Core Viewpoint - China Uranium Industry made a strong debut on the Shenzhen Stock Exchange, closing with a 280% increase, reflecting significant investor interest and confidence in the company's growth potential [1] Company Overview - China Uranium Industry submitted its IPO application in June 2024 and was among the first batch of companies accepted under the new "National Nine Articles" policy, successfully passing the review in September of the same year [1] - The company issued 248 million shares, raising 4.44 billion yuan, making it the third-largest fundraising IPO in A-shares for the year [1] - The net proceeds will primarily be used for the construction of four major uranium mining capacity projects and the comprehensive utilization of radioactive co-mined mineral resources [1] Business Operations - The company is engaged in the mining, sales, and trade of natural uranium resources, as well as the comprehensive utilization and sales of associated radioactive minerals [1] - Key products include natural uranium, rare earth chlorides, and ammonium molybdate, with a dominant position in the domestic uranium resource sector [1] - China Uranium Industry holds 19 mining rights and 6 exploration rights domestically and abroad, with its controlled Rosin Uranium Mine being the sixth-largest uranium mine globally and the second-largest open-pit uranium mine [1] Market Position and Demand - The global demand for natural uranium is expected to surge due to the revival of nuclear power, with the World Nuclear Association predicting a rise in global nuclear power capacity to 746 GWe by 2040, leading to a potential demand of nearly 204,600 tons of uranium [2] - The company has maintained a leading position in natural uranium production, sourcing uranium from both its own mines and international markets to supply domestic nuclear power plants [1][2] Financial Performance - The company's revenue has shown steady growth, with reported revenues of 14.801 billion yuan, 17.279 billion yuan, and 9.551 billion yuan for the years 2023 to the first half of 2025 [2] - Revenue from natural uranium business accounted for over 90% of total revenue during the same period, indicating a strong reliance on this segment [2] - Net profit attributable to shareholders was reported at 1.262 billion yuan, 1.458 billion yuan, and 765 million yuan for the same years [2] Shareholding Structure - China National Uranium Industry is the controlling shareholder of China Uranium Industry, holding 57.88% of the shares post-IPO, while the China National Nuclear Corporation indirectly controls 70.52% of the company [2]

Market Overview - As of December 3, the Shanghai Composite Index closed at 3878.00 points, down 19.71 points, a decline of 0.51% [1] - The Shenzhen Component Index closed at 12955.25 points, down 101.45 points, a decline of 0.78% [1] - The ChiNext Index closed at 3036.79 points, down 34.36 points, a decline of 1.12% [1] Stock Performance - A total of 98 A-shares had a turnover rate exceeding 20%, with C China Uranium and Jingchuang Electric among four stocks exceeding 50% turnover [1] - C China Uranium had a closing price of 67.99 yuan with a turnover rate of 77.55% and a price increase of 280.04% [1] - Jingchuang Electric closed at 41.80 yuan with a turnover rate of 61.53% and a price decrease of 19.80% [1] - Other notable stocks include Jinfu Technology with a turnover rate of 60.60% and a price decrease of 9.99%, and Tongyu Communication with a turnover rate of 59.65% and a price decrease of 2.54% [1] High Turnover Stocks - The following stocks had significant turnover rates: - C China Uranium: 77.55%, +280.04% [1] - Jingchuang Electric: 61.53%, -19.80% [1] - Jinfu Technology: 60.60%, -9.99% [1] - Tongyu Communication: 59.65%, -2.54% [1] - Beilong Precision: 48.55%, -4.72% [1] - Other stocks with notable turnover rates include Jianglong Shipbuilding (47.49%, +4.56%) and Aerospace Development (46.99%, +5.20%) [1] Additional Notable Stocks - The following stocks also showed significant trading activity: - Longji Software: 46.76%, -9.27% [1] - Lianjian Optoelectronics: 45.55%, +1.11% [1] - Iceberg Cold Chain: 41.24%, +3.36% [1] - Qingshuiyuan: 40.83%, -3.36% [1] - The overall market sentiment reflected mixed performance among high-turnover stocks, with some experiencing substantial gains while others faced declines [1]

【#中国铀业上市了#，中国天然铀第一股来了】 据央视财经报道，今天，随着上市钟声的敲响，核能"粮仓"中国铀业登陆深交所主板，成为中国天然铀 第一股，这是我国核工业的里程碑事件。 中国铀业有多重要？天然铀是国家重要的战略资源和能源矿产，天然铀的安全稳定供应是核能快速发展 的基础。中国铀业作为我国天然铀保障供应的国家队、主力军，是支撑核能产业发展的"基石"和"粮 仓"。 中国铀业上市要干什么？中国铀业主要从事天然铀采冶、销售及贸易，以及放射性共伴生矿产综合利用 等核心业务，在新疆、内蒙古等铀资源富集地区，拥有19宗采矿权和6宗探矿权，通过上市，中国铀业 将进一步加大国内天然铀产业的投资力度，实现产能规模和经济规模的快速提升。 中国铀业的核心竞争力是什么？中国铀业旗下"国铀一号"示范工程是中国规模最大的天然铀产能项目， 通过新型采铀技术，盘活了国内数十万吨铀资源。实现国内低品位的复杂铀资源的高效开发利用，实现 我国天然铀产能数倍增长。 铀市场的未来空间有多大？当前，我国核电总体规模居世界第一。未来15年，国内天然铀需求量将增长 3倍。据世界核协会预测，到 2040年，全球天然铀需求将最高上升到近20.46万tU。 ...

Core Insights - China Uranium Industry (001280.SZ) experienced a significant surge of 280% on its first trading day, with a turnover rate of 77.55% and a total transaction value of 8.089 billion yuan [1] - The top buying seat was "Yulan Road," which net purchased 83.85 million yuan, with total buying of 628 million yuan and selling of 208 million yuan, resulting in a net purchase of 419 million yuan [1] Trading Activity Summary - The top five buying brokerage firms accounted for a total of 627.83 million yuan, representing 7.76% of the total trading volume [2] - The largest buying amount came from Guotai Junan Securities Chengdu Longteng East Road branch, with a purchase of 106.77 million yuan, making up 1.32% of the total transaction [2] - Other notable brokerage firms included CITIC Securities Zhejiang branch and Dongguan Securities Nanjing branch, with purchases of 97.44 million yuan and 86.12 million yuan, respectively [2]

↑点击上面图片 加雪球核心交流群 ↑ A股三大指数今日集体调整，截至收盘，上证指数跌0.51%，深证成指跌0.78%，创业板指跌1.12%。 全市场全天成交额16836亿元，较上日放量763亿元。全市场超3800只个股下跌。 板块题材上，培育钻石、煤炭开采加工、风电设备、中药、机场航运、工业金属、多元金融板块涨幅居前；智谱ai、文化传媒、云班课、短剧游戏 等AI应用方向跌幅居前。 来看看今天的市场热点。 后续仍有多款民营火箭待发，均有望对板块构成新催化，仍值得重点关注。 02 培育钻石全天领涨 来看一下今天全天强势的板块——培育钻石；板块整体上涨2.29%，个股方面：四方达涨15.37%，惠丰钻石涨10.14%，黄河旋风涨停。 01 地天板，股价跟着火箭涨跌！ 今日，航天动力这支股票吸引了很多投资者的关注，一度冲到了雪球热股榜第一的位置。从当天行情来看，盘中是走出了一个"地天板"的行情，但 未能保持涨停节奏，截止收盘是涨6.46%。 | 凯大动力 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 600343 已收盘 12-03 15:00 ...

北京商报讯（记者 马换换）伴随着中国铀业（001280）登陆资本市场，A股年内上市新股数量破百。 12月3日，中国铀业登陆主板上市，公司当日收涨280%，股价报67.99元/股，总市值约为1406亿元。经 同花顺iFinD统计，A股年内上市新股数量已达到100只。 经统计，在年内上市的100股中，共计88股首日涨幅超100%。 另外，从100只个股上市板块来看，主板、创业板、科创板、北交所上市新股数量分别为34股、30股、 12股、24股。 经统计，截至12月3日收盘，年内上市新股共计影石创新、海博思创、矽电股份、同宇新材、云汉芯 城、优优绿能、常友科技、宏工科技等8股系百元股。千亿元市值个股则有华电新能、中国铀业、影石 创新3股。 从今年上市新股首日表现来看，北交所新股大鹏工业表现最佳，公司11月21日上市，首日大涨 1211.11%，也仅一股首日涨超1000%；其次是三协电机，公司上市首日涨幅785.62%；上市首日涨幅超 500%的还有江南新材、广信科技两股，分别为606.83%、500%。 ...

Core Points - N China Uranium (001280) was listed today, opening with a significant increase of 246.56%, and closing with a total rise of 280.04% [2] - The total trading volume for the day reached 123 million shares, with a transaction value of 8.089 billion yuan and a turnover rate of 77.55% [2] Company Overview - The company specializes in the mining, sales, and trading of natural uranium resources, as well as the comprehensive utilization and sales of associated radioactive minerals such as monazite, uranium-molybdenum, tantalum, and niobium [2] - The total number of shares issued in this offering was 248 million, with an online issuance of 12.16 million shares at a price of 17.89 yuan per share [2] - The issuance price corresponds to a price-to-earnings ratio of 27.06, slightly below the industry average of 27.57 [2] - The final online subscription rate was 0.0433935265% [2] Fundraising and Project Allocation - The total amount raised from the initial public offering (IPO) was 4.44 billion yuan [2] - The raised funds will primarily be allocated to various projects, including: - In-situ leaching uranium mining project at the Nalinggou uranium deposit in Inner Mongolia [2] - Supplementing working capital [2] - Phase II in-situ leaching uranium mining project at the Bayan Ula uranium deposit [2] - Comprehensive technological transformation project at the Shuiye uranium industry [2] - Expansion projects for in-situ leaching uranium mining in Xinjiang [2] - Comprehensive utilization project for associated uranium resources in Jiangxi [2] - Annual production project of 1,000 tons of tantalum-niobium new materials [2] - Phase III project at the Mianhuakeng mine in Shaoguan [2]

中国经济网北京12月3日讯 今日，中国铀业股份有限公司(股票简称：中国铀业，股票代码： 001280.SZ)在深交所主板上市。该股开盘报62.00元，截至收盘报67.99元，涨幅280.04%，成交额80.89 亿元，振幅118.05%，换手率77.55%，总市值1406.16亿元。 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，报告期内主要从事天 然铀资源的采冶、销售及贸易，以及独居石、铀钼、钽铌等放射性共伴生矿产资源综合利用及产品销 售。 本次发行前，中核铀业有限责任公司直接持有中国铀业1,197,043,120股股份，持股比例为65.77%， 为公司的控股股东。中核集团通过中核铀业、旭核基金、中国核电、中国原子能、核化冶院、中核大地 合计间接控制中国铀业79.48%的股份，为中国铀业的实际控制人。 中国铀业11月27日披露的招股书显示，公司拟募集资金411,000.00万元，用于"中核内蒙古矿业有限 公司内蒙古纳岭沟铀矿床原地浸出采铀工程中核"、"中核内蒙古矿业有限公司内蒙古巴彦乌拉铀矿床原 地浸出采铀二期(芒来矿段)工程"、"新疆中核天山铀业有限公司七三七、七三九地浸采铀扩建工 ...

本报讯 （记者向炎涛）12月3日，中国铀业股份有限公司（以下简称"中国铀业"，证券代码：001280） 在深交所主板挂牌上市，成为A股市场天然铀第一股。公司发行价格为17.89元/股，开盘价为62元/股， 涨幅达246.56%。开盘后，公司股价继续飙升，一度冲至最高80元/股，盘中最高涨幅达347.18%。 中国铀业是中国核工业集团有限公司的重要子企业之一，专业从事天然铀和放射性共伴生矿产资源综合 利用业务，报告期内主要从事天然铀资源的采冶、销售及贸易，以及独居石、铀钼、钽铌等放射性共伴 生矿产资源综合利用及产品销售，是我国天然铀保障供应的国家队、主力军，承担着打造"强核基石、 核电粮仓"的历史使命。 随着我国核电的快速发展，天然铀资源需求大幅提升，作为天然铀主要生产商和供应商的中国铀业，迎 来了重大发展机遇。公司在招股说明书中表示，通过上市筹集资金，公司将乘势而上，进一步加大国内 天然铀产业的投资力度，加快推动规划产能的快速落实，实现产能规模和经济规模的快速提升。通过上 市，公司将显著提升国内铀资源供应和保障能力，更好地履行保障国家铀资源安全的历史使命。 经营业绩方面，2022年至2024年，公司营业收入分 ...

王进军代表国家原子能机构向中国铀业成功上市表示热烈祝贺。他强调，站在新的历史起点上，希望中核集团及其所属的中国铀业，牢记职责使命，充分发 挥市场赋能优势，以"市场"为舵，以"资本"为帆，不断加大科技创新力度，持续提升综合治理效能，在天然铀领域实现资源效益、经济效益、环境效益、社 会效益齐丰收，为保障我国能源资源安全，支撑国民经济高质量发展再立新功。 2025年12月3日，随着上市钟声敲响，中国铀业股份有限公司(股票代码：001280)正式登陆深圳证券交易所主板，成为A股市场天然铀第一股。此次上市标志 着中国铀业在深化资本市场运作、服务国家能源安全战略方面迈出关键一步，更是中核集团以资本运作推动核能"三步走"战略的重要里程碑。 上市仪式现场，中核集团总经理、党组副书记张涛，国家原子能机构系统工程司副司长王进军，中核集团党组成员、总会计师王学军，中核集团党组成员、 副总经理陈军利，国家产业基金董事长曲克波，中国国新控股有限责任公司党委书记、董事长徐思伟，中信建投证券股份有限公司党委副书记、总经理金剑 华，中国铀业党委书记、董事长袁旭一同为中国铀业敲钟开市。中国矿业联合会党委书记、会长程利伟，中国核能行业协会常务副 ...