Industrial Machinery and Supplies and Components

RFNE

RFNE released FY2025 earnings on April 24 After-Market (BJT), actual revenue CNY 905.57 M, actual EPS CNY -0.039

RFNE released FY2026 Q1 earnings on April 24 After-Market (BJT), actual revenue CNY 213.83 M, actual EPS CNY 0.0048

RFNE released FY2025 Q4 earnings on April 24 After-Market (BJT), actual revenue CNY 283.1 M, actual EPS CNY -0.0037

RFNE to Release FY2026 Q1 Earnings on April 25 After-Market (BJT)

RFNE to Release FY2025 Annual Earnings on April 25 After-Market (BJT)

RFNE released FY2025 Q3 earnings on October 27 After-Market BJT, actual revenue CNY 284.71 M, actual EPS CNY -0.0203

RFNE released FY2025 9 Months Earnings on October 27 After-Market (BJT), with actual revenue of CNY 622.47 M and EPS of CNY -0.0351

US Energy Secretary Submits Draft Proposal to Accelerate Data Center Grid Access Approval

RFNE FY2025 Q3 Earnings Release on October 28, 2025, After-Market (BJT)

RFNE released FY2025 Q2 earnings on August 21 After-Market (BJT), actual revenue CNY 183.1 M, actual EPS CNY -0.0163

RFNE released FY2025 Semi-Annual Earnings on August 21 After-Market (BJT), actual revenue CNY 337.76 M, actual EPS CNY -0.0148

RFNE to Release FY2025 Semi-Annual Earnings on August 22, 2025 (BJT)

IEA Predicts Global Nuclear Power Generation to Set New High Record

National Development and Reform Commission Accelerates the Establishment of New Policy-Based Financial Instruments

IEA Predicts Strong Global Power Demand Growth

Qingdao Releases Green Transformation Scheme to Promote New Energy Development

Trump Announces $70 Billion AI and Energy Investment Plan

Rongfa Nuclear Power Expected to Post Loss in First Half of 2025

Rongfa Nuclear Power Announces Completion of Yantai Taikai Nuclear's Restructuring

Rongfa Nuclear Power Soared by 9.96% During Trading

002366

The A-share nuclear power sector has seen unusual fluctuations, with RFNE hitting the daily limit

Wallstreetcn

Romania's Nuclearelectrica has approved the investment decision for a 462 MW nuclear power plant using NuScale's small modular reactor (SMR) technology. Initially, only one of the six planned 77 MW units will be built for testing. If successful, the remaining five units will proceed. The project aims to replace a former coal plant with clean energy and is expected to create 200 permanent jobs. The first unit is projected to be operational by mid-2033. The site in Doicești is ready for construction, with utility connections completed.

Blank Green ENERGY NEWS

NANO Nuclear Energy

NuScale Power

Romania to build one small reactor to test before proceeding with six-unit SMR project

36Kr learned that RFNE announced that its wholly-owned subsidiary Yantai Taihai Nuclear Power received the "Notice of Winning Bid" from China General Nuclear Power Engineering Co., Ltd., confirming the winning bid for the CW Project Unit 1 and BZ Project Unit 6 LOT120Gc (main pipeline spare parts), with a bid amount of 101 million yuan. This project falls under the company's routine operating contracts for the year and is expected to have a positive impact on the company's future operating performance. However, the company has not yet signed a formal contract with the bidder, and will fulfill its information disclosure obligations promptly after the contract is formally signed

36Kr

RFNE: Wholly-owned subsidiary wins a nuclear power project worth 101 million yuan

The National Bureau of Statistics announced that the GDP of mainland China is expected to grow by 5% year-on-year in 2025, in line with market expectations. The sales of newly built commercial housing fell by 12.6% year-on-year. The People's Bank of China lowered the re-lending and rediscount rates by 0.25 percentage points and adjusted the minimum down payment ratio for commercial property loans to 30%. The three major A-share indices showed mixed trends, with the Shanghai Composite Index slightly up by 0.3%, the Shenzhen Component Index slightly up by 0.09%, and the ChiNext Index down by 0.7%. Domestic bank stocks were relatively weak, with CATL down by 1% and Rongbai Technology down by 11.2% due to contract issues. Nuclear power and grid equipment concept stocks rose

AASTOCKS

"Shanghai and Shenzhen" Mainland GDP increased by 5% to meet the target, A-share three major indices fluctuated throughout the day, gold, aviation, nuclear power, and power grid equipment concept stocks rose

Oklo's CEO Jacob DeWitte: Labor shortages may adversely affect the construction of power plants

The Trump administration bets on nuclear energy to win the AI competition, partnering with Brookfield to invest $80 billion in building plants, and attempting to restart old reactors, receiving responses from tech giants. However, analysts believe that exorbitant costs, regulatory barriers, and the historical shadow of "unfinished projects" raise doubts in the market about whether this radical nuclear revival could become a "house of cards."

- The Trump administration aims to expand nuclear energy significantly to maintain a lead in the AI race, revealing plans to double U.S. nuclear capacity by 2050.  
- Despite a recent $80 billion partnership with Brookfield for new reactors, market experts express doubts about feasibility due to high costs and regulatory hurdles.  
- While some tech giants are investing in nuclear, obstacles remain, including the historical failures of past projects and the uncertain willingness of private operators to finance extensive investments without government backing.

Brookfield

Trump's "Nuclear Dream" is not favored by many

Severe cold weather is testing France's electricity system. With demand surging, French nuclear reactors are operating at nearly full capacity. The day-ahead electricity price for delivery in France on Wednesday was €89.07 per megawatt-hour. This price is higher than the corresponding electricity price in Germany, which is an unusual phenomenon in the European electricity market

The cold wave drives a surge in electricity demand, and France's nuclear power generation reaches a seven-year high

000591

The power supply shortage brought about by artificial intelligence has driven the entire U.S. stock power sector to rise this year, but as valuations have reflected most of the optimistic expectations, investors will shift their focus to companies' actual execution capabilities next year. This year, the U.S. power sector has experienced a rare comprehensive rise, with significant increases from clean energy to coal, and from mature technologies to speculative projects, driven primarily by the power supply gap created by AI data centers. The annual increase of U.S. renewable energy ETFs reached 50%-60%, while the stock prices of nuclear power and natural gas equipment manufacturers doubled, and even fuel cell companies saw their stock prices soar threefold, with coal stocks also rising by about 50%. According to JP Morgan stock analyst Mark Strouse, 2025 is still in the early stages of the cycle, and investors only need to gain exposure to AI. However, by 2026, we need to see actual transaction announcements and order accumulation. Currently, most power stocks have reached historical high valuations, with some companies even surpassing tech giants. Once the supply shortage shifts from a favorable factor to a constraint, this "everyone wins" energy trade may be difficult to sustain. The comprehensive rise from nuclear power to coal covers a wide range in this round of power sector increases. Uranium miner Cameco has risen about 80% this year, nuclear power plant operator Constellation Energy has increased by about 60%, and even the speculative small modular reactor stock Oklo has more than doubled this year. The Trump administration's executive orders accelerating the application of nuclear energy have provided additional momentum for the sector. Equipment manufacturers have also performed strongly

- The U.S. power sector has seen significant gains this year, driven by electricity shortages from AI data centers, with renewable energy ETFs increasing by 50%-60%.  
- Analysts caution that while current valuations reflect optimistic expectations, actual execution and transaction announcements will become crucial in 2026 for continued growth.  
- High valuations in power stocks pose risks, as bad news could trigger declines and create a divide between industry winners and losers due to labor shortages in contracting services.

LB Select

Constellation Energy

Cameco

From photovoltaics, nuclear power to coal, "all lines take off," how long can the "AI power supply" theme in the US stock market last?

RFNE(002366.SZ)