国务院国资委党委发布2025年度"央企楷模" 。 张玉卓强调，新时代是奋斗者的时代，也是在奋斗中成就伟业、成长成才的时代。各位"央企楷模"用火热的年华、蓬勃的风采，塑造了 国资央企人爱党报国、奋斗追梦的时代群像，激励着千万干部职工勇毅前行、锐意进取，希望大家珍惜荣誉、保持本色、继续努力、再 立新功。各中央企业党委（党组）要高度重视楷模、关心关爱楷模，广泛宣传楷模先进事迹，进一步激励国资央企广大党员干部从中汲 取干事创业、拼搏进取的不竭动力，更好服务党和国家工作大局，服务经济社会高质量发展，服务保障和改善民生。 国务院国资委有关厅局负责同志，有关中央企业党委（党组）负责同志和干部职工代表参加上述活动。 2月4日，国务院国资委党委发布2 0 25年度"央企楷模"。国务院国资委党委书记、主任张玉卓亲切会见"央企楷模"代表，并与大家座 谈。他强调，要全面贯彻党的二十届四中全会精神，学习贯彻习近平总书记对中央企业工作作出的重要指示精神，广泛宣传"央企楷 模"先进事迹，大力弘扬劳模精神、劳动精神、工匠精神，践行和弘扬国企先进精神，激励引导中央企业广大干部职工受到鼓舞、汲取 力量，汇聚推动中央企业高质量发展，为强国建设、民 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2026年1月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 中廣核礦業有限公司 呈交日期: 2026年2月5日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01164 | 說明 | 不適用 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 50,000,000,000 | HKD | | 0.01 | HKD | | 500,000,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | 本月底結存 | | | 50,000,000,000 | HKD | | 0.01 | HKD | | 500,000,000 | 本月底 ...

Market Overview - The Hang Seng Index closed at 27,387.11, down by 580.98 points or 2.08%, with a trading volume of 301.6 billion [1] - The Hang Seng Technology Index fell to 5,718.18, decreasing by 122.92 points or 2.10%, with a trading volume of 63.1 billion [1] - The Hang Seng Biotechnology Index dropped to 15,420.07, down by 371.54 points or 2.35%, with a trading volume of 15.3 billion [1] - The Hang Seng China Enterprises Index decreased to 9,317.09, down by 235.49 points or 2.47%, with a trading volume of 108.8 billion [1] - The Hang Seng Composite Index closed at 4,196.05, down by 89.51 points or 2.09%, with a trading volume of 212.5 billion [1] Sector Performance - Gold stocks experienced significant declines, with companies such as Chifeng Jilong Gold Mining and Shandong Gold falling over 14%, while Long Resources, Datang Gold, Zijin Mining International, and China National Gold all dropped more than 10% [1] - Lithium mining stocks also saw a downturn, with Ganfeng Lithium decreasing by nearly 11% and Tianqi Lithium falling over 10% [2]

（文章来源：每日经济新闻） 每经AI快讯，中广核矿业(01164.HK)一度涨超11%，截至发稿，涨9.04%，报5.55港元，成交额2.84亿港 元。 ...

【国联民生能源】推荐中广核矿业，双击时刻到来 ▍1月28日，中广核矿业午间收盘大涨9%，截至1月17日，现货铀价已攀升至92.38美元/磅，较月初上涨10.63美元/ 磅，涨幅13%。 ▍中广核矿业：25年全年业绩修复，26年铀价上行、增产预期叠加定价机制改善，弹性大幅增强。2个铀矿项目有 注入预期，远期权益产量可达5200tU以上(当前1322tU)。 ▍天然铀：一、二次需求加速释放，供给刚性约束仍存，铀价有望持续上行。 报告链接： 【国联民生能源】推荐中广核矿业，双击时刻到来 ▍1月28日，中广核矿业午间收盘大涨9%，截至1月17日，现货铀价已攀升至92.38美元/磅，较月初上涨10.63美元/ 磅，涨幅13%。 ▍中广核矿业：25年全年业绩修复，26年铀价上行、增产预期叠加定价机制改善，弹性大幅增强。2个铀矿项目有 注入预期，远期权益产量可达5200tU以上(当前1322tU)。 ▍天然铀：一、二次需求加速释放，供给刚性约束仍存，铀价有望持续上行。 ...

Group 1 - The core viewpoint of the article highlights the significant rise in the stock price of China General Nuclear Power Corporation (CGN) due to positive developments in the nuclear energy sector and rising uranium prices [1] - The World Nuclear Association's report indicates that if governments meet their nuclear power construction goals, global nuclear power capacity could reach 1,446 GW by 2050, exceeding the previously set target of 1,200 GW [1] - Huayuan Securities' research suggests that with the increasing demand for electricity from AI, nuclear power and uranium are transitioning from "optional energy" to "strategic necessities," which is expected to enhance their long-term pricing power, cash flow stability, and capital attractiveness [1] Group 2 - Uranium prices have risen to $91, nearing a two-year high, influenced by a weaker dollar and military exercises in the Middle East that have driven up commodity prices [1] - CGN's uranium products are sold to its parent company, with pricing linked to market rates, allowing the company to benefit from the positive factors of increased global nuclear power demand and rising uranium prices [1]

中广核矿业(01164)再涨超11%，截至发稿，涨9.04%，报5.55港元，成交额2.84亿港元。 消息面上，世界核能协会发布《世界核电展望报告》，指出若各国政府实现其新建核电目标，到2050年 全球核电装机容量有望达到1446吉瓦，远超《核电容量三倍增长宣言》中设定的1200吉瓦目标。华源证 券发布研报称，在AI用电需求刚性上行的背景下，核电与铀正从"可选能源"升级为"战略必需品"，其长 期定价权、现金流稳定性与资本吸引力有望系统性抬升。 值得注意的是，铀价上升至91美元的接近两年高位。中泰国际表示，美元转弱加上美军在中东演习引发 商品价格上涨。虽然中广核矿业的全部矿铀产品向母公司出售，但是定价与市价挂钩。公司因此可受惠 于全球核电需求增加而导致铀价上升的正面因素。 ...

消息面上，中银国际研究报告指出，覆盖的四支天然铀个股年初至今平均涨幅44%，主要受益于现货价 格上涨和金属矿业板块总体的强势。该行预计短期还有数个催化剂可能令投资者情绪进一步高涨，天然 铀的基本面仍然强劲。在连续两年长贸签约量较低后，该行预期2026年的长贸签单会回升，推动现货和 长贸价格冲击历史记录。该行将2026/27年底的天然铀现货价格预期分别上调至120和150美元/磅。 中银国际续指，应留意市场更多潜在催化，哈原工将于2月2日公布其第四季度运营更新以及备受期待的 2026年生产指引，该行目前预测2026年产量将略有增加(+7%)，如果实际指引低于预期，市场将变得更 加紧张；2月13日，卡梅科将公布其2025年第四季度业绩，届时市场也将关注其生产指引和市场动态更 新。另一方面，美国战略天然铀储备扩张，进一步的联邦拨款将从市场上买走更多有效供给。此外，美 国政府或同时设置天然铀进口地板价，有利于其国内企业扩大生产。 中广核矿业(01164)午后涨超10%，截至发稿，涨9.21%，报4.98港元，成交额4.02亿港元。 ...

Core Viewpoint - China General Nuclear Power Corporation (CGN) Mining (01164) saw its stock price increase by over 10%, currently trading at 4.98 HKD with a transaction volume of 402 million HKD, driven by a report from CCB International highlighting strong performance in the uranium sector [1] Group 1: Market Performance - The average increase in the four covered natural uranium stocks year-to-date is 44%, primarily benefiting from rising spot prices and the overall strength of the metal mining sector [1] - CCB International has raised its expectations for natural uranium spot prices to 120 USD per pound for the end of 2026 and 150 USD per pound for the end of 2027 [1] Group 2: Future Catalysts - Several catalysts are anticipated to further boost investor sentiment, including the upcoming operational update from Huran Mining on February 2, which is expected to provide production guidance for 2026, with a forecasted slight increase in output of 7% [1] - Cameco is set to release its Q4 2025 results on February 13, which will be closely watched for production guidance and market updates [1] Group 3: Strategic Developments - The expansion of the U.S. strategic natural uranium reserve and additional federal funding will likely remove more effective supply from the market [1] - The U.S. government may also establish a floor price for natural uranium imports, benefiting domestic producers [1]

Group 1: Hong Kong Stock Market Performance - Most property stocks in Hong Kong rose, with China Jinmao (00817) up 7.95%, Greentown China (03900) up 5.79%, and China Overseas Macro Yang Group (00081) up 4.62%. Vanke Enterprises (02202) also saw a gain of 2.49% following significant progress in debt resolution, with the extension proposals for two medium-term notes totaling 5.7 billion yuan approved [1][1]. - Pop Mart (09992) increased by over 4.8%, reflecting confidence in its development as it recently repurchased shares for the first time since early 2024, which is expected to attract more investors [1][1]. - Nanshan Aluminum International (02610) rose over 4.7% after announcing plans to invest approximately 4.37 billion USD (about 30.56 billion yuan) in a new aluminum project in Indonesia [1][1]. Group 2: Notable Company Announcements - Alibaba Health (00241) rose over 3.3% after launching a new feature for its AI medical application "Hydrogen Ion" [2][2]. - GCL Global (GCL.US) increased by 9.91% ahead of its earnings call scheduled for January 30, 2026 [5][5]. - Ericsson (ERIC.US) continued its upward trend with a 4.03% increase after reporting a strong Q4 2025 financial performance, with adjusted EBITA rising 24% year-on-year [5][5]. Group 3: Market Trends and Price Adjustments - The gold market saw a significant rise, with spot gold prices surpassing 5200 USD, leading to a 7.38% increase in the shares of Wan Guo Gold Group (03939) [2][2]. - The semiconductor sector showed strong performance, with stocks like Naxin Micro (02676) up 10.62% and a price adjustment announcement from Zhongwei Semiconductor indicating a price increase of 15% to 50% due to supply-demand pressures [3][4]. - The storage sector also experienced a pre-market surge, with Micron Technology (MU.US) up 5.44% as price increases spread across the storage market [7][7].