中广核电力再涨超4% 前九月核电机组总发电量增长2.67% 机构看好公司电价波动减弱
Zhi Tong Cai Jing·2025-10-16 02:53

Core Viewpoint - China General Nuclear Power Corporation (CGN) has seen its stock price increase by over 4%, currently trading at HKD 3.27, with a trading volume of HKD 192 million. The company reported a total power generation of approximately 182.82 billion kWh from January to September this year, representing a year-on-year growth of 2.67% [1] Group 1 - The total grid-connected power generation for the same period was approximately 172.18 billion kWh, reflecting a year-on-year increase of 3.17% [1] - CGN is recognized as one of the largest nuclear power operators in China [1] Group 2 - Huatai Securities previously reported a 16.30% year-on-year decline in the company's net profit attributable to shareholders for the first half of the year, primarily due to a significant drop in market-based electricity prices in Guangdong and Guangxi for 2025 [1] - Looking ahead to 2026, the decline in trading prices in Guangdong and Guangxi is expected to be limited, which may lead to reduced volatility in the company's electricity prices [1] - The company's value is anticipated to increase as its ongoing nuclear power projects are gradually put into operation [1]