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GF Securities: Bullish on the medium to long-term value of nuclear power with both growth and stability.
The business model and asset quality of nuclear power is similar to hydropower, which is characterized by heavy assets, long duration, dividend distribution, and low beta. At the same time, electrical utilities have rigid power consumption and are less affected by economic cycle fluctuations.
Chongde Technology (301548.SZ): Its products are widely used in various operating and under-construction nuclear power plants.
Chongde Technology (301548.SZ) stated on the investor platform that since this year, China's nuclear power installation certainty has increased significantly, and the construction of nuclear power projects has steadily improved. China National Nuclear Power is expected to enter a relatively fast development period. The company's products are widely used in operating and under-construction nuclear power plants, mainly supporting large rotating equipment such as main pumps in the nuclear island, electric auxiliary feedwater pumps, conventional island circulating water pumps, condensate pumps, low-pressure and drainage pumps, main feedwater pumps, starting feedwater pumps, turbine generators, and emergency diesel generators.
China National Nuclear Power Gets Approval for First Phase of Nuclear Energy Heating Power Plant Project
China National Nuclear Power (601985.SH): Approval of the first phase of the Xuwei Nuclear Power Heating and Power Generation Plant in Jiangsu.
On August 19th, Guolong News reported that China National Nuclear Power Corporation (601985.SH) announced that the first phase of the Jiangsu Xupu Nuclear Energy Heating and Power Plant, which has been included in the national plan and thoroughly evaluated for safety, was approved on August 19, 2024, after being reviewed by the executive meeting of the State Council. As the owner of the approved project, China Nuclear SuNeng Nuclear Power Co., Ltd., a subsidiary of the company, is responsible for project investment, construction and operation management. The first phase of the project plans to build two "Hualong One" pressurized water reactor nuclear power generator units (with a single unit rated power of 1208MW) and a group of high temperature gas-cooled nuclear reactors.
China National Nuclear Power (601985.SH): It is expected that the Zhangzhou Unit 1 will meet the commercial running requirements by the end of the year.
China National Nuclear Power (601985.SH) stated on the investor interaction platform on August 15th that the Zhangzhou Unit 1 is expected to have commercial operation conditions by the end of this year.
China National Nuclear Power (601985.SH) is conducting a demonstration of commodity-grade perovskite component application.
China National Nuclear Power (601985.SH) stated on the investor interaction platform on August 12th that it has completed the construction of the pilot production line and is conducting demonstration of the application of commodity grade perovskite components.
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