Core Viewpoint - The stock of Hailu Heavy Industry is approaching a limit down, with several companies including Haheng Huaton, Hezhuan Intelligent, Yingliu Co., China Nuclear Construction, and Yongding Co. experiencing declines of over 6% [1] Group 1 - Hailu Heavy Industry's stock is nearing a limit down situation [1] - Haheng Huaton, Hezhuan Intelligent, Yingliu Co., China Nuclear Construction, and Yongding Co. have all seen their stocks drop by more than 6% [1]

（文章来源：证券日报） 证券日报网讯 11月12日晚间，中国核建发布公告称，2025年中期利润分配方案为A股每股现金红利0.01 元（含税），股权登记日为2025年11月19日，除权（息）日为2025年11月20日。 ...

证券代码：601611 证券简称：中国核建 公告编号：2025-074 中国核工业建设股份有限公司 2025年中期权益分派实施公告 本公司董事会及全体董事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。 每股分配比例 A 股每股现金红利0.01元（含税） 相关日期 | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | 股 A | 2025/11/19 | － | 2025/11/20 | 2025/11/20 | 差异化分红送转： 否 一、 通过分配方案的股东会届次和日期 2025 年 6 月 30 日，公司召开 2024 年年度股东大会，审议通过了《关于 2024 年利润分 配预案及 2025 年中期分红计划的议案》，授权董事会制定并实施中期分红方案，本次利润分 配方案已经 2025 年 10 月 29 日召开的第五届董事会第二次会议审议通过。 重要内容提示： 1. 实施办法 无限售条件流通股的红利委托中国结算上海分公司通过其资金清算系统向股权登记 ...

Summary of Key Points Core Viewpoint - China Nuclear Engineering Corporation (601611.SH) announced its profit distribution plan for the first half of 2025, detailing a cash dividend of 0.01 yuan per share, totaling 30.1383 million yuan [1]. Group 1: Profit Distribution Details - The profit distribution is based on a total share capital of 3.014 billion shares [1]. - The cash dividend of 0.01 yuan per share is inclusive of tax [1]. - The total cash dividend payout amounts to 30.1383 million yuan [1]. Group 2: Important Dates - The record date for the profit distribution is set for November 19, 2025 [1]. - The ex-dividend date is scheduled for November 20, 2025 [1].

Core Viewpoint - The Shanghai Composite Index decreased by 0.21% today, with significant declines in the electric equipment sector, which saw the largest drop of 2.31% [2] Industry Performance Summary - The oil and petrochemical sector led the gains with an increase of 1.27%, followed by the banking sector at 1.10% and the comprehensive sector at 1.01% [2] - The electric equipment sector experienced the largest decline at 2.31%, followed by the defense and military industry at 1.70% and the computer sector at 1.28% [2] - A total of 1513 stocks rose, with 65 hitting the daily limit up, while 3819 stocks fell, including 10 hitting the daily limit down [2] Trading Volume and Value - The total trading volume reached 1,081 million shares, with a total transaction value of 15,923.01 billion yuan, reflecting a decrease of 1.61% compared to the previous trading day [2]

Core Viewpoint - The nuclear power index experienced a significant decline, with a daily drop of 3.02% on November 12 [1] Group 1: Market Performance - The leading stock, Hailu Heavy Industry, fell over 9% [1] - Other notable declines included Haheng Huaton at 7.39%, Yingliu Co. at 7.17%, Yongding Co. at 6.39%, and China Nuclear Engineering at 6.31% [1]

Core Insights - The infrastructure sector saw a slight increase of 0.24% on November 11, with Guosheng Technology leading the gains [1] - The Shanghai Composite Index closed at 4002.76, down 0.39%, while the Shenzhen Component Index closed at 13289.0, down 1.03% [1] Infrastructure Sector Performance - Guosheng Technology (603778) closed at 6.39, up 9.98% with a trading volume of 111,200 shares and a transaction value of 71.08 million [1] - China Nuclear Engineering (601611) closed at 13.94, up 6.98% with a trading volume of 2.24 million shares and a transaction value of 3.048 billion [1] - Garden Holdings (605303) closed at 20.22, up 4.71% with a trading volume of 128,000 shares and a transaction value of 261 million [1] - Dongzhu Ecology (6553209) closed at 8.81, up 3.28% with a trading volume of 335,100 shares and a transaction value of 294 million [1] - Other notable performers include Dongfang Landscape (002310) up 3.17% and ST Jiaotou (002200) up 3.02% [1] Capital Flow Analysis - The infrastructure sector experienced a net inflow of 156 million from institutional investors, while retail investors saw a net inflow of 42.43 million [2] - However, speculative funds recorded a net outflow of 199 million [2] Individual Stock Capital Flow - China Nuclear Engineering (601611) had a net inflow of 472 million from institutional investors, representing 15.48% of its trading volume [3] - Garden Holdings (605303) saw a net inflow of 21.17 million from institutional investors, but a net outflow of 12.26 million from speculative funds [3] - Dongzhu Ecology (603359) had a net inflow of 20.10 million from institutional investors, with a net outflow of 4.55 million from speculative funds [3]

Core Viewpoint - The stock prices of Guoguang Electric surged over 12%, while China Nuclear Construction and Yongding Co. increased by more than 7%, indicating a positive market trend for these companies [1] Company Performance - Guoguang Electric experienced a significant increase in stock price, rising over 12% [1] - China Nuclear Construction and Yongding Co. both saw their stock prices rise by more than 7% [1] - Other companies such as Yingjie Electric, Haheng Huaton, Changfu Co., and Zhongke Technology also followed the upward trend [1]

Core Points - China National Nuclear Corporation (CNNC) shares rose by 5.3% to 13.72 CNY per share, with a trading volume of 1.416 billion CNY and a turnover rate of 3.54%, resulting in a total market capitalization of 41.35 billion CNY [1] - CNNC was established on December 21, 2010, and listed on June 6, 2016, focusing on military engineering, nuclear power engineering, and industrial and civil engineering construction [1] - The revenue composition of CNNC includes 56.81% from industrial and civil engineering, 33.20% from nuclear power engineering, and 9.99% from other sources [1] Shareholder Analysis - Southern Fund's Southern CSI 500 ETF (510500) is among the top ten circulating shareholders of CNNC, having reduced its holdings by 432,500 shares in Q3, now holding 17.5775 million shares, which is 0.58% of the circulating shares [2] - The estimated floating profit from this transaction is approximately 12.1285 million CNY [2] - The Southern CSI 500 ETF was established on February 6, 2013, with a current scale of 140.098 billion CNY, yielding a return of 30.19% this year, ranking 1786 out of 4216 in its category [2] Fund Management - The fund manager of Southern CSI 500 ETF is Luo Wenjie, who has been in the position for 12 years and 207 days, managing total assets of 170.445 billion CNY [3] - During his tenure, the best fund return achieved was 151.42%, while the worst return was -47.6% [3]

Core Viewpoint - The controllable nuclear fusion sector experienced significant upward movement, with several companies showing notable stock price increases [2] Company Performance - Guoguang Electric surged over 11% [2] - Yongding Co., Ltd. rose more than 7% [2] - Other companies such as China Nuclear Construction, Yingjie Electric, Haheng Huaton, and Changfu Co., Ltd. also saw stock price increases [2]