Huatai Securities: It is expected that leading nuclear power stocks will successively benefit from profit recovery, accelerated growth, and valuation enhancement.

MetaMuskRat · 2026-04-07T05:47:48+00:00

People’s Financial News, April 7 — Huatai Securities said that against the backdrop of energy transition and energy security, the importance of nuclear power has become increasingly prominent. China’s globally leading nuclear power industry chain has laid a solid foundation for the long-term growth space of CNNC and CGN. Starting in 2026, a potential rebound in coal prices, a sustained increase in carbon prices, and the introduction of a targeted support policy for the mechanism-based electricity pricing pilot are highly likely to bring to a phased close the nuclear power price-decline concerns that the capital markets have had over the past three years. With the “15th Five-Year Plan” period seeing intensive commissioning of nuclear power projects, it is expected that the share prices of nuclear power leaders will, in sequence, receive three positive catalysts: earnings recovery, growth acceleration, and valuation enhancement.

MetaMuskRat

2026-04-07 05:47:48

People’s Finance News, April 7 — Huatai Securities noted that amid the energy transition and energy security, the importance of nuclear power has become increasingly prominent. China’s globally leading nuclear power industrial chain lays a solid foundation for long-term growth space for CNNC and CGN. Starting in 2026, a potential rebound in coal prices, continued increases in carbon prices, and the introduction of a policy to support trial mechanism-based electricity pricing will very likely bring a phase-ending conclusion to the capital market’s concerns about nuclear power price declines over the past three years. With the “15th Five-Year Plan” period seeing the intensive commissioning of nuclear power projects, it is expected that the stock prices of leading nuclear power players may sequentially benefit from three positives: an earnings recovery, growth acceleration, and valuation improvement.

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