（编辑 姚尧） 证券日报网讯 12月12日，中国铀业在互动平台回答投资者提问时表示，为进一步应对汇率波动风险， 降低可能给公司带来的损失，公司已采取业务过程中加强对汇率的关注、变动监控和外汇风险管理等相 应措施。同时，也请投资者关注公司汇率波动风险：未来，若境内外经济环境、货币政策等发生变化， 公司及下属子公司的记账本位币与外币的汇率波动幅度加大，或上述应对措施未能有效执行并达到预期 效果，可能导致公司汇兑损益波动增大或出现大额汇兑损失，从而对公司经营业绩产生影响。 ...

Core Viewpoint - China Uranium Industry (001280) emphasizes its commitment to being a strong foundation for nuclear energy and aims to enhance its core competitiveness while ensuring the security of uranium resources [1] Group 1 - The company will continue to uphold its mission of "strong nuclear foundation, nuclear power granary" [1] - It aims to strengthen its primary responsibility awareness and ensure the security of uranium resources [1] - The company plans to focus on its core functions to enhance its competitiveness and expand its industrial economy [1] Group 2 - The goal is to establish a "uranium-based, internationally leading" technology-driven mining company [1]

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：公司前五大客户销售占比超 77%，其中中核集团占比 近50%，关联交易占比较高，未来在开拓华能、国电投等其他核电集团客户方面，是否有明确的进展和 目标？ 中国铀业（001280.SZ）12月12日在投资者互动平台表示，公司已与华能核电签署协议，约定由公司保 障华能核电的天然铀供应。 ...

（原标题：中国铀业(001280.SZ)：不涉及股票投资业务） 格隆汇12月12日丨中国铀业(001280.SZ)在投资者互动平台表示，中国铀业是专注于天然铀和放射性共 伴生矿产资源综合利用业务的矿业公司，不涉及股票投资业务。 ...

格隆汇12月12日丨中国铀业(001280.SZ)在投资者互动平台表示，公司已与华能核电签署协议约定由公 司保障华能核电的天然铀供应。 ...

Core Viewpoint - China Uranium Industry expects a net profit attributable to shareholders of the parent company for the year 2025 to be between 1.6 billion and 1.65 billion yuan, representing an increase of 9.70% to 13.13% compared to the projected net profit for 2024 [2] Summary by Category - **Financial Performance** - The projected net profit for 2025 is estimated to be between 1.6 billion and 1.65 billion yuan [2] - This represents a growth of 9.70% to 13.13% compared to the expected net profit for 2024 [2]

Core Viewpoint - On December 11, the Shanghai Composite Index fell by 0.70%, with institutional investors appearing on the trading lists of 31 stocks, net buying 14 and net selling 17 [1] Institutional Trading Summary - Institutional special seats net bought the most in ZTE Corporation, which closed at the daily limit down, with a turnover rate of 10.83% and a transaction amount of 16.919 billion. The net buying amounted to 632.27 million from three institutional seats, while the total net selling from other seats was 791 million [2] - Zhengbang Technology closed at the daily limit up, with a turnover rate of 8.90% and a transaction amount of 2.16 billion. The net buying from six institutional seats totaled 345.92 million, while the total net selling was 194 million [2] - China Uranium Industry saw a price increase of 5.95%, with a turnover rate of 52.17% and a transaction amount of 5.486 billion. The net buying from five institutional seats was 181.41 million, with a total net inflow of 116 million [3] Performance of Net Bought Stocks - The average increase of stocks with net institutional buying was 5.25%, outperforming the Shanghai Composite Index. Stocks like Fuxin Technology and Putian Technology showed strong performance, closing at the daily limit [3] - Among the stocks with net institutional buying, two companies provided earnings forecasts for 2025, both indicating an increase. China Uranium Industry had the highest expected net profit growth of 11.42% year-on-year, with a median expected net profit of 1.625 billion [3] Institutional Selling Summary - The stock with the highest net selling by institutions was Yonghui Supermarket, which had a volatility of 15.15%. The net selling from two institutional seats totaled 394.58 million, with a total net outflow of 1.887 billion [4] - TeFa Information had a volatility of 18.03% and a net selling of 174.52 million from three institutional seats, with a total net outflow of 504 million [4] - Shunhao Co. had a turnover rate of 34.79% and a net selling of 157.61 million from seven institutional seats, with a total net inflow of 341 million [4] Deep and Shanghai Stock Connect Summary - On December 11, 17 stocks on the trading list had appearances from Deep and Shanghai Stock Connect, with net buying in Yonghui Supermarket, Zhenlei Technology, and Jin Feng Technology, amounting to 100 million, 83.05 million, and 68.63 million respectively. Net selling occurred in ZTE Corporation, Aerospace Power, and Zhengbang Technology, totaling 106 million, 93.06 million, and 63.54 million respectively [7][9]

Core Viewpoint - China Uranium Industry (001280) is a leading enterprise in the domestic natural uranium resource development sector, holding a dominant position in the domestic natural uranium industry [1] Group 1: Business Operations - The company possesses a total of 6 exploration rights and 19 mining rights both domestically and internationally [1] - Natural uranium sales are categorized into three business models: self-produced natural uranium product sales, purchased natural uranium product sales, and international natural uranium trade [1]

Core Insights - The company is positioned in a vast nuclear power market with significant growth potential [1] - China has a higher number of nuclear reactors under construction and installed capacity compared to other countries, establishing itself as the largest natural uranium market globally [1] - The company is the exclusive supplier of natural uranium products for China National Nuclear Corporation and one of the few domestic enterprises with natural uranium operational qualifications, allowing it to benefit from the substantial and steadily growing nuclear power market in China [1]

Group 1 - The core viewpoint is that China Uranium Industry operates in the upstream segment of the nuclear industry chain, focusing on natural uranium mining [2] - The subsequent processes in the nuclear industry chain include uranium purification, conversion, and enrichment, which are essential for manufacturing nuclear fuel [2] - The applications of the processed uranium are primarily in nuclear power generation and national defense [2]