May 07TokiarcadeThe share price of Guangzhi Technology (300489) rose sharplyTokiarcadeAs of 10:00, Guangzhi Technology is up 5%.Tokiarcade.01%, at 22.02 yuan per share, with a transaction of 38.43 million yuan, a turnover rate of 1.32%, and an amplitude of 6.34%.

News interpretation

With the deep adjustment of the global energy structure and the growing demand for clean energy, nuclear power, as a stable and efficient form of energy, is gradually favored by countries all over the world. China Nuclear Power has announced its investment plan for 2024, with a total value of 12%.Tokiarcade, 1.55279 billion yuan, compared with the investment in 2023, a year-on-year increase of 52%. This remarkable growth not only marks the formal peak of nuclear power investment, but also brings unprecedented development opportunities for the nuclear power related industry chain, indicating that the whole industry is about to usher in a period of rapid growth.

According to the forecast of the International Energy Agency, the global nuclear power generation will reach an all-time high in the near future, and the proportion of renewable energy will surpass coal to account for more than 1/3 of the world's total electricity generation. This trend has brought a broad space for the development of nuclear power and its related industrial chain, from technology research and development to equipment manufacturing, from raw material supply to operation and maintenance, all links will usher in new growth points.

China has become the eighth country in the world to master fast reactor technology. At present, China is actively promoting the construction of a demonstration reactor with a single unit capacity of 600MW, which will further improve the safety and economy of nuclear power technology.

The development of modular small reactor (SMR) technology also brings new possibilities for the application of nuclear energy. This small capacity reactor has the characteristics of flexibility, low investment, short construction cycle, strong mobility and so on. By changing the number of modular small reactors, the power of the power plant can be flexibly configured to meet different energy needs. At the same time, because the total amount of radiation source is small and the safety is higher, the site selection requirements have been relaxed, which will help to promote the application of nuclear energy in urban heating, industrial energy supply and other fields, and further broaden the comprehensive application scene of nuclear energy.

From 2024 to 2025, the average annual market space of nuclear power equipment in China is expected to reach about 51.2 billion yuan. With the continuous development of nuclear power technology and the improvement of domestic production rate, China has formed a strong supply capacity of nuclear power main equipment. Especially during the 14th five-year Plan period, China's nuclear power units are expected to make further steady progress, and it is expected that about 8 nuclear power units will be approved and started every year.

The problem of spent fuel treatment is also getting more and more attention. With the continuous increase of spent fuel accumulation, a series of breakthroughs have been made in the localization of storage and transportation equipment, which may be the first beneficial equipment link in spent fuel treatment. Under the guidance of policy, spent fuel treatment in China is developing in the direction of closed cycle. As a key link of closed cycle, the gradual maturity of post-processing technology will bring huge development space for related special equipment and supporting equipment.

Recently, Shenzhen Transportation Bureau officially released the sixth batch of Open Road catalogue of Shenzhen Intelligent Network Automobile Road Test and demonstration Application, with a total of 43 roads and a total mileage of about 106.01 km. Up to now, the mileage of self-driving open roads in the city has reached 944 kilometers. Shenzhen Intelligent Network United Automobile Road Test and demonstration Application the sixth batch of open roads are all located in Baoan District, involving four areas: Baozhong District, Xin'an District, Convention and Exhibition area and Shajing District. Last year, Guangdong-Hong Kong-Macau Greater Bay Area's only intelligent network connection professional test ground was put into operation in Pingshan. At the end of January this year, Baoan District launched the intelligent network connection automobile unmanned commercialization pilot, becoming the first central urban area in the country to carry out the pilot unmanned commercialization. The expanding test road provides rich testing environment and application scenarios for intelligent network-connected automobile related enterprises, promotes the practice and application of technology, and will accelerate the construction of intelligent transportation system and improve the intelligent level of the city. In 2023, a total of 700 intelligent Internet connection test demonstration notices were issued in the city.

In 2015, "made in China 2025" issued by the State Council, as a programmatic document, proposed for the first time to vigorously develop various self-driving technologies. In April 2018, the Ministry of Industry and Information Technology, the Ministry of Public Security and the Ministry of Transport issued the Intelligent Network connection vehicle Road Test Management Standard (for trial implementation), which stipulated the application conditions for intelligent network connection vehicle road test. In July 2021, the Ministry of Industry and Information Technology issued the opinions on strengthening Intelligent Network Automobile production Enterprises and Product access Management, which stipulated the access management requirements of self-driving vehicles and their production enterprises, to prepare for the large-scale mass production of L3 and L4 self-driving cars. In November 2023, the Ministry of Industry and Information Technology and other four departments officially issued the "notice on the pilot work of Intelligent Network access and Road access" to promote the pilot of self-driving vehicles on the road.

Capital trend

As of press time, Guangzhi Technology received a net inflow of 6.65 million yuan, of which super-large inflow was 670000 yuan and large-scale inflow was 5.97 million yuan. Data show that today's net inflow of the stock has increased by 6.99 million yuan compared with the average net inflow of nearly 5 days.

Main business and performance

Guangzhi Technology Co., Ltd. is mainly engaged in the R & D, production and sales of high-performance aluminum alloy materials and machined products.

The latest financial report shows that in the first quarter of this year, Guangzhi Technology achieved operating income of 234 million yuan, down 2.00% from the same period last year, and its net profit was-41.5518 million yuan, an increase of 22.24% over the same period last year, and basic earnings per share was-0.30 yuan.

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