Nuclear Power Related: A Review of Concept Stocks!

English summary

### Nuclear Power Related: A Review of Concept Stocks! Time: 2026-08-01 08:22:49 Content: July 31 - According to CCTV News, the State Council executive meeting held that day approved four nuclear power projects including the Liaoning Zhuanghe Phase I project. The newly approved projects include Zhejiang Jinqimen Nuclear Power Phase II (Units 3 and 4), Guangdong Taipingling Nuclear Power Phase III (Units 5 and 6), Liaoning Zhuanghe Nuclear Power Phase I (Units 1 and 2), and Shandong Laiyang Nuclear Power Phase I (Units 1 and 2), totaling 8 new units. Nuclear power projects have always been an important driver for expanding effective investment. It is estimated that the total investment in the above new projects will exceed 170 billion yuan. 1. Nuclear power operators (direct beneficiaries): China National Nuclear Power (601985): Its subsidiaries CNNC Datang Zhuanghe Nuclear Power and CNNC Xiangshan Nuclear Energy are the owners of Liaoning Zhuanghe Phase I and Zhejiang Jinqimen Phase II, respectively. Both projects use Hualong One units and are directly responsible for project investment, construction, and operation. The launch of these two projects directly increases the company's installed capacity under construction.