Group 1 - Van Eck Associates Corporation increased its stake in China General Nuclear Power Corporation (01164) by 1.44 million shares at a price of HKD 4.18 per share, totaling approximately HKD 6.0192 million [1] - Following the increase, the total number of shares held by Van Eck Associates is approximately 381 million, representing a holding percentage of 5% [1]

Group 1 - Van Eck Associates Corporation increased its stake in China General Nuclear Power Corporation (01164) by 1.44 million shares at a price of HKD 4.18 per share, totaling approximately HKD 6.0192 million [1] - After the increase, the total number of shares held by Van Eck Associates is approximately 381 million, representing a new ownership percentage of 5% [1]

Group 1 - The core point of the article is that CGN Mining (01164.HK) experienced a significant increase in its stock price, rising over 5% in the afternoon trading session [1] - As of the time of reporting, the stock price reached 5 HKD, marking a 5.26% increase [1] - The trading volume for CGN Mining was reported at 210 million HKD [1]

Core Viewpoint - China General Nuclear Power Corporation (CGN) Mining (01164) saw a rise of over 5%, currently trading at 5 HKD with a transaction volume of 210 million HKD, driven by developments in Japan's nuclear energy sector [1] Group 1: Company Performance - CGN Mining's stock increased by 5.26% to 5 HKD, with a trading volume of 210 million HKD [1] - The company benefits from the global increase in nuclear power demand, which is expected to positively impact uranium prices [1] Group 2: Industry Developments - The Kashiwazaki-Kariwa Nuclear Power Plant Unit 6 in Japan, which was temporarily shut down for fault investigation, has restarted and is set to undergo a comprehensive load performance check on March 18 before resuming commercial operations [1] - Following the significant victory of Japan's Liberal Democratic Party in the national elections, it is anticipated that the domestic nuclear energy sector will accelerate, supporting global uranium demand and prices [1] - Huayuan Securities reports that with the rising demand for electricity from AI, nuclear power and uranium are transitioning from "optional energy" to "strategic necessities," which is expected to enhance long-term pricing power, cash flow stability, and capital attractiveness [1]

Core Viewpoint - The news highlights the positive market response for China General Nuclear Power Corporation (CGN) Mining (01164), with a significant stock price increase following developments in Japan's nuclear energy sector, indicating a potential boost in global uranium demand and prices [1] Company Summary - CGN Mining's stock rose by 5.26% to HKD 5, with a trading volume of HKD 210 million [1] - The company benefits from the linkage of its uranium pricing to market rates, which positions it favorably amid rising global nuclear power demand [1] Industry Summary - The restart of Japan's Kashiwazaki-Kariwa Nuclear Power Plant Unit 6 is a significant development, with commercial operations expected to resume after a performance check on March 18 [1] - Following the Japanese Liberal Democratic Party's electoral victory, there is an anticipated acceleration in the domestic nuclear energy sector, which is expected to support global uranium demand and pricing [1] - A report from Huayuan Securities indicates that nuclear power and uranium are transitioning from "optional energy" to "strategic necessities," enhancing their long-term pricing power, cash flow stability, and capital attractiveness [1]

Core Viewpoint - The Hong Kong stock market saw a significant rise in non-ferrous metal stocks on February 10, with notable gains among several companies in the sector [1] Group 1: Company Performance - China Nuclear International (02302.HK) experienced a surge of over 12.7% [1] - China General Nuclear Power Corporation Mining (01164.HK) increased by more than 7% [1] - Jiangxi Copper Company (00358.HK) and Luoyang Molybdenum (03993.HK) both rose nearly 4% [1] - China Nonferrous Mining (01258.HK) and Zijin Mining (02899.HK) each saw gains exceeding 2.5% [1]

Group 1 - China General Nuclear Power Corporation (中广核矿业) saw its stock price increase by over 10% at one point, currently up by 8.61% to HKD 4.54 [2] - The trading volume reached HKD 282 million [2]

Group 1 - China General Nuclear Power Corporation (CGN) Mining (01164) saw its stock price increase by over 10%, currently up 8.61% at HKD 4.54, with a trading volume of HKD 282 million [1] - Huaxi Securities (002926) suggests that the increase in capacity utilization of existing projects and the onset of a production decline period will lead to a supply gap that will depend on the resumption of projects and the progress of new project launches [1] - A recent agreement between Huaneng and Kansai Electric Power for natural uranium supply aims to accelerate the restart of nuclear power in Japan, potentially exacerbating the global tight supply-demand situation for uranium [1] Group 2 - CGN Mining is the only platform for investment and financing in overseas uranium resource development under CGN Group and is a leading player in China's uranium industry [1] - Everbright Securities indicates that supply tightness and stable growth in nuclear power demand support a positive outlook for continued increases in uranium prices [1]

消息面上，华西证券认为，伴随着在产项目产能利用率的提升及产量的衰减期的到来，一次供应缺口的 补足将依赖于复产项目的落地以及新项目投产的进度。且近日哈原工与关西电力签署天然铀供应协议以 加快日本核电重启，或进一步加剧全球一次铀供需偏紧格局。受益标的：中广核集团旗下海外铀资源开 发的投、融资的唯一平台，且为国内铀业龙头的中广核矿业。光大证券表示，供给紧张、核电需求稳定 增长，看好铀价持续上行。 智通财经APP获悉，中广核矿业(01164)涨超10%，截至发稿，涨8.61%，报4.54港元，成交额2.82亿港 元。 ...

Core Viewpoint - The State-owned Assets Supervision and Administration Commission (SASAC) has announced the "Model Central Enterprises" for 2025, emphasizing the importance of promoting advanced deeds and spirits of model enterprises to inspire high-quality development in central enterprises [1][3]. Group 1: Announcement of Model Central Enterprises - The 2025 "Model Central Enterprises" include notable teams and individuals such as Chen Liang from China National Nuclear Corporation, the "9·3" military parade aviation equipment support team from Aviation Industry Corporation of China, and the deep well attack team from China National Petroleum Corporation [3]. - Zhang Yuzhuo, the Secretary of the SASAC Party Committee, expressed high respect for the awarded teams and individuals, highlighting their contributions to the high-quality development of state-owned enterprises [3]. Group 2: Inspirational Messages and Responsibilities - Zhang emphasized that the new era is one for strivers, and the model representatives embody the spirit of dedication and patriotism, motivating countless employees to pursue progress and innovation [4]. - Central enterprise party committees are urged to pay attention to and care for the model representatives, widely publicizing their advanced deeds to inspire employees to contribute to the national economic and social development [4].