长江商报消息●长江商报记者 沈右荣 核电工程建设的"国家队"中国核建（601611.SH）股价出现异动。 10月27日，中国核建收报13.93元/股，涨幅为4.82%。 K线图显示，10月23日至27日的三个交易日，中国核建的股价累计涨幅为23.38%。10月初以来，其股价累计上涨 约57.40%。 中国核建股价大涨，与近期火热的可控核聚变概念相关，可能也与公司经营整体稳健相关。 2025年前9个月，中国核建新签合同额1129.62亿元，较上年同期增长62.30亿元。 10月27日晚，中国核建还公告，近期，子公司签署海阳核电5、6号机组核岛土建施工、安装施工两份合同。 中国核建的核心竞争力还表现在领先的技术方面，公司是全球唯一一家连续30余年不间断从事核电建造的领先企 业。2025年上半年，公司研发投入12.60亿元。 10月27日晚，中国核建公告，出于经营发展需要，公司第二大股东中国信达资产管理公司（简称"中国信达"）拟 减持不超过公司1%的股份。 作为中国核建的发起人之一，中国信达投资中国核建已有15年，堪称是长情陪伴。 又签两份核电工程合同 中国核建再度被市场关注，与其股价大幅上涨相关。 10月23日， ...

Core Viewpoint - China Nuclear Engineering Corporation (601611.SH) announced that its subsidiaries, China Nuclear Industry 24 Construction Co., Ltd. and China Nuclear Industry 5th Construction Co., Ltd., have signed contracts for the civil construction and installation works of the nuclear island for Haiyang Nuclear Power Units 5 and 6 [1] Group 1 - The contracts involve civil construction and installation works for the nuclear island [1] - The projects are related to Haiyang Nuclear Power Units 5 and 6 [1]

Summary of Key Points Core Viewpoint - On October 27, Yunyi Electric disclosed its plan for share buyback, while 11 A-share listed companies announced their share reduction plans, indicating a mixed sentiment in the market regarding stock ownership adjustments [1][2]. Group 1: Share Buyback - Yunyi Electric's actual controller intends to increase its shareholding by an amount between 10 million to 20 million yuan [2]. Group 2: Share Reduction - Jingji Zhino's controlling shareholder, Jingji Group, plans to reduce its stake by no more than 3.00% [2]. - Tianeng Heavy Industry executives Zhao Bo and Hu Pengpeng plan to collectively reduce their holdings by no more than 0.09% [2]. - Tongrun Equipment's shareholders intend to reduce their holdings by no more than 3% [2]. - Wanliyang's shareholder, China Resources Trust, plans to reduce its stake by no more than 2% [2]. - Tuowei Information executives plan to collectively reduce their holdings by no more than 0.0068% [2]. - Minglida's shareholder, Tai'an Saihui and its concerted parties, plan to reduce their holdings by no more than 1.00% [2]. - Changlan Technology plans to reduce no more than 2% of its total share capital, which has already been repurchased [2]. - Kangzhong Medical's shareholders plan to transfer 5.33% of the total share capital through inquiry pricing [2]. - China Nuclear Construction's shareholder, China Cinda, intends to reduce its stake by no more than 1% [2]. - Fulongma's controlling shareholder, Zhang Guifeng, plans to reduce his stake by no more than 1.50% [2]. - Wireless Media has preliminarily set the inquiry transfer price at 29.11 yuan per share [2].

Group 1 - The core point of the news is the disclosure of shareholding changes by various A-share listed companies, including both increases and decreases in shareholdings [1][2] Group 2 - Yunyi Electric's actual controller plans to increase shareholdings by 10 million to 20 million yuan [2] - Several companies, including Jingji Zhino, Tianneng Heavy Industry, and Tongrun Equipment, have announced plans to reduce their shareholdings, with Jingji Group intending to reduce no more than 3.00% of its shares [2] - Other companies such as Wanliyang and Tuo Wei Information also reported shareholding reductions, with Wanliyang's shareholder planning to reduce no more than 2% of its shares [2] - The report indicates that a total of 11 A-share listed companies have disclosed shareholding reductions [1][2]

Group 1 - The actual controller, chairman, and general manager of Yunyi Electric, Fu Hongling, plans to increase his shareholding in the company by 10 million to 20 million yuan [1] - Shareholder Zhuhai Yuening and its concerted party Zhuhai Kangdong plan to reduce their holdings by no more than 3% of the total shares in Tongrun Equipment [1] - Shareholder China Cinda plans to reduce its holdings by no more than 1% of the total shares in China Nuclear Construction [1] Group 2 - Shareholder Huaren Trust's Huaying No. 16 plans to reduce its holdings by no more than 2% of the total shares in Wanliyang [1] - Long Cable Technology plans to reduce its holdings by no more than 2% of the total shares that have been repurchased [1] - Controlling shareholder Zhang Guifeng of Fulongma plans to reduce his holdings by no more than 1.50% of the total shares [1] Group 3 - Shareholder Tai'an Saihui and its concerted party Tai'an Saiyue plan to reduce their holdings by no more than 1% of the total shares in Minglida [1] - Executives Zhao Bo and Hu Pengpeng of Tianneng Heavy Industry plan to reduce their holdings by no more than 0.09% of the total shares [1] - Executives Zhao Jun, Bai Bingjun, and Liao Qiulin of Tuo Wei Information plan to reduce their holdings by no more than 0.0068% of the total shares [1]

Company Announcements - Tongfu Microelectronics reported a net profit growth of 95.08% in Q3, with revenue of 7.08 billion yuan, up 17.94% year-on-year [1] - Guizhou Moutai's chairman Zhang Deqin resigned, with Chen Hua recommended as the new chairman [3] - Victory Shares is planning to acquire gas-related assets controlled by its major shareholder, leading to a stock suspension [3] - Northern Rare Earth's net profit increased by 280% in the first three quarters, driven by higher sales volume [5] - China Nuclear Engineering signed contracts for the construction of the Haiyang Nuclear Power Units 5 and 6 [5] - Kingsoft Office's net profit grew by 35.42% in Q3, with WPS 365 revenue increasing by 71.61% [6] - Postal Savings Bank received approval to establish a financial asset investment company with a registered capital of 10 billion yuan [8] - West Mining's subsidiary won exploration rights for a copper polymetallic mine for 8.609 billion yuan [4] Financial Performance - High德红外 reported a net profit increase of 1059% in Q3, with revenue of 1.134 billion yuan, up 71.07% year-on-year [17] - Purtai's net profit grew by 69% in Q3, supported by strong demand in the power and energy storage battery markets [18] - Yubo Technology's net profit surged by 384% in the first three quarters, driven by rapid growth in AIDC market orders [14] - Sichuan Gold's net profit increased by 184% in Q3, attributed to rising gold prices [16] - Hailey Wind Power's net profit skyrocketed by 779% in Q3, with revenue up 134.73% [7] - Huazhi Technology's net profit rose by 51% in Q3, mainly due to business expansion [5] Strategic Investments - Zhenyu Technology plans to invest 2.11 billion yuan in humanoid robot precision module and component projects [9] - China Aluminum's subsidiary plans to invest 500 million yuan in Yunnan Aluminum Foil [20] - Zhongfu Industrial intends to invest 356 million yuan in a new energy aluminum foil project [19] - Kaishan Group signed contracts for an 800 million USD green ammonia project in Kenya [19]

Core Viewpoint - China National Nuclear Corporation (601611.SH) announced a plan for share reduction by China Cinda Asset Management Co., Ltd. within a specified timeframe [1] Group 1 - China Cinda plans to reduce its holdings in China National Nuclear Corporation by up to 30.1383 million shares, which represents no more than 1% of the company's total share capital [1] - The reduction will take place through centralized bidding within three months, starting from November 19, 2025, to February 18, 2026 [1]

证券代码：601611 证券简称：中国核建 公告编号：2025-066 中国核工业建设股份有限公司 股东减持股份计划公告 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： | 股东名称 | 中国信达资产管理股份有限公司 | | | | --- | --- | --- | --- | | 股东身份 | 控股股东、实控人及一致行动人 | □是 | √否 | | | 直接持股 5%以上股东 | √是 | □否 | | | 董事、监事和高级管理人员 | □是 | √否 | | | 其他：/ | | | | 持股数量 | 309,250,000股 | | | | 持股比例 | 10.26% | | | | 当前持股股份来源 | IPO 前取得：309,250,000股 | | | 一、减持主体的基本情况 中国信达在公司首次公开发行 A 股股票上市公告书和相关上市公告中做出如 下承诺： （1）自中国核建股票上市之日起 12 个月内，本公司不转让或者委托他人管 理持有的中国核建的股份，也不由中国核建回购该部分股份；锁 ...

证券代码：601611 证券简称：中国核建 公告编号：2025-067 中国核工业建设股份有限公司 | 序号 | 签约单位 | | | 合同名称 | | --- | --- | --- | --- | --- | | 1 | 中国核工业二四建设有限公司 | 海阳核电 | 5、6 | 号机组核岛土建施工工程合同 | | 2 | 中国核工业第五建设有限公司 | 海阳核电 | 5、6 | 号机组核岛安装施工工程合同 | 公司将根据项目进展及时履行信息披露义务，请广大投资者谨慎决策，注意 投资风险。 特此公告。 中国核工业建设股份有限公司董事会 2025 年 10 月 28 日 1 关于核电工程签约的公告 公司董事会及全体董事保证公告内容不存在任何虚假记载、误导性陈述或者 重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 为回应投资者关注，现将公司子公司近期签署的核电工程合同情况公告如下： ...

Core Points - The company announced that its subsidiaries, China Nuclear Industry 24 Construction Co., Ltd. and China Nuclear Industry 5th Construction Co., Ltd., have recently signed contracts for the civil construction and installation works of the nuclear island for Haiyang Nuclear Power Units 5 and 6 [1] Company Summary - The contracts pertain to the construction and installation of nuclear power units, indicating ongoing projects in the nuclear energy sector [1] - The company will disclose relevant information based on project progress, emphasizing its commitment to transparency [1] - Investors are reminded to pay attention to associated risks, highlighting the importance of risk management in large-scale construction projects [1]