股价月涨超50%后，中国核建遭原始股东减持

Core Viewpoint - China Nuclear Engineering (601611.SH) has experienced a stock price increase of over 50% in the past month, but is now facing a share reduction plan from its major shareholder, China Cinda Asset Management Co., Ltd. [1] Group 1: Shareholder Actions - China Cinda plans to reduce its holdings by up to 30.14 million shares, representing 1% of the total share capital, within three months starting from October 27 [1] - As of now, China Cinda holds approximately 309 million shares, accounting for 10.26% of the total share capital [2] - The potential cash-out from the maximum reduction could amount to approximately 420 million yuan based on the closing price on October 27 [1] Group 2: Financial Performance - For the first half of the year, China Nuclear Engineering reported total revenue of 53.472 billion yuan, a year-on-year decrease of 2.11%, and a net profit of 798 million yuan, down 16.48% [3] - Revenue from nuclear power engineering construction increased by 17.71% to 17.754 billion yuan, while revenue from industrial and civil engineering construction decreased by 14.92% to 30.376 billion yuan [3] Group 3: Market Trends and Innovations - The recent surge in China Nuclear Engineering's stock price is linked to the rising interest in nuclear fusion concepts, particularly following the introduction of China Fusion Energy Co., Ltd. at the 25th China International Industry Fair [4] - The company has been involved in significant nuclear fusion projects, including the International Thermonuclear Experimental Reactor (ITER) and domestic fusion devices [4] - Major breakthroughs in China's nuclear fusion research have been reported, including the "East Super Ring" achieving a world record for plasma stability [5][6] Group 4: Market Valuation - As of October 28, the stock price of China Nuclear Engineering closed at 13.38 yuan, with a market capitalization of 40.325 billion yuan [6] - The company's current price-to-earnings ratio is 19.54, and the price-to-book ratio is 1.87, both significantly higher than the average values in the infrastructure sector [6]