分时图 日K线 周K线 月K线 4.53 -0.20 -4.23% 6.98% 4.65% 2.33% 0.00% 2.33% 4.65% 6.98% 4.40 4.51 4.62 4.73 4.84 4.95 5.06 09:30 10:30 12:00/13:00 14:00 16:10 0 115万 230万 345万 中广核矿业(01164)再涨超7%，截至发稿，涨7.44%，报4.62港元，成交额2.29亿港元。 中广核矿业 该行指出，天然铀一次、二次需求加速释放，在产矿山提产速度不及预期、供给刚性仍存，叠加地缘政 治因素催化短期补库需求，铀价有望持续走强。标的方面，铀矿开采及贸易企业有望受益铀价上涨，推 荐中广核矿业。 消息面上，1月20日，实物天然铀信托SPUT提交初步简式招股书，拟于25个月内不定期发行最多20亿美 元的可转让、不可赎回信托份额，每年现货市场实物铀采购量不超过900万磅。国联民生（601456）证 券发布研报称，发行金额对应采购量约占天然铀需求的12.4%-15.9%，二次需求持续增长。 ...

中广核矿业（01164）午后股价上涨8.84%，现报4.68港元，成交额3.64亿港元。 1月20日，实物天然铀信托SPUT提交初步简式招股书，拟于25个月内不定期发行最多20亿美元的可转 让、不可赎回信托份额，每年现货市场实物铀采购量不超过900万磅。 中广核矿业（01164）午后股价上涨8.84%，现报4.68港元，成交额3.64亿港元。 1月20日，实物天然铀信托SPUT提交初步简式招股书，拟于25个月内不定期发行最多20亿美元的可转 让、不可赎回信托份额，每年现货市场实物铀采购量不超过900万磅。 国联民生证券发布研报称，发行金额对应采购量约占天然铀需求的12.4%-15.9%，二次需求持续增长。 该行指出，天然铀一次、二次需求加速释放，在产矿山提产速度不及预期、供给刚性仍存，铀价有望持 续走强。标的方面，铀矿开采及贸易企业有望受益铀价上涨，推荐中广核矿业。 责任编辑：卢昱君 国联民生证券发布研报称，发行金额对应采购量约占天然铀需求的12.4%-15.9%，二次需求持续增长。 该行指出，天然铀一次、二次需求加速释放，在产矿山提产速度不及预期、供给刚性仍存，铀价有望持 续走强。标的方面，铀矿开采及贸易企 ...

Group 1 - China Aluminum International (02068) saw a mid-day increase of over 2.4% after announcing a joint venture to undertake a new electrolytic aluminum project with an annual capacity of 394,000 tons, with the first phase set at 294,000 tons [1] - CGN Mining (01164) rose over 8.3% following the submission of a preliminary prospectus for a trust that plans to issue up to $2 billion in transferable, non-redeemable trust shares over 25 months, with annual uranium procurement not exceeding 9 million pounds [1] - China Shengmu Organic Milk (01432) increased nearly 6% after a joint announcement regarding a potential conditional cash offer to acquire all issued shares of the company [1] Group 2 - Yijun Group Holdings (02442) surged over 18%, with a cumulative increase of nearly 500% since its resumption of trading in December, following the sale of shares by its controlling shareholder [2] - China Rare Earth Holdings (03788) rose over 10%, reaching a historical high of 5.49 HKD, after announcing the termination of its gold spin-off plan to focus on gold business [2] - Laopuqin Gold (06181) increased over 7.3% as consumer demand is expected to rise during the upcoming Spring Festival, driven by higher gold prices and anticipated price increases [2] Group 3 - Oil stocks continued to rise, with CNOOC (02883) up 4.19%, Sinopec (00386) up 2.54%, and PetroChina (00857) up 3.68%, amid escalating geopolitical tensions in Iran and Cuba [3] - Changfei Optical Fiber (06869) saw a rise of over 15.4% due to significant price increases and supply tightness in the G.652.D optical fiber market, with major manufacturers unable to meet their own orders [3] Group 4 - Nanshan Aluminum International (02610) increased over 2.6% after announcing plans to start construction on a 250,000-ton electrolytic aluminum project in 2026, with an investment of $437 million [4] - Xindong Company (02400) saw a slight increase of 0.43% as its mobile game "Xindong Town" surpassed 10 million downloads, indicating strong user growth [4] Group 5 - EquipmentShare.com (EQPT.US) debuted on the US stock market with an IPO price of $24.5, closing up 32.9% on its first day [5] - The solar energy sector saw initial gains, with JinkoSolar (JKS.US) up 9.03% and Canadian Solar (CSIQ.US) up 4.57%, following discussions at the Davos Forum [5] - Silver-related stocks experienced gains, with First Majestic Silver (AG.US) rising 5.04% as spot silver prices surpassed $100 [5] Group 6 - Lithium mining stocks mostly rose, with Sigma Lithium (SGML.US) up 17.54% after announcing additional sales of high-purity lithium powder [6] - Bank stocks declined, with Goldman Sachs (GS.US) down 3.75% amid legal issues involving President Trump and JPMorgan [6] - Redwire (RDW.US) increased by 4.51% following comments from Elon Musk about SpaceX's plans for reusable rocket technology [6] Group 7 - Semiconductor stocks showed strength, with AMD (AMD.US) up 2.35% and Nvidia (NVDA.US) up 1.53%, as Nvidia's CEO visited China to discuss future plans [7] - Ericsson (ERIC.US) rose 8.87% after reporting strong fourth-quarter earnings, with adjusted EBITA reaching 12.7 billion SEK, a 24% increase year-over-year [8] - Intel (INTC.US) fell 17.03% due to disappointing performance outlooks and manufacturing issues [8]

该行指出，天然铀一次、二次需求加速释放，在产矿山提产速度不及预期、供给刚性仍存，叠加地缘政 治因素催化短期补库需求，铀价有望持续走强。标的方面，铀矿开采及贸易企业有望受益铀价上涨，推 荐中广核矿业。 智通财经APP获悉，中广核矿业(01164)再涨超7%，截至发稿，涨7.44%，报4.62港元，成交额2.29亿港 元。 消息面上，1月20日，实物天然铀信托SPUT提交初步简式招股书，拟于25个月内不定期发行最多20亿美 元的可转让、不可赎回信托份额，每年现货市场实物铀采购量不超过900万磅。国联民生证券发布研报 称，发行金额对应采购量约占天然铀需求的12.4%-15.9%，二次需求持续增长。 ...

中广核矿业 20260122 摘要 根据现有计划，2026 年的包销量预计将增至 1,400 多吨，2027 年将达到 1,600 多吨，并在 2028 年保持这一水平。这一增量主要来自于几个方面：首 先是四个现有矿山恢复到 100%的产能利用率；其次是哈萨克斯坦扎巴克矿逐 步爬坡至 500 吨规模，并在 2029 年进一步提升至 900 吨规模。此外，公司还 积极参与全球现货贸易市场，通过伦敦贸易公司的深度参与，每年贡献显著的 贸易量。 中广核矿业主要通过"投资加包销"模式，收购海外铀矿资源，扩大产 能。2025 年总产量达 2,699 吨，包销量约 1,300 吨，主要来自哈萨克 斯坦的四个矿山。同时持有 Paladin Energy 约 2.6%的股权。 公司新的三年期销售协议自 2026 年 1 月 1 日起生效，基准价大幅提高 至 94 美元/磅，并每年按 4.1%递增，70%的价格参照现货价指数，显 著提升了盈利能力和市场竞争力。 2026 年中期亏损 6,800 万港币，主要由于贸易公司采用加权平均法记 账，在市场价格快速上涨时导致账面亏损，以及执行 2021-2025 年签 订的低价合同，采购 ...

Group 1 - Hong Kong gold stocks showed strong performance at the beginning of trading, with Lingbao Gold rising over 6% [1] - Datang Gold experienced an increase of over 10% [1] - Other companies such as China Gold International and Shandong Gold also saw gains [1]

Group 1 - Nuclear power stocks collectively rose in early trading, with China National Nuclear Corporation International (02302) increasing by 6.68% to HKD 6.87 [1][3] - China General Nuclear Power Corporation Mining (01164) saw a rise of 3.40%, reaching HKD 3.95 [1][3] - China General Nuclear Power Corporation Electric (01816) increased by 1.62%, trading at HKD 3.13 [1][3] - Shanghai Electric (02727) rose by 1.56%, priced at HKD 4.55 [1][3] - China General Nuclear Power Corporation New Energy (01811) experienced a 1.15% increase, with a price of HKD 2.64 [1][3]

Core Viewpoint - Nuclear power stocks have collectively risen, indicating positive market sentiment towards the sector [1] Group 1: Stock Performance - China National Nuclear Corporation International (02302.HK) increased by 7.14%, reaching HKD 6.9 [1] - China General Nuclear Power Corporation Mining (01164.HK) rose by 3.93%, trading at HKD 3.97 [1] - China General Nuclear Power Corporation New Energy (01811.HK) saw a 2.3% increase, priced at HKD 2.67 [1] - Shanghai Electric (02727.HK) gained 2.01%, with a share price of HKD 4.57 [1] - China General Nuclear Power Corporation (01816.HK) experienced a 1.62% rise, now at HKD 3.13 [1]

Group 1 - The stock of China General Nuclear Power Corporation (中广核矿业) has increased by over 3%, specifically rising by 3.93% to reach HKD 3.97 per share [1] - The trading volume for the stock amounted to HKD 173 million [1]

Core Viewpoint - Nuclear power stocks have collectively risen, indicating positive market sentiment towards the nuclear energy sector following the recent conference on nuclear fusion technology and industry [1] Group 1: Stock Performance - China National Nuclear Corporation International (02302) increased by 7.14%, reaching HKD 6.9 [1] - China General Nuclear Power Corporation Mining (01164) rose by 3.93%, reaching HKD 3.97 [1] - China General Nuclear Power Corporation New Energy (01811) saw a rise of 2.3%, reaching HKD 2.67 [1] - Shanghai Electric (02727) increased by 2.01%, reaching HKD 4.57 [1] - China General Nuclear Power Corporation Power (01816) rose by 1.62%, reaching HKD 3.13 [1] Group 2: Conference Highlights - The 2026 Nuclear Fusion Energy Technology and Industry Conference was held in Hefei, focusing on the integration of innovation, industry, finance, and talent [1] - The conference launched the Hefei Future Fusion Energy Venture Capital Fund with an initial scale of CNY 1 billion (approximately HKD 1.4 billion), aimed at supporting technology transformation and industry cultivation over a 15-year period [1] - Hefei University of Technology's Fusion Science and Engineering College was officially established during the conference [1] - A Fusion Financial Institution Alliance was formed by 15 financial institutions to enhance the integration of industry and capital [1] - Several major procurement projects and fusion joint laboratory projects were successfully signed during the conference [1]