当前，"双碳"目标成为全球经济转型的助推器，ESG理念从价值倡导转化为企业治理层面的刚性需求，随之而来的， 中国核能产业的可持续发展正在涌现出更多的生动实践。 7月4-5日，"格隆汇·中期策略峰会·2025"盛大开幕，在格隆汇ESG金格奖评选环节中，中核国际(02302.HK)荣获"ESG可 持续发展卓越企业"奖项。 该奖项旨在嘉奖在环境、社会、治理三大维度全面布局，积极推进绿色转型，深度赋能社会责任，以透明治理引领行 业高质量发展，为实现中国 "双碳" 目标贡献力量，为资本市场树立长期价值典范的标杆企业。本次评选通过定量数 据分析和专家评审团等方式得出最终结果。 助推能源碳减排，护航中国铀资源海外供应 长期以来，能源领域的碳排放量在碳排放总量中占据相当大的比例，这源于全球对化石燃料以及可再生能源的需求持 续扩大。英国能源研究所近日发布的年度世界能源统计回顾显示，2024年全球能源领域的碳排放量连续第四年创历史 新高。 在我国，能源领域的碳排放量占总量的比例维持在80%上下，是实现"双碳"目标、碳减排绕不开的关键领域。其中， 电力作为能源领域的重要组成部分，其需求呈现刚性的特点，加上AI的兴起，数据中心的电力 ...

7月4日，"格隆汇·中期策略峰会·2025"于深圳盛大开幕。其中"格隆汇·金格奖"ESG卓越公司评选中，第四范式 （06682.HK）、晋景新能（01783.HK）、康桥悦生活（02205.HK）、平安好医生（01833.HK）、瑞声科技 （02018.HK）、首程控股（00697.HK）、通威股份（600438.SH）、药师帮（09885.HK）、招金矿业（01818.HK）、 中国春来（01969.HK）、中国再保险（01508.HK）、中核国际（02302.HK）12家企业荣获"ESG可持续发展卓越企 业"奖项。（排名不分先后，按公司首部字母顺序排列） 格隆汇以"全球视野，下注中国"为初衷，本次评选旨在打造出投资圈中在ESG领域最具参考价值的卓越公司排行榜。 此次"格隆汇金格奖"ESG卓越公司评选覆盖港交所、上交所、深交所、纽交所、美国证券交易所、纳斯达克证券交易 所挂牌上市的全部上市公司及优质公司项目。 "ESG可持续发展卓越企业"奖项旨在嘉奖在环境、社会、治理三大维度全面布局，积极推进绿色转型，深度赋能社会 责任，以透明治理引领行业高质量发展，为实现中国 "双碳" 目标贡献力量，为资本市场树立长期价 ...

Core Insights - The year 2025 marks a pivotal moment in human civilization, with a structural economic recovery and a reconfiguration of global order driven by technological revolutions and capital flows [1][2][3] Event Summary - The "Gelonghui Mid-term Strategy Summit 2025" will be held on July 4-5, 2025, at the Shangri-La Hotel in Nanshan, Shenzhen, featuring discussions on the future of China's capital market and various investment opportunities [4] - The summit will include the release of the "Gelonghui Golden Award" ESG Excellence List, aimed at creating a reference for outstanding ESG companies across Hong Kong, US, and A-share markets [4] ESG Awards - The ESG Sustainable Development Excellence Companies include Fourth Paradigm, Jin Jing New Energy, and Ping An Good Doctor among others [4] - The ESG Environmentally Friendly Excellence Companies list features TCL Electronics, Bosideng, and SF Express among others [5] - The ESG Social Responsibility Excellence Companies include Kangchen Pharmaceutical, Lenovo Group, and China Feihe among others [6] - The ESG Corporate Governance Excellence Companies list features Dongfang Risheng, Longfor Group, and China Merchants Commercial Real Estate among others [7] - The ESG Innovation Practice Excellence Companies include Beijing Gas Blue Sky, Meitu, and Ctrip among others [8] - The ESG Information Disclosure Excellence Companies list features TCL Technology, Jiangyin International, and Yili among others [9] ESG Projects and Teams - Notable ESG projects include BYD's Super e-platform and Ningde Times' Qiji Battery Swap Solution [10] - The ESG Excellence IR Teams include companies like Baio Family Interactive and Guotai Junan International [10] - The ESG Excellence PR Teams feature companies such as BYD and H&H International Holdings [11] - ESG Excellence Leaders include Yang Guoping from Dazhong Public Utilities and Hu Zuoxiong from Lingxiong Technology [12]

Group 1 - The U.S. nuclear policy is shifting significantly, with an executive order mandating the Department of Energy to develop plans to expand uranium conversion and enrichment capabilities within 120 days, and a comprehensive strategy for advanced fuel cycle technology within 240 days [1] - Japan is gradually restarting nuclear reactors that were halted in 2011, with 10 units currently under regulatory review and some expected to restart in the second half of the year [1] - Uranium prices reached $76 per pound on June 16, marking an 8.6% increase from the previous trading day [1] Group 2 - Factors contributing to the recent rise in uranium prices include difficulties in restarting uranium mines and small producers struggling to fill supply gaps, exemplified by Peninsula Energy's cancellation of a sales agreement affecting 1.95 million pounds (approximately 750 tons) of uranium supply over the next eight years [1] - The Sprott Physical Uranium Trust (SPUT) has restarted purchasing, with a recent agreement to raise over $200 million for uranium procurement, which could allow for the purchase of 1,012 tons of uranium at current prices [1] - Following SPUT's financing of over $100 million, spot uranium prices surged by $5.75 per pound [1] Group 3 - The latest spot price from Numerco increased from $70 to $75.75, which is expected to significantly benefit uranium mining companies listed in the market [2] - China Uranium Industry updated its prospectus on June 13, boosting sentiment in the sector [2] - The uranium industry is anticipated to experience continuous catalysts in the second half of the year, potentially initiating a new upward trend [2]

Group 1: Stock Movements and Company Developments - Jiuyuan Gene (02566) increased by over 13% following a signing ceremony with Fosun Pharma for exclusive commercialization rights of several biopharmaceutical products [1] - SF Express (09699) rose by over 9%, being the largest third-party instant delivery service platform in China, covering major consumption scenarios [1] - Ascentage Pharma (06855) saw a nearly 6% increase after presenting data on its Bcl-2 inhibitor at the ASCO annual meeting [1] - Junshi Biosciences (01877) gained over 4% after receiving a clinical trial acceptance notice from the National Medical Products Administration for its JT118 injection [1] - Zai Lab (09688) surged over 10% after announcing positive data for ZL-1310 and receiving Fast Track Designation from the FDA [1] Group 2: Market Analysis and Future Projections - NetEase Cloud Music (09899) rose over 5% as analysts upgraded its target price to HKD 250, citing its successful strategy in high-end urban markets [2] - Xpeng Motors (09868) dropped over 6% as the CEO indicated fierce competition in the automotive sector and highlighted a focus on AI research with a budget of approximately CNY 4.5 billion [2] - Boan Biotechnology (06955) increased over 4% after signing a strategic cooperation agreement for exclusive promotion rights of a product in mainland China [2] - Pop Mart (09992) rose over 4% as it ramped up monthly production capacity from 200,000 to 5 million units to meet global demand [2] - China Biologic Products (01177) opened nearly 5% higher, with innovative product revenue expected to rise from 16% in 2018 to 42% in 2024 [3] Group 3: Sector Performance and Strategic Moves - Natural gas sector stocks, including Tianlun Gas (01600), saw a nearly 5% increase despite weak demand forecasts for 2024 and Q1 2025 [4] - Nuclear power stocks rose, with CGN Mining (01164) up 7.34% and China National Nuclear Power (02302) up 4.59%, following a surge in US nuclear stocks [4] - Circle (CRCL.US) rose over 11% as positive sentiment around US stablecoin regulations boosted its IPO performance [5] - Starbucks (SBUX.US) increased over 4% as the CEO announced plans to sell part of its China business, attracting interest from potential buyers [5] - Quantum Song (QSG.US) surged 29% after acquiring a company to enter the trendy toy market, diversifying its business strategy [5]

6月6日，中核集团以"核创价值、卓越同行"为主题，在南京华山饭店举办了第三届上市公司集中投资者交流季活动，中核国际受邀出席。 图源：中核国际公众号 中核国际董事局主席王成在会上作了主旨演讲。王成围绕"核创价值、卓越同行"的主题分享了四点思考：一是当前世界局势深入演进，全球面临能源转 型，核电复兴趋势强劲，当前及未来一段时间在全球核能积极发展和天然铀市场持续活跃的趋势下，将迎来全新的发展机遇。二是中核铀业作为天然铀勘 查开发国家队和主力军，以科技进步深化创新驱动，逐步建立健全天然铀保障供应体系，天然铀供应保障能力持续增强，国际影响力话语权显著提升。三 是中核国际作为中核铀业旗下唯一在港上市公司，拥有诸多优势，2024年营业收入及净利润双增长，分别同比增长217%、83.4%，盈利实现连续四年正增 长，盈利能力持续增强。四是作为国际天然铀市场的重要参与者及供应商，致力成为国际天然铀业务领域的重要参与者和影响者，助力全面提升中核集团 的国际竞争力和影响力，不负股东及广大投资者的厚望。 其间，中核国际举办专场投资者交流会。中核国际董事局主席王成先生，中核海外副总会计师柴源女士，中核国际资本运营总监兼公司秘书徐凌女士、 ...

国资专家认为，央企市值管理已从政策倡导转向实质性落地。未来，随着考核机制细化与配套政策完 善，央企估值重塑与市场信心提振值得期待。 今年以来，国务院国资委多次部署提高央企控股上市公司质量，加强市值管理，传递信心、稳定预期。 王学军表示，中核集团充分发挥积极股东作用，"一企一策"制定年度市值管理方案，着力打造一批经营 业绩佳、创新能力强、治理体系优、市场认可度高的一流上市公司集群。 投资者交流季活动中，中核集团旗下中国核电、中国核建、中核国际、中核科技、中国同辐、同方股份 等上市公司集体亮相。 近期多家央企密集举办业绩说明会、投资者集中交流活动等，纷纷表示提升分红比例、更好回报投资 者，并提出做优主业、加强创新、深化改革等，打好提质增效"组合拳"，进一步提振市场信心。 6月6日，在中核集团第三届上市公司集中投资者交流季活动中，中核集团总会计师王学军表示，去年中 核集团高度重视控股上市公司市场价值表现，市值合计约2600亿元，全年增幅超过30%。完成对中国核 电、同方股份增持，提振投资者信心。 分红是市值管理的基础性工具。中国核电自上市以来连续10年实施现金分红，每年以现金分配利润的比 例都达到了35%以上，20 ...

新华财经南京6月6日电（记者安娜）中核集团党组成员、总会计师王学军6日表示，2024年，中核集团 旗下上市公司市值合计约2600亿元，全年增幅超过30%。 记者在此次活动上了解到，2025年是我国核工业创建七十周年，也是中核集团"追求卓越年"，中核集团 将以卓越的经营绩效和管理效能支撑控股上市公司高质量发展，充分发挥资本市场功能，助力产业转型 升级，促进科技、产业和金融高水平循环，以核工业全产业链为根基，以科技创新为引擎，深度协同上 下游合作伙伴，共建核工业生态圈，为我国建设世界核科技强国提供战略支撑。 王学军在当日于南京举办的中核集团第三届上市公司集中投资者交流季活动上说，中核集团高度重视控 股上市公司市场价值表现，2024年中核集团旗下多家上市公司获得交易所信息披露考核A级。 （文章来源：新华财经） 从中核集团旗下上市公司具体表现来看，中国核电顺利完成2024年A股140亿元再融资项目；中国核建 持续强化核电建造能力，积极开拓国际市场，高质量完成国际热核聚变实验堆（ITER）项目多个里程 碑节点，与法国电力集团签署系列合作协议；同方股份强化战略引领和创新驱动，核技术应用成果不断 涌现，市场开发成果显著，海 ...

Group 1: Nuclear Power Stocks Performance - Nuclear power stocks in Hong Kong experienced a significant increase, with China General Nuclear Power Corporation (01164.HK) rising by 20.48%, China National Nuclear Corporation International (02302.HK) increasing by 12.74%, and China General Nuclear Power New Energy (01811.HK) up by 4.39% [1] Group 2: Meta's Long-term Power Purchase Agreement - Meta has signed a 20-year power purchase agreement with Constellation Energy to buy approximately 1.1 gigawatts of power from the Clinton Clean Energy Center starting June 2027, which is the total output of one nuclear reactor [2] - Constellation plans to invest in increasing the output of the Clinton nuclear plant and is considering building a second reactor, which has received federal approval [2] Group 3: Tech Companies' Interest in Nuclear Power - Major tech companies are increasingly engaging in transactions with the nuclear power industry, which may accelerate the construction of data centers needed for the global AI race [2] - In March, tech giants including Amazon and Google signed a commitment to triple the global nuclear power capacity by 2050 under the leadership of the World Nuclear Association [2] Group 4: Energy Demand in the AI Era - The demand for power from AI supercomputing centers is substantial, with individual centers requiring up to 500 megawatts, equivalent to the peak electricity usage of San Francisco [4] - Goldman Sachs noted that the demand for AI computing and data centers is driving global electricity consumption growth at a rate of 2.5%, significantly higher than the average over the past decade [4] - The global uranium market is heading towards a structural shortage, expected to accelerate by 2025, with a projected shortfall of 130 million pounds by 2040 [4]

Group 1 - China General Nuclear Power Corporation (CGN) Mining (01164.HK) increased by 20.48% [1] - China National Nuclear Corporation International (02302.HK) rose by 7.48% [1] - China General Nuclear Power New Energy (01811.HK) saw a gain of 2.19% [1]