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中国广核(003816) - 中国广核2021年7月7日投资者关系活动记录表
2022-11-21 16:20
Group 1: Operational Performance - In the first half of 2021, the company operated 24 nuclear power units, generating approximately 95.227 billion kWh, an increase of 4.878 billion kWh (5.40%) compared to the same period last year [2] - The company completed 11 planned major repairs by the end of Q2, with a total of 408 repair days, an increase of 208 days from the previous year [2] - The company expects better utilization hours in the second half of the year due to only 5 remaining major repairs [3] Group 2: Project Development - The company is managing 7 units under construction and aims for high-quality commissioning of the Hongyanhe Unit 5 [3] - The company is preparing for new project approvals and expects orderly progress in obtaining permits for new projects [4] Group 3: Market Dynamics - The decrease in nuclear power generation in Guangdong is attributed to major repairs at Daya Bay and Taishan, with Daya Bay's output down by 12.14% and Taishan's by 13.28% [3] - The company is actively seeking to increase power generation in response to high demand in Guangdong, which has a long-term contract volume of 2 billion kWh [5] Group 4: Future Outlook - The company plans to reduce construction costs for new units through batch construction, innovation, and project progress control [4] - The impact of increased wind and solar power on the company's existing units is expected to be minimal, as nuclear power remains a stable baseload source [4] - The market price trends in Guangdong are expected to stabilize, influenced by the recent introduction of spot trading [5]
中国广核(003816) - 关于参加深圳辖区上市公司2022年投资者网上集体接待日活动的公告
2022-11-04 09:44
Group 1: Event Details - China General Nuclear Power Corporation will participate in the "2022 Shenzhen Listed Companies Investor Collective Reception Day" on November 9, 2022 [1][2] - The event will be conducted online, allowing investors to engage via the "Panorama Roadshow" website or WeChat [2] Group 2: Communication Focus - The company's CFO and board secretary, Yin Engang, along with the investor relations management team, will address investor concerns regarding company performance, governance, development strategy, operational status, financing plans, equity incentives, and sustainable development [2] - The announcement emphasizes the importance of investor interaction and communication [1]