300473，重大并购重组通过！核电增长预期强劲，9只股蠢蠢欲动

Group 1: Company Developments - Delong Holdings (德尔股份) announced plans to acquire 100% equity of Aizhuo Intelligent Technology (爱卓智能科技) through share issuance and to raise supporting funds from no more than 35 specific investors [1] - The Shenzhen Stock Exchange's M&A Review Committee approved the transaction, confirming it meets restructuring conditions and information disclosure requirements [1] - Delong Holdings reported stable growth in revenue and profit for the first three quarters, achieving revenue of 3.642 billion yuan, a year-on-year increase of 7.67%, and a net profit attributable to shareholders of 79.23 million yuan, a year-on-year increase of 228.13% [1] Group 2: Industry Trends - The Fourth China Nuclear Energy High-Quality Development Conference will be held from November 12 to 14, 2025, in Shenzhen, highlighting the significance of nuclear energy in China's energy transition [3][4] - China's nuclear industry has entered a phase of rapid development, with a total of over 10 nuclear power units approved annually for four consecutive years, maintaining the world's largest operational and under-construction nuclear power capacity [4] - The demand for AI Data Centers (AIDC) is expected to grow at over 40% annually for the next two to three years, with nuclear power being a suitable energy source due to its efficiency and stability [5] Group 3: Market Performance - Nuclear power concept stocks have shown strong performance, with an average increase of 63.07% year-to-date, significantly outperforming the Shanghai Composite Index [6] - Among 13 nuclear power stocks, several have rolling price-to-earnings ratios below 30, with Huaneng International at the lowest at 8.89 times, reporting a net profit of 14.841 billion yuan for the first three quarters, a year-on-year increase of 42.52% [6][7] - Trading activity for nuclear power concept stocks has surged, with 19 stocks showing an increase in average daily trading volume in November compared to the previous month, including Lansi Heavy Industry with a remarkable increase of 325.94% [8]