中国核电设备行业运行态势及竞争战略分析报告2025~2031年 【全新修订】：2025年4月 【出版机构】：中智信投研究网 【内容部分有删减·详细可参中智信投研究网出版完整信息！】 【免费服务一年，定制报告，需求调研或专项课题需求，欢迎来电咨询】 【报告目录】 第1章：核电设备行业综述及数据来源说明 1.1 核设备的界定 1.1.1 核设备的界定 1.1.2 核设备的分类 1.2 核电设备行业分类 1.2.1 核电设备界定 1.2.2 核电设备分类 1.2.3 核电设备行业相关概念辨析 1.2.4 《国民经济行业分类与代码》中核设备行业归属 1.3 核电设备专业术语说明 1.4 本报告研究范围界定说明 1.5 本报告数据来源及统计标准说明 第2章：中国核电设备行业宏观环境分析（PEST） 2.1 中国核电设备行业政策（Policy）环境分析 2.1.1 中国核电设备行业监管体系及机构介绍 （1）中国核电设备行业主管部门 （2）中国核电设备行业自律组织 2.1.2 中国核电设备行业标准体系建设现状 （1）中国核电设备标准体系建设 （2）中国核电设备现行标准汇总 （3）中国核电设备即将实施标准 （4）中国核电设备 ...

Group 1 - The core point of the announcement is that the senior management personnel of China Nuclear Power Co., Ltd. did not execute the planned share reduction during the specified period [1] - The senior management, specifically Mr. Chen Fubin, held 205,246 shares, representing approximately 0.000998% of the company's total share capital before the reduction plan [1] - The reduction plan was disclosed on December 12, 2024, and the designated period for the reduction was from January 3, 2025, to April 3, 2025, during which no shares were sold [1] Group 2 - The planned reduction amount was set at a maximum of 0.000249%, but the actual reduction was 0 shares, resulting in a completion status of "not completed" for 51,311 shares [1] - The reduction plan did not set a minimum reduction quantity or percentage, and it was confirmed that the actual reduction did not meet any minimum requirement [1] - The company confirmed that the actual reduction situation was consistent with the previously disclosed reduction plan [1]

Core Viewpoint - China Nuclear Power Co., Ltd. reported a total installed capacity of 44.39 million kilowatts, with 17 units under construction and a capacity of 19.43 million kilowatts as of March 31, 2025. The company achieved a total power generation of 59.74 billion kilowatt-hours in the first quarter of 2025, reflecting a year-on-year increase of 16.93% [1][2]. Summary by Category Power Generation and Capacity - The total power generation for Q1 2025 was 59.74 billion kilowatt-hours, up 16.93% from 51.09 billion kilowatt-hours in the same period last year [1]. - The total grid-connected power generation was 56.45 billion kilowatt-hours, representing a year-on-year increase of 17.17% [1]. - The nuclear power generation reached 49.48 billion kilowatt-hours, a 13.30% increase compared to 43.67 billion kilowatt-hours in Q1 2024 [1]. - The company has a total installed capacity of 44.39 million kilowatts, with 3.07 million kilowatts in renewable energy, including 1.00 million kilowatts from wind power and 2.07 million kilowatts from solar power [1]. Performance of Nuclear Power Stations - The Qinshan Nuclear Power Unit 1 generated 25.28 billion kilowatt-hours, a decrease of 11.85% year-on-year [1]. - Jiangsu Nuclear Power saw a 1.97% increase in generation, totaling 6.61 billion kilowatt-hours [1]. - Hainan Nuclear Power experienced a decrease of 1.18%, generating 2.12 billion kilowatt-hours [1]. - Fuzhou Nuclear Power reported a significant increase of 32.49%, generating 6.67 billion kilowatt-hours [1]. Renewable Energy Performance - The total power generation from renewable energy sources was 10.26 billion kilowatt-hours, with wind power contributing 5.10 billion kilowatt-hours, marking a 39.50% increase year-on-year [1][2]. - Solar power generation reached 2.07 billion kilowatt-hours, reflecting a 37.20% increase compared to the previous year [1][2]. - The total grid-connected renewable energy generation was 10.08 billion kilowatt-hours, up 38.28% year-on-year [1]. Future Outlook - The company has 17 units under construction, with a total capacity of 19.43 million kilowatts, indicating a strong pipeline for future growth in nuclear energy [1].

| 证券代码：601985 | 证券简称：中国核电 公告编号：2025-022 | | --- | --- | | 债券代码：138547 | 债券简称：22 核电 Y2 | 中国核能电力股份有限公司 高级管理人员减持股份结果公告 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 | 陈富彬 | | | | --- | --- | --- | --- | | 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：无 | | | | 持股数量 | 205,246 股 | | | | 持股比例 | 0.000998% | | | 一、减持主体减持前基本情况 1 高级管理人员持股的基本情况：本次减持计划实施前，公司高管陈富彬 先生直接持有公司股票 205,246 股，约占当前公司股本总数的 0.000998%，上述股份来源于公司首次股权激励计划行权取得，均 ...

| 证券代码：601985 | 证券简称：中国核电 编号：2025-021 | | --- | --- | | 债券代码：138547 | 债券简称：22 核电 Y2 | 中国核能电力股份有限公司 2025 年一季度发电量完成情况公告 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个别及连带责任。 根据中国核能电力股份有限公司（以下简称公司）统计，截至 2025 年 3 月 31 日，公司核电控股在运机组 26 台，装机容量 2,496.20 万千瓦；控股在建及核 准待建机组 17 台，装机容量 1,942.90 万千瓦，核电装机容量合计 4,439.10 万千 瓦。公司新能源控股在运装机容量 3,069.16 万千瓦，包括风电 1,001.32 万千瓦、 光伏 2,067.84 万千瓦，另控股独立储能电站 145.10 万千瓦；控股在建装机容量 1,353.68 万千瓦，包括风电 183.70 万千瓦，光伏 1,169.98 万千瓦。 截至 2025 年 3 月 31 日，公司 2025 年一季度发电量累计为 597.42 亿千瓦 时 ...

Group 1 - The core achievement of China's nuclear fusion research is the successful operation of the "China Fusion Engineering Test Reactor" (CFETR), achieving atomic temperatures of 117 million degrees Celsius and electron temperatures of 160 million degrees Celsius, marking a significant advancement towards engineering applications of controlled nuclear fusion [1] - The "China Fusion Engineering Test Reactor" is a domestically developed large scientific device that mimics the energy generation principles of the sun, referred to as the "new generation artificial sun" [1] - The total designer of CFETR, Zhong Wulü, stated that the experiment achieved "double hundred degrees" and significant improvements in comprehensive parameters, indicating a leap in China's nuclear fusion research [1] Group 2 - China National Nuclear Power (China Nuclear Power) announced a capital increase of 1 billion yuan to invest in China Fusion Energy Co., responding to national strategic development requirements and promoting the development of the fusion industry [2] - The establishment of the Controlled Nuclear Fusion Innovation Alliance, led by China National Nuclear Group, aims to enhance the development of future industries and accelerate the progress of the nuclear fusion industry [2] - The report from Galaxy Securities indicates a robust development trend in China's nuclear fusion industry, with significant advancements in technology breakthroughs, corporate financing, and policy support [2][3] Group 3 - The nuclear fusion project has seen technological breakthroughs, including long-pulse high-parameter plasma operation and the establishment of the "Chixiao" device, with active financing for commercial nuclear fusion enterprises [3] - Major domestic projects, such as BEST, are expected to see bidding processes ramp up in 2025, indicating a significant acceleration in industry progress [3]

Market Overview - The Shanghai Composite Index rose by 0.15% on March 27, with 12 out of the 28 sectors experiencing gains. The top-performing sectors were pharmaceuticals and biotechnology, which increased by 1.88%, and food and beverage, which rose by 0.86% [1] - Conversely, the sectors with the largest declines were non-ferrous metals and social services, which fell by 1.30% and 1.29%, respectively. The public utilities sector ranked third in terms of decline [1] Capital Flow Analysis - The net outflow of capital from the two markets was 21.099 billion yuan, with 7 sectors seeing net inflows. The electronics sector led with a net inflow of 820 million yuan and a daily increase of 0.50%. The pharmaceuticals and biotechnology sector followed with a net inflow of 711 million yuan and a daily increase of 1.88% [1] - In contrast, 24 sectors experienced net capital outflows, with the power equipment sector leading at a net outflow of 5.14 billion yuan, followed by the machinery sector with a net outflow of 3.923 billion yuan. Other sectors with significant outflows included non-ferrous metals, telecommunications, and computers [1] Public Utilities Sector Performance - The public utilities sector declined by 1.15% with a total net outflow of 1.747 billion yuan. Out of 132 stocks in this sector, 11 stocks rose, including one that hit the daily limit, while 120 stocks fell, with one hitting the daily limit down [2] - The stocks with the highest net inflows in the public utilities sector included Meinuo Energy, which saw a net inflow of 35.31 million yuan, followed by Chuaneng Power and Chuan Investment Energy with net inflows of 23.76 million yuan and 18.90 million yuan, respectively [2] - The stocks with the largest net outflows included China Nuclear Power, which had a net outflow of 138.18 million yuan, followed by Shaoneng Shares and Huadian International with net outflows of 108.46 million yuan and 99.69 million yuan, respectively [2][4]

| 证券代码：601985 | 证券简称：中国核电 | 公告编号：2025-020 | | --- | --- | --- | | 债券代码：138547 | 债券简称：22 核电 Y2 | | 关于对外投资的提示性公告 中国核能电力股份有限公司 一、本次事项概述 为响应国家未来产业战略发展要求，落实核能"三步走"战略，推动聚变产业 发展，体现中国核电在推进国家能源结构转型和促进清洁能源发展中的使命担 当，前瞻性布局核聚变能源领域，为未来聚变堆商业化应用打下基础，公司拟以 增资方式参股聚变公司。 根据测算，本次对外投资事项预计构成关联交易，但不会达到《上市公司重 大资产重组管理办法》规定的重大资产重组条件，不构成重大资产重组。本次交 易拟采用现金方式，不涉及公司发行股份，也不会导致公司控制权变更。 二、本次对外投资的目的及对公司的影响 聚变公司的技术研发方向和未来的产业化发展与国家能源安全和环境保护 的战略目标高度一致，因此，公司参股聚变公司具有显著的战略意义和必要性。 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个别及连带责任。 特 ...

中国核能电力股份有限公司（以下简称公司）第五届监事会第二次会议于 2025 年 2 月 28 日以通讯方式召开。本次会议的通知及相关会议材料已于 2025 年 2 月 21 日由监事会办公室提交全体监事。本次会议应参会表决监事 5 人，实 际参会监事 5 人。会议的召集召开符合《公司法》和《公司章程》的规定，所作 决议合法有效。 经与会监事审议，形成决议如下： 一、通过了《关于参股中国聚变能源有限公司暨关联交易的议案》 表决结果：同意票数 5 票；反对票数 0 票；弃权票数 0 票。 | 证券代码：601985 | 证券简称：中国核电 公告编号：2025-019 | | --- | --- | | 债券代码：138547 | 债券简称：22 核电 Y2 | 中国核能电力股份有限公司 本公司监事会及全体监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个别及连带责任。 第五届监事会第二次会议决议公告 监事会认为：本次关联交易由各方在公平、自愿的原则下协商确定，符合《公 司法》《证券法》等有关法律、法规及《公司章程》的规定。本次交易不存在损 害上市公司及全体股东 ...