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National Energy Administration: By the end of December 2024, the cumulative installed generation capacity in the country is approximately 3.35 billion kilowatts, an increase of 14.6% year-on-year.
As of the end of December, the cumulative installed power generation capacity nationwide is approximately 3.35 billion kilowatts, a year-on-year increase of 14.6%.
CGN POWER (01816.HK): Completed the 100% equity acquisition of the Taishan Second Nuclear Power Plant, officially integrated under its umbrella.
On January 20, Gelonghui reported that CGN POWER (01816.HK) announced an agreement with CGN Power Co., Ltd. regarding the Equity Transfer of 100% of the shares of CGN Taishan Second Nuclear Power Co., Ltd. ("Taishan Second Nuclear Power"). The company plans to acquire 100% of the shares of Taishan Second Nuclear Power, a wholly-owned subsidiary of CGN, with the closing date being the day the business registration change for this Trade is completed. Taishan Second Nuclear Power has recently completed the business registration change for this Trade, becoming a wholly-owned subsidiary of the company, and has received a new "Business License" issued by the Taishan Market Supervision Administration.
CITIC SEC: Supply shocks impact Nuclear Power electricity prices; during the downturn, the returns on Nuclear Power Assets remain competitive.
According to historical experience, it is expected that the comprehensive electricity price of Nuclear Power will stabilize in 2026; the returns on Nuclear Power projects have shown strong resilience during historical price decline cycles, and the returns on Nuclear Power Assets can still remain at a high level during downturns.
CITIC SEC: In 2025, the power grid will face intense policy-driven catalysts; it is recommended to invest in the Ultra High Pressure Sector with strong policy synergy.
The bank is Bullish on the fact that grid investment will maintain double-digit growth in 2025, and it is expected that with the implementation of key matters such as the subsequent National Grid annual work conference, the Industry will enter a phase of intensive policy catalysis.
According to the Caixin Venture Capital Report: In December 2024, financing in the Carbon Neutrality sector reached 32.404 billion yuan, an increase of over ten times month-on-month, with the photovoltaic sector being the most active.
According to data from CaiLianShe Venture Capital, there were 96 private equity investment and financing events in the domestic Carbon Neutrality sector in December, an increase of 43.28% from 67 events last month; The total disclosed financing amount is approximately 32.404 billion yuan, an increase of 1091.77% from 2.719 billion yuan last month.
Sinolink: What drives the revival of Nuclear Power in the domestic and international markets?
The expected position of Nuclear Power in the AI computing power - Electrical Utilities system has improved. The rise and fall of Nuclear Power in the USA's market provides a cautionary example, and the domestic Nuclear Power market access mechanism reflects a certain degree of voltage stability expectations.
