for investment opportunities [1]. Core Insights - The report highlights that China's total electricity consumption is projected to exceed 10 trillion kWh in 2025, reaching 10.4 trillion kWh, with a year-on-year growth of 5% [7][8]. - The growth in electricity consumption is driven primarily by the secondary and tertiary industries, which together contribute nearly 80% of the total increase in electricity demand [8]. - The report notes significant growth in electricity consumption from high-end manufacturing, digital economy, and new infrastructure projects, such as charging stations and 5G base stations, which are expected to see growth rates exceeding 30% [8]. Summary by Sections 1. Electricity Sector - In 2025, the total electricity consumption is expected to reach 10.4 trillion kWh, with a 5% year-on-year increase. The first, second, and third industries, along with urban and rural residential electricity consumption, are projected to grow by 9.9%, 3.7%, 8.2%, and 6.3% respectively [7][9]. - The second industry remains the largest consumer of electricity, contributing 48% to the growth, while the third industry contributes 31% [9][13]. - The report recommends investments in coal-fired power companies like Guodian Power and Inner Mongolia Huadian, as well as large hydropower companies such as Yangtze Power and State Power Investment [15][16]. 2. Gas Sector - The report indicates that colder temperatures are expected to increase heating demand, leading to a rebound in gas prices across Europe and Asia. As of January 16, the Henry Hub spot price was $3.06/mmBtu, with a weekly increase of 6.77% [17][24]. - The report highlights that European gas prices have surged due to low inventory levels and increased heating demand, with the TTF spot price reaching €38.10/MWh, up 31.38% week-on-week [17][24]. - Recommendations include investing in integrated gas companies like Kunlun Energy and New Hope Energy, as well as gas trading companies like New Hope and New Energy [38]. 3. Market Performance - The report notes that the public utility, power, and environmental sectors outperformed the Shanghai and Shenzhen 300 index during the week of January 12 to January 16, 2026 [40]. 4. Company and Industry Dynamics - Recent initiatives in various provinces aim to enhance green energy and environmental standards, including the establishment of green mining standards in Guangxi and guidelines for industrial microgrid construction [46][47]. - The report also mentions significant corporate announcements, including mergers and acquisitions in the energy sector, which may impact market dynamics [50].