Investment Rating - The report upgrades the investment rating of China General Nuclear Power Technology Co., Ltd. to "Strongly Recommended" [5][11]. Core Viewpoints - The company's performance is under short-term pressure but is strategically positioning for future growth, particularly in high-tech materials and accelerator businesses [1][2][3][4]. - The revenue for 2024 is projected at 6.168 billion yuan, a decrease of 2.9% year-on-year, while the net profit attributable to shareholders is expected to be -362 million yuan, an increase of 50.87% year-on-year [1][12]. - The company is focusing on enhancing the sales of high-margin products and expanding into new markets such as humanoid robots and nuclear fusion technology [2][3]. Summary by Sections Financial Performance - In 2024, the company expects to achieve a revenue of 6.168 billion yuan, with a net profit of -362 million yuan and a net profit margin of -6.92% [12]. - The projected net profits for 2025, 2026, and 2027 are 29.37 million yuan, 87.22 million yuan, and 123.24 million yuan, respectively, indicating a significant recovery [11][12]. Business Segments - The modified polymer materials segment is expected to generate 4.856 billion yuan in revenue for 2024, with a slight decline of 0.9% year-on-year [1]. - The accelerator and irradiation processing segment is projected to achieve a revenue of 519 million yuan, reflecting a growth of 23.11% year-on-year [1][3]. - The medical health segment has completed the construction of a proton industry park, with plans for further development in medical isotopes [4]. Market Opportunities - The company is targeting high-growth markets such as humanoid robots and nuclear fusion technology, with ongoing projects expected to conclude in April 2024 [2]. - The accelerator business is expanding its network with 18 irradiation centers and 62 operational electron accelerators, positioning itself as a leader in the domestic market [3]. Future Outlook - The company aims to increase the sales proportion of high-margin products above 15% by reducing material and management costs [2]. - The projected revenue growth rates for 2025, 2026, and 2027 are 8.08%, 10.96%, and 13.73%, respectively, indicating a positive growth trajectory [12].

Investment Rating - The report upgrades the investment rating of China General Nuclear Power Technology Co., Ltd. to "Strongly Recommended" [5][11]. Core Views - The company is experiencing short-term pressure on performance but is strategically positioning itself for future growth. In 2024, the company is expected to achieve a revenue of 6.168 billion yuan, a decrease of 2.9% year-on-year, while the net profit attributable to shareholders is projected to be -362 million yuan, an increase of 50.87% year-on-year [1][11]. Business Segments Summary Modified Polymer Materials - The revenue from modified polymer materials in 2024 is expected to be 4.856 billion yuan, a slight decrease of 0.9% year-on-year. The gross profit margin is expected to decline by 0.81 percentage points [1]. - The company aims to increase the sales proportion of products with a gross margin above 15% by reducing material and management costs in 2025 [2]. Accelerator Business - The accelerator business is projected to achieve a sales volume of 57 units in 2024, an increase of 29.55% year-on-year. The company has established a network of 18 irradiation centers and 62 operational electron accelerators [3]. Medical Health - The proton industry park has been completed and is operational, with the first domestically produced proton accelerator expected to be delivered. The report highlights significant growth potential in the number of proton centers in China due to the large population base [4]. Financial Forecast - The company is expected to achieve net profits of 29.37 million yuan, 87.22 million yuan, and 123.24 million yuan for the years 2025, 2026, and 2027, respectively. The corresponding EPS for these years is projected to be 0.03 yuan, 0.09 yuan, and 0.13 yuan [11][12].

Group 1 - The PEEK materials concept saw a significant increase of 5.60%, leading the sector in gains, with 25 stocks rising, including notable performers like Juxailong and Xinhang New Materials, which hit the 20% limit up [1] - The top gainers in the PEEK materials sector included Zhongxin Fluorine Materials with a limit up, and other stocks like Fuheng New Materials and Zhongyan Co., which rose by 15.07%, 9.55%, and 7.92% respectively [1] - Conversely, the stocks that experienced the largest declines included China General Nuclear Power Technology, Shuanglin Co., and Brothers Technology, which fell by 2.96%, 0.92%, and 0.21% respectively [1] Group 2 - The PEEK materials sector attracted a net inflow of 400 million yuan from main funds, with 19 stocks receiving net inflows, and 5 stocks seeing inflows exceeding 30 million yuan [1] - Zhongxin Fluorine Materials led the net inflow with 171 million yuan, followed by Water Co., Xinhang New Materials, and Juxailong with net inflows of 159 million yuan, 129 million yuan, and 52.82 million yuan respectively [1] - The top three stocks by net inflow ratio were Zhongxin Fluorine Materials at 23.56%, Juxailong at 19.87%, and Water Co. at 17.38% [2]

Financial Performance - The basic earnings per share for 2024 is -0.3831 yuan, showing a 50.87% improvement compared to -0.7797 yuan in 2023 [1] - The total revenue for 2024 is 6.168 billion yuan, a decrease of 2.91% from 6.353 billion yuan in 2023 [1] - The net profit for 2024 is -0.362 billion yuan, which is a 50.88% improvement from -0.737 billion yuan in 2023 [1] - The return on equity for 2024 is -6.70%, an improvement of 45.88% from -12.38% in 2023 [1] Shareholder Structure - The top ten unrestricted shareholders hold a total of 38,501.93 million shares, accounting for 48.72% of the circulating shares, with a decrease of 454.12 million shares compared to the previous period [1] - The largest shareholder, China General Nuclear Power Technology Application Co., Ltd., holds 24,251.25 million shares, representing 30.68% of the total share capital, with no change [2] - The second-largest shareholder, China Dalian International Economic and Technical Cooperation Group Co., Ltd., holds 5,677.28 million shares, accounting for 7.18% of the total share capital, with no change [2] Dividend Distribution - The company has announced no distribution or transfer of shares [1]

中广核核技术发展股份有限公司 2024 年度内部控制评价与监督评价报告 二〇二五年四月 中广核核技术发展股份有限公司内部控制评价与监督评价报告 中广核核技术发展股份有限公司 2024 年度内部控制评价与监督评价报告 根据《企业内部控制基本规范》及其配套指引的规定和国资委、财政部印发的《关于 加快构建中央企业内部控制体系有关事项的通知》（国资发评价﹝2012﹞68号）等规范及 指引（以下简称"企业内部控制规范体系"），结合本公司（以下简称"公司"）《内部 控制手册》，在内部控制日常监督和专项监督的基础上，我们对公司2024年12月31日（内 部控制评价报告基准日）的内部控制有效性进行了评价。 一、重要声明 按照企业内部控制规范体系的规定，建立健全和有效实施内部控制，评价其有效性， 并如实披露内部控制评价报告是公司董事会的责任。监事会对董事会建立和实施内部控制 进行监督。经理层负责组织领导企业内部控制的日常运行。公司董事会、监事会及董事、 监事、高级管理人员保证本报告内容不存在任何虚假记载、误导性陈述或重大遗漏，并对 报告内容的真实性、准确性和完整性承担个别及连带法律责任。 公司内部控制的目标是合理保证经营管理合 ...

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证券代码：000881 证券简称：中广核技 公告编号：2025-023 中广核核技术发展股份有限公司 关于举行 2024 年度业绩说明会并征集相关问题的 公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导 性陈述或者重大遗漏。 中广核核技术发展股份有限公司（以下简称"公司"或"中广核技"）于 2025 年 4 月 29 日披露了公司《2024 年年度报告》，为让广大投资者进一步了解公司 2024 年度经营及业绩情况，公司定于 2025 年 5 月 9 日（星期五）下午 15:30— 17:00 举办 2024 年度业绩说明会。 本次年度业绩说明会将采用现场交流的方式举行，欢迎广大投资者积极参与。 现将有关事项公告如下： 一、活动时间 现场活动地点：深圳市福田区彩田北路 3032 号亿民平安国际大酒店 23 楼吉 祥厅。 参与现场活动的投资者请扫描下方二维码提前进行预约登记，预约时间： 2025 年 4 月 29 日（星期二）至 2025 年 5 月 8 日（星期四）下午 17:30。 投资者报名后，公司将适时安排联系确认及/或适时发出确认短信。本次会 议采用实名制，参会投资者须 ...

中广核核技术发展股份有限公司 2024 年度董事会工作报告 2024年，中广核核技术发展股份有限公司（以下简称"公司"）董事会严格 按照《中华人民共和国公司法》《中华人民共和国证券法》《上市公司治理准则》 《深圳证券交易所上市公司自律监管指引第1号——主板上市公司规范运作》等 有关法律、行政法规、部门规章和规范性文件以及《公司章程》《董事会议事规 则》等规定，本着对全体股东负责的精神，认真履行忠实勤勉义务，审慎、科学 决策公司重大事项，严格执行股东会各项决议，积极推进董事会各项决议的实施， 持续加强董事会建设，进一步提升董事会战略引领力、科学决策力和风险防范力， 促进董事会与其他治理主体同向发力、同频共振，助力公司高质量发展。现将公 司董事会2024年度工作情况汇报如下： 一、2024 年度公司经营情况 2024 年是公司打基础利长远，夯实发展根基的关键一年。一年来，公司紧 紧围绕年初确定的目标任务，保持全面转型升级战略定力，经营管理、创新发展、 改革攻坚、党的建设各方面工作取得积极进展。重大攻坚任务成效显著，市场开 拓进展有力，深化改革纵深推进，党的领导党的建设持续加强。 二、2024 年度公司治理及董事会 ...

证券代码：000881 证券简称：中广核技 公告编号：2025-021 中广核核技术发展股份有限公司 关于 2024 年度计提信用及资产减值准备的公告 （二）本次计提减值损失的范围、总金额和拟计入的报告期间 2024 年 1 月 1 日至 2024 年 12 月 31 日期间确认的信用及资产减值损失合计 为 15,587.08 万元，其中拟确认的信用减值损失金额为 1,295.23 万元，拟确认的 资产减值损失金额为 14,291.86 万元。 | 项目 | 2024 年 | | --- | --- | | 信用减值损失小计 | 12,952,260.92 | | 其中：应收账款坏账损失 | 4,050,111.47 | | 其他应收款坏账损失 | 8,773,770.77 | | 一年内到期的非流动资产坏账损失 | 128,378.68 | | 资产减值损失小计 | 142,918,551.02 | | 其中：商誉减值损失 | 63,458,267.16 | | 存货跌价损失 | 33,961,677.46 | | 固定资产减值损失 | 35,484,058.26 | 单位：元 | 合同资产减值损失 | 7 ...

中广核核技术发展股份有限公司关于收购项目利润承诺现金补偿履约情况的说明 中广核核技术发展股份有限公司 关于收购项目利润承诺现金补偿履约情况的说明 根据深交所《深圳证券交易所上市公司自律监管指引第1号——主板上市公司规范运 作》，上市公司股东、交易对手方对公司或相关资产在报告年度经营业绩作出承诺的，公 司董事会应关注业绩承诺的实现情况。公司或相关资产年度业绩未达到承诺的，董事会应 对公司或相关资产的实际盈利数与承诺数据的差异情况进行单独审议，详细说明差异情况 及公司已或拟采取的措施，督促公司相关股东、交易对手方履行承诺。公司应在年度报告 中披露上述事项，要求会计师事务所、保荐人或独立财务顾问（如适用）对此出具专项审 核意见，并与年报同时在符合条件媒体披露。 一、 利润承诺现金补偿情况核查 根据以上背景情况，我们对2024年度未完成利润承诺补偿执行的1家公司进行了核查， 并根据协议约定条款内容跟进了相应补偿措施的落实。该家公司为中广核博繁新材料（南 通）有限公司（曾用名"博繁新材料（苏州）有限公司"、"中广核博繁新材料（苏州） 有限公司"，以下简称"苏州博繁"）。 本说明中所提"非经营性收益"是指"非经常性收益" ...