Core Viewpoint - Rongfa Nuclear Power announced the signing of two contracts for the sale of 900-type hinge beam components, totaling 126 million yuan (including tax), which is expected to positively impact the company's operating performance in 2025 or future years [1] Summary by Relevant Sections - **Contract Details** - The contracts were signed with Henan Dening Hydraulic Machinery Co., Ltd. for amounts of 81 million yuan (including tax) and 45 million yuan (including tax) respectively, totaling 126 million yuan (including tax) [1] - **Impact on Financial Performance** - The contracts are anticipated to have a positive effect on the company's operating results in 2025 or in subsequent years [1] - **Contract Execution Risks** - The execution period of the contracts is relatively long, and there are risks associated with potential impacts from force majeure events that could affect the fulfillment or timing of the contracts [1]

Group 1 - Rongfa Nuclear Power announced the signing of two contracts with Henan Dening Hydraulic Machinery Co., Ltd., with total contract amounts of RMB 126 million (including tax) [1] - The contracts involve the purchase of Ф900 hinge beam components, indicating a focus on specialized equipment within the nuclear power sector [1] - As of the report date, Rongfa Nuclear Power has a market capitalization of RMB 17.3 billion [1] Group 2 - For the first half of 2025, Rongfa Nuclear Power's revenue composition is projected to be 67.57% from the other specialized equipment industry and 32.43% from the nuclear power industry [1]

Core Viewpoint - Rongfa Nuclear Power (002366.SZ) has signed two contracts with Henan Dening Hydraulic Machinery Co., Ltd., totaling RMB 126 million (including tax) for the purchase of Ф900 hinge beam components [1] Group 1 - The contracts signed by Rongfa Nuclear Power's wholly-owned subsidiary, Deyang Rongfa Energy Equipment Co., Ltd., include one contract worth RMB 81 million (including tax) and another worth RMB 45 million (including tax) [1]

证券代码：002366 证券简称：融发核电 公告编号：2025-053 融发核电设备股份有限公司 关于一级全资子公司签订日常经营合同的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 特别提示： 1.本次合同已由合同各方签字、盖章，合同存在受不可抗力及政策原因等不 能履行或履行时间延长的风险； 2.本次合同预计将对公司 2025 年度或未来年度经营业绩产生积极影响，公 司将根据合同要求以及收入确认原则在相应的会计期间确认收入（最终以公司经 会计师审计的定期报告为准）。 敬请广大投资者注意投资风险。 一、合同签署概况 融发核电设备股份有限公司（以下简称"公司"）一级全资子公司德阳融发 能源装备有限公司（以下简称"德阳融发"）近日与河南德宁液压机械有限公司 （以下简称"德宁液压"）签订了两份《Ф900 型铰链梁配件买卖合同》（以下 简称"合同"），两份合同金额分别为 81,000,000.00 元（含税）及 45,000,000.00 元（含税），合同金额合计为人民币 126,000,000.00 元（含税）。上述合同为 公司日常经营性合同，公司已履行了签署合 ...

Core Viewpoint - The company Rongfa Nuclear Power (002366.SZ) has signed two contracts with Henan Dening Hydraulic Machinery Co., Ltd., totaling 126 million RMB (including tax) for the purchase of Ф900 hinge beam components [1] Group 1 - The contracts were signed by the company's wholly-owned subsidiary, Deyang Rongfa Energy Equipment Co., Ltd. [1] - The total contract amount is 126 million RMB, which indicates a significant business transaction for the company [1]

Core Viewpoint - The company has signed two contracts with a total value of 126 million RMB, which are expected to positively impact its operating performance in 2025 and beyond [1] Group 1 - The contracts were signed between the company's wholly-owned subsidiary, Deyang Rongfa Energy Equipment Co., Ltd., and Henan Dening Hydraulic Machinery Co., Ltd. [1] - The first contract is valued at 81 million RMB, while the second is valued at 45 million RMB [1] - The contracts are classified as routine operational contracts and have been duly signed and stamped by all parties involved, with no related party relationships present [1]

Market Overview - The other power equipment sector declined by 0.96% on October 22, with Shenghong Co. leading the drop [1] - The Shanghai Composite Index closed at 3913.76, down 0.07%, while the Shenzhen Component Index closed at 12996.61, down 0.62% [1] Stock Performance - Notable gainers in the other power equipment sector included: - Haibo Sichuang (688411) with a closing price of 302.48, up 3.77% on a trading volume of 32,500 shares and a turnover of 971 million [1] - Yingjie Electric (300820) closed at 52.19, up 2.49% with a trading volume of 61,300 shares and a turnover of 316 million [1] - Hailu Heavy Industry (002255) closed at 8.93, up 1.82% with a trading volume of 507,600 shares and a turnover of 448 million [1] - Conversely, significant decliners included: - Jihong Co. (300693) closed at 37.47, down 3.65% with a trading volume of 153,100 shares [2] - Kewell (688551) closed at 42.22, down 3.30% with a trading volume of 22,200 shares [2] - Keda Technology (002518) closed at 38.67, down 3.23% with a trading volume of 135,400 shares [2] Capital Flow - The other power equipment sector experienced a net outflow of 326 million from institutional investors, while retail investors saw a net inflow of 416 million [2] - The capital flow for key stocks showed: - Haibo Sichuang had a net inflow of 1.09 billion from institutional investors, but a net outflow of 1.05 billion from speculative funds [3] - Tonghe Technology (300491) had a net inflow of 37.31 million from institutional investors, with a net outflow of 41.18 million from speculative funds [3] - New Power Energy (300593) had a net inflow of 27.88 million from institutional investors, but a net outflow of 27.94 million from retail investors [3]

Core Viewpoint - Rongfa Nuclear Power's stock has shown significant volatility, with a year-to-date increase of 75.82%, but a recent decline of 8.19% over the last five trading days [1] Company Overview - Rongfa Nuclear Power Equipment Co., Ltd. is located in Yantai, Shandong Province, established on November 18, 1997, and listed on March 12, 2010 [2] - The company specializes in high-end equipment manufacturing for industries such as nuclear power, energy, electricity, petrochemicals, metallurgy, and defense [2] - Main business revenue composition includes: Forging products 46.84%, Reactor primary circuit main pipe 23.07%, Petrochemical equipment products 16.95%, Other nuclear power products 9.36%, Other businesses 3.78% [2] - The company belongs to the Shenwan industry category of Electric Power Equipment - Other Power Supply Equipment II - Other Power Supply Equipment III [2] - Concept sectors include nuclear fusion, nuclear power, nuclear pollution prevention, Shandong state-owned assets, and state-owned enterprise reform [2] Financial Performance - As of June 30, 2025, Rongfa Nuclear Power reported a revenue of 338 million yuan, a year-on-year decrease of 19.63%, and a net profit attributable to shareholders of -30.70 million yuan, a decrease of 1798.63% [2] - The company has distributed a total of 397 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [3] Shareholder Information - As of June 30, 2025, the number of shareholders increased to 227,100, up 108.33% from the previous period, with an average of 5,533 circulating shares per person, a decrease of 52.00% [2] - The fourth largest circulating shareholder is Hong Kong Central Clearing Limited, holding 14.35 million shares, an increase of 982,200 shares from the previous period [3]

10月16日，融发核电跌5.23%，成交额16.42亿元。两融数据显示，当日融发核电获融资买入额1.19亿 元，融资偿还1.11亿元，融资净买入764.70万元。截至10月16日，融发核电融资融券余额合计5.03亿 元。 融资方面，融发核电当日融资买入1.19亿元。当前融资余额5.03亿元，占流通市值的4.80%，融资余额 超过近一年90%分位水平，处于高位。 融券方面，融发核电10月16日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00 元；融券余量0.00股，融券余额0.00元，低于近一年30%分位水平，处于低位。 资料显示，融发核电设备股份有限公司位于山东省烟台市莱山经济开发区恒源路6号，成立日期1997年 11月18日，上市日期2010年3月12日，公司主营业务涉及高端装备机械制造业务,为核电、能源、电力、 石化、冶金等行业及国防提供重大技术装备、高新部件和技术服务。主营业务收入构成为：锻造产品 46.84%，反应堆一回路主管道23.07%，石化装备产品16.95%，其他核电产品9.36%，其他业务3.78%。 截至6月30日，融发核电股东户数22.71万，较上期增加108. ...

格隆汇10月16日｜A股市场可控核聚变概念股集体回调，其中，合锻智能跌超8%，中国核建跌超7%， 爱科赛博、常辅股份、百利电气跌超5%，远东股份、融发核电跌超4%。 ...