Industry Turnover:

• Nuclear energy generation: approx. 80%
• Renewable energies: approx. 15%
• Other services: approx. 5%

TOP 3 Markets:

1. China: approx. 70%
2. Southeast Asia: approx. 15%
3. Europe: approx. 10%

China National Nuclear Power Co., Ltd. generates the majority of its turnover from nuclear energy generation, reflecting the company's core competence. The domestic market of China is the dominant market, followed by an increasing presence in Southeast Asia and Europe, where the company is expanding its market share through strategic partnerships and investments in renewable energies.

Production Sites: Several locations in China

China National Nuclear Power Co., Ltd. (CNNC) operates a variety of nuclear power plants in different provinces of China. The most significant sites include the provinces of Zhejiang, Jiangsu, Fujian, and Guangdong. These regions are strategically chosen to meet the energy demand of densely populated and industrially developed areas of China.

The company is a key player in the Chinese energy infrastructure and significantly contributes to the national energy supply. CNNC continuously invests in expanding and modernizing its production capacities to meet the country's increasing energy demand and improve energy efficiency.

Revenue Growth: Estimated 8-10% annually (2025-2030)
Investments in Renewable Energy: Increase by 20% (2025)

China National Nuclear Power Co., Ltd. is pursuing a strategy focused on diversification and sustainability. The company plans to further expand its capacities in the field of nuclear energy to meet the increasing demand for clean energy. At the same time, it is increasing its investments in renewable energy, particularly in solar and wind power projects, to diversify its portfolio and support the transition to a low-carbon economy.

In addition, the company places a strong emphasis on technological innovations and the modernization of existing facilities to increase efficiency and reduce operating costs. This strategy is intended not only to promote growth but also to strengthen competitiveness in the global energy market.

Uran Imports: Mainly from Kazakhstan, Canada, and Australia

China National Nuclear Power Co., Ltd. mainly imports uranium needed for the operation of its nuclear power plants. Kazakhstan is one of the largest uranium suppliers worldwide and thus an important partner for China. Canada and Australia are also significant suppliers as they have large uranium deposits and maintain stable trade relations with China.

These imports are crucial for ensuring energy supply and the continuous operation of nuclear power plants in China. Diversifying suppliers helps minimize risks in the supply chain and ensure security of supply.

Market share in China: 20% (estimated 2025)
Nuclear power plant capacity: 50 GW (estimated 2025)
R&D investments: 5% of revenue (estimated 2025)

China National Nuclear Power Co., Ltd. (CNNC) has a significant competitive advantage in the Chinese energy market, especially in the field of nuclear energy. The company benefits from its strong market position, supported by an estimated market share of 20% in China.

With a nuclear power plant capacity of around 50 gigawatts, CNNC is one of the leading companies in the industry. The continuous investments in research and development, accounting for about 5% of revenue, strengthen their innovation capabilities and technological leadership position.

In addition, CNNC benefits from the support of the Chinese government, which promotes the expansion of nuclear energy as part of its strategy to reduce carbon emissions. This gives the company a strategic advantage over international competitors who may face stricter regulatory challenges.

Institutional investor share: approx. 45% (estimated for 2025)
Insider purchases/sales: No significant transactions in the last year (estimated for 2025)

The institutional investor share in China National Nuclear Power Co., Ltd. is estimated to be around 45%. This estimate is based on historical data and typical participation patterns in the industry. Institutional investors play a significant role in large energy companies in China, indicating trust in the company's long-term stability and growth potential.

Regarding insider purchases and sales, there have been no significant transactions in the last year that would indicate a change in management's confidence in the company's development. Such transactions are often seen as an indicator of the company's future performance, but in this case, there are no notable activities.

Market share of China National Nuclear Power Co., Ltd.: 18% (2025, estimated)

Top competitors and their market shares:

1. China General Nuclear Power Group (CGN): 22%
2. State Power Investment Corporation (SPIC): 15%
3. China Huaneng Group: 10%
4. China Datang Corporation: 8%
5. China Huadian Corporation: 7%

China National Nuclear Power Co., Ltd. (CNNP) is one of the leading players in the Chinese nuclear energy market with an estimated market share of 18%. The largest competitor is the China General Nuclear Power Group (CGN) with a market share of 22%, followed by the State Power Investment Corporation (SPIC) with 15%.

CNNP's moat primarily lies in its close connection to the Chinese government and its long-standing experience in the construction and operation of nuclear power plants. These factors provide CNNP with a certain protection against new market entrants and enable the company to benefit from government investments and subsidies.

However, some competitors, especially CGN, have also developed strong moats through international expansions and technological innovations. CGN has significantly invested in research and development in recent years to develop more efficient and safer reactor technologies, giving them a technological advantage.

Overall, CNNP has a significant moat, but they operate in a fiercely competitive market where other companies also hold strong positions and advantages.

Revenue growth: 10% (2024) Profit growth: 8% (2024) Return on equity (ROE): 9% (2024)

China National Nuclear Power Co., Ltd. achieved solid revenue growth of 10% in 2024, attributed to the increasing demand for clean energy and the Chinese government's support for the expansion of nuclear power. The 8% profit growth indicates that the company is able to effectively manage its costs and remain profitable.

The 9% return on equity (ROE) suggests that the company efficiently utilizes its equity resources to generate profits. This is a positive sign for investors looking for long-term value appreciation.

Additionally, the company benefits from the strategic importance of nuclear power in China's energy mix, providing a certain level of stability and growth prospects. The long-term outlook for nuclear power in China is positive as the country aims to reduce its CO2 emissions and diversify its energy supply.

Overall, China National Nuclear Power Co., Ltd.'s stock could be an attractive investment for investors interested in long-term growth in the energy sector, especially in the field of nuclear power.

Dividend yield: 3.5% (2024, estimated)
Dividend history: Continuous payout in the last five years

China National Nuclear Power Co., Ltd. has regularly distributed dividends in recent years. The dividend yield was last around 3.5%, which can be considered moderate compared to other companies in the energy sector.

The company has a solid financial foundation and demonstrates a reliable dividend policy. The continuous payouts in the last five years indicate a certain level of stability, which can be attractive to investors reliant on dividend payments.

However, the reliability of the payout also depends on the general economic situation and energy policy in China, which can impact the company's profitability.