HTSC: It is expected that the leading nuclear power stocks will successively welcome three benefits: profit recovery, accelerated growth, and valuation enhancement

36Kr learned that Huatai Securities pointed out that the important significance of nuclear power has become prominent against the backdrop of energy transition and energy security. China's globally leading nuclear industry chain lays the foundation for the long-term growth space of China National Nuclear Corporation (CNNC) and China General Nuclear Power Group (CGN). Starting in 2026, the potential rebound in coal prices, the continuous rise in carbon prices, and the introduction of pilot policies for mechanism electricity prices are very likely to mark a phased end to the concerns of the capital market over nuclear power price reductions in the past three years. With the intensive commissioning of nuclear power during the 14th Five-Year Plan, it is expected that leading nuclear power stocks will successively welcome three favorable factors: profit recovery, accelerated growth, and valuation enhancement