Core Viewpoint - China’s nuclear power industry is committed to sustainable development and environmental protection, integrating the "Two Mountains" concept into its operations and promoting a new public communication model focused on "co-governance, co-existence, and co-prosperity" [1] Group 1: Environmental Impact and Contributions - Nuclear energy is a strategic choice for achieving carbon neutrality, with a carbon footprint of only 6.5 grams CO₂/kWh, making it the lowest among energy sources [1] - Since the 21st century, global nuclear power has avoided 30 billion tons of greenhouse gas emissions, providing a quarter of the world's clean electricity [1] - China's operational nuclear power units have contributed over 19.5 trillion kWh of clean electricity, equivalent to reducing coal consumption by approximately 590 million tons and cutting CO₂ emissions by 1.55 billion tons [1] Group 2: Innovative Applications of Nuclear Energy - China’s nuclear power is exploring "nuclear energy +" applications, integrating nuclear energy with other industries for low-carbon development [2] - The first nuclear heating project in southern China, launched in 2021, provides zero-carbon heating to 4,000 households, reducing CO₂ emissions by 24,000 tons annually [2] - The Jiangsu nuclear steam supply project will provide 4.8 million tons of industrial steam annually, reducing coal consumption by 400,000 tons and cutting CO₂ emissions by 1.07 million tons [2] Group 3: Ecological Restoration and Biodiversity - The company integrates biodiversity protection into its development strategy, conducting long-term conservation efforts for aquatic and terrestrial species [6] - A photovoltaic project in Gansu has reduced coal consumption by 47,000 tons and CO₂ emissions by over 120,000 tons annually, while also aiding ecological restoration [4] - Innovative construction methods at nuclear projects have minimized environmental impact, ensuring the protection of local ecosystems [6] Group 4: Community Development and Economic Benefits - The partnership between the Sanmen Nuclear Power Plant and Sanhe Village has led to the development of a zero-carbon economy, significantly increasing the village's collective income [8] - The village's ecological aquaculture project generates surplus electricity, providing additional income and supporting local economic growth [9] - Investments in sustainable agriculture and renewable energy have transformed the village's economy, demonstrating the synergy between environmental sustainability and economic prosperity [9]

Group 1 - Nuclear power is an efficient and clean energy source, with global nuclear power capacity steadily increasing. As of June 2025, China's operational nuclear power units reached 58, with a total capacity of 60.96 million kilowatts, marking the first time it has become the world's largest nuclear power producer [2][8][32] - The nuclear power industry chain includes nuclear fuel cycle, equipment manufacturing, construction, and operation. The upstream involves core and auxiliary equipment manufacturing, engineering management, and nuclear fuel cycle industries. The midstream includes the construction and operation of nuclear power plants, while the downstream focuses on electricity sales to end users [2][8][25] - The market share of nuclear power in China's electricity trading has increased from approximately 30% in 2020 to 46.1% in 2024, indicating a trend towards market-oriented transactions [2][8][32] Group 2 - Recommended companies related to nuclear power on the Beijing Stock Exchange include: 1. Ruichi Intelligent Manufacturing, specializing in high-end process equipment and involved in nuclear energy for over 15 years 2. Klate, the only certified nuclear power fan manufacturer in Shandong Province 3. Tianli Composite, focusing on layered metal composite materials, a rare domestic supplier for nuclear projects 4. Jikang Technology, providing intelligent monitoring solutions for nuclear power plants with experience in major projects 5. Qiuguan Cable, specializing in high and low voltage power cables for nuclear projects 6. Litong Technology, which completed trials for 43 types of nuclear hoses in 2024 and plans project acceptance in 2025 7. Guangsha Environmental Energy, collaborating with Shanghai Nuclear Engineering Research and Design Institute on efficient heat exchangers 8. Changfu Co., a pioneer in domestic nuclear valve actuators, promoting the localization of nuclear valves 9. Gebijia, an innovative company in special functional glass, with some radiation-proof glass products applied in the nuclear industry 10. Qifeng Precision, a high-end fastener technology company working on the localization of nuclear-grade fasteners 11. Kunbo Precision, focusing on precision forming parts and vacuum furnace bodies, expanding nuclear maintenance equipment clients in 2024 [2][8][3] Group 3 - The global nuclear power generation accounted for 9% of total electricity generation in 2024, driven by increasing electricity demand and environmental awareness. Nuclear power is seen as a competitive energy choice, especially for rapidly developing countries lacking traditional fossil fuel resources [2][23][36] - The average utilization hours of nuclear power plants significantly exceed those of other power generation forms, with nuclear plants averaging 7,670 hours in 2023 compared to 3,592 hours for other types [2][24][31]

导 证券时报·数据宝统计，截至8月14日收盘，沪深两市共605只个股连续5日或5日以上主力资金净流出。 从净流出持续时间来看，中国核电连续23日主力资金净流出，排名第一；联建光电连续20日主力资金净 流出，位列第二。从主力资金净流出总规模来看，中国核电主力资金净流出金额最大，连续23天累计净 流出17.38亿元，张江高科紧随其后，7天累计净流出16.72亿元。从主力资金净流出占成交金额的比例来 看，ST柯利达占比排名居首，该股近7日下跌14.46%。（数据宝） 连续5日或以上主力资金净流出个股排名 | 证券代 | 证券简 | 主力资金净流出 | 主力资金净流出金额 | 主力资金净流出比例 | 累计涨跌幅 | | --- | --- | --- | --- | --- | --- | | 码 | 称 | 天数 | （亿元） | （%） | （%） | | 601985 | 中国核 电 | 23 | 17.38 | 8.65 | -2.23 | | 600895 | 张江高 | 7 | 16.72 | 5.42 | -1.44 | | | 科 | | | | | | 000725 | 京东方 | 12 | 14. ...

数据统计显示，上证可持续发展产业主题指数近一个月下跌2.38%，近三个月上涨0.03%，年至今下跌 4.66%。 金融界8月14日消息，上证指数高开低走，上证可持续发展产业主题指数 (持续产业，000114)下跌 0.88%，报1147.31点，成交额213.48亿元。 据了解，上证可持续发展产业主题指数选取可持续发展相关产业中规模大、流动性好的40只上市公司证 券作为样本，以反映可持续发展产业证券的整体表现。该指数以2011年06月30日为基日，以1000.0点为 基点。 从指数持仓来看，上证可持续发展产业主题指数十大权重分别为：长江电力（30.84%）、隆基绿能 （8.76%）、中国核电（6.86%）、特变电工（6.28%）、三峡能源（5.61%）、通威股份（4.97%）、国 投电力（3.24%）、川投能源（2.75%）、东方电气（2.21%）、晶科能源（1.96%）。 从上证可持续发展产业主题指数持仓的市场板块来看，上海证券交易所占比100.00%。 从上证可持续发展产业主题指数持仓样本的行业来看，公用事业占比51.88%、工业占比43.49%、通信 服务占比4.63%。 资料显示，指数样本每年调整一次 ...

证券时报·数据宝统计，截至8月13日收盘，沪深两市共560只个股连续5日或5日以上主力资金净流出。 从净流出持续时间来看，中国核电连续22日主力资金净流出，排名第一；联建光电等连续19日主力资金 净流出，位列第二。从主力资金净流出总规模来看，北方稀土主力资金净流出金额最大，连续6天累计 净流出17.62亿元，中国核电紧随其后，22天累计净流出16.49亿元。从主力资金净流出占成交金额的比 例来看，ST柯利达占比排名居首，该股近6日下跌13.86%。（数据宝） 连续5日或以上主力资金净流出个股排名 | 证券代 | 证券简 | 主力资金净流出 | 主力资金净流出金额 | 主力资金净流出比例 | 累计涨跌幅 | | --- | --- | --- | --- | --- | --- | | 码 | 称 | 天数 | （亿元） | （%） | （%） | | 600111 | 北方稀 | 6 | 17.62 | 3.37 | 3.13 | | | 土 | | | | | | 601985 | 中国核 电 | 22 | 16.49 | 8.54 | -1.91 | | 301171 | 易点天 | 9 | 12.95 ...

证券时报·数据宝统计，截至8月12日收盘，沪深两市共516只个股连续5日或5日以上主力资金净流出。 从净流出持续时间来看，中国核电连续21日主力资金净流出，排名第一；*ST新潮连续19日主力资金净 流出，位列第二。从主力资金净流出总规模来看，北方稀土主力资金净流出金额最大，连续5天累计净 流出15.90亿元，中国核电紧随其后，21天累计净流出15.28亿元。从主力资金净流出占成交金额的比例 来看，ST柯利达占比排名居首，该股近5日下跌15.25%。（数据宝） 连续5日或以上主力资金净流出个股排名 | 证券代 | 证券简 | 主力资金净流出 | 主力资金净流出金额 | 主力资金净流出比例 | 累计涨跌幅 | | --- | --- | --- | --- | --- | --- | | 码 | 称 | 天数 | （亿元） | （%） | （%） | | 600111 | 北方稀 | 5 | 15.90 | 3.40 | 2.80 | | | 土 | | | | | | 601985 | 中国核 电 | 21 | 15.28 | 8.22 | -1.69 | | 301171 | 易点天 | 8 | 12.82 ...

Group 1: Company Performance - TianShun Wind Energy expects a net profit of 520 million to 600 million yuan for the first half of the year, representing a year-on-year increase of 104.72% to 136.22% [1] - Jiejia Weichuang anticipates a net profit of 736 million to 812 million yuan for the first half of the year, with a year-on-year growth of 45% to 60% [2] - China Nuclear Power reported a cumulative operational power generation of 100.827 billion kWh by the end of June, a year-on-year increase of 5.83% [3] - Pinggao Electric expects a net profit of approximately 332 million yuan for the first half of the year, reflecting a year-on-year growth of around 185% [4] Group 2: Industry Trends - The offshore wind power sector is experiencing rapid growth, with TianShun Wind Energy achieving breakthroughs in offshore wind foundation business and increasing delivery volumes [1] - The market for TOPCon battery planning capacity has exceeded 600 GW, with Jiejia Weichuang benefiting from strong demand and successful equipment deliveries [2] - China Nuclear Power is adopting a dual-drive strategy of nuclear and renewable energy, aiming to increase installed capacity significantly by the end of the "14th Five-Year Plan" [3] - The demand for UHV (Ultra High Voltage) construction is rising due to the growth of wind and solar industries, benefiting companies like Pinggao Electric [4]

| 证券代 | 证券简 | 主力资金净流出 | 主力资金净流出金额 | 主力资金净流出比例 | 累计涨跌幅 | | --- | --- | --- | --- | --- | --- | | 码 | 称 | 天数 | （亿元） | （%） | （%） | | 603300 | 海南华 | 12 | 21.13 | 10.06 | -14.07 | | | 铁 | | | | | | 601985 | 中国核 电 | 20 | 15.01 | 8.33 | -1.69 | | 000997 | 新大陆 | 19 | 12.72 | 11.25 | -12.31 | | | 易点天 | | | | | | 301171 | 下 | 7 | 12.41 | 7.76 | -6.98 | | 300378 | 鼎捷数 | 6 | 9.97 | 5.81 | -8.05 | | | 智 | | | | | | 002266 | 浙富控 股 | 13 | 9.53 | 7.42 | -18.34 | | 000558 | 天府文 | 6 | 9.52 | 8.54 | -22.39 | | | 旅 | | | | | | ...

Group 1 - The core viewpoint of the news highlights a strong performance in the new energy sector, with the CSI New Energy Index rising by 2.20% and significant gains in key stocks such as Di'er Laser and Xinzhou Bang [1] - The New Energy ETF (159875) recorded a half-day increase of 2.09%, with a turnover rate of 4% and a transaction volume of 36.22 million yuan [1] - The New Energy ETF has shown impressive returns since its inception, with a highest single-month return of 25.07% and an average monthly return of 7.60% over the months it has risen [1] Group 2 - In the wind power sector, Guojin Securities emphasizes a bullish outlook, particularly on the turbine manufacturing segment, as domestic offshore wind projects are set to accelerate [3] - The recent meeting by the Ministry of Industry and Information Technology regarding photovoltaic glass pricing indicates a positive trend, with new pricing set at 11 yuan per square meter, signaling a potential growth cycle for photovoltaic glass prices [4] - The top ten weighted stocks in the CSI New Energy Index account for 43.41% of the index, with leading companies including CATL, Sungrow, and Longi Green Energy [4]

Core Viewpoint - China Nuclear Power Co., Ltd. has successfully poured the first batch of concrete for the nuclear island of Unit 1 at the Zhejiang Jin Qimen Nuclear Power Plant, marking a significant milestone in its construction [1]. Group 1: Project Details - The first concrete pour (FCD) for Unit 1 of the Zhejiang Jin Qimen Nuclear Power Plant took place on August 10, 2025 [1]. - The plant utilizes China's independently developed "Hualong One" nuclear technology, with a single unit rated capacity of 1.215 million kilowatts [1]. - The design operational lifespan of the unit is 60 years [1]. Group 2: Company Capacity - Following the FCD, the number of nuclear power units under construction controlled by the company will reach 13, with a total installed capacity of 15.138 million kilowatts [1].