| | | 都在用的商业查询工具 | 夏公司 查老板 查关系 查风险 | | | --- | --- | --- | --- | --- | | | | 国家中小企业发展子基金旗下机构 | 中广核研究院有限公司 × 天眼一下 | 船 应用 ▼ 商务合作 | | 基本信息 188 | | 法律诉讼 5 | 经营风险 1 经营信息 999+ | 公司发展 80 知识 | | 变更记录 128 ⑦ ● | | | | 变更项目 ▼ | | 序号 | 变更日期 | 变更项目 | 变更前 | | | 1 | 2026-02-03 | 许可经营 | | 建设工程设计;民用核安全 务;民用核安全设备制造; (配)电业务。(依法须经 经营活动,具体经营项目以 | | 2 | 2026-02-03 | 许可信息 | | 中华人民共和国核材料许可 资质证书() 电力业务许可 工程设计资质证书() 民用 产许可证() 民用核安全设 | | 3 | 2026-02-03 | 章程或章程修正案通过 日期 | 2024-12-17 | 2026-01-15 | | ব | 2026-02-03 | 投资人(包括出资额、 出资方式、出资日 ...

该公司成立于2006年11月，法定代表人为舒睿，经营范围包括自然科学研究和试验发展、工程和技术研 究和试验发展、核电设备成套及工程技术研发等，由中国广核（003816）全资持股。 天眼查App显示，近日，中广核研究院有限公司发生工商变更，注册资本由约41.4亿人民币增至约57.4 亿人民币，增幅约39%。 来源：中国能源网 ...

Core Viewpoint - China General Nuclear Power Group (CGN) is strengthening collaborations with major power companies in nuclear energy, new energy, and technological innovation to promote high-quality development in the energy sector and contribute to the construction of a strong energy nation [2][4][6]. Group 1: Collaboration with China Huaneng - CGN's Chairman Yang Changli and General Manager Pang Songtao visited China Huaneng to discuss deepening cooperation in nuclear power projects, new energy, and digital control technologies [2]. - Yang expressed gratitude for China Huaneng's support and highlighted the successful collaboration on projects like Shidaowan Nuclear Power [2]. - Both parties aim to solidify existing cooperation and enhance collaboration in various fields to contribute to the energy sector's development [3]. Group 2: Collaboration with China Datang - CGN's leadership met with China Datang to discuss enhancing industrial cooperation, particularly in nuclear energy project operations and technological innovation [4]. - Yang congratulated China Datang on its achievements and emphasized the importance of their partnership, citing successful projects like Ningde Nuclear Power [4]. - The focus is on further collaboration in nuclear and new energy projects to support the construction of a strong energy nation [5]. Group 3: Collaboration with State Power Investment Corporation - CGN engaged in discussions with State Power Investment Corporation (SPIC) to reinforce cooperation in nuclear energy, new energy, and policy alignment [6]. - Yang acknowledged SPIC's ongoing support and highlighted the fruitful outcomes of their partnership [6]. - The goal is to deepen practical cooperation in energy projects to contribute to the construction of a strong energy nation and achieve high-level technological self-reliance [7].

2月2日，中国广核涨0.52%，成交额9.73亿元。两融数据显示，当日中国广核获融资买入额9301.83万 元，融资偿还8275.72万元，融资净买入1026.11万元。截至2月2日，中国广核融资融券余额合计5.24亿 元。 融资方面，中国广核当日融资买入9301.83万元。当前融资余额5.22亿元，占流通市值的0.34%，融资余 额低于近一年40%分位水平，处于较低位。 融券方面，中国广核2月2日融券偿还0.00股，融券卖出4.52万股，按当日收盘价计算，卖出金额17.49万 元；融券余量44.46万股，融券余额172.06万元，低于近一年20%分位水平，处于低位。 资料显示，中国广核电力股份有限公司位于广东省深圳市福田区深南大道2002号中广核大厦南楼，成立 日期2014年3月25日，上市日期2019年8月26日，公司主营业务涉及建设、运营及管理核电站,销售该等 核电站所发电力,组织开发核电站的设计及科研工作。主营业务收入构成为：销售电力78.27%，建筑安 装和设计服务19.43%，提供劳务1.41%，商品销售及其他0.78%，其他(补充)0.10%。 截至9月30日，中国广核股东户数22.82万，较上 ...

Investment Rating - The report provides a positive outlook on the electricity and natural gas sectors, highlighting stable revenue mechanisms and growth potential in consumption and pricing [1][10]. Core Insights - The report emphasizes the importance of a refined capacity pricing mechanism for electricity generation, which aims to stabilize revenue and ensure fair compensation for various power sources [4][6]. - It notes that natural gas consumption is expected to grow, supported by favorable weather conditions and improved economic indicators, despite short-term price fluctuations [10][29]. Summary by Sections 1. Electricity: Improved Capacity Pricing Mechanism - The National Development and Reform Commission and the National Energy Administration have issued a notification to enhance the capacity pricing mechanism for electricity generation, addressing mismatches in supply and demand within the new power system [4]. - The new mechanism aims to ensure that different types of power generation, including coal, gas, and new energy sources, receive fair compensation based on their peak supply capabilities [6][7]. - The report highlights that the refined pricing structure will lead to more predictable revenue for power generation companies, reducing volatility in earnings [7]. 2. Natural Gas: Continued Growth in Consumption - The report indicates that the apparent consumption of natural gas in China is projected to grow by 0.1% in 2025, with December consumption reaching 38.57 billion cubic meters, a year-on-year increase of 1.9% [29]. - It notes that the recent cold weather has supported high natural gas prices, with the U.S. Henry Hub spot price at $7.18/mmBtu, while European prices remain elevated due to low inventory levels and geopolitical tensions [10][12]. - The report suggests that the natural gas sector will benefit from a combination of lower costs and improved pricing mechanisms, leading to a recovery in profitability for city gas companies [31]. 3. Investment Recommendations - For coal-fired power, companies like Guodian Power and Inner Mongolia Huadian are recommended due to their stable revenue sources [8]. - Hydropower companies such as Yangtze Power and State Power Investment Corporation are highlighted for their potential to improve profit margins through reduced capital expenditures [8]. - In the nuclear sector, China National Nuclear Power and China General Nuclear Power are suggested for their growth potential as new units are approved [8]. - The report also recommends focusing on integrated natural gas companies like ENN Energy and China Gas Holdings, which are expected to benefit from lower costs and increased sales [31].

（来源：江苏省可再生能源行业协会） 1月30日，中广核（江苏）新能源有限公司发布江苏陆上光伏项目可研咨询以及风电项目可研咨询、初步设计框架合同采购招标公告。项目共划分2个标 段： ·第一标段：中广核（江苏）新能源有限公司陆上光伏项目可研咨询框架合同采购。 招标内容与范围：项目规划申请咨询服务、光伏电站场址踏勘、搜资、光伏发电工程可行性研究报告（初步设计深度）编制、光伏电站详勘（包括岩土、 水文气象等的勘察，地形测绘）、招标文件编制以及相关的咨询服务、现场服务等。 文件递交截止时间：2026年2月25日09时00分。 ·第二标段：中广核（江苏）新能源有限公司陆上风电项目可研咨询及初步设计框架合同采购。 项目内容与范围：项目规划申请咨询服务、场址踏勘、搜资、地形图测绘、工程地质初勘、工程地质详勘、风电项目可行性研究报告编制、初步设计报告 编制、施工招标文件编制，以及相关的咨询服务、现场服务等。 文件递交截止时间：2026年2月25日09时00分。 原文如下： 中广核（江苏）新能源有限公司陆上光伏项目可研咨询框架合同采购 第一章 中广核(江苏)新能源有限公司陆上光伏项目可研咨询框架合同采 购招标公告 (招标编号: ...

Investment Rating - The report maintains a positive outlook on the power and gas sectors, indicating a favorable investment environment due to policy improvements and market dynamics [1]. Core Insights - The report highlights the recent improvements in the capacity pricing mechanism for power generation, which aims to stabilize revenue and enhance the profitability of various power sources [6][10]. - It notes a slight increase in natural gas consumption in 2025, with a projected growth of 0.1% year-on-year, indicating a stable demand outlook for the gas sector [32]. Summary by Sections 1. Power Sector: Capacity Pricing Mechanism Improvement - The National Development and Reform Commission and the National Energy Administration have issued a notification to enhance the capacity pricing mechanism for power generation, addressing mismatches in supply and demand within the new energy system [6]. - The new mechanism introduces differentiated pricing for various types of regulatory power sources, ensuring that their capacity value is adequately compensated [7]. - A unified compensation standard for peak capacity across different power sources is established, promoting rational investment and resource allocation in the power sector [8][10]. 2. Gas Sector: Continued Growth in Natural Gas Consumption - Natural gas consumption in China is expected to reach 385.7 billion cubic meters by December 2025, reflecting a year-on-year increase of 1.9% [32]. - The report emphasizes the impact of cold weather on gas prices, with global prices remaining high, particularly in the U.S. and Europe, which supports the profitability of gas companies [13][19]. - The report suggests that the gas sector will benefit from a combination of lower costs and improved demand, particularly for city gas companies, with recommendations for several key players in the market [34]. 3. Weekly Market Review - The report notes that the public utility, power, gas, and environmental sectors underperformed relative to the Shanghai and Shenzhen 300 index during the week of January 24 to January 30, 2026 [36]. 4. Company and Industry Dynamics - As of the end of 2025, the total installed power generation capacity in China reached 3.89 billion kilowatts, a year-on-year increase of 16.1%, with significant growth in solar and wind power installations [43]. - The report includes various company announcements, highlighting performance forecasts and operational updates from key players in the energy sector [44].

Investment Rating - The report assigns a "Buy" rating to several companies in the power generation sector, including Guodian Power, Huaneng International, and China Power Investment, indicating a positive outlook for these stocks [2]. Core Insights - The report discusses the recent notification from the National Development and Reform Commission and the National Energy Administration regarding the improvement of the capacity price mechanism for power generation, aimed at addressing the challenges of the new energy transition and ensuring the development of regulating power sources [1]. - The notification highlights the need for a balanced approach to "new energy consumption, power security, and regulating power source profitability," which is crucial for the construction of a new power system [1]. - The report emphasizes the differentiated optimization of capacity pricing for four types of regulating power sources, including independent new energy storage and pumped storage, to ensure fair competition and adequate compensation for capacity [1]. Summary by Sections Capacity Price Mechanism - The notification introduces a differentiated capacity pricing mechanism for various regulating power sources, allowing local authorities to set prices based on factors such as coal power capacity standards and peak contribution [1]. - The policy aims to ensure that the capacity value of regulating power sources is adequately recognized and compensated, addressing previous issues of insufficient cost coverage [1]. Unified Compensation Mechanism - A key breakthrough in the notification is the establishment of a reliable capacity compensation mechanism that standardizes compensation across different types of power generation units, promoting rational investment and resource allocation [1]. - This mechanism aims to avoid inefficient resource allocation by linking compensation to the actual contribution of each unit to the power system [1]. Investment Recommendations - The report recommends specific companies for investment based on their integrated operations and stable profit potential, including Guodian Power, Inner Mongolia Huadian, and China Huaneng [1]. - It also highlights the potential for hydropower companies to benefit from increased output and stable dividends, recommending companies like Yangtze Power and State Power Investment [1].

公用事业行业 行业研究 | 行业周报 新建新型储能容量电价，多元电价体系逐 步完善 公用事业行业周报（2026.01.26-2026.01.30） 核心观点 投资建议与投资标的 国家/地区 中国 行业 公用事业行业 报告发布日期 2026 年 02 月 01 日 孙辉贤 执业证书编号：S0860525090003 sunhuixian@orientsec.com.cn 021-63326320 | 火电电量降幅收窄，基金持仓底部提升： | 2026-01-25 | | --- | --- | | 公 用 事 业 行 业 周 报 （2026.01.19- | | | 2026.01.23） | | | 气温拖累单月电量，26 年有望平稳增长： | 2026-01-18 | | 公 用 事 业 行 业 周 报 （2026.01.12- | | | 2026.01.16） | | | 长协电价风险落地，结算电价有望好于预 | 2026-01-11 | | 期 ： 公 用 事 业 行 业 周 报 （2026.01.05- | | | 2026.01.09） | | 有关分析师的申明，见本报告最后部分。其他重要信息披露 ...

Group 1 - The core point of the article is that China General Nuclear Power Corporation (CGN) has filed an international patent application for a method and device related to the simulation of thermal stratification phenomena, with the application number PCT/CN2024/129483 and an international publication date set for January 29, 2026 [1] Group 2 - In 2023, CGN has published two international patent applications, which is consistent with the same period last year [4] - For the first half of 2025, CGN invested 524 million yuan in research and development, representing a year-on-year increase of 67.68% [4]