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The market may reach a critical juncture in the short term, with Banks and Electrical Utilities showing repeated activity, and the Technology Sector poised to take off.
Track the entire lifecycle of the main Sector.
[Brokerage Focus] CITIC SEC: Approval significantly exceeds expectations, AI and nuclear fusion contribute to the performance and valuation resonance of the Nuclear Power components Sector.
Jinwu Financial News | CITIC SEC stated that the number and timing of the units approved by the State Council exceeded expectations. Under the autonomous controllable logic and the stimulus of AI demand, Nuclear Power is expected to become a new Infrastructure. The firm believes that there is hope for a resurgence in the Nuclear Power industry globally. Domestically, the orderly advancement of Nuclear Power units is expected to drive growth in component Orders. The breakthroughs in the fourth generation and small reactors have been achieved one after another, and nuclear fusion has opened up the ceiling for the Industry. The firm suggests paying attention to the leading companies in Nuclear Power valves with full Orders on hand; leading companies in Mechanical Seals with advantages in high-end sealing products; leading companies in Special Electric Machines that have achieved localization in the third/fourth generation Nuclear Power field; and special welding materials for Nuclear Power.
The National Energy Administration: Support private enterprises in investing in Nuclear Power projects.
① The National Energy Administration issued a notice supporting the development of private enterprises in the Energy sector, including investing in energy infrastructure, developing new energy formats and models, and encouraging innovation and transformation. ② The notice states that private enterprises can take equity stakes in Nuclear Power projects, invest in the construction of hydropower, Oil & Gas reserve facilities, and participate in the investment and construction of the "Shagehuang" large base, as well as projects such as solar thermal power generation.
The market is fluctuating in search of main lines, Electric Power stocks are experiencing another surge, and the new policy on tax refunds for departure is attracting attention.
Track the entire lifecycle of the main Sector.
CITIC SEC: Nuclear Power welcomes new project approvals, the Industry Chain continues to benefit.
China's nuclear energy sector continues to develop, and attention should be paid to the core value links of the Industry Chain.
Here's Why CGN Mining (HKG:1164) Can Afford Some Debt
