Zheng Quan Shi Bao Wang·2025-11-10 00:49Core Insights - The nuclear power sector is expected to experience significant growth, with global nuclear power generation reaching a near ten-year high in 2024 and projected to double by 2050, surpassing 900 million kilowatts in installed capacity [1] Industry Overview - Multiple international agencies have raised their nuclear energy development forecasts for four consecutive years, indicating strong future demand for nuclear power [1] - As of November 7, nuclear concept stocks have shown robust performance, with an average increase of 63.07% year-to-date, significantly outperforming the Shanghai Composite Index [1] Valuation Metrics - Among the nuclear concept stocks, 13 have a rolling price-to-earnings (P/E) ratio below 30, with companies like Huaneng International, Shun'an Environment, and Jiuli Special Materials having P/E ratios under 15 [1] - Five of these stocks have a price-to-book (P/B) ratio below 2, including China National Nuclear Power, China General Nuclear Power, Dongfang Electric, China Nuclear Engineering, and Huaneng International [1] Financial Performance - Specific financial metrics for selected low P/E nuclear concept stocks include: - Huaneng International: Market value of 90.73 billion, P/E of 8.89, and a projected net profit of 14.841 billion for the first three quarters of 2025, up 42.52% year-on-year [2] - Shun'an Environment: Market value of 1.4767 billion, P/E of 12.68, with a projected net profit of 769 million, up 18.46% year-on-year [2] - Jiuli Special Materials: Market value of 2.5533 billion, P/E of 14.96, with a projected net profit of 1.262 billion, up 20.73% year-on-year [2]