Investment Rating - The industry rating is "Outperform the Market," indicating that the overall return of the industry is expected to exceed the market benchmark index by more than 5% over the next 6 months [14]. Core Insights - Serbia has established an Atomic Energy Commission to advance its nuclear program, which will serve as a core expert pool for decision-making and provide necessary scientific and technical analysis for the revival of the nuclear program [4]. - Jiadian Co., Ltd.'s subsidiary, Harbin Electric Power Equipment Co., Ltd., has won a bid for a nuclear power project with a contract value of 609 million yuan [5]. - Nuclear power is highlighted as a crucial force in promoting green energy transition due to its clean, safe, and efficient characteristics, with annual utilization hours exceeding 7000 hours, making it the most efficient energy source [6]. Company Summaries - Jiadian Co., Ltd.: The company's main helium fan is the only power device for the fourth-generation high-temperature gas-cooled reactor, and its subsidiary's nuclear main pump products lead in the nuclear power business segment [6]. - Guoguang Electric: The company's filter and cladding systems are key components of the ITER project [6]. - Lanshi Heavy Industry: Covers upstream nuclear fuel systems, midstream nuclear power plant equipment, and downstream spent fuel processing [6]. - Kexin Electromechanical: Has produced high-temperature gas-cooled reactor nuclear power products, achieving import substitution for new fuel transport containers [6]. - Haili Heavy Industry: Services include third and fourth-generation reactors as well as thermonuclear fusion reactors (ITER) [6]. - Jiangsu Shentong: Secured over 90% of orders for nuclear-grade butterfly valves and nuclear-grade ball valves for new nuclear power projects in China [6]. - Xianheng International: The company's products are applied in the operation and maintenance of nuclear energy and nuclear power [6].

Core Viewpoint - The company,佳电股份, announced that its subsidiary, 哈尔滨电气动力装备有限公司, has won a bid for the Shandong Haiyang Xinan Nuclear Power Project, with a contract value of 609 million yuan [1] Group 1: Company Announcement - The bid confirmation was received from 中核（上海）供应链管理有限公司, indicating that the subsidiary is the successful bidder for the reactor coolant pump equipment for units 1 and 2 of the project [1] - The company stated that this project is part of the subsidiary's regular business operations and will not affect the company's business independence [1] - Successful execution of the project is expected to have a positive impact on the company's future operating performance, supported by its resources including funding, technology, equipment, and personnel [1] Group 2: Market Reaction - As of the close on August 14, the stock price of 佳电股份 was 12.1 yuan per share, with a total market capitalization of 8.412 billion yuan [1]

Group 1 - The company, Jiadian Co., Ltd. (佳电股份), announced that its subsidiary, Harbin Electric Power Equipment Co., Ltd. (哈尔滨电气动力装备有限公司), has received a bid notification confirming it as the winning bidder for the Shandong Haiyang Xinan Nuclear Power Project's reactor coolant pump equipment for units 1 and 2 [1] - The total bid amount for the project is 609 million yuan [1]

佳电股份（000922）(000922.SZ)发布公告，公司控股子公司哈尔滨电气动力装备有限公司(以下简称"动 装公司")于近日收到中核(上海)供应链管理有限公司发来的《中标通知书》，确认动装公司为山东海阳 辛安核电项目1、2号机组反应堆冷却剂泵设备的中标单位。中标金额为6.09亿元。 ...