Note that the following information was taken from late 2009:
Nuclear Energy Concept Stocks
CNNT (000777):
Listed Company Origin: Suzhou, Jiangsu Province
Shareholder: China National Nuclear Corporation
Authentic nuclear power concept. Obtained the State Nuclear Safety Administration issued by the pressurized water reactor nuclear power valve design, manufacturing license, with the State Nuclear Safety Grade Bureau approved the only domestic production of nuclear safety level 1, 2 casting qualification, its development of nuclear power plant key valves technical indicators to reach the level of similar products in the international level, with the design and manufacture of megawatts of nuclear power valves the ability to design and manufacture the valves. 08 November, the State Council approved a total investment of 95.5 billion yuan of the Guangdong Yangjiang The State Council approved a total investment of 95.5 billion yuan of Guangdong Yangjiang nuclear power project and the expansion of nuclear power plant in Qinshan, Zhejiang was approved to start construction, Yangshan nuclear power project and the expansion of nuclear power plant in Qinshan belongs to CGNPC and CNNC two independent construction.
Wanneng Power (000543):
Listed company source: Hefei City, Anhui Province
Shareholder: Anhui Energy Group Co.
Announcement on February 26, 2009, the company and the China National Nuclear Corporation (CNNC) on the *** with the development of the Anhui Jiyang nuclear power project to reach a cooperation and investment intentions, and on February 25, 2009 signed a cooperation and investment agreement. Investment agreement. The Company and CNNC are willing to *** together fund the development of Anhui Jiyang Nuclear Power Project and utilize their own advantages to accelerate the preliminary work of Anhui Jiyang Nuclear Power Project. The proportion of capital to be invested by both parties is as follows: 51% by CNNC and 49% by the Company. Both parties agreed to form "Anhui Jiyang Nuclear Power Co., Ltd." at an appropriate time, and actively promote the project's preliminary work, including feasibility studies, site preparation and so on. The cooperation and investment agreement signed by the two sides **** with the advancement of the project, does not involve specific funding.
Since the instrument shares (600848):
Listed company source: Shanghai Xuhui District
Shareholder: Shanghai Electric (Group) Corporation
Company and the State Nuclear Power Technology Co., Ltd. to set up a joint venture has entered the project's construction period. The project through the introduction, digestion, absorption and re-innovation, to achieve nuclear power instrumentation and control of the design, integration and complete supply of equipment sets of independent, large-scale, series, to participate in the third generation of nuclear power digital construction, for the company to participate in second-generation half of the construction and third-generation nuclear power projects to lay the foundation. ***The same undertake the introduction, digestion and absorption of the third generation nuclear power AP1000 instrumentation and control system technology, as well as the development and manufacture of serial reactor type instrumentation and control system developed on the basis of AP1000, to promote the national third generation nuclear power localization construction.
Zhongcheng (000151):
Listed company source: Beijing
Shareholder: China National Complete Equipment Import and Export (Group) Corporation
The company owns China's independent research and development of low-temperature heating reactor technology, and Tsinghua University, the State Power Corporation to set up in the Tsinghua source of nuclear energy science and technology limited company, *** with the cooperation of the development of nuclear energy use of new technologies, has undertaken the development of nuclear energy, and has been the first time in the world that the company has undertaken the development of nuclear energy. Ltd. with Tsinghua University and the State Power Company, ****co-operation in the development and utilization of nuclear energy and new technologies, and has undertaken the "Kingdom of Morocco Nuclear Energy Desalination Demonstration Plant Project". With the Tsinghua Institute of Nuclear Energy signed a "letter of intent to cooperate", to undertake the project in a turnkey manner, Tsinghua University Institute of Nuclear Energy is one of the earliest nuclear energy science and technology research bases in our country, is China's authority on nuclear technology.
Optimum (002227):
Listed company source: Shenzhen, Guangdong Province
Shareholder: Ouhua Industry Co.
The company produces power supply systems for nuclear power plants, power automation power supply power supply equipment. It is located in Shenzhen, last year won the bidding of Guangdong Province, Yangjiang nuclear power project won the bidding of Fujian Province, a phase of nuclear power project and Liaoning nuclear power project DC and uninterruptible power supply project.
Shenergy shares (600642):
Listed company source: Shanghai Lujiazui
Shareholder: Shenergy (Group) Co.
In 2004, the company through the acquisition of some of the assets of the Shenergy Group began to enter the field of nuclear energy, which invested 336,010,000 yuan to acquire 12% of the shares of the nuclear Qinshan Associated Company, which in 08 years The first half of the net profit of 530 million yuan; and investment of 105.59 million yuan to acquire 10% of the equity of the third Qinshan nuclear power company, the company's first half of 2008 net profit of 440 million yuan. 08 September, the company intends to invest 40 million yuan to participate in the Anhui Wuhu Nuclear Power Company Limited (accounting for 20% of the shares). The company is responsible for the construction and operation of the first phase of the Anhui Wuhu nuclear power plant, the first phase of the project construction scale for two million kilowatts of nuclear power units.
Wall Nuclear Material (002130):
Source of listed companies: Shenzhen, Guangdong Province
Shareholder: Zhou Heping
Development and Reform Commission civil nuclear technology projects: the company to raise funds of 20,000,000 yuan to invest in environmentally friendly flame-retardant heat-shrinkable, cold-shrinkable materials and a series of products industrialization, after reaching capacity, it will be an additional 840 million meters of environmentally friendly flame-retardant electronic heat-shrinkable tubing After reaching production, it will add 840 million meters of environmentally friendly flame-retardant electronic heat-shrinkable tubing, 140 million meters of special materials, 150 million meters of radiation cross-linked wires, 420,000 sets of heat-shrinkable power cable accessories and 100,000 sets of cold-shrinkable power cable accessories production capacity, with an estimated profit of 54.28 million yuan after tax. The project is the National Development and Reform Commission civil non-power nuclear technology application projects in the only one in the field of radiation crosslinking environmentally friendly flame-retardant heat-shrinkable materials within the project, and access to the state 10 million yuan in support. It is expected that in the first half of 2007 that part of the production capacity is put into use, 08 years after reaching production, the new capacity will be in 09 years full capacity.
Hailu Heavy Industry (002255):
Place of origin of the listed company: Zhangjiagang, Jiangsu Province
Shareholder: Xu Yansheng
In addition to waste heat boilers, the company's products are nuclear power equipment. Initially, the company was through the provision of processing services, has produced and manufactured pressurized water reactor, high-temperature gas-cooled reactor, experimental fast reactor support and reactor components basket cylinder and other nuclear power equipment and components. Now the company has begun to independently produce nuclear power equipment, and with the nuclear power Qinshan Joint Venture Co., Ltd. signed a contract about the second phase of the expansion project of Qinshan nuclear power totaling 31 kinds, 98 units / sets of nuclear power equipment.
Shenzhen Energy (000027):
Place of origin of listed company: Shenzhen, Guangdong Province
Shareholder: Shenzhen Energy Group Co.
Signing a framework agreement on strategic cooperation on Feb. 12, 2009, with China Guangdong Nuclear Power Group Co. The announcement shows that in accordance with the national industrial orientation of active development of nuclear power, the two sides reached a *** understanding of cooperation in the field of nuclear energy in Guangdong Province, and agreed to further deepen and carry out in the field of conventional energy stock and incremental integration and cooperation.
Dunan Environment (002011):
Place of origin of listed company: Zhuji City, Zhejiang Province
Shareholder: Zhejiang Dunan Precision Industry Group Co.
In December 2008, the company won the bidding for two projects, namely, the Qinshan Nuclear Power Plant Expansion Project (Fangjiashan Nuclear Power Project) and the Phase I of the Fuqing Nuclear Power Plant in Fujian Province and signed a DEL agreement for the above two projects respectively with the China National Nuclear Power Engineering Co. Ltd. and China National Nuclear Power Engineering Corporation (CNPEC), respectively signed the DEL water-cooled chiller (i.e., nuclear-grade chiller) equipment supply contract for the above two projects, with a total contract amount of RMB 16.99 million yuan, and the supply time is before the end of June 2011. Nuclear chiller represents the highest technology of nuclear power refrigeration system, and the Company has become the first manufacturer in China to produce nuclear chiller for nuclear power plants. The signing of the above contract will have a positive impact on the transition of the Company's refrigeration equipment industry to nuclear power and other special refrigeration field.
Zhongke Yinghua: (600110):
Place of origin of the listed company: Changchun City, Jilin Province
Shareholder: Sugo Group
The company's main business is to develop heat-shrinkable materials for nuclear power plants, and among its leading products, it includes halogen-free, radiation-resistant heat-shrinkable tubing, Class 1E K1, K2, K3 radiation-resistant cable accessories, etc., and its products are widely used in the construction of domestic The products are widely used in the construction of domestic nuclear power plants. The company also invested in the construction of "China Irradiation Processing Center", so that the irradiation of the peaceful use of nuclear energy as a new technology to produce a huge industrialization demonstration effect and a new point of economic growth, and has become China's largest, most powerful, most complete specifications of the irradiation industry base. Therefore, the company's nuclear energy concept is very authentic.
Yantai Binglun (000811):
Listed company source: Yantai City, Shandong Province
Shareholders: Yantai Binglun Group Co.
The company's holding of the Yantai Sanxin Binglun Valve Co., Ltd. is the most authentic and the most technological strength of the nuclear power valve enterprises after the nuclear science and technology, it is worth focusing on attention.
Nine Dragons Power (600292):
Listed company source: Chongqing
Shareholder: China Power Investment Corporation
Nuclear power concept, involved in the Fuling nuclear power plant.
Dongfang Electric (600875):
Listed company source: Shanghai
Shareholder: China Eastern Electric Group Corporation
Mainly produces nuclear power generation equipment, conventional island part of the technology is basically mature. Domestic nuclear island production backbone enterprises, nuclear power development benefit the most. High-performance high price, the fund position of more than half, the recent unlimited sale pressure.
Shanghai E&E (600835):
Listed company source: Shanghai Pudong New Area
Shareholder: Shanghai Electric Group Corporation
Shanghai E&E mainly produces complete sets of lifting equipment for nuclear power generation, and independently won the bidding for the Qinshan nuclear power plant three 700,000 kilowatts of nuclear power projects. The company's major shareholder, Shanghai Electric Group, not only in the conventional power equipment manufacturing has a strong advantage in the field of nuclear power equipment is an early start, high market share. Jintong Securities believes that does not rule out the parent company will be nuclear power business transfer to the listed company. Fund positions, trend moderate.
Ha air conditioning (600202):
Listed company source: Harbin City, Heilongjiang Province
Shareholder: Harbin Industrial Assets Management Co.
Power station (nuclear) air handling unit specialized manufacturers, the company's two core business, large power station air-cooled equipment and petrochemical air-cooled equipment have maintained rapid growth. China's nuclear industry corporation to determine the production of nuclear power plants, large-scale complete sets of air-handling units of the designated raw enterprises. Monopoly technology. The disk small performance, fund position of more than 40%.
Sublimation Baike (600226):
Listed company source: Huzhou City, Zhejiang Province
Shareholder: Sublimation Group Holdings Limited
Subsidiary sublimation zirconium valley, China's largest zirconium series of products manufacturing and sales enterprises, zirconium products in the Japanese market with 90% of the customers in the United States zirconium market has also owned 50% of the customers. The company has 90% of customers in the Japanese zirconium market and 50% of customers in the US zirconium market. Donghai Securities believes that the company is not a traditional chemical enterprise, but a modern agricultural and veterinary medicine production as the main business, but also invested in animal vaccine business diversified enterprises, so combined with the current market situation, 23 to 25 times the valuation is more reasonable, give the company a six-month target price of 12.19 yuan.
Mindong Power (000993):
Listed company source: Ningde City, Fujian Province
Shareholder: Ningde City State-owned Assets Investment and Management Co.
Together with the pumped storage power station constructed by CAGW Nuclear Energy, the pumped storage power station can transform the excess power when the load of the power grid is low into the high-value power during the peak time of the grid, and it also suits for frequency and phase adjustment, stabilizing the the power system's peripheral wave and voltage for accident backup.
Shaoneng Stock (000601):
Listed Company Origin: Shaoguan City, Guangdong Province
Shareholder: Shaoguan City State-owned Assets Management Office
It is one of the eight advantageous enterprise groups in the Shaoguan area, and the company's actual controlling person is Shaoguan City State-owned Assets Supervision and Administration Commission (SASAC), with a total of 153,390,000 shares, accounting for 16.57% of the total capital stock; the company is an Electricity is the main industry, both building materials, machinery processing, high-tech new materials, environmental protection industry in one of the comprehensive local power listed companies. The company's hydropower performance is guaranteed, cement business will benefit from the country to increase fixed investment, while the concept of nuclear power will help its development.
Fangda Carbon (600516)
Listed company source: Lanzhou City, Gansu Province
Shareholders: Liaoning Fangda Group Industrial Co. The company is a leader in the carbon industry, with an existing carbon capacity of 160,000 tons, accounting for 29% of the total capacity of the carbon industry and 59% of the profit. Nuclear graphite is mainly used as a moderating and reflective material in high-temperature gas-cooled reactors (HTGRs), as well as a structural material. High-temperature gas-cooled reactor is internationally recognized as a new generation of advanced nuclear reactors, recognized by the World Atomic Energy Agency as the future trend of nuclear energy development. The company and Huaneng Shandong Shidao Nuclear Power Co., Ltd. signed a high-temperature gas-cooled reactor nuclear power plant demonstration project charcoal reactor components supply contract, from 2010 onwards, profit contribution. The company entered the nuclear power, the future growth prospects can be expected.
China's "medium and long-term development plan for nuclear power (2005-2020)," the goal is to 2020, nuclear power operating installed capacity to reach 40 million kilowatts, 18 million kilowatts under construction. It is reported that China will start construction of eight nuclear power plants in the next three years. And sources close to the Energy Bureau said that the Energy Bureau of the medium and long-term development plan for nuclear power to modify the views of China's nuclear power by 2020 should be adjusted to 70 million kilowatts of installed capacity, 30 million kilowatts under construction. The modification has been reported to the State Council. The planning changes undoubtedly to the investment has brought the space of imagination. 2009, to start construction of new nuclear power plants in Zhejiang Sanmen, Shandong Haiyang, Guangdong Waigu and Shandong Rongcheng. Plus has been approved to start the preliminary work of Hunan, Hubei, Jiangxi, three inland nuclear power plant, only one remaining suspense. At present, China's nuclear power investment is seriously inadequate. The National Development and Reform Commission proposed that by 2020 the proportion of nuclear power will account for about 4%. Nuclear power development is now in a period of unprecedented opportunity.
From the energy consumption, unit GDP energy consumption by 20%, the difficulty is much greater than the GDP growth of 20%, GDP energy consumption will be a major test of the implementation of government at all levels. At present, China's GDP energy consumption is 8 times the value of Japan, China is a major energy-consuming country, but 80% of the energy-saving lamps are used for export. How can we reduce the GDP energy consumption index to 4%? I believe that the answer will not leave the sustainable development, and currently China is also building a sustainable development-oriented society. Environmental harmony society, the rough business model into an intensive business philosophy, but also to avoid duplication of construction, which will inevitably require energy upgrading. As far as the situation is concerned, if the computer industry is to lead our country out of the 98 years of the economic crisis of the vanguard, then the new energy is likely to be the breakthrough of this financial crisis is an important tool.
The development of nuclear power will inevitably bring the benefit of the relevant listed companies, the first category of key equipment for the core nuclear power equipment stocks, such as Dongfang Electric (600875), Shanghai Electric (601727);
The second category of auxiliary equipment manufacturing business nuclear power equipment stocks, such as since the instrument shares (600848), Aot Xun (002227), the nuclear power science and technology (000777), Shanghai Nuclear Technology (002227), the nuclear power equipment, the nuclear power equipment and the nuclear power equipment. 000777), Shanghai Mechanical and Electrical (600835), Ha air-conditioning (600202), Hailu Heavy Industry (002255), Zhongcheng shares (000151), Fangda Carbon (600516), Jiabao Group (600622); the third category for the nuclear material stocks, such as Lantai Industry (600328), Volvo Nuclear Material (002130), BaoTi shares (600456)
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