中核科技获华金证券买入评级,布局核聚变与氢能产业

Group 1 - The core viewpoint of Huajin Securities is that they have initiated coverage on China Nuclear Technology (000777) with a "Buy" rating, highlighting the company's strategic positioning in controlled nuclear fusion and hydrogen energy sectors [1] - The report emphasizes that the company is actively developing core components for controlled nuclear fusion and is deeply integrated into the domestic fusion industry ecosystem, focusing on critical areas such as ultra-high thermal load components [1] - Huajin Securities forecasts the company's net profit attributable to shareholders for 2025, 2026, and 2027 to be 1.143 billion yuan, 1.200 billion yuan, and 1.315 billion yuan respectively [1] Group 2 - Recent developments indicate that on February 11, 2026, China Nuclear Technology responded to investor inquiries, stating that it is actively expanding into the hydrogen energy industry, focusing on key areas such as hydrogen production, storage, and transportation [1] - The company has achieved some results in its hydrogen technology efforts and is actively promoting the mass industrialization of these technological achievements, showcasing its strategic expansion in the renewable energy sector [1] Group 3 - In the past week (as of February 13, 2026), China Nuclear Technology's stock price has shown volatility, with a fluctuation range of -0.84% and an amplitude of 3.58% [2] - Specifically, on February 9, the stock price increased by 1.57% (closing at 25.27 yuan), while on February 13, it decreased by 1.83% (closing at 24.67 yuan) [2] - Over the last five days, there has been a net outflow of 46.635 million yuan in main funds, with a single-day net outflow of 12.7919 million yuan on February 13, indicating short-term pressure on the capital [2]