汇添富沪深300指数量化增强A

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【机构调研记录】汇添富基金调研中国核电
Sou Hu Cai Jing· 2025-09-16 00:12
Group 1 - The core viewpoint of the news is that Huatai Fund has conducted research on China Nuclear Power, highlighting its financial performance and future projects [1] - As of the end of August, the company has received over 2.8 billion yuan in new energy subsidies, with an expected total of about 4 billion yuan for the year, leaving over 18 billion yuan yet to be received [1] - The company plans to launch the Zhangzhou No. 2 unit in the fourth quarter, which is currently in the testing phase [1] - The company leads in the number of approved units during the 14th Five-Year Plan and is laying the groundwork for the 15th Five-Year Plan with site reserves [1] - The demand for electricity in Jiangsu and Zhejiang is strong, with a healthy supply-demand balance along the coast [1] Group 2 - The company is advancing a new round of equity incentive plans and is committed to digital transformation and smart operations [1] - The dividend payout ratio is maintained at over 35%, but there is significant capital pressure due to 19 units under construction [1] - The company is also exploring offshore wind power and large base projects in Inner Mongolia [1] Group 3 - Huatai Fund, established in 2005, has an asset management scale of 992.569 billion yuan, ranking 9th among 210 [2] - The fund has 748 public funds under management, ranking 6th among 210, and 94 fund managers, ranking 8th among 210 [2] - The best-performing fund in the past year is the Huatai North Exchange Innovation Selection Two-Year Open Mixed A, with a net value of 2.13 and a growth of 225.61% [2]