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就在明天,A股第三家核电运营商登场!
Xin Lang Cai Jing· 2026-01-12 12:28
据披露,置入的电投核能公司权益装机规模达745万千瓦,电投产融一跃成为继中国核电、中国广核之后,国内权益装机容量排名第三的核电上市公司, 被市场称为 "A股第三大核电巨头"。 不带货是不可能滴 明天(2026年1月13日),A股市场将迎来一笔重磅交易。 根据公告内容:电投产融(000958.SZ)因重大资产重组而增发的119.9亿股新股将正式上市交易。 公司把旗下金融业务打包置出,同时置入国家电投集团旗下的优质核电资产。 这标志着这家上市公司彻底告别金融,All in核电。 变身成为国家电投集团旗下唯一的核电运营资产整合平台,同时也成为登陆A股得第三家核电运营商。 早在12月8日晚间,电投产融就发布《重大资产置换及发行股份购买资产并募集配套资金暨关联交易报告书(草案)》的公告,详细披露了"资产置换+发 行股份购买资产+募集配套资金"的"三步走"转型战略。 这标志着这家上市公司彻底告别金融,All in核电。 变身成为国家电投集团旗下唯一的核电运营资产整合平台,同时也成为登陆A股得第三家核电运营商。 这酒也是核技术哦 想买辐照酒 1.光听过不知道哪里买 2.老是托朋友太耗人情 核趣文创推出[辐照酒代购业务] 做 ...
电投产融554亿重组完成交割聚焦主业 电投集团注入千亿资产 搭建专业核电平台
Chang Jiang Shang Bao· 2026-01-12 00:21
Core Viewpoint - The asset restructuring of Electric Power Investment Co., Ltd. (000958.SZ) has been completed, transforming it into the nuclear power operation asset integration platform of the State Power Investment Group, enhancing the efficiency of nuclear power asset operations and supporting green development initiatives [1][5]. Group 1: Restructuring Details - The restructuring involved the exchange of financial business for a 100% stake in Guodian Nuclear Power Co., Ltd., with the transaction values being CNY 151.08 billion for the assets being divested and CNY 553.94 billion for the assets being acquired [1][3]. - The difference of CNY 402.85 billion will be settled through the issuance of new shares at a price of CNY 3.36 per share [3]. - The restructuring process began in October 2024, with approvals from the Shenzhen Stock Exchange and the China Securities Regulatory Commission obtained by December 2025 [2]. Group 2: Shareholding Changes - Following the restructuring, the State Nuclear Power will hold 43.62% of Electric Power Investment Co., Ltd., making it the controlling shareholder, while the State Power Investment Group's stake will be diluted to 15.42% [4]. - China Life Insurance has become the second-largest shareholder with a 25.4% stake [4]. Group 3: Financial Impact - The restructuring is expected to significantly boost Electric Power Investment Co., Ltd.'s revenue and net profit, with projected increases of 111.63% and 382.22%, respectively, based on mid-2025 financial data [1][6]. - The total assets of the company are anticipated to reach CNY 1,316.57 billion, reflecting a growth of 166.17% [6]. - The asset-liability ratio is projected to rise from 39.47% to 60.6% post-restructuring [6]. Group 4: Future Commitments - The State Nuclear Power has committed to achieving a net profit of no less than CNY 33.75 billion, CNY 30 billion, and CNY 35.87 billion for the years 2025, 2026, and 2027, respectively, totaling at least CNY 99.62 billion over three years [7]. - The company aims to enhance its overall competitiveness and profitability through resource and business integration following the acquisition [7].
电投产融554亿重组完成交割聚焦主业 电投集团注入千亿资产搭建专业核电平台
Chang Jiang Shang Bao· 2026-01-11 23:31
Core Viewpoint - The asset restructuring of Electric Power Investment Co., Ltd. (000958.SZ) has been completed, transforming it into the nuclear power operation asset integration platform of the State Power Investment Group, enhancing the efficiency of nuclear power asset operations and supporting green development [1][4]. Group 1: Restructuring Details - The restructuring involved the exchange of financial assets for a 100% stake in Guodian Nuclear Power Co., Ltd., with the transaction values being CNY 151.08 billion for the assets disposed and CNY 553.94 billion for the assets acquired, resulting in a difference of CNY 402.85 billion to be purchased through share issuance [1][3]. - The share issuance price was set at CNY 3.36 per share, with a total of 119.9 billion new shares to be issued, which will be listed on January 13, 2026 [3][4]. - After the restructuring, the controlling shareholder will change from the State Power Investment Group to Guodian Nuclear Power, while the latter will hold 43.62% of the shares, and China Life will become the second-largest shareholder with a 25.4% stake [4][6]. Group 2: Financial Impact - The restructuring is expected to significantly enhance Electric Power Investment's financial metrics, with projected increases of 111.63% in operating revenue and 382.22% in net profit attributable to shareholders based on the first half of 2025 data [1][7]. - The total assets of the company are projected to reach CNY 1,316.57 billion, reflecting a growth of 166.17% compared to pre-restructuring levels [7][8]. - The asset-liability ratio is anticipated to rise from 39.47% to 60.6% post-restructuring, indicating a higher leverage position [7]. Group 3: Future Commitments and Operations - Guodian Nuclear Power has committed to achieving net profit targets of no less than CNY 33.75 billion, CNY 30 billion, and CNY 35.87 billion for the years 2025, 2026, and 2027 respectively, totaling at least CNY 99.62 billion over three years [8]. - The company aims to fully develop the nuclear power operation asset integration platform, ensuring the sustainability and stability of its business segments while enhancing overall competitiveness and profitability [8].
电投产融:cosNU软件没有应用于“国和一号”等核电资产
Zheng Quan Ri Bao· 2026-01-09 14:17
Core Viewpoint - The company emphasizes that the cosNU software is not applied to the "Guohe No. 1" nuclear power asset, but it can support advanced nuclear power technologies and transition towards comprehensive energy services that include both electricity generation and heating [2] Group 1 - The cosNU software is applicable for large advanced pressurized water reactor nuclear design, fuel management, safety analysis, and plant operation analysis [2] - The software can be adapted to provide technical support for fourth-generation nuclear power through improvements in its applicability [2] - Breakthroughs in nuclear heating technology enable large-scale, stable, and economical nuclear heating, facilitating the transition from pure electricity generation to a comprehensive energy service model [2]
电投产融:控股股东在核电核心领域的自主创新成果有利于电投产融夯实底层资产质量
Zheng Quan Ri Bao Wang· 2026-01-09 13:40
Group 1 - The core viewpoint of the article highlights that the controlling shareholder's independent innovation achievements in the nuclear power sector are beneficial for the company to solidify its underlying asset quality, enhance investment value, and improve the safety and profitability of its financial assets [1]
电投产融:发行119.9亿股股份购买资产
Bei Ke Cai Jing· 2026-01-09 12:20
Core Viewpoint - The company is issuing 11.99 billion shares to acquire assets from State Nuclear Power and China Life at a price of RMB 3.36 per share [1] Group 1: Share Issuance Details - The share issuance involves 75.78 billion shares subscribed by State Nuclear Power and 44.12 billion shares subscribed by China Life [1] - The new shares will be officially registered in the company's shareholder list after the registration application is accepted by the Shenzhen branch of China Securities Depository and Clearing [1] - The listing date for the newly issued shares is set for January 13, 2026 [1] Group 2: Trading Restrictions - Shares subscribed by State Nuclear Power cannot be traded or transferred for 36 months from the listing date [1] - Shares subscribed by China Life cannot be traded or transferred for 12 months from the listing date [1]
电投产融(000958) - 中银国际证券股份有限公司关于国家电投集团产融控股股份有限公司重大资产置换及发行股份购买资产并募集配套资金暨关联交易实施情况之独立财务顾问核查意见
2026-01-09 12:16
中银国际证券股份有限公司 关于 国家电投集团产融控股股份有限公司 重大资产置换及发行股份购买资产 并募集配套资金暨关联交易实施情况 之 独立财务顾问核查意见 独立财务顾问 二〇二六年一月 第一节 声明与承诺 中银国际证券股份有限公司接受国家电投集团产融控股股份有限公司的委 托,担任其重大资产置换及发行股份购买资产并募集配套资金暨关联交易的独立 财务顾问,并出具本独立财务顾问核查意见。本独立财务顾问核查意见系依照《中 华人民共和国公司法》《中华人民共和国证券法》《上市公司重大资产重组管理办 法》《公开发行证券的公司信息披露内容与格式准则第 26 号——上市公司重大资 产重组》等法律、法规的有关规定,按照证券行业公认的业务标准、道德规范和 诚实信用、勤勉尽责精神,遵循客观、公正的原则,在认真审阅相关资料和充分 了解本次交易行为的基础上编制而成。 1、本独立财务顾问核查意见所依据的文件和材料由本次交易各方提供,提 供方对所提供文件及资料的真实性、准确性和完整性负责,并保证该等信息不存 在虚假记载、误导性陈述或者重大遗漏。本独立财务顾问不承担由此引起的任何 风险责任。 2、本独立财务顾问核查意见是在假设本次交易各方当 ...
电投产融(000958) - 中信证券股份有限公司关于国家电投集团产融控股股份有限公司重大资产置换及发行股份购买资产并募集配套资金暨关联交易实施情况之独立财务顾问核查意见
2026-01-09 12:16
中信证券股份有限公司 关于 国家电投集团产融控股股份有限公司 重大资产置换及发行股份购买资产 并募集配套资金暨关联交易实施情况 之 独立财务顾问核查意见 独立财务顾问 二〇二六年一月 第一节 声明与承诺 中信证券股份有限公司接受国家电投集团产融控股股份有限公司的委托,担 任其重大资产置换及发行股份购买资产并募集配套资金暨关联交易的独立财务 顾问,并出具本独立财务顾问核查意见。本独立财务顾问核查意见系依照《中华 人民共和国公司法》《中华人民共和国证券法》《上市公司重大资产重组管理办法》 《公开发行证券的公司信息披露内容与格式准则第 26 号——上市公司重大资产 重组》等法律、法规的有关规定,按照证券行业公认的业务标准、道德规范和诚 实信用、勤勉尽责精神,遵循客观、公正的原则,在认真审阅相关资料和充分了 解本次交易行为的基础上编制而成。 1、本独立财务顾问核查意见所依据的文件和材料由本次交易各方提供,提 供方对所提供文件及资料的真实性、准确性和完整性负责,并保证该等信息不存 在虚假记载、误导性陈述或者重大遗漏。本独立财务顾问不承担由此引起的任何 风险责任。 2、本独立财务顾问核查意见是在假设本次交易各方当事人均全 ...
电投产融(000958) - 北京市中伦律师事务所关于国家电投集团产融控股股份有限公司重大资产置换及发行股份购买资产并募集配套资金暨关联交易之实施情况的法律意见书
2026-01-09 12:16
北京市中伦律师事务所 关于国家电投集团产融控股股份有限公司 重大资产置换及发行股份购买资产 并募集配套资金暨关联交易 之 实施情况的法律意见书 | | | 北京市中伦律师事务所 关于国家电投集团产融控股股份有限公司 重大资产置换及发行股份购买资产 并募集配套资金暨关联交易之 实施情况的法律意见书 二〇二六年一月 3 法律意见书 致:国家电投集团产融控股股份有限公司 北京市中伦律师事务所(以下简称"本所")接受国家电投集团产融控股股 份有限公司(以下简称"电投产融""上市公司"或"公司")的委托,担任电投 产融重大资产置换及发行股份购买资产并募集配套资金暨关联交易(以下简称 "本次交易")的专项法律顾问。 本所律师根据《中华人民共和国公司法》《中华人民共和国证券法》《上市公 司重大资产重组管理办法》《上市公司证券发行注册管理办法》《上市公司监管指 引第 9 号——上市公司筹划和实施重大资产重组的监管要求》《上市公司监管指 引第 7 号——上市公司重大资产重组相关股票异常交易监管》《深圳证券交易所 股票上市规则》等法律法规、部门规章及规范性文件的规定,按照律师行业公认 的业务标准、道德规范和勤勉尽责精神,就本次交 ...
电投产融(000958) - 关于重大资产置换及发行股份购买资产并募集配套资金暨关联交易之发行股份购买资产发行结果暨股本变动的公告
2026-01-09 12:15
证券代码:000958 证券简称:电投产融 公告编号:2026-002 国家电投集团产融控股股份有限公司 关于重大资产置换及发行股份购买资产并 募集配套资金暨关联交易之发行股份购买 资产发行结果暨股本变动的公告 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、误导性陈述或重大遗漏。 重要内容提示: 1、发行数量及价格 发行股票种类:境内上市人民币普通股(A 股) 发行数量:11,989,710,207 股 发行价格:人民币 3.36 元/股 2、发行对象和限售期 (1)发行对象 本次发行股份的发行对象为国家核电和中国人寿,国家 核电以其所持有的置入资产股权超过置出资产等值部分的 差额部分进行认购,中国人寿以其所持有的置入资产股权进 行认购。 (2)锁定期安排 交易对方国家核电以持有电投核能股权认购而取得的 1 3、本次新增股份登记及上市时间 上市公司股份自上市之日起 36 个月内不得转让。本次重组 完成后 6 个月内,如上市公司股票连续 20 个交易日的收盘 价低于发行价,或者本次重组完成后 6 个月期末收盘价低于 发行价的,新增股份的锁定期自动延长至少 6 个月。 交易对方中国人寿 ...