此 乃 要 件 請 即 處 理 閣下如對本通函任何方面或應採取之行動有任何疑問，應諮詢 閣下之股票經紀或其他註冊證券交易商、 銀行經理、律師、專業會計師或其他獨立專業顧問。 閣下如已將名下之中核國際有限公司股份全部出售或轉讓，應立即將本通函及代表委任表格送交買主或承 讓人或經手買賣或轉讓之銀行、股票經紀或其他代理商，以便轉交買主或承讓人。 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通函之內容概不負責，對其準確性或完整性亦 不發表任何聲明，並明確表示概不就因本通函全部或任何部分內容而產生或因倚賴該等內容而引致之任何 損失承擔任何責任。 CNNC INTERNATIONAL LIMITED 中核國際有限公司 本公司謹訂於二零二六年三月十日（星期二）下午二時正假座香港北角油街23號港島海逸君綽酒店5樓舉行 股東特別大會，召開大會之通告載於本通函第EGM-1頁至EGM-3頁。無論 閣下能否出席股東特別大 會，務請按照隨附之代表委任表格上印備之指示盡快將代表委任表格填妥，並無論如何於股東特別大會或 其任何續會（視情況而定）指定舉行時間至少四十八小時前交回本公司之香港股份過戶登記分處中央證券登 記有限公司，地址 ...

Group 1 - Tsugami Machine Tool China (01651) saw a nearly 6% increase, reaching a historical high, with revenue of 81.58 billion yen in China, up 28.3% year-on-year, and segment profit of 22.534 billion yen, up 51.2% [1] - Zhizhu (02513) surged over 26%, with a 25.8% increase reported, following the launch of its flagship model GLM-5, which achieved state-of-the-art performance in coding and agent capabilities [1] - China Nuclear International (02302) rose over 7%, with a forecasted revenue of no less than 2.46 billion HKD for 2025, driven by increased uranium trading volume [1] Group 2 - Tianyu Semiconductor (02658) increased nearly 8% after announcing a strategic partnership with EYEQ Lab Inc., a leader in third-generation semiconductors in South Korea [2] - Harbin Electric (01133) rose 7.95% after announcing an expected net profit of 2.65 billion yuan for 2025, a year-on-year increase of approximately 57.2% [2] - Weichai Power (02338) increased over 5.6%, with Morgan Stanley raising the projected cumulative power gap for U.S. data centers from 44 GW to 47 GW for 2025-2028 [2] Group 3 - SOLV Energy (MWH.US) debuted on the U.S. stock market with a 22.68% increase, focusing on large-scale solar power and battery storage projects [4] - Gilead Sciences (GILD.US) rose 5.82%, with a reported revenue growth of 2.4% year-on-year and a significant net profit increase of approximately 16.73 times [4] - TSMC (TSM.US) increased by 3.37%, reporting a January revenue growth of 36.8% year-on-year, marking its strongest monthly revenue ever [5] Group 4 - Bilibili (BILI.US) rose 2.84% after announcing collaboration with the Spring Festival Gala, marking the first involvement of UP owners in the event [6] - Micron Technology (MU.US) surged 9.94% as the memory market experienced a rapid increase, with prices rising 80%-90% since the end of Q4 2025 [7] - Kingsoft Cloud (KC.US) increased by 9.98%, with Goldman Sachs predicting Xiaomi's investment in AI to reach approximately 10 billion yuan in 2026, benefiting Kingsoft Cloud [8]

每经AI快讯，2月12日，中核国际(02302.HK)涨超7%，截至发稿，涨7.59%，报7.23港元，成交额 1273.45万港元。 （文章来源：每日经济新闻） ...

盈利方面，公告指出，若剔除2024年出售附属公司权益及联营公司业绩等因素，公司2024年主要归属于 铀交易业务的净利润约为1.4亿港元。而2025年，该部分业务的预计净利润将不少于1.9亿港元，这意味 着其核心业务的净利润同比增幅将不低于0.5亿港元，同比增超35%。 中核国际(02302)再涨超7%，截至发稿，涨7.59%，报7.23港元，成交额1273.45万港元。 消息面上，中核国际近期公布公告称，预期2025年度收入将不少于24.6亿港元，毛利将不少于2.6亿港 元，较2024年同期实现稳步提升。公司收入增长的核心动力明确来自铀贸易业务交易量的提升。 ...

盈利方面，公告指出，若剔除2024年出售附属公司权益及联营公司业绩等因素，公司2024年主要归属于 铀交易业务的净利润约为1.4亿港元。而2025年，该部分业务的预计净利润将不少于1.9亿港元，这意味 着其核心业务的净利润同比增幅将不低于0.5亿港元，同比增超35%。 消息面上，中核国际近期公布公告称，预期2025年度收入将不少于24.6亿港元，毛利将不少于2.6亿港 元，较2024年同期实现稳步提升。公司收入增长的核心动力明确来自铀贸易业务交易量的提升。 智通财经APP获悉，中核国际(02302)再涨超7%，截至发稿，涨7.59%，报7.23港元，成交额1273.45万港 元。 ...

Core Viewpoint - China Nuclear International's stock experienced a significant increase, with a peak rise of over 14% to 7.2 HKD per share, closing at 6.9 HKD, reflecting a 9.52% gain on February 10 [1][4]. Financial Performance - The company announced on February 9 that it expects revenue for 2025 to be no less than 2.46 billion HKD and gross profit to be no less than 260 million HKD [4][6]. - For comparison, the expected revenue and gross profit for the same period in 2024 are 1.841 billion HKD and 234 million HKD, respectively, indicating a growth trajectory [4][6]. Business Drivers - The revenue growth is primarily attributed to an increase in uranium trading volume, which includes transactions with independent third parties and ongoing related transactions [4][6]. - The spot uranium prices are expected to remain relatively stable in the second half of 2024 and throughout 2025, allowing the company to increase trading activities while maintaining controllable risk levels [4][6].

中核国际(2302.HK)盘中一度大涨超14%，最高触及7.2港元。今年迄今，该股已累计上涨超50%。 消息面上，中核国际发盈喜，预期集团于2025年度的收入将增加至不少于约24.6亿港元，毛利增加至不 少于约2.6亿港元，而2024年度同期录得的收入及毛利分别为约18.41亿港元及2.34亿港元。集团收入的 增长，主要源于铀贸易业务交易量的提升，涵盖与独立第三方的交易以及持续关连交易的增加。现货铀 价格于2024年下半年及2025年度均相对稳定，集团能够在维持可控风险水平的同时增加铀交易活动；同 时，集团在2025年度完成的铀贸易额已覆盖持续关连交易框架下从2024年度结转的铀产品需求。 ...

Market Overview - The Hong Kong stock market showed a slight recovery with the Hang Seng Index up by 0.54% to 27,172.87 points, the Hang Seng Tech Index up by 0.84% to 5,463.17 points, and the National Enterprises Index up by 0.78% to 9,239.54 points, while the Red Chip Index fell by 0.1% to 4,391.08 points [1] Company Dynamics - Pop Mart (09992.HK) expects global sales of over 400 million units across all IP categories by 2025, with THE MONSTERS category alone projected to exceed 100 million units [2] - Youjia Innovation (02431.HK) has secured a contract with a leading domestic automotive brand to provide advanced driving assistance controllers and driver monitoring systems for several key models [2] - Ruifeng New Energy (00527.HK) signed an investment framework agreement to build the largest inference computing cluster park in North China, with a total investment of approximately RMB 24 billion [2] - Xian Dao Intelligent (00470.HK) set its H-share offering price at HKD 45.80 per share, with the adjustment rights fully exercised [3] - Hong Kong Telecom (06823.HK) reported a 5% year-on-year increase in total revenue to HKD 36.553 billion for 2025, with EBITDA rising 4% to HKD 14.234 billion, and attributable profit increasing 4% to HKD 5.286 billion, driven by stable operations and effective cost control [3] - China Nuclear International (02302.HK) issued a positive profit alert, expecting revenue for 2025 to exceed approximately HKD 2.46 billion, with gross profit expected to be at least HKD 260 million, primarily due to increased uranium trading volumes [3][6] - Mingyuan Cloud (00909.HK) anticipates a net profit of approximately HKD 26.9 million to HKD 32.8 million for 2025, representing a turnaround and growth of about 114% to 117%, attributed to improved operational efficiency [3] - Yingda Real Estate (00432.HK) reported a net loss of HKD 69 million for 2025, a 70% reduction year-on-year [4] - China Oriental Education (00667.HK) expects a 46% to 51% increase in net profit for 2025 [5] - Carrot (02549.HK) issued a profit warning, projecting a 25% to 35% decrease in profit for 2025 [7] - Xiaomi Group (01810.HK) repurchased 1.5 million shares for HKD 52.7268 million at prices between HKD 35.04 and HKD 35.24 [8] - Geely Automobile (00175.HK) repurchased 1.408 million shares for HKD 23.4587 million at prices between HKD 16.46 and HKD 16.81 [8] Institutional Insights - GF Securities noted that the Hang Seng Index has an 82% probability of rising in the three trading days before the Spring Festival, with no significant calendar effects post-holiday, indicating a potential "passive follow" increase due to stronger correlation with A-shares [9] - Everbright Securities highlighted a market environment of "moderate fundamental recovery and synchronized liquidity," recommending a "growth + value" strategy focusing on AI, non-ferrous metals, chemicals, and insurance [10] - Dongfang Caifu Securities pointed out that Hong Kong stocks are at historical low valuations (Hang Seng Index PE at only 12 times), making southbound capital attractive for bottom-fishing, with short-term sentiment boosted by this capital [10]

值得注意的是，近日，瑞银发布一份研究报告，称全球铀矿行业迎来政策、产业、供需三重共振的景气 周期，尤其是多国核电战略重启，将成为需求端的核心驱动力。目前，铀现货价格已达85美元/磅，同 比上涨25%。瑞银在报告中大幅上调铀价预测，预计2026-2028年铀价平均将达95美元/磅。 中核国际(02302)早盘涨近14%，截至发稿，涨10.63%，报6.97港元，成交额1756.09万港元。 消息面上，中核国际发盈喜，预期集团于2025年度的收入不少于约24.6亿元，毛利不少于约2.6亿元，分 别同比增长不少于33.6%及不少于11.1%。收入增长主要源于铀贸易业务交易量的提升。集团在扣除 2025年度发生的所有其他费用后，2025年度铀交易业务的持续经营预计将录得归属于股东的净利润不少 于约1.9亿元。 ...

值得注意的是，近日，瑞银发布一份研究报告，称全球铀矿行业迎来政策、产业、供需三重共振的景气 周期，尤其是多国核电战略重启，将成为需求端的核心驱动力。目前，铀现货价格已达85美元/磅，同 比上涨25%。瑞银在报告中大幅上调铀价预测，预计2026-2028年铀价平均将达95美元/磅。 智通财经APP获悉，中核国际(02302)早盘涨近14%，截至发稿，涨10.63%，报6.97港元，成交额1756.09 万港元。 消息面上，中核国际发盈喜，预期集团于2025年度的收入不少于约24.6亿元，毛利不少于约2.6亿元，分 别同比增长不少于33.6%及不少于11.1%。收入增长主要源于铀贸易业务交易量的提升。集团在扣除 2025年度发生的所有其他费用后，2025年度铀交易业务的持续经营预计将录得归属于股东的净利润不少 于约1.9亿元。 ...