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 Points - China Tongfu (01763) signed a contract for an agricultural gamma irradiation project in Lima, Peru on November 17, 2025 [1] - The project aims to enhance sterilization levels and extend shelf life for Peruvian agricultural products, improving export quality and market competitiveness [1] - This project aligns with the "Atoms for Food" initiative by the International Atomic Energy Agency (IAEA), promoting food security and sustainable agricultural development [1] - The project represents a deepening of practical cooperation between China and Peru in the field of nuclear technology application [1] - It also expands new opportunities for China's nuclear technology to "go global" [1]

Core Viewpoint - China Dongfang (01763) has signed a contract for an agricultural gamma irradiation station project in Lima, Peru, aimed at enhancing the quality and market competitiveness of Peruvian agricultural products [1] Group 1: Project Details - The contract was signed on November 17, 2025, between China Dongfang and local owners in Peru [1] - China Dongfang will provide professional gamma irradiation equipment and a complete solution for the supply of irradiation cobalt sources [1] - The project will primarily be used for the irradiation treatment of agricultural products to improve sterilization levels and extend shelf life [1] Group 2: Strategic Importance - This project is part of the "Belt and Road" initiative, promoting practical cooperation in nuclear technology applications [1] - It aligns with the International Atomic Energy Agency's (IAEA) "Atoms for Food" initiative, contributing positively to food security and sustainable agricultural development [1] - The establishment of this irradiation station will deepen practical cooperation between China and Peru in the field of nuclear technology applications [1]

Core Viewpoint - China Zhongfu (01763.HK) has signed a contract for an agricultural gamma irradiation station project in Peru, aimed at enhancing the quality and market competitiveness of Peruvian agricultural products through irradiation treatment [1] Group 1: Project Details - The contract was signed on November 17, 2025, in Lima, Peru, where China Zhongfu will provide professional gamma irradiation equipment and a complete solution for cobalt sources [1] - The project will primarily focus on the irradiation treatment of agricultural products to improve sterilization levels and extend shelf life [1] Group 2: Strategic Importance - This project is part of the "Belt and Road" initiative, promoting practical cooperation in nuclear technology applications between China and Peru [1] - It aligns with the International Atomic Energy Agency's (IAEA) "Atoms for Food" initiative, contributing positively to food security and sustainable agricultural development [1] Group 3: Future Implications - The establishment of this irradiation station will deepen the cooperation between China and Peru in the field of nuclear technology applications [1] - It opens new avenues for China's nuclear technology to expand internationally [1]

Core Viewpoint - The company Zhongguang Nuclear Technology announced plans to produce various isotopes, indicating a strategic move towards expanding its product offerings in the isotope market [2] Group 1: Product Development - The isotope company plans to primarily produce germanium-gallium generators, germanium-68, and iodine-123, with the capability for mass production and stable delivery based on customer orders [2] - The company is actively advancing the research and development of copper-64 and zirconium-89 processing technologies [2] - Lutetium-177 is currently only available as an agency sales product, with no plans for independent production at this time [2]

（文章来源：证券日报） 证券日报网讯中广核技11月3日发布公告，在公司回答调研者提问时表示，公司正积极推进新任高级管 理人员选聘工作，后续公司将根据监管法规要求及时履行信息披露义务。 ...

Core Viewpoint - The company, 原子高科, has been recognized as a national-level "specialized, refined, and innovative" small giant enterprise, highlighting its innovation and expertise in nuclear technology applications [1] Group 1: Recognition and Standards - 原子高科 has been included in the national-level list of specialized and innovative small giant enterprises, which is a recognition of its capabilities in the field of radioactive isotope technology [1] - The evaluation criteria for this recognition include business focus, R&D investment intensity, innovation capability, and market share, indicating that 原子高科 excels in these core dimensions [1] Group 2: Implications and Future Directions - This recognition marks 原子高科's entry into the national key cultivation tier, providing an opportunity for the company to enhance its core competitiveness [1] - The company aims to uphold and promote the spirit of craftsmanship, focusing on technological innovation driven by market demand to contribute more to human health [1]

Core Viewpoint - China Tongfu (01763) announced that Atomic High-Tech Co., Ltd. has been recognized as a national-level "specialized, refined, distinctive, and innovative" small giant enterprise, highlighting its innovation and expertise in nuclear technology applications [1] Group 1 - The selection criteria for the national-level "small giant" enterprises include focus on main business, intensity of R&D investment, innovation capability, and market share [1] - Atomic High-Tech is acknowledged as a leader in the niche market of radioactive isotope technology, achieving a domestic leading level in specialization, refinement, distinctiveness, and innovation capability [1] - This recognition marks Atomic High-Tech's entry into the national key cultivation tier, providing an opportunity to enhance its core competitiveness through craftsmanship, technological innovation, and market demand orientation [1]

Core Viewpoint - The company emphasizes its commitment to the exploration and research of controllable nuclear fusion technology, positioning itself as a key supplier of liquid metal main pumps in China [1] Group 1 - The company has been focusing on the supply of main pumps for controllable nuclear fusion reactors, indicating a strategic direction in technology development and research [1] - Lithium-lead alloy is identified as an important option for the coolant in controllable nuclear fusion reactors, showcasing the company's proactive approach in this area [1] - The company has independently invested in the development of lithium-lead pumps for several years, with prototypes currently undergoing experimental validation [1]