中广核核技术发展股份有限公司 关于公司总经理助理辞职的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误 导性陈述或者重大遗漏。 中广核核技术发展股份有限公司（以下简称"公司"）于 2025 年 12 月 2 日 收到公司总经理助理秦波先生提交的书面辞职报告，秦波先生由于个人原因，申 请辞去总经理助理职务，辞职后不在公司任职。根据《公司法》《公司章程》的 有关规定，秦波先生的辞职报告自送达公司董事会之日起生效。截至本公告披露 日，秦波先生未持有公司股份，其持有的公司《股票期权激励计划》授予的 93,334 份股票期权将由董事会注销。秦波先生不存在应当履行而未履行的承诺事项。 证券代码：000881 证券简称：中广核技 公告编号：2025-053 公司董事会对秦波先生在任职期间为公司发展所做出的贡献表示衷心感谢！ 特此公告。 中广核核技术发展股份有限公司 董事会 2025 年 12 月 3 日 ...

Core Insights - The Chinese nuclear technology application industry is transitioning from a "follower" to a "leader" position, with significant advancements in key isotopes and domestic medical equipment [1][2] - The market for radioactive drugs is projected to grow from 9.3 billion yuan in 2025 to 26 billion yuan by 2030, indicating strong growth potential [3][4] Industry Developments - The successful domestic production of Lu-177 isotope marks a significant milestone, enabling targeted therapies for prostate cancer and neuroendocrine tumors, with annual production capacity meeting domestic demand [2][3] - Over 90 types of radiation therapy equipment have been approved for market, with domestic brands accounting for over 70% of the market share, reducing reliance on imports [2][3] Market Potential - The radioactive drug market is expected to grow significantly, with projections indicating a rise from 9.3 billion yuan in 2025 to 26 billion yuan by 2030 [3] - Nuclear technology applications are expanding beyond healthcare into industrial and agricultural sectors, driving modernization and growth [3] Policy and Support - The "Three-Year Action Plan for High-Quality Development of the Nuclear Technology Application Industry (2024-2026)" aims for an annual economic output of 400 billion yuan by 2026, supported by legal frameworks and national research facilities [4] - The establishment of a national-level isotope supply base is part of the strategy to enhance supply chain resilience and reduce dependency on single sources [7][8] Challenges and Solutions - The industry faces challenges such as single-point dependency risks for key isotopes and insufficient supply chain elasticity, which could impact stability in nuclear medicine and industrial applications [5][6] - A "Strong Chain Action Plan" has been initiated to address these challenges, focusing on collaborative efforts among state-owned enterprises, research institutions, and private companies to enhance the entire industry chain [7][8] Future Outlook - The nuclear technology application industry is expected to maintain a compound annual growth rate of over 10%, with a target output of 600 billion yuan by the end of the 14th Five-Year Plan [7] - The integration of nuclear technology with AI and new materials is anticipated to create significant new value, potentially exceeding 100 billion yuan during the 14th Five-Year Plan period [8]

Core Insights - The Chinese nuclear technology application industry is transitioning from a "follower" to a "leader" position, particularly in the nuclear medical field, with significant advancements in the supply of key isotopes and domestic market share of radiation therapy equipment [1][2][3] - The market for radioactive drugs is projected to grow from 9.3 billion yuan in 2025 to 26 billion yuan by 2030, indicating strong growth potential in the nuclear medical sector [3] - The "Nuclear Technology Application Industry High-Quality Development Three-Year Action Plan (2024-2026)" aims for the industry to achieve a direct economic output of 400 billion yuan by 2026, with a target of 600 billion yuan by the end of the 14th Five-Year Plan [3][5] Achievements - The successful production of Lu-177 isotope by Qinshan Nuclear Power, which is expected to meet domestic market needs for targeted cancer therapies, marks a significant milestone in self-sufficient isotope supply [1][4] - Over 90 radiation therapy devices have been approved for market use by the National Medical Products Administration, with more than 70% being domestic brands, reducing reliance on imports [2] - The development pipeline for new radioactive drugs has accelerated, with over 200 candidates entering clinical trials, enhancing treatment options for cancer [2] Challenges - The industry faces risks related to single-point dependency on key isotopes and insufficient elasticity in the supply chain, which could jeopardize stability in nuclear medicine and industrial applications [4] - There is a lack of understanding among small and medium enterprises regarding national support policies, leading to difficulties in seizing development opportunities [4] - Issues such as insufficient investment in basic research, weak pilot testing for technology transfer, and imbalanced regional development are hindering overall industry progress [4] Strategic Initiatives - The "Strong Chain Action Plan" was launched to address existing challenges and promote a systematic upgrade of the nuclear technology application industry, involving collaboration among state-owned enterprises, research institutions, and private companies [5][6] - The plan emphasizes a collaborative approach to enhance the entire industry chain, ensuring the stability of domestic isotope supply and fostering innovation through cross-sector integration [6] - The initiative aims to create industrial clusters in key regions to address developmental imbalances and stimulate growth across the industry [6]

Core Insights - The integration of AI and nuclear technology is driving a significant transformation in the nuclear technology application industry, which has a market size of several hundred billion yuan and an annual growth rate exceeding 15% [1] - This convergence is expected to enhance efficiency, precision, and expand application scenarios across various sectors of the national economy [1] Group 1: AI and Nuclear Technology in Public Safety - AI-enabled nuclear technology is revolutionizing public safety, particularly in security checks, by improving efficiency and convenience for travelers [2] - The intelligent security system developed by Tongfang Weishi for Hong Kong International Airport exemplifies this integration, utilizing AI algorithms for efficient collaboration among various security devices [2] - The new security solution is projected to simplify the security process significantly by 2026, allowing travelers to keep liquids and gels in their bags, thus enhancing the overall experience [2] Group 2: Food Safety and Quality Enhancement - The fusion of AI and nuclear technology is addressing traditional challenges in food safety, particularly in non-destructive testing methods [3] - The durian quality CT detection system represents a significant advancement, allowing for non-invasive inspection of durians, thus eliminating the "blind box" market issue [3] - This technology boasts an accuracy rate exceeding 98%, which is 40 times more accurate than manual inspections [3] Group 3: Advancements in New Energy Sector - The integration of AI and nuclear technology is also showing strong potential in the new energy sector, particularly in lithium battery quality assurance [4] - Tongfang Weishi's technology can identify micron-level defects, thereby reducing the risk of battery fires and enhancing safety [4] - Collaborations with leading lithium battery manufacturers like CATL highlight the practical applications of this technology [4] Group 4: Market Expansion and Future Directions - The new industrialization strategy encompasses multiple dimensions, including technology, manufacturing, and quality, providing a broad market space for nuclear technology applications [5] - Challenges such as insufficient industrialization and innovation capabilities, as well as a shortage of interdisciplinary talent, need to be addressed for future development [6] - Key strategic directions include enhancing top-level planning, implementing action plans for high-quality development, and fostering innovation through collaborative efforts [6] Group 5: Key Companies in Nuclear Technology - Tongfang Co., Ltd. (600100) is a leader in security checks, providing solutions that integrate radiation imaging and AI for various applications [7] - China General Nuclear Power Corporation (000881) focuses on non-power nuclear technology applications, including industrial irradiation and medical accelerators [7] - China Nuclear Power (601985) operates multiple nuclear power plants and leverages group resources for nuclear technology applications [7]

Core Insights - The integration of AI and nuclear technology is driving a significant transformation in the nuclear technology application industry, which has a market size of several hundred billion yuan and an annual growth rate exceeding 15% [1] - AI is enhancing the efficiency and precision of nuclear technology applications across various sectors, including public safety, food safety, and new energy [1][5] Group 1: AI and Nuclear Technology in Public Safety - The combination of AI and nuclear technology is revolutionizing traditional security checks, improving efficiency and convenience for travelers [2] - The intelligent security system developed by Tongfang Weishi for Hong Kong International Airport exemplifies this integration, significantly increasing the throughput of security checks from 240 to 360 passengers per hour, a 50% efficiency improvement [2] - The new security solutions are expected to be fully implemented by 2026, allowing travelers to keep liquids and gels in their bags, thus simplifying the security process [2] Group 2: AI and Nuclear Technology in Food Safety - The fusion of AI and nuclear technology is addressing traditional challenges in food safety testing, particularly in non-destructive testing methods [3] - The durian quality CT detection system represents a significant advancement, achieving over 98% accuracy in quality grading, which is 40 times more accurate than manual inspections [3] Group 3: AI and Nuclear Technology in New Energy - In the new energy sector, Tongfang Weishi is utilizing industrial CT imaging technology combined with AI to create a quality assurance system for lithium batteries, capable of identifying micron-level defects [4] - This technology aims to reduce the risk of battery fires and has established partnerships with leading lithium battery manufacturers [4][5] Group 4: Market Expansion and Challenges - The new industrialization efforts in China are creating direct demand and broad market opportunities for nuclear technology applications, particularly in manufacturing upgrades and digital economy development [6] - Challenges such as insufficient industrialization and innovation capabilities, interdisciplinary collaboration issues, and talent shortages need to be addressed for future growth [6] - Key strategic directions include enhancing top-level planning, implementing regulatory frameworks, focusing on technological breakthroughs, and promoting open cooperation [6] Group 5: Key Companies in Nuclear Technology - Tongfang Co., Ltd. (600100) is a leader in security checks, providing solutions that integrate radiation imaging and AI for various applications [8] - China General Nuclear Power Corporation (000881) focuses on non-power nuclear technology applications, including industrial irradiation and medical accelerators [8] - China National Nuclear Corporation (01763.HK) specializes in medical isotopes and nuclear medical equipment, while China Nuclear Power (601985) operates multiple nuclear power plants [8]

11月27日，中广核技涨5.35%，截至发稿，报8.86元/股，成交1.66亿元，换手率2.34%，总市值83.76亿 元。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，南方基金旗下1只基金位居中广核技十大流通股东。南方中证1000ETF（512100）三季度减 持4.36万股，持有股数519.27万股，占流通股的比例为0.62%。根据测算，今日浮盈赚取约233.67万元。 南方中证1000ETF（512100）成立日期2016年9月29日，最新规模766.3亿。今年以来收益23.15%，同类 排名2011/4206；近一年收益22.74%，同类排名2147/4006；成立以来收益8.99%。 南方中证1000ETF（512100）基金经理为崔蕾。 截至发稿，崔蕾累计任职时间7年22天，现任基金资产总规模1227.6亿元，任职期间最佳基金回报 168.04%， 任职期间最差基金回报-15.93%。 资料显示，中广核核技术发展股份有限公司位 ...

Market Overview - The Shanghai Composite Index closed at 3870.02 points, above the six-month moving average, with a gain of 0.87% [1] - The total trading volume of A-shares reached 182.62 billion yuan [1] Stocks Breaking the Six-Month Line - A total of 290 A-shares have surpassed the six-month moving average today [1] - Notable stocks with significant deviation rates include: - Xunxing Co., Ltd. (002098) with a deviation rate of 9.03% and a daily increase of 10.04% [1] - Meino Energy (001299) with a deviation rate of 8.16% and a daily increase of 9.98% [1] - Laimu Co., Ltd. (603633) with a deviation rate of 7.83% and a daily increase of 8.70% [1] Detailed Stock Performance - The following stocks have notable performance metrics: - Xunxing Co., Ltd. (002098): Latest price 10.08 yuan, half-year line 9.24 yuan, turnover rate 3.52% [1] - Meino Energy (001299): Latest price 13.00 yuan, half-year line 12.02 yuan, turnover rate 6.41% [1] - Laimu Co., Ltd. (603633): Latest price 10.87 yuan, half-year line 10.08 yuan, turnover rate 7.02% [1] - Other stocks with significant performance include: - Xinhua Pharmaceutical (000756) with a daily increase of 10.00% and a deviation rate of 6.41% [1] - Tonghe Technology (300491) with a daily increase of 7.25% and a deviation rate of 6.40% [1]

Core Viewpoint - The stock of China General Nuclear Power Technology Co., Ltd. (CGN Tech) reached its daily limit up on November 25, 2025, with a closing price of 8.82 yuan, reflecting a 9.98% increase, driven by significant growth in its electronic accelerator business, capital injection into its medical sector, and improvements in governance structure [1][2]. Group 1: Business Performance - The company's core business includes accelerator manufacturing, with a notable 21% year-on-year increase in contract signings for electronic accelerators [2]. - Overseas sales of linear accelerators surged by 75%, indicating strong international demand [2]. - The gross margin for the new materials business increased by 1.5 percentage points, and the proportion of high-margin products rose by 1.7 percentage points [2]. Group 2: Financial and Governance Improvements - The controlling shareholder injected 500 million yuan into a medical technology company to support business development in the healthcare sector [2]. - Financial expenses decreased by 43.91% year-on-year, reflecting improved financial management [2]. - The company has optimized its governance structure by enhancing investor relations, insider information management, and compliance management, including the establishment of a chief legal advisor [2]. Group 3: Market Dynamics - Recent market interest in nuclear technology applications has positively influenced the stock performance of CGN Tech and similar companies, creating a sector-wide effect [2]. - There was a notable inflow of funds into CGN Tech's stock on the day it hit the limit up, contributing to the price surge [2].

从中广核技十大流通股东角度 截至发稿，崔蕾累计任职时间7年20天，现任基金资产总规模1227.6亿元，任职期间最佳基金回报 161.89%， 任职期间最差基金回报-16.88%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，南方基金旗下1只基金位居中广核技十大流通股东。南方中证1000ETF（512100）三季度减 持4.36万股，持有股数519.27万股，占流通股的比例为0.62%。根据测算，今日浮盈赚取约212.9万元。 南方中证1000ETF（512100）成立日期2016年9月29日，最新规模766.3亿。今年以来收益21.59%，同类 排名1964/4206；近一年收益20.2%，同类排名2173/3983；成立以来收益7.6%。 南方中证1000ETF（512100）基金经理为崔蕾。 11月25日，中广核技涨5.11%，截至发稿，报8.43元/股，成交1.22亿元，换手率1.78%，总市值79.70亿 元。 资料显示，中广核核 ...

Core Insights - The article highlights the advancements in proton therapy technology by China General Nuclear Power Group (CGN) and its subsidiary, CGN Medical Technology, which has established the first commercial multi-room proton therapy system production base in China [1] - The 230 MeV cyclotron, a key component of the proton therapy system, has been successfully produced, with three units completed in the first year of operation [1] - The company aims to achieve a world-class nuclear medical industry by 2030, leveraging local research and manufacturing capabilities in Mianyang, Sichuan [1] Company Overview - CGN Medical Technology has adopted a strategy of "introduction, digestion, absorption, and re-innovation" to develop its proton therapy systems, following successful practices in China's nuclear power sector [1] - The proton therapy system consists of 227 main devices and approximately 155,000 components, showcasing its complexity and technological sophistication [1] - The company has formed partnerships with over 80 upstream and downstream enterprises in the industry, promoting continuous technological innovation [1] Industry Context - The Sichuan province has implemented supportive policies to foster the development of the nuclear medical industry, aiming to establish itself as a global leader in medical isotope production and nuclear medical equipment manufacturing by 2030 [1] - The region's strong research and manufacturing foundation, exemplified by institutions like the China Engineering Physics Research Institute, contributes to the rapid growth of the nuclear medical sector in Mianyang [1] - The article emphasizes the potential for China to export its advanced imaging and treatment technologies internationally, marking a significant step in the global nuclear medical landscape [1]