Core Viewpoint - The performance briefing held by China General Nuclear Power Corporation (CGN) highlighted the progress of various projects, including the Huaxi proton medical project and the development of new products, while addressing investor concerns about the company's future growth and profitability [1] Group 1: Project Updates - The Huaxi proton medical project has completed equipment production but is not expected to finish acceptance testing within the year due to site readiness issues [1] - Proton therapy order business is facing delays as most public hospitals have not yet entered the procurement phase due to funding and construction challenges [1] - The company is actively tracking demand and communicating with potential hospitals to secure orders [1] Group 2: Product Development - The subsidiary Juner is developing a special PEEK product for applications in electronics, aerospace, and machinery, but it has not yet generated revenue [1] - The high-performance silicon photomultiplier packaging production line is expected to reach mass production conditions in the first half of 2025, with ongoing market development and initial sales orders [1] Group 3: Financial and Strategic Outlook - Revenue from the nuclear power sector accounts for less than 10% of the company's total revenue [1] - The company aims to achieve profitability in 2025 through cost reduction, product transformation, innovation enhancement, and deepening reforms [1] - There are currently no risks of delisting or other risk warnings for the company [1] Group 4: Corporate Governance and Future Plans - The company has no plans for a private placement at this time but will disclose any future plans as required [1] - Emphasis is placed on market expansion through product-centric strategies and active engagement with stakeholders [1] - The company is committed to embracing artificial intelligence to enhance productivity and drive business development [1]

Group 1: Project Status and Orders - The Huaxi Proton Medical Project's equipment has completed factory production, but installation cannot begin until site conditions are met, making year-end acceptance unlikely [2] - The company has not received new orders for proton therapy equipment in the last two years due to long preparation times for funding and construction, despite some hospitals obtaining configuration permits [2] - The company has completed technical breakthroughs and design for a miniaturized proton therapy system [2] Group 2: Product Development and Revenue - The isotope main equipment arrived at the production base in June 2025, with production planned for 2026 [3] - The company’s subsidiary is developing a special plastic product (Peek) for various industries, but it has not yet generated revenue [3] - The company’s revenue from the nuclear power sector is less than 10% [3] Group 3: Financial Performance and Strategies - The company aims to achieve profitability by reducing costs, enhancing strategic customer collaboration, and upgrading products based on market needs [3] - The company has faced significant losses for several years but is not currently at risk of being delisted according to stock exchange rules [4] - The company is focused on improving operational performance and enhancing investor relations to align intrinsic value with market value [4] Group 4: Corporate Governance and Future Plans - The company is not considering a private placement to increase shareholding ratios at this time [4] - The company is committed to completing its asset disposal work by the end of 2025 [4] - The company is actively embracing artificial intelligence to drive high-end, green, and intelligent transformation [5]

格隆汇8月4日丨中广核技(000881.SZ)在投资者互动平台表示，公司的子公司—俊尔公司正在开发特塑 peek 产品，主要应用于电子电气、航天航空、机械等下游领域， 目前暂未形成收入贡献。 ...