Guolian: Computing power and Electrical Utilities rise together, with a high increase in demand for AI power supply equipment.
The large-scale capital expenditure wave of leading Internet Plus-Related companies is diffusing from overseas to domestic markets, and the rapid growth in computing power demand is expected to bring a corresponding increase in Datacenter power.
China National Nuclear Power (601985.SH): The company's annual power generation target for 2025 is 237 billion kilowatt-hours.
On January 7th, Gelonghui reported that China National Nuclear Power (601985.SH) announced that as of December 31, 2024, the company's holding in the New energy Fund had an operating installed capacity of 29.5962 million kilowatts, including wind power of 9.5789 million kilowatts and photovoltaic of 20.0173 million kilowatts, as well as a holding in an independent energy storage station of 1.401 million kilowatts; the holding in the New energy Fund under construction had an installed capacity of 14.3582 million kilowatts, including wind power of 2.3717 million kilowatts and photovoltaic of 11.9865 million kilowatts. As of December 31, 2024, the company's cumulative electricity generation for the entire year of 2024 was 216.349 billion kilowatt-hours.
Express News | China National Nuclear Power: In 2024, the power generation volume is expected to increase by 3.09% year-on-year.
China National Nuclear Power (601985) Deep Report: Leading Enterprise in Nuclear Power with Full "Nuclear" Strength and Promising Performance.
The Nuclear Power Industry is experiencing a recovery, with the pace of approvals and commissioning accelerating. Since the restart of nuclear power approvals in 2019, the number of approved units has exceeded double digits for three consecutive years, marking a rapid development period for the industry. It is expected that by 2030, the installed capacity of operating nuclear power in China will reach.
China National Nuclear Power Achieves Commercial Operation at Fujian Nuclear Power Plant Unit
Express News | A good start for the New Year! The No. 1 unit of the Hualong One in Zhangzhou Nuclear Power has been put into commercial operation.
China National Nuclear Power (601985.SH): Unit 1 of the Fujian Zhangzhou Nuclear Power Plant is ready for commercial operation.
Gelonghui, December 31 – China National Nuclear Power (601985.SH) announced that its holding investment, China National Nuclear Power Zhangzhou Energy Co., Ltd., expects that Unit 1 of the Fujian Zhangzhou Nuclear Power Plant will complete the 168-hour full power continuous running assessment by January 1, 2025, and will meet the conditions for commercial operation. Unit 1 of the Fujian Zhangzhou Nuclear Power Plant uses China's independently developed "Hualong One" nuclear power technology, with a rated electric power of 1.212 million kilowatts. After the unit is put into operation, the number of operating nuclear power units held by the company will increase to 26, and the installed capacity will increase from 23.75 million kilowatts to 24.962 million kilowatts.
Express News | Xinhongye: Subsidiary wins a bid for a project worth 86.6878 million yuan.
China National Nuclear Power (601985): A national treasure that combines growth potential with certainty.
The demand for Nuclear Power, which combines growth and certainty, has significant development space. In the context of building a new type of Electrical Utilities system, nuclear energy is currently the best baseload Energy at the present technical level. In the past decade, the average annual utilization hours of Nuclear Power in China have exceeded 7,000 hours.
Express News | This week, the Large Cap Block Orders accumulated a net Inflow of -181.019 billion yuan, with the White Appliances and Joint Stock Bank II Sectors experiencing the highest net Inflow, and individual stocks China National Nuclear Power and ZTE had the most
Express News | China National Nuclear Power completed its private placement, with significant participation from the social security Fund.
Express News | The net Inflow of 12 large L exceeds 0.2 billion yuan.
Express News | China National Nuclear Corporation has successfully developed key formulations for high-level waste Glass solidification.
Express News | Today's stocks have shown unusual movements, with Block Orders selling off electronic and computer stocks | 【Large Amplitude
Express News | China National Nuclear Power established a New energy Fund in Peking.
A-shares fluctuating丨Stocks Beginning with Middle Letter are strengthening, China National Nuclear Power and SINOTRUK are up about 5%, while Petrochina and several other stocks are up over 2%.
On December 23, Gelonghui reported that China National Nuclear Power and SINOTRUK both rose by 4.8%, while China Hainan, North Industries Group Red Arrow, Sinoma Science & Technology, China National Offshore Oil Corporation, and China Petroleum & Chemical Corporation increased by over 3%. Power Construction Corporation of China and CHINA MOBILE, as well as Petrochina, saw increases of over 2%. In terms of news, the State-owned Assets Supervision and Administration Commission of the State Council recently issued several opinions on improving and strengthening the Market Cap management of centrally owned enterprises and listed companies. It proposed that central enterprises and holding listed companies treat Share Buyback and Shareholding as a long-term foundational task and establish a normalized Share Buyback and Shareholding mechanism. It also emphasized the importance of addressing the issue of listed companies trading below their net asset value and incorporating the resolution of long-term net asset value
Express News | Increase efforts to reward investors, with the number of companies disclosing mid-term dividends on the Shanghai Stock Exchange increasing by 354% year-on-year.
China National Nuclear Power (601985.SH): The public offering has received approval for registration from the China Securities Regulatory Commission.
On December 13, Gelonghui reported that China National Nuclear Power (601985.SH) announced that it recently received a reply from the China Securities Regulatory Commission (CSRC) regarding the approval of the registration for the issuance of Stocks to specific objects (Approval No. 1807 [2024]). The main contents are as follows: 1. Approval of your company's application for the registration of the issuance of Stocks to specific objects. 2. Your company's issuance must be strictly implemented in accordance with the declaration documents and issuance plan submitted to the Shanghai Stock Exchange. 3. This approval is valid for 12 months from the date of registration approval.
Express News | Summary of shareholding reductions of listed companies on December 11.
Express News | China National Nuclear Power: Senior management member Chen Fu-bin intends to reduce his shareholding in the company.