HJINV(SZ:000633) 券商中国·2025-11-18 03:35Core Viewpoint - The nuclear power sector is experiencing significant positive developments, driven by major projects and investments, indicating a strong growth trajectory for the industry. Group 1: Major Developments - The first concrete pour for the nuclear island of the "Hualong One" nuclear power plant at the CGN Zhaoyuan Nuclear Power Station marks the full commencement of construction, with a total planned capacity of approximately 7.2 million kilowatts, sufficient to meet the annual electricity needs of 5 million people [6][7]. - The Shanghai nuclear power industry aims to achieve a total output of 520 billion yuan by 2025 and targets 1 trillion yuan by the end of the 14th Five-Year Plan, focusing on third-generation nuclear power construction and advanced technology development [6][7]. Group 2: Investment Opportunities - The recent procurement project by Fusion New Energy (Anhui) Co., Ltd. has a total value exceeding 2 billion yuan, highlighting the growing investment in the fusion energy sector [7]. - The China Academy of Sciences' Hefei Institute of Physical Science has announced procurement projects with a total budget exceeding 1.3 billion yuan, indicating robust funding for fusion-related technologies [7]. Group 3: Market Reactions - The stock of Alloy Investment saw a rapid increase, hitting the daily limit within two minutes, with a maximum order exceeding 350 million yuan, reflecting strong market confidence in the nuclear sector [3][6].