ZHEFU(SZ:002266)2022-12-06 23:31Group 1: Company Overview - Zhejiang Fu Holding Group Co., Ltd. is actively engaging in investor relations activities, including analyst meetings and media interviews [1]. - The company is focusing on the development of its nuclear power business, particularly in the context of new technologies [2]. Group 2: Nuclear Power Industry Insights - The Chinese nuclear power industry has entered the third-generation era, with future projects expected to adopt advanced technologies such as "Hualong One" [2]. - Major operators like China National Nuclear Corporation (CNNC) and China General Nuclear Power Group (CGN) are likely to utilize AP1000 technology for upcoming projects, although they will primarily adopt "Hualong One" technology for most projects [2]. - The approval process for new nuclear power plants is stringent, and while the "13th Five-Year Plan" for nuclear power has not yet been released, demonstration projects by CNNC and CGN have already commenced [2]. Group 3: Business Expansion and Partnerships - The company plans to focus on control rod drive mechanisms and control rod business in the coming years, while also engaging in forward-looking research [2]. - The company is recognized as an important supplier for CNNC, having signed contracts for the supply of control rod drive mechanisms for the "Hualong One" project, and is also a qualified supplier for CGN and China Power Investment Corporation [2].