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Huolong Securities: AI and controllable nuclear fusion complement each other. It is recommended to pay attention to China National Nuclear Power (601985.SH) and others.
Controlled nuclear fusion is regarded as one of the most promising clean Energy sources for the future, and its realization will provide powerful and stable Electrical Utilities support for AI, with both developing in harmony.
Express News | China National Nuclear Power Q1 on-Grid Power Generation up 17.2% Y/Y at 56.4 Bln Kwh
China National Nuclear Power (601985.SH): Chen Fubin has not reduced his shareholding in the company.
Glory Holdings on April 3丨China National Nuclear Power (601985.SH) announced that as of April 3, 2025, Mr. Chen Fubin's shareholding plan time range has expired. During the implementation period of this shareholding plan, Mr. Chen Fubin did not reduce his shareholding in the company.
China National Nuclear Power (601985.SH): The cumulative power generation in the first quarter of 2025 reached 59.742 billion kilowatt-hours, a year-on-year increase of 16.93%.
On April 3, Gelonghui reported that China National Nuclear Power (601985.SH) announced, according to the company's statistics, that as of March 31, 2025, the company has 26 operational nuclear power units with an installed capacity of 24.962 million kilowatts; 17 units under construction and awaiting approval with an installed capacity of 19.429 million kilowatts, totaling an installed capacity of 44.391 million kilowatts for nuclear power. The company has an installed capacity of 30.6916 million kilowatts in the New energy Fund, including wind power of 10.0132 million kilowatts and photovoltaics of 20.6784 million kilowatts, as well as holding independent energy storage stations of 1.451 million kilowatts.
China National Nuclear Power (601985.SH): under its umbrella, there are specialized companies that have developed over forty kinds of nuclear industry robots and Asia Vets products.
On April 2nd, Gelonghui reported that China National Nuclear Power (601985.SH) stated on its interactive platform that the rapid development of humanoid robots and other embodied intelligent agents has significantly promoted technological progress in the robotics industry and the improvement of the Industry Chain. It is foreseeable that they will empower various industries and also drive the high-quality development of the nuclear industry, particularly in aspects such as cost reduction and efficiency improvement, enhancing nuclear energy safety, and substituting dangerous operations. On the other hand, the nuclear industry is different from Other industrial fields; its operational environment is special, and its operational requirements are complex. Robots must meet higher performance, safety, and reliability standards compared to other industries. Following the development of technology.
China National Nuclear Power (601985.SH): The Nuclear Wisdom AI platform has successfully connected to the DeepSeek large model.
On April 2, Gelonghui reported that China National Nuclear Power (601985.SH) stated on the interactive platform that recently, the nuclear power running technology company controlled by the company, China National Nuclear Power Wuhan, independently developed the Nuclear Rui AI platform, which successfully accessed the DeepSeek large model. Currently, the "Nuclear Rui Thinking Language," "Nuclear Finance Thinking Language," and "Wan Juan" intelligent assistants built on the Nuclear Rui AI platform have precisely empowered nuclear power business and financial management scenarios. The platform's features, such as intelligent summary of experience feedback, intelligent bidding, and maintenance procedure assistant, can significantly enhance work efficiency and decision-making accuracy. The company will continue to promote the integration of advanced AI technology.