Group 1 - CITIC Securities increased its stake in China General Nuclear Power (01816) by acquiring 8.576 million shares at a price of HKD 3.0289 per share, totaling approximately HKD 25.9758 million [1] - After the acquisition, CITIC Securities holds approximately 1.199 billion shares, representing a 10.03% ownership stake in China General Nuclear Power [1]

Group 1 - CITIC Securities increased its stake in China General Nuclear Power (01816) by acquiring 8.576 million shares at a price of HKD 3.0289 per share, totaling approximately HKD 25.9758 million [1] - After the acquisition, CITIC Securities holds approximately 1.199 billion shares, representing a stake of 10.03% in China General Nuclear Power [1]

7月8日，中国广核电力股份有限公司（以下简称"中广核电力"）A股可转债发行网上路演在全景网顺利 举行。公司管理层及保荐机构华泰联合证券就投资者关心的募投项目、行业前景、财务规划、分红政策 等核心问题进行了详细解答，展现了公司在核电领域的领先地位及长期投资价值。 此次路演充分展示了中广核电力在技术、规模、政策端的综合优势。随着募投项目落地及新机组投产， 公司业绩增长与股东回报有望持续强化。尹恩刚总结称，公司将坚守核安全底线，以稳健经营回馈投资 者，助力"双碳"目标实现。 投资者关注核电行业政策环境，尹恩刚回应称，我国核电发电量占比当前约5%，根据核能行业协会预 测，2035年将提升至10%。2022年至2025年，国家已连续4年每年核准10台以上机组，2025年4月新批防 城港5、6号机等5个项目，标志着核电审批进入常态化阶段。公司储备厂址资源丰富，未来将积极推动 新项目申报，支撑国家能源结构转型。 财务稳健分红持续增长 承诺惠州项目年内收购 针对股东回报，公司明确"十四五"期间分红比例逐年提升，2021至2024年分红比例从43.44%增至 44.36%，未来将平衡发展与股东利益。此外，公司预计2025年底前 ...

格隆汇8月12日丨中广核电力(01816.HK)公布，公司将于2025年8月27日召开董事会会议，以（其中包 括）审议及通过集团截至2025年6月30日止六个月的中期业绩及其发布。 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而產生或因依 賴該等內容而引致的任何損失承擔任何責任。 CGN Power Co., Ltd.* 中國廣核電力股份有限公司 （在中華人民共和國註冊成立的股份有限公司） （股份代號：1816） 董事會會議召開日期 中國廣核電力股份有限公司（「本公司」）董事會（「董事會」）謹此宣佈，本公司將 於2025年8月27日（星期三）舉行董事會會議，其中議程包括審議並批准本公司及 其附屬公司截至2025年6月30日止六個月之中期業績及其相關公告。 中國廣核電力股份有限公司 尹恩剛 財務總監、聯席公司秘書及董事會秘書 中國，2025年8月12日 於本公告日期，本公司董事會成員包括執行董事為高立剛先生；非執行董事為楊 長利先生、李歷女士、龐松濤先生、馮堅先生及劉煥冰先生；獨立非執行董事為 王鳴峰先生、李馥友先生及徐華女士。 * 僅供識別 承董事會命 ...

证券之星消息，8月12日电力板块较上一交易日上涨0.06%，联美控股领涨。当日上证指数报收于 3665.92，上涨0.5%。深证成指报收于11351.63，上涨0.53%。电力板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600167 | 联美控股 | 6.55 | 5.14% | 29.08万 | 1.89亿 | | 600021 | 上海电力 | 10.96 | 4.28% | 141.27万 | 15.30亿 | | 600452 | 浩陵电力 | 11.95 | 2.31% | 78.86万 | 9.20亿 | | 600956 | 新天绿能 | 8.27 | 1.10% | 9.71万 | 8014.81万 | | 000600 | 建投能源 | 7.46 | 1.08% | 21.83万 | 1.62亿 | | 003816 | 中国广核 | 3.73 | 1.08% | 154.05万 | 5.73亿 | | 000690 | 宝新能源 | 4.75 | 1 ...

Group 1 - The merger of the Shenzhen Main Board and the SME Board has been completed for one year, resulting in 28 companies going public (IPO) and raising over 23 billion yuan [1] - Total financing and transactions involving over 660 companies reached more than 730 billion yuan, with nearly 1,500 main board companies having a total market value exceeding 22 trillion yuan [1][2] - The merger has enhanced market vitality and resilience, improving direct financing and resource allocation efficiency, thereby better serving the real economy and supporting national development strategies [1][2] Group 2 - In the past year, 166 refinancing transactions were completed by main board companies, raising a total of approximately 329.99 billion yuan, with manufacturing companies accounting for 66.62% of this amount [2] - A total of 43 major asset restructuring transactions were completed, with a transaction amount of approximately 230.53 billion yuan [2] - The merger has created a broader and deeper market segment, catering to the financing needs of companies at different development stages [2] Group 3 - As of the end of March, 547 main board companies reported an average revenue of 15.46 billion yuan, reflecting a year-on-year growth of 29.61%, and an average net profit of 1.11 billion yuan, with a year-on-year increase of 26.47% [3] - Notable companies such as BOE Technology Group, BYD, and SF Express reported revenues exceeding 100 billion yuan, while 32 companies achieved net profits over 5 billion yuan [3] - The manufacturing sector showed strong performance, with 279 companies in industries like chemicals, machinery, electronics, and pharmaceuticals reporting net profit growth exceeding 50% [3] Group 4 - The government has emphasized the need for capital market reforms, including the implementation of a stock issuance registration system to promote stable and healthy market development [4] - The merger has led to effective operation of various institutional rules, contributing to a stable market environment that aligns with market expectations [4] - The merger is seen as a necessary step in building a clear market system and strengthening the foundation for comprehensive registration system implementation [4]

在业绩说明会上，中国广核财务总监兼董秘尹恩刚向投资者介绍，上半年公司实现营业总收入392.76亿 元，同比增长7.25%；实现归母净利润69.59亿元，同比增长17.91%。 据介绍，上半年中国广核上网电量达1059.18亿千瓦时，较2022年同期上升14.09%，等效减少标煤消耗 约3175万吨，减排二氧化碳约8728万吨。 "我们眼前的六个'水泥罐'就是反应堆厂房，堆芯就在反应堆厂房里面。阳江核电（中国广核分公司） 的基地共有6台百万千瓦级核电机组，已经成为全国重要的能源基地。" 在日前中国广核举行的2023年中期业绩说明会的参观环节，《证券日报》记者站在广东阳江核电基地的 观景平台上，听阳江核电副总经理杨剑兵介绍阳江核电基地的整体情况。 上网电量同比上升约14% 此外，在迎峰度夏期间，公司防城港核电站3号机组保持安全稳定运行，源源不断为周边地区提供清洁 电力；防城港核电站4号机组目前正按计划进行调试，预计将于2024年上半年投运发电。 今年7月底，国务院常务会新核准6台核电机组，其中包括中国广核所属宁德核电5、6号机组，该项目采 用中国广核具有自主知识产权的三代核电技术"华龙一号"建设，单台机组容量为1 ...

Core Viewpoint - Macquarie expects China General Nuclear Power (01816) to experience a 10% year-on-year decline in net profit for the second quarter, primarily due to a reduction in electricity prices, although this is partially offset by a 4.6% increase in power generation [1] Group 1: Financial Performance - The estimated impact of tax refunds for the period is approximately 200 million RMB, compared to 400 million RMB in the first quarter [1] - The target price has been raised by 45% to HKD 3.7, with the rating upgraded to "outperform" [1] Group 2: Electricity Pricing - Expected electricity price declines in Guangdong and Guangxi for the second quarter are similar to those in the first quarter, with the group's mixed nuclear power grid prices dropping by 24% and 21% year-on-year, respectively, due to a high base [1] - Potential nuclear power price reforms may provide upward price movement; a 1% increase in electricity prices could lead to approximately a 3% increase in group profits [1] Group 3: Uranium Sales - China General Nuclear Mining (01164) has established a new sales framework, with average prices for 2026 and 2027 increased by about 4% [1] - Since sales to the group account for only 20% of annual procurement, the price increase is expected to have a minimal impact on the group's costs, estimated to be less than 0.1% [1]

本文源自：智通财经网 麦格理指出，预期中广核电力二季度纯利将按年跌10%，主要因电价下调，但部分被发电量按年增长 4.6%抵销。期内退税影响估计约2亿元人民币，而首季则为4亿元人民币。该行续指，预期广东及广西 二季度电价跌幅与首季相若，当中集团的混合核电上网电价分别按年跌24%及21%，因基数较高。另 外，潜在的核电电价改革或可令电价有上行空间；该行估算，电价每升1%，集团盈利可增加约3%。 智通财经获悉，中广核电力(01816)涨超3%，截至发稿，涨3.62%，报3.15港元，成交额7986.54万港 元。 申万宏源发布研报称，截至2025年6月，中广核电力管理20台在建机组(包含控股股东委托管理8台机 组)，总容量约24.23GW，较当前31.80GW的在运装机规模约有76%的增量空间。从具体投产节奏来看， 2025-2030年公司将陆续投产1、2、2、1、1、1 台机组。同时两广地区2025 年中长期电价出现较大幅度 下降，长期有望反弹。随着在建核电机组密集投产，公司将迎来新一轮快速成长期。量价无虞，公司盈 利规模将逐步迈上新台阶。 ...