China Nuclear Power Equipment 16 Oct 2025 07:48:12 ET │ 23 pages Ac t i o n | More-Than-Expected Profit Contribution from Nuclear; Buy Dongfang CITI'S TAKE We are bullish on Dongfang Electric (DFE) on (i) higher nuclear equipment prices in 2023-25 vs. before 2023, (ii) rising new orders from China's fast nuclear power expansion, and (iii) DFE being an oligopoly supplier of important nuclear equipment. China approved 41 new nuclear units in 2022 to 2025, and we expect China's nuclear installation volume to g ...

Power Equipment and Utilities J P M O R G A N Asia Pacific Equity Research 13 October 2025 This material is neither intended to be distributed to Mainland China investors nor to provide securities investment consultancy services within the territory of Mainland China. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. China Power Equipment Three factors that may drive outperformance in 4Q; Nari Tech/Huaming Equipment are our top picks ...

PITTSBURGH--(BUSINESS WIRE)--Intelligent power management company Eaton today announced the successful completion of a $100 million expansion project at its Nacogdoches, Texas manufacturing facility. The Eaton investment more than doubles its U.S. production capacity of voltage regulators and three-phase transformers, meeting growing global demand for the company's solutions accelerating grid modernization. To mark the milestone, Eaton welcomed representatives from Oncor, Texas' largest energy. ...

With a market cap of around $162 billion, GE Vernova Inc. (GEV) is an energy company that provides products and services for generating, transferring, converting, and storing electricity worldwide. Operating through its Power, Wind, and Electrification segments, the company delivers technologies and solutions spanning gas, nuclear, hydro, wind, solar, and energy storage systems. The Cambridge, Massachusetts-based company is expected to release its fiscal Q3 2025 results before the market opens on Wednesda ...

In this article, we will be taking a look at the 13 Best Manufacturing Stocks to Buy Right Now. Cummins Inc. is one of them. Cummins Inc. (NYSE:CMI), a global leader in power solutions spanning diesel, natural gas, electric, and hybrid technologies, is strengthening its push into clean energy through new strategic partnerships and shareholder-focused initiatives. The company operates across five segments, Engine, Components, Distribution, Power Systems, and Accelera by Cummins, under its Destination Zero  ...

Market Performance - Major A-share indices showed mixed results, with the Shanghai Composite Index down 0.01% at 3853 points, while the Shenzhen Component Index rose 0.67% and the ChiNext Index increased by 1.58%, reaching a three-year high [1] - The total market turnover was 2.39 trillion yuan, an increase of 446 billion yuan compared to the previous trading day, with over 3800 stocks declining [1] Sector Performance - In September, 145 domestic online games were approved, leading to a rise in the gaming sector, with Glacier Network increasing nearly 7% [1] - The power equipment sector performed strongly, with Shanghai Electric and Jinshi Technology both hitting the daily limit [1] - The superconducting concept was active, with Woer Nuclear Material rising nearly 8% [1] - AI hardware and application sectors saw collective gains, with Cambridge Technology and Inspur Information both hitting the daily limit and reaching new highs [1] - Other sectors with notable gains included holographic technology, blind box economy, and copper cable high-speed connections [1] - Conversely, the precious metals sector declined, with Shandong Gold leading the losses [1] - The shipping and port sector fell, with Nanjing Port dropping over 6% [1] - Gas stocks also saw declines, with Dazhong Public Utilities hitting the daily limit down [1] - Other sectors with significant losses included titanium dioxide, jewelry, and automotive services [1] Top Gainers and Fund Flow - The top gainers included computer hardware (+3.59%) and power generation equipment (+3.20%) [2] - Net capital inflow was observed in the computer hardware and power generation equipment sectors [2] - The five-day gainers included comprehensive categories with a rise of +2.519% [2]

CASE STUDIES: Learn From The Greatest Stocks Of All Time American Power Conversion designed and manufactured uninterruptible power supply products for use in personal computers, workstations, file servers, communications equipment and other electronic devices. In the case of power failure, its products provided a temporary and immediate source of power until back-up or emergency systems could take over. This would safeguard equipment and data from potential damage and loss. American… INVESTING RESOURCES Tak ...

Core Viewpoint - The report from CICC indicates that the AI power supply architecture is upgrading to 800V HVDC, and SST is expected to become the optimal technical route in the long term [1] Group 1: Industry Trends - Major cloud companies have raised their capital expenditure expectations, accelerating AIDC construction [1] - The performance advantages of SST solutions are becoming more prominent, with significant cost reduction potential remaining in technology development [1] Group 2: Company Positioning - Domestic and international companies are actively deploying SST technology, with domestic entrants primarily coming from traditional power equipment, AI power supply, and solar storage charging sectors [1] - Some companies have already applied SST products in projects involving AC/DC hybrid microgrids [1] Group 3: Key Players - The report expresses optimism towards leading companies that have a deep understanding of power electronics, high-frequency transformers, and medium-voltage processing, as well as substantial experience in data center projects [1]

Market Overview - The A-share market experienced an overall increase on September 11, with the Shanghai Composite Index closing at 3875.31 points, up 1.65%, the Shenzhen Component Index at 12979.89 points, up 3.36%, and the ChiNext Index at 3053.75 points, up 5.15% [1] - The total trading volume for both markets reached 24377.19 billion yuan, an increase of 4595.96 billion yuan compared to the previous trading day [1] Capital Flow - The net inflow of main funds in the Shanghai and Shenzhen markets exceeded 10 billion yuan, with a net inflow of 103.09 billion yuan for the day [2] - The main funds in the CSI 300 index saw a net inflow of 96.73 billion yuan, while the ChiNext index had a net inflow of 104.83 billion yuan [4] Sector Performance - The electronics sector recorded a net inflow of 441.23 billion yuan, with a growth of 4.03%, driven by companies like Shenghong Technology [7] - Other sectors with significant net inflows included the computer sector (186.56 billion yuan, up 2.76%) and non-bank financials (126.00 billion yuan, up 2.49%) [7] - Conversely, the retail trade sector experienced a net outflow of 19.22 billion yuan, with a slight increase of 0.42% [7] Institutional Investment - The top stocks with net institutional purchases included Dongshan Precision (up 10.00%, net purchase of 238.34 million yuan) and Beifang Changlong (up 5.66%, net purchase of 102.28 million yuan) [10] - Other notable stocks with significant institutional interest were Sanwei Communication and Sega Technology, both showing positive price movements [10] Analyst Recommendations - Analysts have recently shown interest in stocks such as Laobai Gan Jiu, with a target price of 21.31 yuan, representing an upside potential of 18.39% from the latest closing price [11] - Other stocks highlighted include Tongkun Co. (target price 18.90 yuan, upside potential 27.70%) and Hainan Huatie (target price 13.50 yuan, upside potential 32.22%) [11]

Company Overview - GE Vernova Inc. (GEV) is a global energy company with a market cap of $163.4 billion, focusing on generating, transferring, converting, storing, and orchestrating electricity through its Power, Wind, and Electrification segments [1][2] - The company combines advanced research, consulting, and financial services to accelerate the energy transition worldwide [2] Stock Performance - GEV shares have decreased 11.4% from their 52-week high of $677.29 but have increased 23.8% over the past three months, outperforming the Industrial Select Sector SPDR Fund's (XLI) 4.4% gain during the same period [3] - Year-to-date, GEV stock is up 82.5%, significantly outpacing XLI's 14.8% return, and has soared 202.6% over the past 52 weeks compared to XLI's 20.2% return [4] Financial Results - GEV reported stronger-than-expected Q2 results with a profit of $1.86 and revenue of $9.1 billion, leading to a 14.6% surge in shares on July 23 [5] - The company raised its full-year free cash flow forecast to $3 billion - $3.5 billion, representing a more than 44% increase at the midpoint, and guided 2025 revenue toward the high end of $36 billion - $37 billion [5] - Strong performances were noted in the Power unit, with profit up 27% to $778 million, and the Electrification unit, where profit more than doubled to $332 million [5] Competitive Position - GEV stock has significantly outperformed its rival Honeywell International Inc. (HON), which has dipped 4.9% year-to-date and risen 8.4% over the past 52 weeks [6] - Analysts maintain a cautiously optimistic outlook for GEV, with a consensus rating of "Moderate Buy" from 28 analysts and a mean price target of $660.21, indicating a nearly 10% premium to current levels [6]