港股异动 | 中广核矿业(01164)午后跌近7% 马斯克唱衰核聚变发电 哈萨克斯坦新政或影响估值

Group 1 - China General Nuclear Power Corporation (CGN) shares fell nearly 7%, trading at HKD 2.87 with a transaction volume of HKD 122 million [1] - Elon Musk publicly criticized nuclear fusion power, stating that building small nuclear fusion reactors on Earth is "extremely foolish" and emphasized that the Sun itself is a massive, free nuclear fusion reactor [1] - Musk plans to deploy 100 GW of solar AI satellites annually, which would be equivalent to a quarter of the total electricity consumption of the United States [1] Group 2 - Kazakhstan has introduced a new policy requiring local workers to hold 90% of joint venture shares when renewing contracts with joint ventures [1] - According to CMB International's research report, the new policy has a minor impact on CGN's ownership of reserves but may introduce uncertainty regarding the company's target multiples [1] - The target valuation remains unchanged for now, but the company will continue to monitor developments in policy changes [1]