证券日报网讯2月2日，中国核电（601985）在互动平台回答投资者提问时表示，截至2026年1月30日， 公司股东人数总计为503291户。 ...

证券日报网讯2月2日，中国核电（601985）在互动平台回答投资者提问时表示，公司计划于2026年4月 30日披露2025年度报告。 ...

中共中央政治局常委、国务院总理李强2月2日在山东调研。 李强首先来到济南二机床集团有限公司， 察看"灯塔工厂"生产线，详细询问减材制造、增材制造等工艺以及新材料应用情况，对企业通过数智化 转型持续提升竞争力表示赞许。李强说，要积极利用人工智能技术对生产制造全链条全周期进行重塑。 在保持规模优势基础上更加注重科技创新，推动技术产品迭代升级。要根据相关产业发展需求，持续加 大研发投入，不断增加优质供给。在聊热入济供热北线4号中继能源泵站，李强深入了解聊热入济等工 作进展，对当地供热"一张网"建设予以肯定。李强指出，要加强区域能源统筹利用，推进管网设施联 通，优化供热计量方式，加快绿色低碳技术研发应用，将工业余热转化为稳定清洁热源。李强听取山东 省能源建设和核电发展情况汇报，要求统筹抓好清洁能源项目建设和运行安全，提升技术水平和监管能 力，更好助力构建新型能源体系。 调研期间，李强主持召开省市县乡四级政府负责同志代表座谈会， 听取对《政府工作报告》和《"十五五"规划纲要（草案）》两个征求意见稿及政府工作的意见建议。李 强强调，去年中国经济在应对冲击中实现新的发展，今年我们要继续坚定信心、克难奋进。各级政府要 按照党 ...

Core Viewpoint - China Nuclear Power (601985) emphasizes its commitment to enhancing market value through core business development and research innovation, aiming to solidify performance and operational standards while leveraging capital market platforms to improve management and market capitalization, ultimately focusing on long-term growth and real value creation for investors [1] Group 1 - The company is highly attentive to its market value performance [1] - Future strategies will focus on core business development and research innovation [1] - The company aims to solidify its performance and standardize operations [1] Group 2 - The company plans to utilize capital market platforms to enhance management levels and market capitalization [1] - The goal is to drive long-term development and create real value for investors [1] - Continuous efforts will be made to improve performance in the capital market [1]

Core Viewpoint - The company is actively developing its strategic emerging industries, previously referred to as the agile end business, and has made significant advancements in various projects [1] Group 1: Business Development - The company has rebranded its agile end business to strategic emerging industries and is systematically promoting its related industrial layout [1] - The company has established a wholly-owned subsidiary, China Nuclear Power Technology (Shanghai) Co., Ltd., focusing on the research and manufacturing of perovskite photovoltaic components [1] - The company has built the first fully automated production line in the industry for rigid 1600×1200mm² components, which is the first domestically produced line in the country and has leading technical indicators in the industry [1] Group 2: Isotope Production - The company has established a medical isotope production base at Qinshan Nuclear Power, achieving commercial production of isotopes such as Carbon-14, Yttrium-90, Lutetium-177, and Strontium-90 [1] - This initiative has broken the dependency on imported sources, contributing significantly to the health sector in China [1] - The company plans to continue the development of new type pile irradiation isotopes and is working on the construction of a second online irradiation production facility for isotopes [1]

Group 1 - China Nuclear Power announced that as of January 31, 2026, it has repurchased approximately 44.9 million shares, accounting for 0.22% of the company's total share capital [1] - The highest purchase price for the repurchased shares was 9.65 yuan per share, while the lowest was 8.4 yuan per share [1] - The total amount spent on the share repurchase is approximately 405 million yuan [1] Group 2 - Automotive sales giant Baolide, known for selling luxury cars like Rolls-Royce and Porsche, is now undergoing bankruptcy liquidation [1] - The headquarters in Hangzhou has been vacated, and the subsidiary in Yiwu has been sealed [1]

Summary of Key Points Core Viewpoint - China Nuclear Power (601985.SH) has announced a share buyback program, reflecting its commitment to enhancing shareholder value through capital management [1] Group 1: Share Buyback Details - As of January 31, 2026, the company has repurchased a total of 44,901,657 shares, which represents 0.22% of its current total share capital [1] - The highest purchase price for the shares was 9.65 CNY per share, while the lowest was 8.40 CNY per share [1] - The total amount spent on the buyback, excluding commissions and other transaction fees, is 404,811,133.49 CNY [1]

中国核电公告称，2025年4月29日董事长卢铁忠提议，公司开展股份回购，预计金额3-5亿元，用于员工 持股计划或股权激励，期限至2026年4月27日。2026年1月，公司回购344.65万股，支付2999.84万元。截 至1月31日，累计回购4490.17万股，占总股本0.22%，支付4.05亿元，回购价8.4-9.65元/股。 ...

Core Viewpoint - The report from Everbright Securities indicates that uranium futures prices are expected to rise to $98 per pound by January 28, 2026, representing a 29% increase compared to December 24, 2025, driven by tight supply and increasing demand for nuclear energy [1] Supply Side Analysis - Limited capital expenditure and unsustainable mining operations in Kazakhstan are impacting supply, with Kazatomprom announcing a plan to reduce uranium production by approximately 10% in 2026 [1][4] - Kazakhstan, which holds 13% of global uranium resources, supplies 43% of the world's uranium production, indicating a potential supply crunch [4] Demand Side Analysis - The global focus on energy security is expected to drive continued growth in nuclear power demand, with China projected to be a major contributor to this growth [1][6] - The U.S. and China are the top two uranium demand countries, with their combined demand expected to increase. In 2024, U.S. demand is projected at 18,100 tons, accounting for 26.86% of global demand, while China's demand is expected to reach 13,100 tons, making up 19.45% of the total [5] Future Projections - According to the IEA, global nuclear power capacity is predicted to reach 2.6 times the level of 2024 by 2050, with China leading this growth [6] - The U.S. is considering expanding its strategic uranium reserves to reduce reliance on Russian supplies, which may further elevate uranium prices [7] Market Developments - The recent submission of a preliminary prospectus by the physical natural uranium trust SPUT to issue up to $2 billion in transferable, non-redeemable trust shares over 25 months indicates a positive outlook for uranium demand [2] - The restart of the Kashiwazaki-Kariwa Nuclear Power Plant Unit 6 by Tokyo Electric Power Company marks a significant development in Japan's nuclear energy landscape [2] Concentration of Uranium Resources - As of January 2021, Australia, Kazakhstan, Canada, Russia, and Namibia hold the majority of the world's uranium resources, with the top three countries accounting for over 50% of total reserves [3] - In 2022, Kazakhstan, Canada, and Namibia were the top three uranium-producing countries, collectively accounting for nearly 70% of global production [3]

红沿河核电大修指挥部。红沿河核电供图 辽宁红沿河核电2025年全年实现上网电量491.5亿千瓦时 创历史新高 中新网大连2月2日电 (记者 杨毅)辽宁红沿河核电有限公司(以下简称"红沿河核电")2日正式对外公布 2025年度运营发展成绩单，红沿河核电全年实现上网电量491.5亿千瓦时，创历史新高，6台机组累计实 现上网电量3808.69亿千瓦时。 作为我国东北地区第一座核电站、区域最大电力能源基地，辽宁红沿河核电站位于辽宁大连瓦房店市红 沿河镇，2022年6月，红沿河核电站一期和二期工程6台机组全面建成投产，总装机容量为671万千瓦， 总投资900亿元。 据辽宁红沿河核电新闻发言人张卫东介绍，2025年，红沿河核电全年6台机组全程受控，核安全状态良 好，未发生非计划停机停堆事件，达成安全生产"两个杜绝"(杜绝重伤及以上人身事故、杜绝较大及以 上质量事故)"六个零"(零死亡、零污染、零职业病、零火灾、零爆炸、零群体性事件)年度目标。 图为红沿河核电站全景。红沿河核电供图 来源：中国新闻网 编辑：熊思怡 广告等商务合作，请点击这里 本文为转载内容，授权事宜请联系原著作权人 中新经纬版权所有，未经书面授权，任何单位 ...