According to the CITIC Securities Research Report, due to improvements in coastal supply and demand, it is expected that nuclear power will soon break out of the 2024-2026 electricity price decline cycle; the commissioning cycle of nuclear power units under construction has begun, and the sharp rise in volume and price helps nuclear power companies' performance enter a new release cycle; the current market has not fully taken into account the rise in electricity prices to catalyze the performance of nuclear power companies, and sector valuations still have a strong margin of safety.

According to the CITIC Securities Research Report, due to improvements in coastal supply and demand, it is expected that nuclear power will soon break out of the 2024-2026 electricity price decline cycle; the commissioning cycle of nuclear power units under construction has begun, and the sharp rise in volume and price helps nuclear power companies' performance enter a new release cycle; the current market has not fully taken into account the rise in electricity prices to catalyze the performance of nuclear power companies, and sector valuations still have a strong margin of safety.