Industry Revenues:

• Nuclear Technology: approx. 60%
• Construction: approx. 25%
• Renewable Energies: approx. 10%
• Other Services: approx. 5%

TOP 3 Markets:

• China: approx. 70%
• Southeast Asia: approx. 15%
• Middle East: approx. 10%

China Nuclear Engineering Corporation Limited generates the majority of its revenues from nuclear technology, followed by construction and renewable energies. The domestic market in China is the dominant revenue driver, while Southeast Asia and the Middle East also make significant contributions. These markets benefit from the growing demand for energy infrastructure and the company's expertise in nuclear technology.

Production Sites: Mainly in China

China Nuclear Engineering Corporation Limited (CNEC) primarily produces its products in China. As one of the leading companies in the field of nuclear technology in China, CNEC operates multiple production sites and facilities within the country, focusing on the development and construction of nuclear power plants as well as the manufacturing of nuclear components.

The company leverages China's strategic location to serve both the domestic market and support international projects. With strong infrastructure and existing technological resources, CNEC can efficiently produce and offer its products worldwide.

Revenue Growth: Estimated 8-10% annually (2025 forecast)
Investments in Research and Development: Increase by 15% (2024)

China Nuclear Engineering Corporation Limited is pursuing a strategy that heavily focuses on technological innovation and international expansion. The company plans to significantly increase its investments in research and development to develop new technologies in the field of nuclear energy and improve the efficiency of existing facilities.

Another key focus is on tapping into new markets outside of China. The company aims to strengthen its presence in emerging markets that have a growing energy demand and show interest in nuclear energy.

Additionally, the company is working on diversifying its portfolio by investing in renewable energies and forming partnerships with international energy companies. These measures are intended to reduce dependence on traditional nuclear energy projects and ensure sustainable growth.

Main Imported Raw Materials: Uranium, Steel, Copper

Countries of Origin:

• Uranium: Kazakhstan, Canada, Australia
• Steel: Australia, Brazil, Russia
• Copper: Chile, Peru, Australia

China Nuclear Engineering Corporation Limited is heavily dependent on the import of uranium, which is essential for the operation of nuclear power plants. Kazakhstan, Canada, and Australia are the main suppliers as they are among the largest uranium producers worldwide.

In addition, the company imports steel and copper, which are needed for the construction and maintenance of nuclear power plants. Australia and Brazil are important steel producers, while Chile and Peru are significant copper suppliers. These raw materials are crucial for the infrastructure and operation of the facilities.

Market Share: 30% (estimated, 2025)
Technological Edge: High, due to advanced reactor designs
Government Support: Significant

China Nuclear Engineering Corporation Limited (CNEC) has a strong competitive advantage in the nuclear energy sector, especially in China, where the demand for clean energy is growing. The company benefits from a significant market share and close cooperation with the Chinese government, which promotes the development and expansion of nuclear energy.

CNEC has advanced technological capabilities, particularly in the development of new reactor designs that are more efficient and safer. This technological leadership position gives the company a significant advantage over international competitors.

In addition to technological strength, CNEC benefits from government support, which brings both financial and regulatory advantages. This support enables the company to plan and implement long-term projects, increasing the barriers to entry for new market participants.

Institutional Investor Share: Estimated at around 40% (2025)

Insider Buys/Sells: No significant transactions in the last year (2024)

The institutional investor share in China Nuclear Engineering Corporation Limited is estimated to be around 40%. This indicates a strong interest from institutional investors in the company, reflecting confidence in its long-term development and stability.

In 2024, there were no significant insider buys or sells, suggesting that the management and other insiders do not currently anticipate any major changes in the company's valuation. This can be seen as a sign of stability and confidence in the current corporate strategy.

Market share of China Nuclear Engineering Corporation Limited: 8% (2025, estimated)

Top competitors and their market shares:

1. China National Nuclear Corporation (CNNC): 20%
2. China General Nuclear Power Group (CGN): 18%
3. State Power Investment Corporation (SPIC): 15%
4. China Huaneng Group: 10%
5. China Datang Corporation: 9%
6. China Nuclear Engineering Corporation Limited: 8%
7. China Huadian Corporation: 7%
8. China Energy Engineering Corporation: 6%
9. China Resources Power Holdings: 4%
10. China Guodian Corporation: 3%

Moat of China Nuclear Engineering Corporation Limited:

China Nuclear Engineering Corporation Limited (CNEC) has a moderate moat, mainly based on their expertise in nuclear construction and engineering. This specialization provides them with a certain advantage in project implementation and technical know-how. However, their competitors, especially CNNC and CGN, are better positioned due to their more comprehensive integration into the entire nuclear value chain and government support.

CNNC and CGN have deeper moats due to their size, financial resources, and ability to operate in both domestic and international markets. These companies also benefit from strategic partnerships and technological innovations that strengthen their market position.

Overall, CNEC has a significant but not dominant moat compared to its larger competitors, who enjoy a stronger competitive advantage through their more extensive resources and networks.

Revenue Growth: 8.5% (2024) Profit Growth: 9.2% (2024) Order Backlog: 150 billion CNY (2024)

China Nuclear Engineering Corporation Limited recorded a solid revenue growth of 8.5% in 2024, driven by strong demand for nuclear construction and engineering services. The company was able to increase its profit by 9.2%, indicating efficient cost controls and operational improvements.

The order backlog of 150 billion CNY indicates a robust pipeline of future projects that will support the company in the coming years. This suggests that the company is well positioned to benefit from China's continued investment in nuclear energy.

Additionally, the company benefits from government support and strategic partnerships that strengthen its market position. Given these factors, the stock could be an attractive investment, especially for investors interested in long-term growth prospects in the nuclear energy sector.

Dividend Yield: 3.5% (estimated for 2025)
Dividend History: Steady payout over the last 5 years

China Nuclear Engineering Corporation Limited has paid a consistent dividend in recent years, indicating a reliable payout policy. The estimated dividend yield of 3.5% for 2025 shows that the company continues to offer its shareholders an attractive return.

The reliability of dividend payments is supported by the stable financial performance and strategic importance of the company in China's nuclear industry. Analysts expect the company to maintain its dividend policy unless significant economic or regulatory changes occur.