Core Viewpoint - The "dual carbon" goals are driving the global economic transformation, with ESG principles becoming a rigid requirement for corporate governance, leading to sustainable development practices in China's nuclear energy industry [1][3]. Group 1: ESG Recognition and Awards - China National Nuclear Corporation International (中核国际) was awarded the "ESG Sustainable Development Excellence Enterprise" at the "Gelonghui Mid-term Strategy Summit 2025," recognizing its comprehensive efforts in environmental, social, and governance dimensions [1][3]. - The award aims to honor companies that actively promote green transformation and contribute to China's "dual carbon" goals while setting a benchmark for long-term value in the capital market [3]. Group 2: Nuclear Energy Development - The energy sector's carbon emissions account for approximately 80% of China's total emissions, making it a critical area for achieving carbon reduction goals [5]. - The global nuclear energy sector is experiencing a revival, with China expected to have the largest operational nuclear power capacity by 2030, aiming for 200 million kilowatts by 2040, contributing about 10% to the power generation mix [5][9]. Group 3: Company Performance and Growth - 中核国际 reported a significant increase in sales of natural uranium, reaching approximately 577,000 pounds with total revenue of HKD 1.841 billion, a year-on-year growth of 217% [9]. - The company achieved a net profit of HKD 195 million, reflecting an 83.4% increase, marking four consecutive years of positive growth [9]. - As of March 31, 2025, 中核集团 operates 26 nuclear power units with a total capacity of 24.962 million kilowatts and has 17 units under construction or approval, aiming for substantial capacity increases by 2030 [9]. Group 4: ESG Practices and Future Outlook - 中核国际 is committed to reducing carbon emissions, achieving a reduction to approximately 15.03 tons in 2024 from 15.19 tons in 2023, and decreasing electricity consumption to about 14,886 kWh from 17,432 kWh in the previous year [10]. - The company emphasizes employee welfare and training, fostering mutual growth between the enterprise and its employees [10]. - With a strong backing from 中核集团 and a focus on ESG principles, 中核国际 is positioned to attract more investor attention and enhance its market presence in the natural uranium sector [11].
护航中国铀资源供应安全的核心力量，中核国际(02302.HK)荣获“ESG可持续发展卓越企业”