公司回答表示：您好！公司始终保持在运机组安全稳定运行，在建项目高质量建设，坚持稳健经营。本 次A股可转债扣除发行费用后的募集资金净额用于陆丰5、6号机组建设，详见公司于7月21日发布的有 关公告。公司将继续按计划推进项目建设，确保项目按期投产发电。公司2025年上半年实现上网电量约 1133.6亿千瓦时，同比增长6.93%，为所在省区电力保供做出贡献。谢谢关注。责任编辑：栎树 金融界8月4日消息，有投资者在互动平台向中国广核提问：贵司董秘，您好！近期公司经营状况如何？ 认筹可转债已到账，贵司如何反馈给广大消费者？即将二季度财报批漏，贵司如何体现业绩，价值？ ...

Investment Rating - The report maintains a "Buy" rating for several companies in the Guangdong region, particularly those expected to experience performance reversals due to the recent adjustments in electricity capacity pricing [5][12]. Core Insights - Guangdong has raised the capacity price for coal and gas power plants, with coal power capacity price set to increase to 165 RMB per kW per year starting January 1, 2026. Gas power plants will see varied increases based on the type of unit, with adjustments ranging from 165 to 396 RMB per kW per year [2][3][12]. - Nationally, renewable energy installations account for nearly 60% of total capacity, with renewable energy generation making up about 40% of total electricity generation. In the first half of 2025, renewable energy installations increased by 99.3% year-on-year, contributing significantly to the overall power supply [4][12]. Summary by Sections Industry Insights - The adjustment in capacity pricing in Guangdong is expected to alleviate electricity pricing risks and improve profitability for gas power plants, which have faced significant cost pressures [3][12]. - The report highlights that renewable energy generation has surpassed the combined electricity consumption of the tertiary industry and urban residents, indicating a strong shift towards sustainable energy sources [4][12]. Market Performance - The Shanghai Composite Index closed at 3559.95 points, down 0.94%, while the CSI 300 Index fell by 1.75%. The CITIC Power and Utilities Index decreased by 1.88%, underperforming the CSI 300 by 0.13 percentage points [60][61]. - Over half of the listed companies in the power and utilities sector experienced declines in their stock prices during the week [60]. Key Companies - Recommended companies include Huaneng International, Huadian International, and Baoneng New Energy, which are expected to show resilient quarterly performance in the thermal power sector [5][9]. - The report also suggests focusing on leading companies in flexible thermal power modifications, such as Qingda Environmental Protection [5][9].

Group 1 - The core viewpoint of the news is that China General Nuclear Power Corporation (CGN) has reported a mixed financial performance for the first quarter of 2025, with revenue growth but a decline in net profit [1] - As of August 1, 2025, CGN's stock price closed at 3.67 yuan, down 0.27%, with a trading volume of 1.2589 million hands and a transaction amount of 464 million yuan [1] - The company's total operating revenue for Q1 2025 was 20.028 billion yuan, representing a year-on-year increase of 4.41%, while the net profit attributable to shareholders decreased by 16.07% to 3.026 billion yuan [1] Group 2 - CGN has made investments in 31 companies and participated in 373 bidding projects, indicating active engagement in the market [2] - The company holds 5,000 patent records and has obtained 14 administrative licenses, showcasing its innovation and regulatory compliance [2] - CGN was established in 2014 and is primarily engaged in the production and supply of electricity and heat, with a registered capital of approximately 50.498 billion yuan [1][2]

Core Viewpoint - The Inner Mongolia Autonomous Region is accelerating the large-scale development of renewable energy to promote the transformation and upgrading of the energy industry while exploring new production capacities tailored to local conditions [1] Group 1: Renewable Energy Cooperation - The meeting between the Secretary of the Inner Mongolia Autonomous Region and the Chairman of China General Nuclear Power Group emphasized the importance of expanding cooperation in renewable energy [1] - There is a focus on exploring and launching a series of cooperative projects in nuclear energy, energy storage, and green hydrogen [1] - The aim is to achieve a higher level of mutual benefit and win-win outcomes through sustained collaboration [1]

| ○ 基金经理:柳军 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 累计任职时间：16年又61天 任职起始日期：2009-06-04 | | | 基金经理简介:柳军先生:中国国籍。监事.复旦大学财务管理硕士,2000-2001年任上海汽车集 团财务有限公司财务,2001-2004年任华安基金管理有限公司高级基金核算员,2004年7月加入 | | | | | | | 现任基金公司：华泰柏瑞基金管理有限公司 | | | 华泰柏瑞基金管理有限公司,历任基金率务部总监、上证红利ETF基金经理助理。2009年6月 | | | | | | | | | | 起任上证红利交易型开放式指数证券投资基金的基金经理。2010年10月起担任指数投资部副 | | | | | | | 现任基金资产 在管基金量佳 总规模 | 任期回报 | | 总监。2011年1月至2020年2月任华泰柏瑞上证中小盘ETF基金、华泰柏瑞上证中小盘ETF联 | | | | | | | 4669.84亿元 146.05% | | | 接基金基金经理。 ...

人民财讯7月31日电，7月30日，中国广核集团有限公司党委书记、董事长杨长利在呼和浩特拜会内蒙古 自治区党委书记、人大常委会主任孙绍骋，双方就深化新能源、氢能、核技术应用等领域合作进行座谈 交流。孙绍骋说，希望双方在持续扩大新能源合作的同时，进一步拓展合作空间、深挖合作潜力，围绕 核能、储能、绿氢等领域探索推出一批合作项目，实现更高水平的互利共赢。杨长利指出，中广核高度 重视在内蒙古的投资和发展，下一步，中广核将在自治区党委坚强领导下，进一步发挥技术、管理、资 金等方面优势，在电力外送通道及配套大基地开发建设、防沙治沙、输氢管网建设、新能源及关联产业 发展、核医疗设备应用等方面加强与内蒙古的务实合作，推动更多优质项目在内蒙古落地实施。 转自：证券时报 ...

證券代號 (如上市) 003816 說明 A股 法定/註冊股份數目 面值 法定/註冊股本 上月底結存 39,334,986,100 RMB 1 RMB 39,334,986,100 增加 / 減少 (-) RMB 本月底結存 39,334,986,100 RMB 1 RMB 39,334,986,100 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01816 | 說明 | H股 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 11,163,625,000 | RMB | | 1 | RMB | | 11,163,625,000 | | 增加 / 減少 (-) | | | | | | | RMB | | | | 本月底結存 | | | 11,163,625,000 | RMB | | 1 | RMB ...

Group 1 - The Shanghai Composite Index opened lower and the CSI 300 Power Index reported at 2665.82 points, with a decline of 1.66% over the past month, 0.39% over the past three months, and 3.40% year-to-date [1] - The CSI 300 Index categorizes its 300 sample stocks into 11 primary industries, 35 secondary industries, over 90 tertiary industries, and more than 200 quaternary industries, providing analytical tools for investors [1] - The CSI 300 Power Index's top ten holdings include: Changjiang Electric Power (48.42%), China Nuclear Power (10.51%), Three Gorges Energy (8.64%), Guodian Power (5.78%), State Power Investment (5.27%), Huaneng International (4.62%), Chuanwei Energy (4.29%), China General Nuclear Power (4.1%), Zhejiang Energy (2.91%), and Huadian International (2.77%) [1] Group 2 - The industry composition of the CSI 300 Power Index shows that hydropower accounts for 60.31%, thermal power for 16.08%, nuclear power for 14.61%, and wind power for 9.00% [2] - The index sample is adjusted biannually, with adjustments implemented on the next trading day following the second Friday of June and December each year [2] - In the event of special occurrences affecting a sample company's industry classification, the CSI 300 Industry Index samples will be adjusted accordingly [2]

人民财讯7月30日电，中国广核（003816）集团消息，2025年7月30日12时34分，太平岭核电厂2号机组 一回路排水至环路水位及Ⅱ.3阶段最后一项试验顺利完成，标志着热态性能试验完成，机组向着高质量 投产目标再进一程。 ...

香港联交所最新数据显示，7月29日，中信证券-开元单一资产管理计划增持中广核电力(01816)1787.2万 股，每股作价2.9774港元，总金额约为5321.21万港元。增持后最新持股数目约为10.06亿股，持股比例 为9.01%。 ...