Core Viewpoint - The event celebrated the 10th anniversary of China Nuclear Power's listing, highlighting its achievements and future strategies in the nuclear energy sector [1][3]. Group 1: Achievements and Developments - Since its A-share market debut, China Nuclear Power has transitioned from a single nuclear power operation to a diversified strategy encompassing nuclear and non-nuclear clean energy, achieving significant growth in installed capacity [3][5]. - The company has seen a remarkable increase in operational and under-construction nuclear units, with non-nuclear clean energy capacity exceeding 30 million kilowatts [3]. - Major milestones include all 25 operational units meeting the "WANO Excellence Action Plan 2030" performance targets and the launch of the "Linglong One" small reactor demonstration project [3][6]. Group 2: Strategic Partnerships and Support - Leaders from China National Nuclear Corporation, China Guoxin Holdings, and CITIC Securities expressed their support for China Nuclear Power's achievements and future role in the nuclear energy industry [5]. - China Guoxin, as a major shareholder, plans to invest across the nuclear energy supply chain, supporting the company's high-quality development [5]. - CITIC Securities has facilitated a total of 42.6 billion yuan in equity financing for China Nuclear Power, reinforcing its commitment to the company's growth and the green energy transition [6]. Group 3: Future Strategies - The company aims to leverage opportunities from the "carbon peak and carbon neutrality" strategy, focusing on "intensification, standardization, and digitalization" to enhance core competitiveness and value creation [6]. - China Nuclear Power is committed to strengthening investor relations and building a secure, stable, and efficient clean energy system [6]. - The event included discussions on nuclear fusion technology and its industrial prospects, indicating a forward-looking approach to energy innovation [6].

Core Viewpoint - China National Nuclear Power (CNNP) emphasizes its commitment to the "carbon peak and carbon neutrality" strategy, aiming to enhance its core competitiveness and value creation capabilities while building a clean energy system in collaboration with industry partners [1][2]. Group 1: Company Achievements - CNNP has achieved a strategic transformation from single nuclear power operation to a diversified layout including "nuclear energy + non-nuclear clean energy + strategic emerging industries" over the past ten years [2]. - The installed capacity of CNNP has seen significant growth, with non-nuclear clean energy capacity exceeding 30 million kilowatts [2]. - CNNP's 25 operational units are set to meet the "WANO Excellence Action Plan 2030" performance targets, making it one of the first companies globally to achieve this [2]. Group 2: Strategic Partnerships and Support - China National Nuclear Corporation (CNNC) expresses ongoing support for CNNP's capital market activities, aiming to establish CNNP as a benchmark for CNNC's listed companies [2][3]. - China Guoxin Holdings, as a major shareholder, plans to leverage its role as a long-term, patient, and strategic capital provider to support CNNP's high-quality development [3]. - CITIC Securities has played a crucial role in CNNP's IPO and subsequent financing, assisting in raising 42.6 billion yuan for major project construction and corporate development [3].

Group 1 - The company achieved an operating revenue of 40.973 billion yuan in the first half of 2025, representing a year-on-year growth of 9.43% [2] - The company has 26 nuclear power units in operation with a total installed capacity of 25 million kilowatts, generating 99.861 billion kilowatt-hours of electricity, a year-on-year increase of 12.01% [2] - The company is actively developing nuclear energy projects, with the approval of the Zhejiang Sanmen Nuclear Power Units 5 and 6, and is coordinating with local governments to report site applications to the National Energy Administration [2] Group 2 - The company has 19 units under construction or approved for construction, with an installed capacity of 21.859 million kilowatts, and successfully completed the hot functional test for the Zhangzhou Unit 2 [2] - In the renewable energy sector, the company generated 21.915 billion kilowatt-hours from its renewable energy units, a year-on-year increase of 35.76% [2] - The company is focusing on strategic emerging industries, including the establishment of a fully automated production line for rigid perovskite and the launch of the "Hefei No. 1" isotope brand [3]

证券时报表示，随着BEST项目超预期地开始总装、ITER项目磁体系统建设完成以及安徽合肥"夸父"项 目预计将在2025年年底全面建成等催化密集落地，核聚变行业发展进入快车道。 合锻智能：公司承接了BEST项目核心关键部件——真空室扇区核心部件、窗口延长段以及重力支撑等 制造任务。 中核集团5月16日官宣，我国核技术应用领域迎来重大里程碑时刻——首批商用堆产碳-14同位素从中核 集团旗下中国核电投资控股的秦山核电基地正式发运至客户手中。该产品是我国首个同位素生产技术品 牌"和福一号"诞生后的首批量产成果，标志着我国碳-14同位素实现了从自主研发、自主生产到市场化 供应的全产业链贯通，彰显了该技术生产体系的自主化、规模化和品牌化优势，开启了我国同位素产业 的新篇章。 近期核能行业出现重要变化，国际热核聚变实验堆（ITER）组织官网近日宣布，由30多个国家参与建 造的"人造太阳"已完成其"电磁心脏"——世界最大、最强的脉冲超导电磁体系统的全部组件建造。该成 果被ITER称为"里程碑式的成就"，标志着人类向实现可控核聚变能源迈出关键一步。此次里程碑式突 破不仅表明了全球核聚变行业正处于快速发展的黄金时期；也为中国企业 ...