Core Viewpoint - The stock of Dongfang Electric (01072) has increased by over 5%, currently trading at 21.62 HKD with a transaction volume of 488 million HKD, driven by positive developments in the nuclear energy sector [1] Industry Summary - The Fourth China Nuclear Energy High-Quality Development Conference and Shenzhen International Nuclear Industry Innovation Expo, known as the "Shenzhen Nuclear Expo," will take place from November 12-14, 2025, in Shenzhen, with a global outreach [1] - As of October 2025, there are 59 operational nuclear power units in China, with a total installed capacity of 62.48 million kW. Additionally, there are 53 approved units under construction, with a capacity of 62.93 million kW, bringing the total installed capacity to over 125 million kW, maintaining the world's leading position [1] - The nuclear power industry has made significant progress in technological breakthroughs and industrial chain collaboration alongside the accelerated construction of nuclear power units [1] Company Summary - Dongfang Electric serves as a "one-stop" supplier for nuclear power equipment, having provided over 200 sets of nuclear island main equipment and 53 sets of conventional island steam turbine generators for 112 operational and under-construction nuclear power units across the country by September 2025 [1] - The company has achieved full technical route coverage from Generation II and III nuclear power to fusion reactors [1] - Dongfang Electric is the only domestic nuclear equipment manufacturer holding a complete supply manufacturing license for nuclear steam supply systems and has the capacity to produce six sets of million-kilowatt-level nuclear power main equipment annually [1]