Zheng Quan Ri Bao Zhi Sheng·2026-01-13 13:04Core Viewpoint - The announcement by State Power Investment Corporation Financial Holdings Co., Ltd. regarding the completion of a significant asset restructuring and change of controlling shareholder marks a strategic shift towards enhancing its nuclear power asset platform and attracting long-term capital support from strategic investors like China Life Insurance [1][3]. Group 1: Shareholder Structure Changes - Prior to the transaction, State Power Investment Group held 49.76% of the shares, and after the restructuring, its total holding increased to 59.44%, maintaining absolute control [2]. - China National Nuclear Corporation became the largest shareholder with a 43.62% stake, while State Power Investment Group's direct shareholding was diluted to 15.42% [2]. - China Life Insurance's stake surged from 0.01% to 25.40%, making it the second-largest shareholder and a significant strategic investor [2]. Group 2: Industry Impact - The change in controlling shareholder to China National Nuclear Corporation is seen as a key move for central enterprises to respond to carbon neutrality goals and promote specialized restructuring [3]. - The restructuring is expected to enhance the securities rate and core competitiveness of nuclear assets, providing a new model for asset integration and mixed ownership reform among other central enterprises [3]. - The focus on clean energy and the integration of nuclear assets is anticipated to create a positive cycle between energy production and financial services, leveraging the resources of China National Nuclear Corporation [3].