0 6 开年以来真"硬核" 多个重要工程项目建设报喜 2026开年以来,多个重要工程项目取得 新进展,为高质量发展蓄势赋能。 "华龙· 量" 漳州核电一期工程 全面建成投产 中国经济 数据观 d a 11 . . . . . . . . . o be be bet be been to be to be the been t 1月1日,经过168小时满功率连续 运行考核,位于福建漳州的漳州核 电2号机组正式投入商业运行,标 志着"华龙一号"漳州核电一期工 程全面建成投产。 漳州核电是"华龙一号"批量化建 设的始发地,也是全球最大的"华 龙一号"核电基地,规划建设6台 "华龙一号"核电机组。基地全面 建成后，预计每年可提供约600亿 度清洁电能，能够有效优化福建省 "北电南送"的电力格局。 渝万高铁重难点工程 巴山村隧道 顺利贯通 l l 1月4日上午,随着最后一次爆破成 功实施,经过34个月日夜奋战,渝 万高铁重难点工程 -- 巴山村隧道 顺利贯通。至此,渝万高铁忠县段 12座隧道全部贯通,标志着渝万高 铁建设取得重大突破，为全线按期 通车奠定了坚实基础。 2026年 我国首台核电机组 开工建设 8 - 1月 ...

华源证券发布研报称，中长期维度下，继续看好黄金作为组合的核心配置，用以对冲宏观不确定性与信 用波动；在市场情绪阶段性过于乐观、风险溢价被显著压缩时，倾向于通过波动率相关资产进行防守； 而在市场情绪转向谨慎、风险偏好回落的阶段，则更看好AI能源与数字经济相关的风险偏好主线，包 括核电、铀、储能等具备结构性成长较高确定性的方向。 AI的规模化应用正以前所未有的速度重塑能源需求结构 大模型训练与推理对算力的持续高负荷需求，使数据中心用电从边际变量跃升为系统性负荷，美国电力 与电网扩张明显滞后，电力由要素成本转变为增长约束。更为关键的是，AI对能源的需求并非简单的 电量缺口，而是对24×7稳定基荷电力与快速调节能力的刚性要求，这决定了天然气与可再生能源难以 承担主力角色。在这一约束下，核电是具备规模化、稳定性与长期可预测性的基荷电源，储能承担电网 调节与负荷平滑功能，而核燃料供应链则构成核电扩张的上限条件；同时，掌握低成本电力与接入能力 的加密矿企，正通过向数据中心与高性能计算转型，成为AI缺电环境下具备弹性的新增算力供给力 量。 金融创新正进入与传统金融深度融合的新阶段 资本机构化引领资金与合规新范式，叙事具像化推 ...

Group 1 - The Ministry of Commerce will hold a press conference on February 5 to introduce key work in the business sector [2] - The global energy internet development cooperation organization will release the "Global Wind, Solar, and Hydropower Capacity Annual Forecast 2026" report on February 5 [2] - A total of 354 billion yuan in 7-day reverse repos will mature on February 5 [2] Group 2 - The 2026 Credit Market Work Conference emphasized support for expanding domestic demand, technological innovation, and small and medium-sized enterprises [4] - The State Administration for Market Regulation released 32 national metrology technical specifications, covering various fields including smart connected vehicles and health [4] - The Ministry of Culture and Tourism announced the resumption of travel for Shanghai residents to Kinmen and Matsu [4] Group 3 - Ibiden, a leading Japanese IC substrate manufacturer, announced a 500 billion yen (approximately 22.2 billion yuan) investment plan to expand high-performance IC substrate capacity from FY2026 to FY2028 [6] - The demand for IC substrates is increasing due to advancements in packaging technology, such as Chiplet packaging [6] - Chongda Technology announced a 1 billion yuan investment in a functional IC packaging substrate project in Jiangsu Province [6] Group 4 - The successful installation of the dome for the Zhangzhou Nuclear Power Unit 3 marks a significant milestone in the construction of the "Hualong One" nuclear power technology [8] - There are currently 41 units of "Hualong One" under construction or in operation, making it the most widely used nuclear power technology globally [9] - The World Nuclear Association projects that global nuclear power capacity could reach 1,446 GWe by 2050, surpassing the target set in the "Threefold Nuclear Energy Declaration" [9] Group 5 - The first brain-machine interface equipment for traditional Chinese medicine has been launched, aimed at patients with neurological injuries [10] - The technology is expected to revolutionize human-machine interaction, initially focusing on medical rehabilitation [10] - Companies like Weisi Medical and Innovation Medical are actively involved in the development of brain-machine interface technologies [10] Group 6 - Hengtong Optic-Electric has completed the construction of its AI advanced optical fiber materials R&D center and has entered the equipment installation phase [12] - Ruixin Technology is planning a major asset restructuring involving the acquisition of Wuhu Deheng Automotive Equipment Co., with stock suspension starting February 5 [12] - Changan Automobile plans to repurchase shares worth between 1 billion to 2 billion yuan to reduce registered capital [12] Group 7 - Shengxin Lithium Energy's subsidiary plans to acquire a 13.93% stake in Huirong Mining for 1.26 billion yuan, aiming for full control [13] - Sileck's subsidiary received a project confirmation letter from a South Korean battery client for cylindrical battery shell products, with an expected total procurement of approximately 360 million units [13] - Huibo Technology signed a contract worth 225 million USD (approximately 1.596 billion yuan) for the Naft Khana oilfield restoration project in Iraq [13] Group 8 - On February 3, stock-type ETFs (excluding cross-border ETFs) saw a net inflow of 6.965 billion yuan, marking a return to net inflows after a period of outflows [15] - The Southern CSI 500 ETF had a net inflow of 3.566 billion yuan, with several other ETFs also attracting significant investments [15] - The total scale of the Jiashi CSI 300 ETF has returned to over 100 billion yuan, reaching 100.824 billion yuan [15] Group 9 - JinkoSolar received a net buy of 104 million yuan from institutional seats, representing 2.52% of total trading volume [16] - The company signed a strategic cooperation agreement with Jintai Technology to jointly develop AI-based high-throughput perovskite tandem solar cells [16] - The expected mass production of perovskite tandem cells could significantly enhance efficiency and application in various scenarios [16] Group 10 - Honghe Technology received a net buy of 95.766 million yuan from institutional seats, accounting for 5.26% of total trading volume [17] - The company is a leading manufacturer of high-end electronic fabrics, benefiting from strong demand in AI-related applications [17] - Other companies such as Jingsheng Mechanical and China International Marine also saw net buys from institutional investors [17]

中国核电在牛市中走出独立下跌行情，令投资者困惑不已。那么，公司基本面上到底发生了什么？公司 股价还会再次在社保基金会成本价获得支撑吗？ 近一年多来，与A股走牛形成鲜明对比的是中国核电的股价疲弱走势，自2024年"9·24行情"以来（截至 2026年2月3日），中国核电股价落后上证指数61.71个百分点！而中国核电的股价也跌破了公司的回购 均价，并再次逼近全国社会保障基金理事会（以下简称社保基金会）的定增认购价。 《每日经济新闻》记者发现，虽然中国核电业绩承压股价疲弱，但公司布局的"战略新兴产业"业务表现 出不少亮点。 （文章来源：每日经济新闻） ...

Core Viewpoint - China Nuclear Power's stock price has underperformed significantly compared to the A-share market, raising concerns among investors about the company's future valuation and operational performance [1][2]. Group 1: Stock Performance - Since the "9.24 market" in 2024, China Nuclear Power's stock has declined by 13.71%, lagging behind the Shanghai Composite Index by 61.71 percentage points [1]. - The stock price has fallen below the company's average repurchase price and is approaching the subscription price set by the National Social Security Fund [1][4]. - As of January 31, 2026, the company repurchased 44.90 million shares at an average price of 9.02 CNY per share, while the closing price on February 3, 2026, was 8.56 CNY [3]. Group 2: Financial Performance - In the first three quarters of 2025, the company reported revenue of 61.64 billion CNY, an increase of 8.16% year-on-year, but net profit fell by 10.42% to 8.00 billion CNY [4]. - The decline in net profit has been attributed to various factors, including decreased market electricity prices and increased tax burdens [6]. - Long-term growth potential remains, with a target of 259.2 billion kWh of electricity generation in 2026, a 6.04% increase from 2025 [6]. Group 3: Strategic Developments - The company is focusing on "strategic emerging industries," including high-tech investments and the development of new energy sources [10]. - A new subsidiary has been established to focus on perovskite photovoltaic components, with a fully automated production line already in place [10]. - The company has also developed a medical isotope production base, reducing reliance on imports and aiming for further innovation in this area [10]. Group 4: Market Outlook - Analysts suggest that while the nuclear power segment remains stable, the new energy business is under pressure due to declining electricity prices [7][8]. - The introduction of strategic investors may dilute earnings per share in the short term, and fluctuations in nuclear fuel costs could impact overall performance [9]. - The upcoming annual report in April 2026 will be critical for assessing the company's profitability amid market reforms [10].

2月4日，中核集团旗下中国核电投资控股的漳州核电3号机组内穹顶顺利吊装成功。图为航拍漳州核电3 号机组。(中核集团漳州核电基地供图) 中核集团漳州核电基地副总经理魏俊明受访时称，漳州核电基地是"华龙一号"批量化建设的始发地，也 是全球规模最大的"华龙一号"核电基地，规划建设6台"华龙一号"核电机组。当前，漳州核电一期工程 1、2号机组已投入商业运行；3、4号机组处于土建安装阶段；5、6号机组正在稳步推进前期工作。基地 全面建成后，预计每年可提供约600亿度清洁电能。 魏俊明表示，漳州核电毗邻广东省，随着闽粤联网工程的投用，漳州核电具备向广东省输送清洁电能的 条件。此外，"华龙一号"不仅能够发电，还可以就近向漳州古雷石化基地提供零碳清洁蒸汽，为石化产 业绿色发展提供能源支撑。(完) 中新社漳州2月4日电 (记者 张金川)2月4日，华龙一号批量化建设中，中核集团旗下中国核电投资控股 的漳州核电3号机组内穹顶顺利吊装成功。 2月4日，中核集团旗下中国核电投资控股的漳州核电3号机组内穹顶顺利吊装成功。图为穹顶起吊现 场。(中核集团漳州核电基地供图) 相关人士称，漳州核电3号机组是中国"十五五"期间首台完成内穹顶吊装的 ...

"华龙一号"是中核集团加快实现高水平科技自立自强和落实国家"双碳"战略的重要成果，满足国际 最高安全标准。每台"华龙一号"核电机组每年发电超100亿度，相当于每年减少标准煤消耗312万吨、二 氧化碳排放816万吨，能够满足中等发达国家100万人口的年度生产和生活用电需求。 【纠错】 【责任编辑:施歌】 内穹顶吊装是"华龙一号"核电工程建设的重要节点。内穹顶位于核岛顶部，主要功能是保证反应堆 厂房的完整性和密封性。当天，随着风速测量符合标准，3200吨履带式吊车缓缓将370余吨重的内穹顶 吊离地面，经过变幅、升钩、行走平移、调整等一系列高精度动作，平稳落钩就位在反应堆厂房内层安 全壳筒体上。 新华社福州2月4日电（记者吴剑锋）2月4日，位于福建漳州的漳州核电3号机组内穹顶吊装成功， 标志着其已从土建施工全面转入设备安装阶段，为后续安装调试及并网发电奠定了坚实基础。 漳州核电是"华龙一号"批量化建设的始发地，也是全球最大的"华龙一号"核电基地，规划建设6台 核电机组。当前，漳州核电1、2号机组已投入商业运行；3、4号机组处于土建安装阶段；5、6号机组正 在扎实推进前期工作。 ...

| | | 都在用的商业查询工具 | 夏公司 查老板 查关系 查风险 | | | --- | --- | --- | --- | --- | | | | 国家中小企业发展子基金旗下机构 | 中广核研究院有限公司 × 天眼一下 | 船 应用 ▼ 商务合作 | | 基本信息 188 | | 法律诉讼 5 | 经营风险 1 经营信息 999+ | 公司发展 80 知识 | | 变更记录 128 ⑦ ● | | | | 变更项目 ▼ | | 序号 | 变更日期 | 变更项目 | 变更前 | | | 1 | 2026-02-03 | 许可经营 | | 建设工程设计;民用核安全 务;民用核安全设备制造; (配)电业务。(依法须经 经营活动,具体经营项目以 | | 2 | 2026-02-03 | 许可信息 | | 中华人民共和国核材料许可 资质证书() 电力业务许可 工程设计资质证书() 民用 产许可证() 民用核安全设 | | 3 | 2026-02-03 | 章程或章程修正案通过 日期 | 2024-12-17 | 2026-01-15 | | ব | 2026-02-03 | 投资人(包括出资额、 出资方式、出资日 ...

该公司成立于2006年11月，法定代表人为舒睿，经营范围包括自然科学研究和试验发展、工程和技术研 究和试验发展、核电设备成套及工程技术研发等，由中国广核（003816）全资持股。 天眼查App显示，近日，中广核研究院有限公司发生工商变更，注册资本由约41.4亿人民币增至约57.4 亿人民币，增幅约39%。 来源：中国能源网 ...

Core Viewpoint - The successful installation of the inner dome of the "Hualong One" nuclear power unit 3 at the Zhangzhou Nuclear Power Plant marks a significant milestone in the construction process, transitioning from civil engineering to equipment installation [1] Group 1: Project Milestones - The inner dome, weighing over 370 tons, was successfully lifted and positioned at the designated location in the reactor building, serving as a critical safety barrier for the reactor [1] - The construction of the Zhangzhou Nuclear Power Plant plans to build a total of 6 "Hualong One" nuclear units, with 2 units already in commercial operation and 2 units currently in the civil construction phase [1] Group 2: Energy Production - Once fully operational, the Zhangzhou Nuclear Power Plant is expected to provide approximately 60 billion kilowatt-hours of clean energy annually [1]