DONGFANG ELEC (01072) rose more than 5%, reaching HK$21.62 by the time of writing, with a trading volume of HK$488 million. The surge comes ahead of the 4th China Nuclear Energy High-Quality Development Conference & Shenzhen International Nuclear Energy Industry Innovation Expo ("Shenzhen Nuclear Expo"), scheduled for November 12-14, 2025, in Shenzhen.

Official data shows that as of October 2025, China had 59 operational nuclear power units with a total installed capacity of 62.48 million kW, along with 53 units under construction with a capacity of 62.93 million kW. The total installed capacity has exceeded 125 million kW, maintaining China's position as the global leader in nuclear power.

DONGFANG ELEC serves as a "one-stop" supplier for nuclear power equipment. By September 2025, the company had provided over 200 nuclear island main equipment sets and 53 conventional island turbine generator sets for 112 operational and under-construction nuclear power units in China. Its nuclear power business covers the full technological spectrum, from Generation II+ and III reactors to fusion reactors.

Additionally, DONGFANG ELEC is the only domestic manufacturer licensed for the complete supply of nuclear steam supply system equipment and has the capacity to produce six sets of million-kilowatt-class nuclear power main equipment annually.