来源：中国能源网 天眼查App显示，近日，大唐国际核电有限公司发生工商变更，注册资本由约2.8亿人民币增至约3.15亿 人民币，增幅12.5%。 该公司成立于2009年12月，法定代表人为董贵林，经营范围为核电前期开发、核电站建设和管理、核电 设备检修及维护、核电投资、核电技术研发、技术服务与咨询，电力生产及供应。股东信息显示，该公 司由大唐发电（601991）全资持股。 ...

庞松涛任中国广核电力股份有限公司总裁。 12月11日，中国广核电力股份有限公司召开第四届董事会第十七次会议，审议通过《关于批准聘任中国广核电力股份有限公司总裁的 议案》，同意 聘任董事庞松涛先生为公司总裁，任期自公司董事会审议通过之日起至2027年12月31日止 。 中国广核电力股份有限公司收到公司董事兼总裁高立刚先生的书面辞职报告，高立刚先生因到龄退休，辞去公司董事、董事会核安全 委员会委员和公司总裁职务，辞任自辞职报告送达董事会时生效，辞任后高立刚先生不再担任公司任何职务。 来 源：深 圳 证 券 交 易 所 网 站 E n d 欢 迎 分 享 给 你 的 朋 友！ 出品 | 中国能源报（c ne ne rgy） 编辑丨闫志强 ...

Group 1: A-Share Market Overview - On December 12, A-share market indices showed mixed performance, with the Shanghai Composite Index slightly down by 0.04%, while the Shenzhen Component Index rose by 0.57% and the ChiNext Index increased by 0.6% [2] - The sectors that performed well included nuclear fusion, nuclear power, ultra-high voltage, and superconducting concepts, with their respective indices rising over 3% [2] Group 2: Nuclear Power Sector - The nuclear power sector experienced a significant increase, with the concept index rising by 3.17%, and over 4 billion yuan of main funds flowing into the sector [3] - Key stocks such as Sun Cable, Zhongchao Holdings, and Changcheng Electric reached their daily limit, with Sun Cable seeing over 116 million shares bought at a total of over 1.2 billion yuan [3] - Recent achievements in China's nuclear power projects include the successful grid connection of the world's largest "Hualong One" nuclear power base and the initiation of construction at the Shandong Zhaoyuan nuclear power base [3] Group 3: Cosmetics Industry Developments - The National Medical Products Administration (NMPA) released a three-year action plan aimed at enhancing the production quality management system for cosmetics from 2026 to 2028, encouraging innovation in quality management and the adoption of intelligent production methods [5] - As of now, China has transitioned from a major cosmetics producer to a strong player in the industry, with over 230,000 registered products and a market share of domestic cosmetics exceeding 55.2% [6] - The cosmetics market in China is projected to maintain a trillion-yuan scale in 2024, with over 5,700 companies in the sector [6] Group 4: Financial Performance of Cosmetics Companies - Among the 47 A-share companies involved in the cosmetics industry, 18 reported a year-on-year increase in net profit for the first three quarters, with notable growth from companies like Fujilai and Qingsong Co., with increases of 430.16% and 246.98% respectively [7][8] - A total of 12 companies saw an increase in R&D expenses, with Shiang Technology reporting a record high R&D expenditure of 29.13 million yuan for the first three quarters [8] - Financing activity has been robust, with 16 stocks receiving net inflows since December, led by companies like Lihua Kechuang and Aimeike [8]

Market Overview - On December 12, A-share market indices showed mixed performance, with the Shanghai Composite Index slightly down by 0.04%, while the Shenzhen Component Index and the ChiNext Index rose by 0.57% and 0.6% respectively [1] - Sectors such as nuclear fusion, nuclear power, ultra-high voltage, and superconductors saw significant gains, with concept indices rising over 3% [1] Nuclear Power Sector - The nuclear power sector experienced a strong rally, with the concept index increasing by 3.17%. Key stocks like Sun Cable, Zhongchao Holdings, Changcheng Electric, and Guoji Heavy Industry reached their daily limit up [2] - Over 4 billion yuan of institutional funds flowed into the nuclear power sector [2] - China Western Electric also surged to its daily limit, with a buy order volume of 1.2577 million shares and over 1.1 billion yuan in buy orders [4] - Recent achievements in China's nuclear power projects include the successful grid connection of the world's largest "Hualong One" nuclear power base and the initiation of construction at the Shandong Zhaoyuan nuclear power base [4] - Huajin Securities reports that the advantages of nuclear power are becoming more evident as the grid faces increasing pressure from intermittent renewable energy sources [4] Cosmetics Industry - The National Medical Products Administration released a three-year action plan (2026-2028) aimed at enhancing the production quality management system for cosmetics companies [5] - The plan encourages the use of intelligent and diversified production methods to improve quality and efficiency, and supports the development of a standardized, intelligent, and internationalized cosmetics industry [5] - The Chinese cosmetics market is projected to maintain a scale exceeding 1 trillion yuan in 2024, with over 5,700 companies in the sector [6] - The competition among cosmetics brands is intensifying, with domestic brands making significant advancements in R&D and market strategies [6] - A total of 47 A-share companies are involved in the cosmetics industry, with notable stock performances including Liren Lizhuang, which rose by 4.75% [7] - Among 18 companies reporting profit growth, Fujilai and Qingsong Co. showed significant increases in net profit, with growth rates of 430.16% and 246.98% respectively [7] - R&D expenditures are increasing among profitable companies, with 12 out of 18 companies reporting growth in R&D spending [8]

Group 1 - The global energy sector is creating jobs at an unprecedented rate, with employment expected to exceed 76 million by 2024, reflecting a growth rate of 2.2%, nearly double the overall economic growth rate [1] - The electricity sector is the largest employer in the energy industry, contributing nearly three-quarters of new jobs, driven primarily by the solar photovoltaic industry, along with nuclear power, grid construction, and energy storage [1] - The traditional energy sector shows resilience, with coal industry employment in countries like India, China, and Indonesia recovering to 8% above 2019 levels, while the oil and gas sector has largely regained jobs lost during the pandemic [1] Group 2 - Employment growth in the energy sector is projected to slow to 1.3% by 2025, reflecting ongoing labor market tensions and increased geopolitical and trade uncertainties [2] - There is a significant shortage of skilled labor in the energy sector, with over half of the 700 surveyed energy-related organizations reporting recruitment bottlenecks for key positions, particularly technical roles [2] - To address the skills gap, the global energy sector needs to increase the number of qualified new entrants by 40% by 2030, requiring an estimated annual investment of $2.6 billion, which represents only 0.1% of global education spending [2] Group 3 - Solutions to the skills shortage require collaboration across multiple sectors, with barriers to energy training including cost, income loss, and limited awareness of training programs [3] - Recommendations include targeted learning incentives, expanded apprenticeship programs, and continuous investment in training facilities, along with internal reskilling within the energy sector [3] - China's talent cultivation model, which integrates government guidance, enterprise leadership, and institutional participation, serves as a significant reference for global energy talent development [3]

Group 1 - A-shares indices opened lower but turned positive, with the Shanghai Composite Index up 0.03%, Shenzhen Component Index up 0.74%, and ChiNext Index up 0.94%, with over 3,500 stocks rising [1] - The optical module (CPO) index was active, with Dekoli rising nearly 7%, Lantech hitting the daily limit, and New Yisheng up over 3% [1] - The controlled nuclear fusion concept stocks surged, with Guojin Heavy Industry, Farsen, and China First Heavy Industries hitting the daily limit, and Changfu Co. rising 6.35% [1] Group 2 - The A-share satellite internet index saw strong gains, with Aerospace Huanyu up over 12%, Sichuan Chuang Electronics up 10%, and Tianhe Defense up over 9% [2] - The 6G index rose over 2%, with Chuangyuan Xinke hitting the daily limit, Changxin Bochuang and Yaguang Technology up over 6%, and Huace Navigation up over 4% [2] Group 3 - Gold concept stocks collectively rose, with Xiaocheng Technology up over 6%, and several other stocks like Hunan Silver and Zhaojin Gold following suit [3] - On December 12, Moer Thread opened lower, initially dropping over 15% before narrowing the decline to nearly 7%, resulting in a market value loss of nearly 30 billion [3] Group 4 - Moer Thread announced a significant price increase in its stock, which may lead to short-term decline risks, and plans to hold its first MUSA Developer Conference soon [5] - The company indicated that new products have not yet generated revenue and face uncertainties in market competition, product certification, and customer integration [5] Group 5 - In the Hong Kong market, the Hang Seng Technology Index rose 1.35%, with JD Health up over 3%, NIO up over 2%, and NetEase nearly 2% [6] - Consumer stocks in Hong Kong mostly rose, with Jiumaojiu up over 4% and Haidilao up 3%, following the Central Economic Work Conference's focus on boosting domestic consumption [6] - Semiconductor stocks fell, with Huahong Semiconductor down over 5% and SMIC down over 2%, as the Hang Seng Index announced changes to its semiconductor index [6]

Core Points - China General Nuclear Power Corporation (CGN) appointed Mr. Pang Songtao as the new president, effective from December 11, 2025, until December 31, 2027, following the retirement of Mr. Gao Ligang due to age [1][5][7] - Mr. Gao Ligang submitted his resignation as a director and president, which took effect immediately upon delivery of his resignation report to the board [5][6] - Mr. Pang Songtao has over 30 years of experience in the nuclear power industry, having held various leadership positions within CGN and its subsidiaries [2][7] Group 1: Retirement of the Previous President - Mr. Gao Ligang's resignation was due to reaching retirement age, and he will no longer hold any position within the company after his resignation [5][6] - His departure will not affect the board's compliance with the minimum member requirements as per Chinese company law [5] Group 2: Appointment of the New President - The board approved the appointment of Mr. Pang Songtao as president after a nomination process, with his term set until the end of 2027 [1][7] - Mr. Pang's extensive background in the nuclear sector includes roles such as Vice General Manager of CGN Nuclear Power Operations and General Manager of CGN Research Institute [2][7]

记 者丨江 佩 佩 见 习 记 者 张 嘉 钰 1 2 月 1 2 日，A 股 三 大 指 数 低 开 后 陆 续 翻 红， 截 至 1 1:0 5， 沪 指 涨 0.0 3 %，深 成 指 涨 0.7 4 %，创 业 板 指 涨 0.9 4 %，盘 面 上 超 3 5 0 0 股 上 涨 。 | 内地股票 | | | | --- | --- | --- | | 行情 | 资金净流入 | 涨跌分布 | | 上证指数 | 深证成指 | 北证50 | | 3874.34 | 13244.78 | 1461.74 | | +1.03 +0.03% +97.39 +0.74% +18.57 +1.29% | | | | 科创50 | 创业板指 | 万得全A | | 1340.15 | 3193.49 | 6256.61 | | +14.32 +1.08% +29.81 +0.94% +37.23 +0.60% | | | | 沪深300 | 中证500 | 中证A500 | | 4568.27 | 7146.24 | 5514.57 | | +16.08 +0.35% +63.34 +0.89% +28.26 +0. ...

Market Performance - Major indices opened mixed, with the Shanghai Composite Index down 0.1% and the ChiNext Index up [1] - Precious metals continued to rise, with notable gains in companies like Xiaocheng Technology, which rose over 6% [1] - Nuclear power stocks experienced a surge, with companies like Boying Special Welding hitting the daily limit [1] - The commercial aerospace sector strengthened, with Chaojie Co. also hitting the daily limit and other companies seeing gains over 10% [1] Individual Stock Movements - Moore Threads-U saw significant volatility, opening sharply lower and dropping nearly 20% before narrowing its losses [3] - Victory Energy resumed trading and hit the daily limit, with over 1 million shares on the limit order. The company’s major shareholder signed a share transfer agreement to transfer 29.99% of its shares to Qiteng Robotics [3] - Two new stocks are available for subscription today: Xihua Technology and Tian Su Measurement, with respective issuance amounts of 10 million shares and 1.63 million shares [4][5] Financing and Investment Trends - As of December 11, the total market financing balance was 2.49 trillion yuan, a decrease of 6.26 billion yuan from the previous trading day [5] - The agriculture, forestry, animal husbandry, and fishery sector saw the largest increase in financing balance, up 459 million yuan [5] - 14 stocks had net financing purchases exceeding 1 billion yuan, with Shenghong Technology leading at 504 million yuan [6] Shareholder Concentration - A total of 348 stocks reported shareholder numbers as of December 10, with 185 showing a decrease compared to November 30 [7] - The largest decrease in shareholder numbers was for Zhihua Technology, down 16.35% to 18,537 shareholders [8] Institutional Research Activity - In the past two trading days, 73 companies announced institutional research records, with Zhongke Shuguang and Haiguang Information attracting the most attention, each receiving inquiries from 341 institutions [10] - The focus of institutional interest was on the future business development of these companies following the termination of their major asset restructuring [10]

核聚变方面，AI算力需求激增，科技巨头加速布局核能领域，我国BEST项目已于2025年3月完成首块顶 板顺利浇筑，聚变新能、中科院等离子体物理研究所公布了多项招标公告，涵盖水冷系统水泵、水冷系 统6000T冷却塔和中压高压氦气纯化器等多个环节。我国核电"热堆-快堆-聚变堆"三步走路线明确，核 电建设有望进入高质量发展轨道。 华金证券指出，2022年以来，我国已连续四年每年核准10台及以上核电机组，保持了常态化审批节奏。 核电工程历来是扩大有效投资的重要拉动力，以单台国产百万千瓦三代核电机组约200亿元的投资力度 估算，今年4月新核准的10台机组投资总额超2000亿元。 "十四五"期间，我国新核准建设核电机组46 台、新增装机5450万千瓦，运行装机容量、年发电量均增长约30%。2025年1—9月国内核电投资完成额 990.9亿元，同比增长23.3%。在当前能源自主可控、加快规划建设新型能源体系的背景下，核电机组的 建设需求旺盛。随着间歇性可再生能源的高比例并网给电网带来的调节和消纳压力与日俱增，高能量密 度、承担基荷作用的核电优势彰显，为电网安全稳定提供有力支撑。 核电板块12日盘中强势拉升，截至发稿，天力复 ...