麦格理又提到，同系中广核矿业(01164)与其订立新销售框架，2026及27年平均售价上调约4%。由于销 售予集团的铀仅占年度采购量的20%，该行料此次加价仅令集团成本增加不多于0.1%，影响轻微。 智通财经APP获悉，麦格理发布研报称，预期中广核电力(01816)次季纯利将同比跌10%，主要因电价下 调，但部分被发电量同比增长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。基于项目前景更明确及电价风险减低等因素，该行将目标价上调45%至3.7港元，评级升至"跑赢大 市"。 该行指出，预期广东及广西次季电价跌幅与首季相若，当中集团的混合核电上网电价分别同比跌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APP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。 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%。 ...

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。 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%。 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。 ...

Core Viewpoint - China General Nuclear Power Group (CGN) and China Datang Corporation are enhancing cooperation in nuclear energy and renewable energy sectors to align with national strategies and address industry challenges [1][3]. Group 1: Strategic Cooperation - CGN's Chairman Yang Changli welcomed Datang's Chairman Lv Jun, expressing hopes for a consensus on development and leveraging respective strengths for strategic collaboration [3]. - Both companies aim to deepen cooperation in areas such as nuclear power project equity investment, renewable resource development, nuclear technology services, and talent cultivation [3]. Group 2: Project Development - Datang has invested in over 21 GW of renewable energy base projects across regions including Inner Mongolia, Hunan, and Guangdong [3]. - CGN has over 11 GW of renewable energy base projects in locations such as Inner Mongolia, Gansu, and Guangdong [3]. Group 3: International Expansion - Datang has established renewable energy bases in Uzbekistan, Zambia, Azerbaijan, and Laos [3]. - CGN's renewable energy bases are primarily located in Brazil, Malaysia, South Korea, and Sweden [3].

Investment Rating - The report maintains an "Overweight" rating for the electricity and public utilities sector [3]. Core Views - The Zhejiang electricity spot market has officially transitioned to operation, and the foundational rules for the national unified electricity market, referred to as "1+6," have been initially established [3][10]. - The energy transition is accelerating, with a recommendation to focus on flexible thermal power companies and undervalued green electricity operators [3][10]. Summary by Sections Industry Overview - The Zhejiang electricity spot market has officially commenced operations, with seven regions already in formal operation as of August 8. The market began trial operations in May 2024 and is part of a broader initiative to establish a national unified electricity market by 2029 [6][10]. - The foundational "1+6" rule system for the national unified electricity market has been preliminarily constructed, with significant growth in market transactions and participants [10][13]. Market Performance - During the week of August 4-8, the Shanghai Composite Index closed at 3635.13 points, up 2.11%, while the CSI 300 Index rose 1.23%. The CITIC Electricity and Public Utilities Index increased by 1.61%, outperforming the CSI 300 by 0.38 percentage points [3][54]. Investment Recommendations - The report suggests focusing on the following companies: Huaneng International, Huadian International, Baoneng New Energy, Sheneng Co., Jingtou Energy, and Zhejiang Energy for their resilient quarterly performance in the thermal power sector. It also highlights Qingda Environmental Protection as a leader in thermal power flexibility transformation [3][10]. - It recommends prioritizing undervalued green electricity operators, particularly in the Hong Kong market, and suggests companies like Xintian Green Energy (H), Zhongmin Energy, and Funiu Co. for investment [3][10]. Key Metrics - In 2024, the market-based electricity trading volume is projected to reach 6.18 trillion kilowatt-hours, accounting for approximately 63% of total electricity consumption. The trading volume of green certificates has surged by 364% year-on-year, with green electricity trading volume increasing by 235.2% [10][13].

中广核党委常委、总会计师何海滨在签约仪式上表示，中广核高度重视内蒙古区域的新能源事业，将内 蒙古视为集团战略发展的关键要地。此次中广核新能源内蒙古公司增资引战，是中广核积极践行国家战 略、推动能源产业转型升级、因地制宜发展新质生产力、助力区域社会经济发展的重要举措，也是集团 落实国企改革深化提升行动、实现境内新能源产业高质量发展的生动实践。 据中广核风电有限公司党委书记、董事长张志武介绍，近年来，中广核紧抓新能源行业发展机遇，坚持 深化改革、创新发展，不断强化核心能力建设，狠抓经营管理，收入和盈利水平保持稳步增长。截至目 前，中广核境内新能源在运装机总容量超过5800万千瓦，预计到今年底，在运装机规模将突破7000万千 瓦，成功实现2022到2025年三年"倍增"目标，展现出强劲的发展势头。 作为服务国资国企改革的重要资本市场平台，近年来，北京产权交易所在推动国有资本和国有企业做强 做优做大、促进战略性新兴产业发展、培育壮大新质生产力等方面的作用日益凸显。 据北京产权交易所党委书记、董事长朱戈介绍，近五年来，北京产权交易所服务清洁能源产业融资超 1700亿元。作为中广核长期以来的紧密合作伙伴，北京产权交易所近 ...

格隆汇8月8日丨中国广核(003816.SZ)在互动平台表示，公司未参与山东海阳核电项目投资建设。公司 位于山东省已核准的核电项目为招远1号及2号机组项目。 ...

人民财讯8月8日电，中国广核（003816）8月8日在互动平台表示，公司未参与山东海阳核电项目投资建 设。公司位于山东省已核准的核电项目为招远1号及2号机组项目。 ...

Group 1 - The core viewpoint of the article is the launch of the "Nuclear Light Journey" educational program by China General Nuclear Power Group (CGN), which aims to enhance public understanding of nuclear power and clean energy through structured learning experiences [2] - CGN has developed a comprehensive industrial study course system based on its extensive experience in public communication and science education, focusing on three main themes: "Technology Exploration," "Safety Protection," and "Ecological Coexistence" [2] - The program includes various study packages, ranging from half-day to five-day experiences, catering to the growing interest in nuclear power education among students [2] Group 2 - Since 2013, CGN has designated August 7 as "Public Open Experience Day" to commemorate the construction of China's first large commercial nuclear power station, Daya Bay Nuclear Power Station, which began on August 7, 1987 [3] - The "Hardcore Walk" industrial tourism reservation system was launched in 2024, attracting over 30,000 visitors to nuclear power bases, with a significant demand from student groups for educational experiences [3]

中新网深圳8月7日电 (索有为朱丹龙凯琦)中国广核集团(简称"中广核")7日在公众开放体验日上宣布，将 推出工业研学课程体系，并发布核电行业系统性研学品牌"核光同行"。 据了解，来自广东、香港、澳门以及内蒙古兴安盟中广核"白鹭班"的80名孩子齐聚大亚湾核电基地，于 8月4日开启五天四晚的深度核电研学之旅，课程体系涵盖核能原理、安全文化、绿色实践、前沿科技等 核心内容。 签署合作协议推进核电研学。 中广核供图 在7日举行的仪式上，中广核十大核电基地代表与所在地教育部门及合作机构共同签署研学合作协议。 据了解，1987年8月7日，中国首座大型商业核电站大亚湾核电站开工建设，2013年中广核将8月7日确定 为"公众开放体验日"，至今已经连续举办十三届。(完) （文章来源：中国新闻网） 研学营学生体验核电三段式沟通培训小游戏。 中广核供图 据介绍，中广核2024年上线全国首个核电工业旅游预约系统"硬核walk"，各核电基地目前已累计接待公 众超3万人次，其中学生群体的研学需求尤为突出。 大亚湾核电运营管理有限责任公司总经理何六一介绍说，在粤港两地共同努力下，大亚湾核电基地于 2024、2025学年被纳入香港教育局公民 ...