第1笔成交价格为10.43元，成交210.00万股，成交金额2,190.30万元，溢价率为-10.78%，买方营业部为 中信证券华南股份有限公司广州万博证券营业部，卖方营业部为中信证券华南股份有限公司广州万博证 券营业部。 进一步统计，近3个月内该股累计发生1笔大宗交易，合计成交金额为2190.3万元。该股近5个交易日累 计上涨1.39%，主力资金合计净流出1.33亿元。 责任编辑：小浪快报 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 12月1日，中国核建收涨0.86%，收盘价为11.69元，发生1笔大宗交易，合计成交量210万股，成交金额 2190.3万元。 ...

12月1日，中国核建大宗交易成交210万股，成交额2190.3万元，占当日总成交额的4.69%，成交价10.43 元，较市场收盘价11.69元折价10.78%。 | Ph 212"s within delike I hid Phill's | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) 成交量( *) 买入营业部 | | | | | 卖出营业部 | 是否为专场 | | 025-12-01 | 中国核建 | 601611 | 10.43 | 2190.3 | 210 | 有限公司送料房貸 | 有機器商送開発除 | | ко | ...

中国核工业建设股份有限公司 关于召开2025年第三次临时股东会的通知 证券代码：601611 证券简称：中国核建 公告编号：2025-076 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。 重要内容提示： 一、 召开会议的基本情况 (一) 股东会类型和届次 2025年第三次临时股东会 召开的日期时间：2025 年 12 月 16 日 14 点 00 分 召开地点：上海市青浦区蟠龙路 500 号中核科创园 A1 办公楼 (五) 网络投票的系统、起止日期和投票时间。 股东会召开日期：2025年12月16日 本次股东会采用的网络投票系统：上海证券交易所股东会网络投票系统 (二) 股东会召集人：董事会 (三) 投票方式：本次股东会所采用的表决方式是现场投票和网络投票相结合 的方式 (四) 现场会议召开的日期、时间和地点 网络投票系统：上海证券交易所股东会网络投票系统 网络投票起止时间：自2025 年 12 月 16 日 至2025 年 12 月 16 日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股 东会召开当日 ...

Core Insights - Three companies, China Nuclear Industry Fifth Construction Co., Ltd., China Zhongyuan Foreign Engineering Co., Ltd., and China Nuclear Industry Construction Co., Ltd., have obtained a patent for a method and device for measuring arc length, with the patent number CN120765654B, applied for on September 2025 [1][2]. Company Summaries - **China Nuclear Industry Fifth Construction Co., Ltd.**: Established in 1989 and located in Shanghai, this company primarily engages in the construction and installation industry. It has a registered capital of 717.8751 million RMB. The company has invested in 19 enterprises, participated in 5000 bidding projects, holds 3 trademarks, 530 patents, and possesses 271 administrative licenses [1]. - **China Zhongyuan Foreign Engineering Co., Ltd.**: Founded in 1983 and based in Beijing, this company focuses on the housing construction industry. It has a registered capital of 608.5657 million RMB. The company has invested in 12 enterprises, participated in 1297 bidding projects, holds 19 trademarks, 53 patents, and has 115 administrative licenses [1]. - **China Nuclear Industry Construction Co., Ltd.**: Established in 2010 and located in Shanghai, this company specializes in civil engineering construction. It has a registered capital of 3013.834212 million RMB. The company has invested in 31 enterprises, participated in 5000 bidding projects, holds 34 patents, and has 14 administrative licenses [2].

Core Viewpoint - The article discusses the urgent energy crisis in the U.S. driven by the explosion of AI demand, leading to a significant shift towards nuclear power as a primary energy source, while traditional and renewable energy sources are being sidelined [5][10][26]. Group 1: U.S. Nuclear Power Developments - The U.S. government has declared a "national emergency" due to electricity shortages, prompting a restructuring of the Department of Energy to focus on fossil fuels and nuclear energy [5][6]. - A substantial investment of several hundred billion dollars is planned for the construction of up to 10 new large nuclear reactors, alongside a $1 billion loan to restart the Three Mile Island nuclear plant [6][7]. - The demand for electricity is projected to increase by 10% to 20% in the next 5 to 7 years due to AI, with AI data centers potentially consuming 20% of global electricity by 2030 [10][11]. Group 2: Investment Opportunities in Nuclear Power - The nuclear power sector is expected to see significant investment opportunities as the U.S. government’s procurement plan is set to ignite a wave of nuclear construction, benefiting the entire supply chain from reactor design to uranium mining [8][13]. - Major financial institutions have begun increasing their holdings in nuclear power stocks, contributing to a 40% rise in the U.S. nuclear power index this year, with some companies experiencing stock price increases of up to 600% [14][16]. Group 3: China's Nuclear Power Expansion - China is positioned as a leader in new nuclear power construction, aiming for a threefold increase in nuclear capacity by 2035, with significant investments planned for 2024 [18][19]. - The country is expected to see a rapid increase in electricity demand from AI data centers, projected to reach 63 GW by 2035, which will further drive nuclear power development [20][21]. - The Chinese nuclear power industry is set to benefit from a comprehensive supply chain, with key players actively involved in uranium exploration, equipment manufacturing, and power generation [22][23]. Group 4: Conclusion on Global Energy Revolution - A global energy revolution driven by AI is underway, with nuclear power transitioning from an alternative to a necessary energy source, creating vast opportunities across the industry [26][27]. - The next five years may present a critical period for the nuclear power sector in China, supported by favorable policies and market demand [27][28].

Core Insights - The infrastructure sector saw a rise of 0.75% on November 24, with Guosheng Technology leading the gains [1] - The Shanghai Composite Index closed at 3836.77, up 0.05%, while the Shenzhen Component Index closed at 12585.08, up 0.37% [1] Infrastructure Sector Performance - Guosheng Technology (603778) closed at 60.8, with a gain of 10.07% and a trading volume of 1.2687 million shares, totaling a transaction value of 1 billion [1] - Beixin Road and Bridge (002307) closed at 5.73, up 9.98%, with a trading volume of 2.8782 million shares and a transaction value of 1.593 billion [1] - Other notable performers included Meili Ecology (000010) with a 4.97% increase, and Aoya Co., Ltd. (300949) with a 4.27% increase [1] Capital Flow Analysis - The infrastructure sector experienced a net inflow of 246 million in main funds, while retail funds saw a net outflow of 34.5751 million [2] - Guosheng Technology had a main fund net inflow of 1.59 billion, but retail funds experienced a net outflow of 78.8728 million [3] - China Nuclear Engineering (601611) reported a main fund net inflow of 43.1344 million, with retail funds seeing a net outflow of 38.4155 million [3]

Core Points - China Nuclear Engineering Corporation's stock price increased by 2.05% on November 24, reaching 11.43 CNY per share, with a total market capitalization of 34.448 billion CNY [1] - The company has experienced a year-to-date stock price increase of 27.91%, but has seen a decline of 5.77% over the last five trading days and 17.89% over the last twenty days [1] - The company reported a revenue of 73.938 billion CNY for the first nine months of 2025, a year-on-year decrease of 6.32%, and a net profit of 1.106 billion CNY, down 23.96% year-on-year [2] Financial Performance - The company has distributed a total of 1.787 billion CNY in dividends since its A-share listing, with 814 million CNY distributed over the last three years [3] - As of September 30, 2025, the number of shareholders increased to 91,000, with an average of 33,130 circulating shares per shareholder, a decrease of 0.69% [2][3] Market Activity - The company has appeared on the trading leaderboard four times this year, with the most recent instance on October 31, where it recorded a net buy of -521 million CNY [1] - Major shareholders include the Southern CSI 500 ETF, which holds 17.5775 million shares, a decrease of 432,500 shares from the previous period [3]

（文章来源：每日经济新闻） 每经AI快讯，11月24日，A股可控核聚变板块短线拉升，哈焊华通、斯瑞新材、合锻智能涨超6%，永 鼎股份、中国核建、上海电气跟涨。 ...

Group 1: New Stock Offerings - China Uranium Industry (001280) will begin subscription on November 21, becoming the first uranium stock in A-shares, focusing on natural uranium resource mining, sales, and trade [1] Group 2: Semiconductor Industry - Chinese Commerce Minister Wang Wentao held a video meeting with UK Trade Minister Peter Kyle to discuss the ASML semiconductor issue, emphasizing that the responsibility lies with the Netherlands [3] - The Netherlands' recent suspension of an administrative order is seen as a positive step towards resolving the global semiconductor supply chain crisis [3] Group 3: Trade Relations - The Chinese Foreign Ministry reiterated that Japanese seafood products currently have no market in China due to public sentiment against Japan's leadership statements on Taiwan [2] - The Ministry of Commerce is working with relevant departments to guide localities in implementing policies to enhance the quality and value of used car exports [9] Group 4: Technological Development - Guangdong Province is focusing on developing cutting-edge technology, particularly in areas like "AI+" and "robotics+" to drive innovation and economic growth [3][4] - The Guangdong government aims to expand new scenarios for terminal industries and promote the development of consumer-level smart terminal products [3] Group 5: International Cooperation - The China-EU Investment Trade and Technology Cooperation Conference opened in Chengdu, with EU representatives expressing optimism about future cooperation with Chinese enterprises [7] - The Chinese Academy of Sciences signed a cooperation agreement with the Shanghai government to support the construction of an international science and technology innovation center [5]

Key Points - China Uranium Industry (001280) will open for subscription on November 21, becoming the first uranium stock in A-shares, focusing on natural uranium resource mining, sales, and trade [2] - The Ministry of Commerce is strictly implementing the consensus reached during the China-US Kuala Lumpur economic and trade consultations [4] - The Minister of Commerce discussed the ASML semiconductor issue with the UK Trade Minister, emphasizing that the responsibility lies with the Netherlands [5] - The Ministry of Foreign Affairs stated that Japanese seafood has no market in China due to recent political tensions [6] - The China Securities Regulatory Commission is enhancing capital market functions to support high-quality development [7] - Guangdong Province is focusing on developing cutting-edge technology and addressing key technological challenges [8] - Guangdong is promoting innovation in artificial intelligence and robotics, launching initiatives to expand new industrial scenarios [9] - The Chinese Academy of Sciences signed a cooperation agreement with the Shanghai government to enhance the city's innovation capabilities [10] - The Ministry of Commerce is guiding localities to improve second-hand car export policies, shifting focus from scale to value [11] - The Guangzhou Futures Exchange adjusted trading fees and limits for lithium carbonate futures contracts [12] - The 18th China-EU Investment Trade and Technology Cooperation Fair opened, with EU representatives optimistic about the Chinese market [13] Company News - Gree Electric has developed core components for humanoid robots [15] - Pingtan Development's stock will resume trading on November 21 after completing a suspension review [15] - Vanke A approved a shareholder loan from Shenzhen Metro Group [15] - Qianjin High-Tech is set to acquire 20% of the company's shares from Zhongzhong Group [15] - Fulede's executives plan to reduce their holdings by up to 85,000 shares [15] - Xidian New Energy identifies Tesla as its largest end customer [15] - Lian Micro's VCSEL chips are now used in smart driving applications with large-scale shipments [15] - New Yichang's semiconductor business has secured orders worth several million yuan [15] - Haohua Technology is expanding into electrolyte and lithium hexafluorophosphate products [15] - Huaya Intelligent's shareholders plan to reduce their holdings by up to 2.98% [15] - Wajinke's controlling shareholder intends to reduce holdings by up to 3% [15] - Oriental Yuhong's subsidiary plans to acquire 60% of Brazil's Novakem to enhance overseas operations [15] - Hefei China has seen its stock price deviate significantly from fundamentals, posing risks for investors [15] - Tuojing Technology's national integrated circuit fund plans to reduce holdings by up to 3% [15] - Aidi Precision plans to repurchase shares worth 100 million to 200 million yuan [15] - Jiumuwang's stock trading shows signs of market overheating and irrational speculation [15] - Hangcai Co. plans to repurchase shares worth 50 million to 100 million yuan [15] - Qinglong Pipe Industry won a procurement project worth 294 million yuan [16] - Feiwo Technology's actual controller plans to increase holdings by 40 million to 70 million yuan [16] - China Nuclear Construction signed new contracts worth 123.84 billion yuan as of October [16]