Chairman of China National Nuclear Corporation and delegation hold nuclear industry chain exchange meeting with listed companies

Gathering Nuclear Innovation, Linking the Future

Introduction: As the "dual carbon" strategy guides the direction of energy transition, and nuclear power becomes a key force in ensuring national energy security, a safe, efficient, and innovative nuclear industry chain is not only the foundation for high-quality industrial development but also a vehicle for multi-party value co-creation.

On December 23, the "Gathering Nuclear Innovation·Linking the Future—Nuclear Industry Chain Listed Companies Exchange Conference," hosted by China National Nuclear Power Co., Ltd. (abbreviated: China Nuclear Power, stock code: 601985), co-hosted by the Listed Companies Entrepreneurs Exchange Center (abbreviated as "SEC"), and co-organized by the Tsinghua EMBA Industry Alliance, was successfully held at the SEC in Beijing.

This event brought together the core forces of the nuclear energy industry chain. Lu Tiezong, Assistant General Manager of CNNC, Secretary of the Party Committee and Chairman of China Nuclear Power, and Chen Fubin, Deputy General Manager of China Nuclear Power, led the company's core executive team to the scene. The SEC invited more than 30 entrepreneurs, executives, and experts from listed companies in the nuclear industry chain, top universities, and securities firms to gather together and engage in in-depth, practical, and forward-looking closed-door discussions on key topics such as high-quality development of the nuclear energy industry, industry chain collaboration, and the integration of innovation and capital.

Lu Tiezong, Secretary of the Party Committee and Chairman of China Nuclear Power, delivered the opening speech, setting the tone of "high-quality development and value co-creation" for the entire exchange. He pointed out that under the guidance of the "dual carbon" strategic goals, nuclear power has ushered in unprecedented historical opportunities and missions of the times. As a clean, efficient, and stable base-load energy source, nuclear power is a key force in building a new energy system and ensuring national energy security. China Nuclear Power (601985), as the main force in nuclear energy development, continues to lead in the scale of operational, under-construction, and approved-to-be-built units, and its new energy industry is also flourishing, steadily advancing toward the goal of becoming a world-class clean energy service provider.

He emphasized that the high-quality development and high-level safety of nuclear power cannot be separated from the support of a powerful, reliable, and innovative industry chain and supply chain. China Nuclear Power is deeply promoting intensive reforms, building a new pattern of supply chain cooperation characterized by "integration, co-creation, sharing, and win-win," adhering to the localization strategy, and working with partners to jointly enhance the core competitiveness and independent controllability of the nuclear power industry. This exchange conference is not only a networking event but also an opportunity for strategic alignment, intellectual collision, and value co-creation. It is expected to achieve in-depth exchanges at three levels: jointly planning development strategies, directly addressing industry pain points, and strengthening capital ties. At the same time, he reiterated the fundamental principles of China Nuclear Power's interactions with partners—building a "close and clean" relationship, creating a sunny ecosystem, and striving to create a fair, just, and open market environment.

Xu Changzhong, founder of the SEC and chairman of Huiyin Deqing Fund, delivered a welcome speech. He said that as a national strategic emerging industry, the high-quality development of the nuclear industry cannot be separated from the collaborative resonance of the upstream and downstream of the industry chain. The SEC has always adhered to the concept of "establishing the world with vision and achieving great industrial synergy." This joint effort with China Nuclear Power (601985) to build an exchange platform is precisely aimed at breaking down the barriers to collaboration between central enterprises and listed companies, enabling optimal allocation of resources through precise connections, and fostering breakthroughs in innovation through intellectual collisions.

Chen Fubin, Deputy General Manager of China Nuclear Power, systematically introduced the overall situation of China Nuclear Power, the current status of production and supply chain management, strategic development directions, and the path to collaboratively promote high-quality development. He shared that China Nuclear Power places scientific and technological innovation at the core of its overall development, systematically promotes the high-quality development of intellectual property, and has achieved a series of significant results. The company has thoroughly implemented the important spirit of developing strategic emerging industries, coordinated resources through intensive reforms, and enhanced core capabilities, achieving remarkable economic and management benefits.

While looking to the future, Chen Fubin also frankly pointed out the challenges facing industrial development and emphasized the need to pool the strength of the upstream and downstream of the industry chain to jointly fill, solidify, and strengthen the chain. He particularly mentioned that this year is the first year of AI, and the comprehensive application of artificial intelligence technology is having a profound impact. China Nuclear Power is willing to work with partners to collaboratively promote the cultivation and development of new productive forces in the nuclear power field to support the steady and long-term development of the industry.

After gaining an in-depth understanding of China Nuclear Power's strategic plans, representatives of the participating listed companies, based on their own businesses, engaged in lively and in-depth exchanges on topics such as industry chain collaboration and technological breakthroughs.

Ma Bin, Vice President of Tencent Holdings (00700), focused on the integration of AI technology and nuclear power digitalization, sharing practical ideas on how digital transformation can empower the full lifecycle management of nuclear power; Wu Jianxin, President of Jiangsu Shentong (002438), introduced the company's technical advantages in core products such as nuclear-grade butterfly valves and ball valves, and expressed willingness to deepen cooperation with China Nuclear Power in the fields of fourth-generation nuclear power equipment and full-cycle services; Li Yongdong, Deputy General Manager of Yongxing Materials (002756), shared the company's breakthrough achievements in the research and development of super-wide duplex stainless steel plates around the localization of key nuclear power materials, expressing the willingness to jointly tackle the "bottleneck" problems of nuclear power materials; Xu Deli, Deputy General Manager of Donghua Software (002065), combined with the business areas of his company, elaborated on the cooperation demands in the research and development of nuclear power supporting equipment and supply chain guarantees; Yang Zemin, Chairman of Wangbian Electric (603191), introduced the company's product layout in the field of electrical equipment for nuclear power, hoping to participate in the collaborative innovation of the nuclear power industry chain based on technical advantages. Other companies also actively participated in discussions on key related matters, with continuous intellectual collisions and frequent emergence of cooperation intentions on site.

Wang Aihong, CEO of Huiyin Deqing Fund and Executive Committee Member of the SEC, from the perspective of capital empowerment, introduced the founding philosophy, service purpose of the SEC, and the three core fund products of Huiyin Deqing Fund. He proposed that China's economic macro structure presents a three-tier structure of "central enterprises - listed companies - small and medium-sized growth enterprises." Corresponding to this structure, the fund has established mixed-ownership reform funds (serving central enterprises' mixed-ownership reform, having participated in China Nuclear Power's mixed-ownership reform), M&A funds (serving listed companies' M&A financing), and PE funds (helping small and medium-sized growth enterprises connect with the capital market), forming a full-chain capital service system to inject capital vitality into the collaborative development of the nuclear industry chain.

From strategic alignment to pain point analysis, from business docking to capital empowerment, this exchange conference is not only a networking event for information exchange but also a reconstruction and upgrade of the industrial ecosystem. As Chairman Lu Tiezong said, the nuclear energy industry has broad prospects and a glorious mission, and all parties in the industry chain are both a community of shared destiny and a community of shared responsibility.

As a co-organizer, the SEC has always adhered to the original intention of "great industrial synergy" and will continue to build a precise docking platform for central enterprises and listed companies in the future, promoting more upstream and downstream enterprises in the industry chain to achieve resource sharing, technology co-creation, and value symbiosis.

Companies participating in this exchange include:

Company Name Stock Code

Tencent Holdings 00700

Wangbian Electric 603191

Jikang Technology 920879

Jiuli Special Materials 002318

Xizi Clean Energy 002534

Jiangsu Shentong 002438

China Merchants Logistics 603128

Sumavision 300079

Donghua Software 002065

Yongxing Materials 002756

Zheshang Securities 601878

JD Group 09618

Inovance Technology 300124

ZKH.N

Orient Cable 603606

Zhongke Yinghua (Nord Co., Ltd.) 600110

Tsinghua University Water Circle National Key Laboratory

Hongxia Technology

Kanggaote Instruments

Hualiwei

Putai New Materials

Yunneng Capital