Core Insights - Oklo Inc. is developing the Aurora powerhouse, a next-generation nuclear reactor that utilizes a liquid-metal-cooled, metal-fueled fast reactor design, which has over 400 years of combined operating experience globally [1][10] - The reactor features inherent safety characteristics, being "walk-away safe" and capable of self-regulating its temperature without human intervention or power supply [2][10] - Oklo's technology includes the ability to recycle used nuclear fuel, transforming waste into a valuable energy source, thereby promoting sustainability and reducing nuclear waste [3][10] Peer Comparison - NuScale Power has developed a small modular reactor (SMR) called the Power Module, which is the first of its kind to receive approval from the U.S. Nuclear Regulatory Commission, designed for factory manufacturing and easy installation [4] - Dominion Energy operates seven nuclear reactors and is exploring SMR technology, having issued a request for proposals to evaluate options for future energy needs [5] Investment Research - Oklo's shares have increased by nearly 247% this year [8] - The company is trading at a significant premium in terms of the trailing 12-month price-to-book (P/B) ratio compared to the industry average [9] - The Zacks Consensus Estimate for Oklo's earnings has seen revisions, with current estimates indicating losses for upcoming quarters [12]

Core Insights - The company reported a revenue of 636 million yuan for the first half of 2025, representing a year-on-year growth of 40.32% [1] - The net profit attributable to the parent company reached 90.49 million yuan, showing a significant year-on-year increase of 106.02% [1] Revenue Breakdown - The company's diversified strategy for "power system overall solutions" has been effectively implemented during the reporting period [1] - Revenue from non-AC-DC product categories saw a substantial increase of 73% year-on-year [1] Product Development - New products in the DC-DC, Driver, Discrete, and Power Module lines have been continuously launched [1]