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China National Nuclear Power (601985.SH): Cobalt-60 has been mass-produced, and carbon-14 target components have been removed from the reactor after irradiation.
GLENCORE on October 14th, China National Nuclear Power (601985.SH) stated on the interactive platform that cobalt-60 has been mass-produced, carbon-14 target assembly has been removed after irradiation, and the large-scale medical isotope production facility has been installed and is currently being commissioned, with plans to start production by the end of the year.
China National Nuclear Power (601985.SH): Currently, there are no investments or construction of nuclear power projects overseas.
Gelonghui October 11th | China National Nuclear Power (601985.SH) stated on the interactive platform that the company is currently not investing in and constructing nuclear power projects overseas, but will actively participate in the deployment of China National Nuclear Power's "going global" strategy, mainly responsible for overseas projects such as testing, running, training, and other related technical services.
China National Nuclear Power (601985.SH): It is expected to add 1 unit in 2024 and another unit in 2025.
Gelonghui October 11th | China National Nuclear Power (601985.SH) stated on the interactive platform that the company currently has 25 nuclear power units in operation, with a total installed capacity of 23.75 million kilowatts. The situation of new units in the next three years is as follows: It is expected to add 1 unit in 2024, 1 unit in 2025, and 2 units in 2026.
China National Nuclear Power (601985.SH): The accumulated commercial electricity output in the first three quarters was 160.388 billion kilowatt-hours, a year-on-year increase of 2.7%.
Golden Pool reported on October 10th that China National Nuclear Power Co., Ltd. (601985.SH) announced that, according to the company's statistics, as of September 30, 2024, the company's controlling nuclear power units in operation totaled 25, with an installed capacity of 23.75 million kilowatts; the company's controlling nuclear power units under construction or approved for construction totaled 18, with an installed capacity of 20.641 million kilowatts. The company's controlling new energy fund has an operational installed capacity of 24.147 million kilowatts, including wind power at 7.8312 million kilowatts, photovoltaic at 16.3158 million kilowatts, and additionally controlling independent energy storage stations at 1.329 million kilowatts; the company's controlling new energy fund under construction has an installed capacity of 1,504.
China National Nuclear Power (601985.SH): Fujian Fuqing Nuclear Power Plant Units 5 and 6 planned electricity price for grid connection.
Gelonghui October 10th, China National Nuclear Power (601985.SH) announced that it recently received a notice from the Fujian Provincial Development and Reform Commission. According to the National Development and Reform Commission's "Reply on Clarifying the Policy of Nuclear Power On-grid Electricity Price", the company's controlling Fujian Fuqing Nuclear Power Unit 5 and 6, from the date of self-generation, the electricity quantity not involved in market transactions to form prices (i.e. planned on-grid electricity quantity) will be implemented at the Fujian Province's benchmark coal-fired electricity price of 0.3932 yuan/kWh (including tax). In order to better support the construction of national major projects, help ensure the supply of electricity, and promote the full load operation of nuclear power units while ensuring safety, the company's controlling
Research reports: Haitong Securities initiates coverage on China National Nuclear Power with an "outperform" rating, with a value range of 11.8-12.98 yuan.
Haitong Sec's research report pointed out that China National Nuclear Power (601985.SH) is one of the duopoly in the nuclear power sector, with stable and robust performance. In 2023, the company achieved revenue and net income attributable to the parent company of 74.96 and 10.62 billion yuan, with a year-on-year growth of +5.2% and +17.9%; in the first half of 2024, the company achieved revenue and net income attributable to the parent company of 37.44 and 5.88 billion yuan, with a year-on-year growth of +3.2% and -2.7%. The company has sufficient nuclear power resources, with 3 new approved units in 2024. In addition, the company's private placement assists in nuclear power construction, and the issuance of REITs revitalizes assets. Referring to comparable company valuations, CGN Power Co.,Ltd. in 2024
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