Core Viewpoint - The construction of the second phase of the Zhejiang San'ao Nuclear Power Project has officially commenced with the pouring of the first concrete for Unit 3, marking a significant milestone in the project [1][3]. Group 1: Project Overview - The San'ao Nuclear Power Project is the first nuclear power project in China with private capital participation. The newly started Unit 3 is approved by the state and utilizes the "Hualong One" third-generation nuclear technology [3]. - Upon completion, Unit 3 is expected to generate an annual electricity output of 100 billion kilowatt-hours, sufficient to meet the annual electricity needs of approximately 1 million people, thereby supporting the economic and social development of the Yangtze River Delta region with clean energy [3]. Group 2: Construction Details - The total volume of concrete to be poured for this phase is approximately 8,820 cubic meters (excluding the volume of rebar), with the pouring process expected to last for 57 hours [3]. - The project team has implemented various advanced technologies and optimized designs to ensure high-quality progress at critical milestones. Innovations include modular retaining walls and post-pour methods, with plans to introduce 18 additional advanced construction techniques [3]. Group 3: Current Status of the Project - The overall construction of the San'ao Nuclear Power Project is progressing smoothly. Unit 1 has completed the nuclear safety inspection and is entering the fuel loading preparation stage, while Unit 2 is currently in the hot testing preparation phase, focusing on system debugging and equipment installation [3].

Core Points - IGO Limited reported a net loss of $955 million for the 2025 financial year due to subdued markets for nickel and lithium, alongside necessary restructuring decisions [2] - The Greenbushes lithium operation maintained a 66% EBITDA margin and generated $1.5 billion in operating cash flow, highlighting its status as a premier hard-rock lithium asset [3] - The company announced a refocused strategy in September 2024, aiming for a clean energy future and outlining a pathway for value delivery through quality assets [3]

本报讯 （记者李昱丞）11月19日，中国广核集团有限公司（以下简称"中广核"）浙江三澳核电项目3号机组开始核岛第一 罐混凝土浇筑（FCD），标志着该机组主体工程正式开工，三澳核电项目二期工程建设序幕全面拉开。 目前，三澳核电项目整体建设有序推进。1号机组装料前核安全检查已完成，正式进入装料准备阶段；2号机组当前处于热 试准备阶段，正在开展系统调试试验、设备安装工作。 浙江三澳核电项目是全国首个民营资本参股的核电项目，本次开工的3号机组于2024年8月19日获国家核准，采用"华龙一 号"三代核电技术，建成后预计年发电量可达100亿千瓦时，可满足约100万人口的年生产生活用电需求，将持续为长三角地区 经济社会发展提供清洁能源助力。 （编辑 张伟） "本次浇筑混凝土总量约8820立方米（未扣除钢筋体积），预计持续57小时。"中广核苍南核电有限公司党委委员、副总经 理黄维德表示，项目团队通过持续优化设计、改进施工流程并应用多项先进技术，有力保障了关键节点的高质量推进。目前已 成功应用模块化挡墙、地坑后贴法等创新工艺，后续还将引入廊道装配式建造、核岛厂房装配式通风管道施工等18项先进建造 技术，为同类型核电项目积累可复 ...

Core Viewpoint - Jin Energy Holdings Co., Ltd. has experienced fluctuations in stock price and financial performance, with a notable increase in net profit despite a decrease in revenue [1][2]. Financial Performance - As of September 30, 2025, Jin Energy reported a revenue of 11.186 billion yuan, a year-on-year decrease of 5.82% [2]. - The net profit attributable to shareholders reached 315 million yuan, showing a significant year-on-year growth of 203.02% [2]. - The company has cumulatively distributed 1.496 billion yuan in dividends since its A-share listing, with no dividends distributed in the past three years [3]. Stock Market Activity - On November 19, the stock price of Jin Energy fell by 2.32%, trading at 2.95 yuan per share, with a total market capitalization of 9.077 billion yuan [1]. - The stock has increased by 16.60% year-to-date, but has seen a decline of 3.91% over the last five trading days [1]. - The company experienced a net outflow of 3.4642 million yuan in principal funds, with significant buying and selling activity from large orders [1]. Shareholder Information - The number of shareholders as of September 30, 2025, was 112,700, a decrease of 11.99% from the previous period [2]. - The average number of circulating shares per shareholder increased by 13.63% to 25,845 shares [2]. - Hong Kong Central Clearing Limited is the tenth largest circulating shareholder, holding 20.2588 million shares, a decrease of 826,400 shares from the previous period [3]. Business Overview - Jin Energy primarily engages in thermal power generation and supply, with revenue composition as follows: thermal power 74.04%, coal-fired power 40.03%, thermal energy 7.73%, photovoltaic power 6.07%, and wind power 5.12% [1]. - The company operates within the public utility sector, specifically in the electricity and thermal power generation industry, and is associated with concepts such as clean energy and carbon neutrality [1].

【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 光伏ETF华夏（515370）跟踪中证光伏产业指数，涉及光伏产业链上、中、下游企业，包括硅片、 多晶硅、电池片、电缆、光伏玻璃、电池组件、逆变器、光伏支架和光伏电站等，能够更好的反映光伏 产业整体表现。 每日经济新闻 （责任编辑：董萍萍 ） 11月19日，光伏ETF华夏（515370）震荡回调0.52%，持仓股中信博涨超2%，钧达股份、奥特维翻 红。 消息面，近日，在2025国际工程供应链发展大会上，中信博与中国能源建设集团国际工程有限公司 签署沙特PIF6福里斯1.2GW光伏项目跟踪支架合作协议。此次沙特PIF6福里斯1.2GW项目是中信博继上 周PIF6AFIF项目4.2GW项目合作后，在一周内达成的又一GW级重大项目合作。至此，中信博在沙特 PIF6项目集群中已累计获得高达5.4GW的跟踪支架合作。 中泰证券认为，中国光伏企业通过在沙特签约项目、投建工 ...

目前三澳核电项目1号机组正式进入装料准备阶段，2号机组当前处于热试准备阶段，正在开展系统调试试验、设备安装工作，整体有序推进中。 （总台央视记者 崔霞 杨潇） 今天（19日），作为全国首个民营资本参股的核电项目，中广核浙江三澳核电项目3号机组开始核岛第一罐混凝土浇筑，标志着该机组主体工程正式开工， 三澳核电项目二期工程建设全面启动。 2025中央广播电视总台版权所有。未经许可，请勿转载使用。 本次浇筑混凝土总量超过8800立方米，相当于3.5个标准游泳池的体积，预计将不间断持续浇筑57个小时。 中广核苍南核电副总经理 黄维德：作为全国首个民营资本参股的核电项目，三澳核电项目规划建设6台华龙1号机组，全部商运后，每年将为浙江省乃至长 三角地区提供清洁能源超540亿千瓦时。 ...

新能源及有色金属日报 | 2025-11-19 现货成交较少，期货盘面大幅减仓 市场分析 2025-11-18，碳酸锂主力合约2601开于96200元/吨，收于93520元/吨，当日收盘价较昨日结算价变化0.93%。当日成 交量为1487724手，持仓量为484357手，前一交易日持仓量562954手，根据SMM现货报价，目前基差为-7160元/吨 （电碳均价-期货）。当日碳酸锂仓单26611手，较上个交易日变化-342手。 碳酸锂现货：根据SMM数据，电池级碳酸锂报价84800-90000元/吨，较前一交易日变化1250元/吨，工业级碳酸锂 报价84550-85550元/吨，较前一交易日变化1250元/吨。6%锂精矿价格1140美元/吨，较前一日变化60美元/吨。据SMM 数据，市场情绪高涨，下游材料厂持谨慎观望态度，仅维持刚需采购，市场成交较少。目前，上下游企业正在就 明年的长期协议进行谈判，现阶段主要围绕系数展开博弈。供应端来看，锂盐厂整体开工率保持高位运行，其中 锂辉石端与盐湖端开工率均维持在60%以上，成为供应主力。预计11月国内碳酸锂产量可以维持10月的生产量级， 环比大致持平。需求方面，动力市场 ...

今年以来迪森股份已经1次登上龙虎榜，最近一次登上龙虎榜为7月7日，当日龙虎榜净买入-1161.19万 元；买入总计9088.72万元 ，占总成交额比8.05%；卖出总计1.02亿元 ，占总成交额比9.08%。 资料显示，广州迪森热能技术股份有限公司位于广东省广州市经济技术开发区东区沧联二路5号，成立 日期1996年7月16日，上市日期2012年7月10日，公司主营业务涉及利用生物质燃料等新型清洁能源,为 客户提供热能服务。主营业务收入构成为：清洁能源投资及运营-B端运营45.15%，智能舒适家居制造 及服务-C端产品与服务36.47%，清洁能源应用装备-B端装备15.05%，其他3.32%。 迪森股份所属申万行业为：公用事业-电力-热力服务。所属概念板块包括：低价、天然气、微盘股、生 物质能、清洁能源等。 11月19日，迪森股份盘中下跌2.07%，截至10:08，报6.15元/股，成交2887.89万元，换手率1.21%，总市 值29.34亿元。 资金流向方面，主力资金净流出575.29万元，特大单买入0.00元，占比0.00%，卖出292.45万元，占比 10.13%；大单买入142.51万元，占比4.93 ...

Core Viewpoint - The stock of Chongqing Three Gorges Paint Co., Ltd. (渝三峡A) has experienced a decline in recent trading sessions despite a year-to-date increase of 44.02% [1][2]. Company Overview - Chongqing Three Gorges Paint Co., Ltd. was established on June 22, 1992, and listed on April 8, 1994. The company primarily engages in the manufacturing and sales of paint and coatings, as well as the trade of chemical products. The main revenue composition is 97.65% from coatings and 2.35% from other sources [1][2]. Financial Performance - For the period from January to September 2025, the company achieved a revenue of 287 million yuan, representing a year-on-year growth of 7.07%. The net profit attributable to the parent company was 16.49 million yuan, reflecting a year-on-year increase of 9.69% [2]. - The company has distributed a total of 184 million yuan in dividends since its listing, with 19.51 million yuan distributed over the past three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders for 渝三峡A was 53,500, a decrease of 22.91% from the previous period. The average number of circulating shares per shareholder increased by 29.71% to 8,108 shares [2]. - Notable new institutional shareholders include 博道久航混合A (008318) as the third-largest shareholder with 1.2686 million shares, 博道成长智航股票A (013641) as the fourth-largest with 928,300 shares, and 博道远航混合A (007126) as the sixth-largest with 833,100 shares [3]. Market Activity - On November 19, 渝三峡A's stock price fell by 2.02% to 7.77 yuan per share, with a trading volume of 33.96 million yuan and a turnover rate of 1.00%. The total market capitalization stood at 3.369 billion yuan [1]. - The stock has appeared on the龙虎榜 (a stock trading list) 12 times this year, with the most recent appearance on May 30, where it recorded a net buy of -24.5688 million yuan [1].

Core Insights - Tianhai Defense's stock price increased by 2.04% on November 19, reaching 6.99 CNY per share, with a total market capitalization of 12.079 billion CNY [1] - The company has seen a year-to-date stock price increase of 49.36%, with a 6.55% rise over the last five trading days [1] Financial Performance - For the period from January to September 2025, Tianhai Defense reported a revenue of 3.148 billion CNY, representing a year-on-year growth of 34.50%, and a net profit attributable to shareholders of 232 million CNY, which is a 202.12% increase compared to the previous year [2] - Cumulative cash dividends since the company's A-share listing amount to 177 million CNY, with no dividends distributed in the last three years [3] Shareholder Structure - As of November 10, 2025, the number of shareholders decreased by 0.11% to 124,500, while the average number of circulating shares per person increased by 0.11% to 13,228 shares [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 11.9969 million shares to 19.113 million shares [3]