Zhi Tong Cai Jing·2025-11-10 03:47Core Viewpoint - The news highlights the upcoming Fourth China Nuclear Energy High-Quality Development Conference and Shenzhen International Nuclear Industry Innovation Expo, scheduled for November 12-14, 2025, in Shenzhen, which emphasizes the growth and advancements in the nuclear energy sector in China [1] Company Summary - Dongfang Electric (600875) shares rose over 5%, currently trading at 21.62 HKD with a transaction volume of 488 million HKD [1] - The company is a "one-stop" supplier for nuclear power installation equipment and has provided over 200 sets of nuclear island main equipment and 53 sets of conventional island steam turbine generators for 112 operational and under-construction nuclear power units across the country as of September 2025 [1] - Dongfang Electric covers the entire technology route from Generation II+, Generation III nuclear power to fusion reactors, and is the only domestic manufacturer with a complete supply manufacturing license for nuclear steam supply systems [1] - The company has the capacity to produce six sets of million-kilowatt-level nuclear power main equipment annually [1] Industry Summary - As of October 2025, there are 59 operational nuclear power units in China with a total installed capacity of 62.48 million kW, and 53 units under construction with a capacity of 62.93 million kW, bringing the total installed scale to over 125 million kW, maintaining the world's leading position [1] - The nuclear power industry is experiencing significant advancements in technology breakthroughs and industry chain collaboration [1]