In the Greelonghui report on November 26th, Open Source Securities pointed out that China National Nuclear Power (601985.SH) is one of the domestic nuclear power duopolies, accelerating the approval of nuclear power, deploying multiple lines of wind and solar energy, and building a global clean energy. As of the end of Q3 2024, the company holds 25 operating nuclear units with an installed capacity of 23.75GW; the company holds approved or planned units of 18, with an installed capacity of 20.64GW. In 2020, the company acquired Zhonghe Energy from CNNC and became the only clean energy generation operation platform under the CNNC group. As of the 2024 interim report, the company holds a wind power installed capacity of 7.56GW and a photovoltaic installed capacity of 14.81GW. According to the company's "14th Five-Year Plan" target, the total installed capacity of new energy will reach 30GW. First coverage, with a "buy" rating given.
研报掘金丨开源证券:首予中国核电“买入”评级,新能源总装机容量将达到30GW
Research reports from Open Source Securities: First buy rating initiated on China National Nuclear Power, new energy total installed capacity will reach 30GW.
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