news

한어Русский языкEnglishFrançaisIndonesianSanskrit日本語DeutschPortuguêsΕλληνικάespañolItalianoSuomalainenLatina

Data is a treasure

Data treasure

Less worries about stock trading

The State Council reviewed and approved several nuclear power unit projects, which brought good news to the nuclear power industry.

3A Game Masterpieces

Black Myth: Wukong is now online

Today is a big day for game lovers.At 10 a.m., the domestic 3A game masterpiece "Black Myth: Wukong" will be officially launched on Steam, Epic Games Store, We Game, PS5 and other game platforms.According to the official website, the game has four versions: the digital standard version is priced at 268 yuan, the digital deluxe version is priced at 328 yuan, the physical deluxe version is priced at 820 yuan, and the physical collector's version is priced at 1998 yuan. The physical version is currently sold out.

Since the game was first exposed, it has attracted market attention. According to the domestic game sales chart, as of July 13, the pre-sale sales and sales of "Black Myth: Wukong" may reach 1.2 million and 390 million yuan. According to the Steam platform sales chart released by Valve, "Black Myth: Wukong" ranked first in Steam's global weekly sales from August 6 to 13. The game topped the charts in 12 regions including the United States, Singapore, Thailand, Canada, Brazil, and Italy.

Why is the 3A game "Black Myth: Wukong" so popular?

3A games refer to games with high development costs, long development cycles, and high resource consumption. On the one hand, Black Myth: Wukong is derived from China's most classic Journey to the West IP, which has its own traffic attributes; on the other hand, the game's exquisite visual effects and 3A-level game development investment have ignited players' expectations for the gaming experience.The authoritative rating agency IGN China gave "Black Myth: Wukong" a full score.andThe game is called a milestone in China's gaming industry and is a truly domestically produced game that is highly competitive in the global market.

The market is also scrambling to seize this wave of "overwhelming traffic". On August 19, Luckin Coffee and "Black Myth: Wukong" launched a joint event, launching Black Myth Tengyun Americano and peripheral packages. When you purchase a designated package, you can get a free 3D limited poster of "Black Myth: Wukong". However, due to the popularity of the game, all kinds of peripheral packages were sold out in seconds after Luckin Coffee opened for business. Luckin Coffee expressed its deep apologies and quickly formulated a replenishment plan, with an estimated replenishment period of about 15 days.

Great Wall Securities believes that the popularity of Black Myth: Wukong shows that my country's game production capabilities have already gained certain competitiveness in the global market. In the current game market where content is king, it is recommended to pay attention to companies with high-quality R&D capabilities and rich product reserves. With the continuous strengthening of my country's game industry R&D capabilities, the regular issuance of game licenses, and marginal improvements in policies, the quantity and quality of the supply side of my country's game industry will be boosted, and the industry is expected to achieve healthy development under the guidance of policies.

11 nuclear power units approved

Record high volume

On August 19, after deliberation at the State Council Executive Meeting, it was decided to approve five nuclear power projects, including the first phase of the Xuwei project in Jiangsu.The five nuclear power projects approved this time are the CNNC Jiangsu Xuwei Phase I project, CGN Guangdong Lufeng Phase I project, Shandong Zhaoyuan Phase I project, Zhejiang Sanmao Phase II project and State Power Investment Corporation Guangxi Bailong Phase I project, with a total of 11 nuclear power units, a record high number.

Last night,China General Nuclear PowerThe company issued an announcement announcing that its six nuclear power units have been approved by the State Council. At present, the company and its subsidiaries are carrying out various construction preparations in an orderly manner. After obtaining the "Nuclear Power Plant Construction License" issued by the National Nuclear Safety Administration, they can start full-scale construction. The single unit capacity of Lufeng Units 1 and 2 approved this time is 1245MW, the single unit capacity of Zhaoyuan Units 1 and 2 is 1214MW, and the single unit capacity of Cangnan Units 3 and 4 is 1215MW.

China Nuclear PowerIt was also announced that the first phase of the Jiangsu Xuwei Nuclear Energy Heating Power Plant project has been approved. The first phase of the project plans to build two "Hualong One" pressurized water reactor nuclear power generating units (single unit rated power of 1208MW) and one high temperature gas-cooled reactor nuclear power generating unit (rated power of 660MW), and a supporting steam heat exchange station. After completion, it will have both high-quality steam supply capacity and power generation capacity under the designed operating conditions.

On August 11, the CPC Central Committee and the State Council issued the "Opinions on Accelerating the Comprehensive Green Transformation of Economic and Social Development", which pointed out that it is necessary to "accelerate the construction of clean energy bases such as wind power and photovoltaic power in the northwest, hydropower in the southwest, offshore wind power, and coastal nuclear power."This is the first time that a top-level national document has clearly stated that it will accelerate the construction of coastal nuclear power clean energy bases.

CITIC Securities pointed out that in recent years, the diversified development under the energy transformation and the risk of global base load energy supply shortage have become more prominent, the world has accelerated the construction and planning of nuclear power, the global nuclear power industry chain has ushered in resonance, and the domestic long-cycle nuclear power equipment market has been booming.

Huafu Securities believes that nuclear energy has incomparable advantages in addressing global climate change, promoting green energy transformation and ensuring energy security. Nuclear energy will play a greater role in seawater desalination, nuclear hydrogen production, medical protection and other aspects in the future.

In terms of industry, the blue book "China Nuclear Energy Development Report (2023)" shows that my country's operating nuclear power installed capacity is expected to rank first in the world before 2030; it is expected that the proportion of nuclear power generation in my country will reach 10% in 2035, doubling compared to 2023.

These nuclear power concept stocks

High market attention

According to the Securities Times Databao statistics, in terms of institutional attention, among the A-share nuclear power concept stocks, 18 stocks have been rated by 10 or more institutions.Huaneng Power International, Dun'an Environment, China National Nuclear Corporation, Anhui Wanneng Power, China Guangdong Nuclear PowerThe top five companies were rated by 30, 21, 21, 17 and 17 institutions respectively.

Huaneng InternationalIt holds a 22.5% stake in Huaneng Shidao Bay Nuclear Power Development Co., Ltd., which is responsible for the investment and construction of the pressurized water reactor project. On May 28, Huaneng International announced that it would subscribe to the additional registered capital of Shidao Bay Nuclear Power with other existing shareholders of Shidao Bay Nuclear Power in proportion to their respective shareholdings. After the completion of this capital increase, the registered capital of Shidao Bay Nuclear Power increased to 6.243 billion yuan, and the company's shareholding ratio in Shidao Bay Nuclear Power remained unchanged at 22.5%.

China General Nuclear PowerPossessing a nuclear power operation license. As of June 2024, the company manages 28 operating nuclear power units (31.76GW) and 10 units under construction and approval (over 12GW). Currently, the company is planning an asset acquisition plan, and the asset scale will reach a new level after the injection. The company actively participates in market-oriented transactions, and its performance is highly certain. With the expiration of depreciation and further growth of investment income in the future, it is expected to increase the company's profits.

According to Databao statistics, up to now, 26 nuclear power concept stocks have released semi-annual reports.Huaneng Power International, Datang PowerThe net profit amount ranked first, at 7.454 billion yuan and 3.1 billion yuan respectively;Hubei Energy, Shanghai Electric Power, Jilin Electric Power, Wanneng Electric PowerThe net profits are all over 1 billion yuan.

From the perspective of net profit changes,Xizi Clean Energy, Ganneng Shares, Datang Power GenerationNet profit growth ranked first, with year-on-year growth rates of 1059.02%, 150.67% and 104.5% respectively;Antai Technology, Wanneng Electric Power, China PowerThe net profit growth rates all exceeded 70%.Baobian Electric, TISCO Stainless SteelBoth stocks turned losses into profits.

Statement: All information content of Databao does not constitute investment advice. The stock market is risky and investment should be cautious.

Editor: He Yu

Proofreading: Li Lingfeng

Data treasure