🇭🇰 港交所CGN POWERCodex · 实盘不做把握 7/10
北京时间·🕒 发布 08-03 17:25:00时区推断·⟳ 抓取 08-03 17:26:18·⚡ 决策 08-04 12:10:48 +18h44m·84.4 天前
中国广核惠州2号机组完成调试并具备商业运营条件
惠州2号机组投运后公司管理在运核电装机由34248MW增至35450MW，新增约1202MW、约3.5%，方向上利好但属于核电项目建设周期内的投运兑现。
📄 原文CGN POWER↗ 原文
Voluntary Announcement - Huizhou Unit 2 is Qualified for Commercial Operation
Hong Kong Exchanges and Clearing Limited and The Stock Exchange of Hong Kong Limited take no responsibility for the con…
不做 中广核电力（01816.HK）
同一具体催化已在2026-08-03 10:16 UTC由cninfo_cdn处理为不做；本条为港交所同事项披露的重复来源，且8月4日上午已交易后未体现正向承接，不重复推卡。
不做 中国广核（003816.SZ）
A股同一公司承接同一惠州2号机组投运信息，但该催化已处理且上午股价约-2.17%，程序性投运兑现缺少新的短线edge。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-08-03 · 扩散 medium · price-in 风险 high ↗
关键理由
- 惠州2号机组投运后公司管理在运核电装机由34248MW增至35450MW，新增约1202MW、约3.5%，方向上利好但属于核电项目建设周期内的投运兑现。
- 查重命中同一具体催化已在2026-08-03 10:16 UTC由cninfo_cdn处理为不做，本条不应重复推卡。
主要风险
- 该事件是单台机组商业运行资格公告，更多是程序性落地，且8月4日上午A/H股已交易后均下跌，短线追入缺少edge。
反向证据
- 做多前查反向 · 来源 kb_search · 日期 2026-08-03 · 影响 none
内部库更多命中近期核电核准与行业景气讨论，未发现足以把该单台投运公告升级为新交易催化的独立增量。
检索:中国广核 惠州2号机组 商业运行 惠州核电 2号机组 原文 ↗
工具调用 · 历史记录,结果未知(3 种)
- search_processed_events · 结果未知
- stock_quote · 结果未知
- kb_search · 结果未知
原文全文
展开原文 · 2,089 字
Hong Kong Exchanges and Clearing Limited and The Stock Exchange of Hong Kong Limited take no responsibility for the contents of this announcement, make no representation as to its accuracy or completeness and expressly disclaim any liability whatsoever for any loss howsoever arising from or in reliance upon the whole or any part of the contents of this announcement.
# CGN Power Co., Ltd.* 中國廣核電力股份有限公司
(A joint stock company incorporated in the People’s Republic of China with limited liability)
(Stock Code: 1816)
## Voluntary Announcement Huizhou Unit 2 is Qualified for Commercial Operation
This announcement is made by CGN Power Co., Ltd.* (the “Company”) on a voluntary basis.
The board of directors (the “Board”) of the Company is pleased to announce that Unit 2 of CGN Huizhou Nuclear Power Co., Ltd. (中廣核惠州核電有限公司) (“Huizhou Nuclear”) has completed all commissioning works on August 3, 2026, and is qualified for commercial operation.
Huizhou Nuclear will also obtain certificates such as the Electric Power Business Permit in accordance with the relevant requirements. Under normal circumstances, the time when the relevant procedures have been completed will be determined as the time when such unit commences commercial operation.
After Huizhou Unit 2 is put into commercial operation, the number of nuclear power generating units in operation managed by the Company (including associates) will increase to 31 units and the installed capacity of nuclear power generating units in operation will also increase from 34,248MW to 35,450MW.
Huizhou Nuclear is a subsidiary of the Company.
By order of the Board CGN Power Co., Ltd.* Yin Engang
Chief Financial Officer, Joint Company Secretary and Board Secretary
The PRC, August 3, 2026
As at the date of this announcement, the Board of the Company comprises Mr. Pang Songtao as an executive Director; Mr. Yang Changli, Ms. Li Li, Mr. Feng Jian and Mr. Liu Huanbing as non-executive Directors; Mr. Wong Ming Fung, Mr. Cheng Wei and Mr. Peng Yi as independent non-executive Directors.
* For identification purposes only
# CGN Power Co., Ltd.* 中國廣核電力股份有限公司
(A joint stock company incorporated in the People’s Republic of China with limited liability)
(Stock Code: 1816)
## Voluntary Announcement Huizhou Unit 2 is Qualified for Commercial Operation
This announcement is made by CGN Power Co., Ltd.* (the “Company”) on a voluntary basis.
The board of directors (the “Board”) of the Company is pleased to announce that Unit 2 of CGN Huizhou Nuclear Power Co., Ltd. (中廣核惠州核電有限公司) (“Huizhou Nuclear”) has completed all commissioning works on August 3, 2026, and is qualified for commercial operation.
Huizhou Nuclear will also obtain certificates such as the Electric Power Business Permit in accordance with the relevant requirements. Under normal circumstances, the time when the relevant procedures have been completed will be determined as the time when such unit commences commercial operation.
After Huizhou Unit 2 is put into commercial operation, the number of nuclear power generating units in operation managed by the Company (including associates) will increase to 31 units and the installed capacity of nuclear power generating units in operation will also increase from 34,248MW to 35,450MW.
Huizhou Nuclear is a subsidiary of the Company.
By order of the Board CGN Power Co., Ltd.* Yin Engang
Chief Financial Officer, Joint Company Secretary and Board Secretary
The PRC, August 3, 2026
As at the date of this announcement, the Board of the Company comprises Mr. Pang Songtao as an executive Director; Mr. Yang Changli, Ms. Li Li, Mr. Feng Jian and Mr. Liu Huanbing as non-executive Directors; Mr. Wong Ming Fung, Mr. Cheng Wei and Mr. Peng Yi as independent non-executive Directors.
* For identification purposes only
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