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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.
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.
Can the giant Uranium mining company make its debut on the market and catch the fast train of AI?
On January 7, during a press conference at Mar-a-Lago in Florida, Trump stated that he did not rule out using economic or military means to acquire Greenland. Regarding why Trump would consider taking Greenland, he consistently tied the matter to the USA's National Security. Subsequently, Mike Waltz, who was about to become the National Security Advisor of the Trump administration, stated that Greenland is important for the USA's National Security, as it concerns critical minerals and natural resources. Public information shows that Greenland is the world's largest island, with abundant mineral resources, including large-scale untapped Oil & Gas resources, rare earth minerals, lithium, nickel, cobalt, manganese, and stone.
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.
Express News | China National Nuclear Power Says 2024 Power Generation up 3.1% Y/Y to 216.3 Bln Kwh
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.
China National Nuclear Power (SHSE:601985) Ticks All The Boxes When It Comes To Earnings Growth
