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港股公告掘金 | 洛阳钼业预计年度股东应占净利润为200亿元到208亿元 同比增加47.80%到53.71%
Zhi Tong Cai Jing· 2026-01-15 15:26
Major Events - Giant Bio (02367) received the Medical Device Registration Certificate from the National Medical Products Administration for its recombinant type I α1 collagen and sodium hyaluronate composite solution [1] - Jitu Express-W (01519) plans to subscribe for 226 million H shares of SF Holding and issue 822 million Class B shares to SF Holding [1] - Zijin Mining (02899) signed a cooperation and equity transfer agreement for the Shapingou Molybdenum Mine project [1] - Jiangxi Copper (00358) subsidiary signed an Investment Option Agreement with First Quantum for exploration cooperation in Kazakhstan's mining projects [1] - Derin Holdings (01709) received conditional approval from the CSRC for Derin Securities to provide virtual asset consulting services [1] - GAC Group (02238) subsidiary GAC Trumpchi received 100 million yuan in funding for industrial transformation and development [1] - Juteng International (03336) suspected of a cyber attack and has initiated a comprehensive investigation [1] Operating Performance - China Southern Airlines (01055) increased passenger capacity input by 11.89% year-on-year in December [1] - Air China (00753) reported a 10% year-on-year increase in passenger turnover in December [1] - China Eastern Airlines (00670) saw a 7.61% year-on-year increase in passenger turnover in December [1] - China Metallurgical Group (01618) new contract amount for 2025 is 1,113.6 billion yuan, a decrease of 10.8% year-on-year [1] - ZhongAn Online (06060) projected total original insurance premium income of approximately 35.643 billion yuan for 2025, an increase of 6.66% year-on-year [1] - China General Nuclear Power Corporation (01164) produced a total of 702.5 tons of natural uranium in the fourth quarter [1] - Jiuxing Holdings (01836) reported a 0.8% year-on-year increase in comprehensive income to 388.6 million USD in the fourth quarter [1] - Luoyang Molybdenum (03993) issued a profit warning, expecting annual net profit attributable to shareholders to be between 20 billion and 20.8 billion yuan, an increase of 47.80% to 53.71% year-on-year [1] - Chongqing Iron and Steel (01053) issued a profit warning, expecting a net loss of 2.5 billion to 2.8 billion yuan for 2025 [1] - Huiju Technology (01729) issued a profit warning, expecting annual net profit to increase by approximately 60% to 70% year-on-year [1]
中广核矿业(01164.HK)第四季度旗下矿山共生产天然铀702.5tU
Ge Long Hui· 2026-01-15 09:00
Core Viewpoint - China General Nuclear Power Corporation (CGN) Mining reported strong production figures for natural uranium in 2025, with both joint ventures exceeding their annual production targets, indicating robust operational performance and potential for future growth [1] Group 1: Production Performance - In 2025, the joint venture Semizbay-Uranium LLC, in which CGN holds a 49% stake, produced 862.2 tons of natural uranium, achieving a completion rate of 100.1% of its annual plan [1] - The other joint venture, Ortalyk LLP, also with a 49% stake, produced 1,836.8 tons of natural uranium, with a completion rate of 102.0% [1] - For the fourth quarter of 2025, CGN's mines produced a total of 702.5 tons of natural uranium, with a completion rate of 94.6% [2] Group 2: Uranium Holdings and Pricing - As of December 31, 2025, CGN held 929 tons of natural uranium (approximately 242 million pounds of U3O8) at a weighted average cost of $73.83 per pound of U3O8 [1] - The company has signed contracts for an additional 3,019 tons of natural uranium (approximately 785 million pounds of U3O8) with a weighted average selling price of $81.59 per pound of U3O8 [1]
中广核矿业第四季度共生产天然铀702.5tU
Zhi Tong Cai Jing· 2026-01-15 08:48
Core Viewpoint - China General Nuclear Power Corporation (CGN) Mining announced the production results of its joint ventures in Kazakhstan for 2025, highlighting strong performance in uranium production with completion rates exceeding annual plans [1] Group 1: Production Results - The joint venture Semizbay-U uranium LLC, in which CGN holds a 49% stake, produced 862.2 tons of natural uranium, achieving a completion rate of 100.1% of its annual plan [1] - The joint venture Ortalyk LLP, also with a 49% stake, produced 1836.8 tons of natural uranium, with a completion rate of 102.0% of its annual plan [1] - In Q4 2025, CGN's invested mines produced a total of 702.5 tons of natural uranium, with a completion rate of 94.6% for the quarter [1] Group 2: Quarterly Production Breakdown - Semizbay-U produced 249.2 tons of natural uranium in Q4 2025 [1] - Ortalyk produced 453.3 tons of natural uranium in Q4 2025 [1] Group 3: Uranium Holdings and Sales - As of December 31, 2025, CGN holds 929 tons of natural uranium (approximately 2.42 million pounds of U3O8) with a weighted average cost of $73.83 per pound of U3O8 [1] - The company has signed but not yet delivered contracts for 3019 tons of natural uranium (approximately 7.85 million pounds of U3O8), with a weighted average selling price of $81.59 per pound of U3O8 [1]
中广核矿业(01164) - 2025 年第四季度运营报告
2026-01-15 08:36
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性或完 整性亦不發表任何聲明,並明確表示,概不對因本公告全部或任何部分內容而產生或因倚賴該等內 容而引致的任何損失承擔任何責任。 1 2025年天然鈾產量 (於開曼群島註冊成立之有限公司) (股份代號:01164) 2025 年第四季度運營報告 本公告乃由中廣核礦業有限公司*(「本公司」,加上其附屬公司統稱「本集團」)自願作出,以向股東及 潛在投資者報告本集團2025年第四季度天然鈾生產及貿易情況。 一、天然鈾生產情況 2025年,本集團持股49%之哈薩克斯坦合營企業謝米茲拜伊鈾有限責任合夥企業(「謝公司」)共生 產天然鈾862.2tU,而另一持股49%之哈薩克斯坦聯營公司礦業公司奧爾塔雷克有限責任合夥企 業(「奧公司」)共生產天然鈾1,836.8tU,年度計劃完成率分別為100.1%和102.0%。2025年第四季 度,本集團旗下投資的礦山共生產天然鈾702.5tU,本季度計劃完成率94.6%。其中,謝公司生 產天然鈾249.2tU,奧公司生產天然鈾453.3tU。 2025年第四季度天然鈾產量 | | 計劃產量 | 實際產量 ...
港股异动 | 中广核矿业(01164)早盘涨超4% 美国政府扶持核燃料制造商 铀期货价格近期突...
Xin Lang Cai Jing· 2026-01-15 03:01
Core Viewpoint - The announcement of $2.7 billion in funding by the U.S. government to Centrus Energy and two other nuclear fuel manufacturers aims to restart domestic nuclear fuel production and reduce reliance on Russian enriched uranium [1] Group 1: Company Performance - China General Nuclear Power Corporation (CGN) Mining (01164) saw its stock price rise over 4% in early trading, currently up 2.79% at HKD 3.68, with a trading volume of HKD 170 million [1] Group 2: Market Dynamics - Uranium futures prices have recently surpassed $82 per pound, reaching the highest level since mid-2024 [1] - According to Guojin Securities, the primary supply of uranium is expected to recover in the short term due to the resumption of mining operations, but long-term supply capabilities are facing continuous decline [1] - The demand for nuclear power is steadily increasing due to energy security, the transition to clean energy, and the demand for AI-driven electricity, leading to a persistent global supply-demand gap for natural uranium [1] - Expectations of tight supply are driving up long-term uranium contract prices [1]
港股中广核矿业一度涨超4%
Mei Ri Jing Ji Xin Wen· 2026-01-15 03:01
每经AI快讯,中广核矿业(01164.HK)一度涨超4%,截至发稿,涨2.79%,报3.68港元,成交额1.7亿港 元。 ...
中广核矿业早盘涨超4% 美国政府扶持核燃料制造商 铀期货价格近期突破82美元
Zhi Tong Cai Jing· 2026-01-15 02:55
Group 1 - The core viewpoint of the article highlights the positive market reaction to the U.S. government's announcement of $2.7 billion in grants to nuclear fuel manufacturers, including Centrus Energy, aimed at revitalizing domestic uranium production and reducing reliance on Russian enriched uranium [1] - China General Nuclear Power Corporation (CGN) Mining's stock rose over 4% in early trading, reflecting investor optimism, and was reported at HKD 3.68 with a trading volume of HKD 170 million [1] - Uranium futures prices have recently surpassed $82 per pound, marking the highest level since mid-2024, indicating a bullish trend in the uranium market [1] Group 2 - According to Guojin Securities, the supply side of uranium is expected to see a short-term recovery due to the resumption of mining operations, but long-term supply capabilities are facing continuous decline [1] - On the demand side, nuclear power installations are steadily increasing due to energy security, the transition to clean energy, and the demand for AI-driven electricity, leading to a persistent global natural uranium supply-demand gap [1] - Expectations of tight supply are driving up long-term uranium contract prices [1]
港股异动 | 中广核矿业(01164)早盘涨超4% 美国政府扶持核燃料制造商 铀期货价格近期突破82美元
智通财经网· 2026-01-15 02:52
Group 1 - China General Nuclear Power Corporation (CGN) Mining (01164) saw its stock rise over 4% in early trading, currently up 2.79% at HKD 3.68, with a trading volume of HKD 170 million [1] - The U.S. government announced a funding of USD 900 million to Centrus Energy and two other nuclear fuel manufacturers, totaling approximately USD 2.7 billion, aimed at restarting domestic nuclear fuel production and reducing reliance on Russian enriched uranium [1] - Uranium futures prices recently surpassed USD 82 per pound, reaching the highest level since mid-2024 [1] Group 2 - According to Guojin Securities, the primary supply of uranium is expected to recover in the short term due to the resumption of mining operations, but the long-term supply capacity is facing continuous decline; secondary supply is unlikely to generate effective increments in the short term [1] - On the demand side, nuclear power installations are steadily increasing due to energy security, the transition to clean energy, and the demand for AI-driven electricity, leading to a persistent global natural uranium supply-demand gap [1] - With expectations of tight supply, long-term uranium contract prices are expected to continue rising [1]
意甲综合:国米战平那不勒斯 米兰绝平“紫百合”
Xin Lang Cai Jing· 2026-01-12 02:30
Core Viewpoint - The Italian Serie A matches on January 11 featured notable performances, with Inter Milan and AC Milan both securing draws against Napoli and Fiorentina respectively, highlighting competitive dynamics in the league [1] Group 1: Match Summaries - Inter Milan faced Napoli, ending in a 2:2 draw, with goals from Di Marco and a penalty by Çalhanoğlu for Inter, while McTominay scored twice for Napoli [1] - AC Milan drew 1:1 with Fiorentina, with a late equalizer from Nkunku after Fiorentina's Komuço scored first [1] - Lazio achieved a 1:0 victory over Verona due to an own goal from the opponent [1] - Parma managed a comeback to win 2:1 against Lecce [1]
中广核矿业(01164) - 截至二零二五年十二月三十一日止月份之股份发行人的证券变动月报表
2026-01-05 08:30
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: 2025年12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1月5日 I. 法定/註冊股本變動 FF301 | 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 | | 500,000,00 ...