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Nuclear Power is receiving a strong boost! The State Council has approved the Zhejiang Sanmen Phase III project and other Nuclear Power projects.
Analysis suggests that this is undoubtedly a significant Bullish factor for the Nuclear Power Industry Chain.
China Shipbuilding Industry Group Power (600482): The marine business has exceeded the annual plan, and the effects of the "cost engineering" are significant.
Event: China Shipbuilding Industry Group Power released the 2024 annual report and the Q1 report for 2025, achieving revenue of 51.697 billion yuan in 2024, representing a year-on-year increase of 14.62%, and a net income of 1.391 billion yuan, representing a year-on-year increase of 78.43.
China Shipbuilding Industry Group Power (600482): Performance exceeded expectations. The limitations on shipyards significantly weakened, and the Bearish outlook has dissipated. The shipbuilding cycle is expected to stabilize and trend upward.
Investment highlights: Event: The company released the 2024 annual report and the first quarter report of 2025. According to the announcement, the revenue for 2024 is 51.7 billion yuan, a year-on-year increase of 15%, and the net income attributable to the parent company is 1.391 billion yuan, a year-on-year increase of 78%, close to.
China Shipbuilding Industry Group Power Co., Ltd. Report for the first quarter of 2025
China Shipbuilding Industry Group Power Co., Ltd. 2024 Annual Report
Summary of the 2024 annual report of China Shipbuilding Industry Group Power Co., Ltd.