核能"粮仓"中国铀业今天上市，成为中国天然铀第一股。今天随着上市钟声的敲响，中国铀业登陆深交所主板，这也是我国核工业的里程碑事件。 每经编辑|毕陆名 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。 图片来源：视觉中国 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。 中国铀业天然铀产能长期位居全球前十，是国际天然铀产业的重要参与者和建设者。公司控股的纳米比亚罗辛铀矿是全球第六大产铀矿山，也是全球第二大 露天铀矿山，主力资源地位在国际市场十分关键。 在铀矿采冶技术方面，公司全面掌握硬岩铀矿开发技术，实现了井下开采与矿石运输机械化、自动化、智能化，矿石破碎、堆浸、离子交换技术均已成熟用 于硬岩矿山的生产。公司天然铀采冶技术整体处于领先水平。 公司本次计划募集资金41.10亿元，重点投入四大天然铀产能 ...

天然铀"第一股"，登陆A股市场。 12 月 3日 ， 中国铀业股份有限公司（以下简称 "中国铀业"）以"001280"为股票代 码正式登陆深圳证券交易所主板 ， 标志着我国铀矿开发 的 " 国家队 " 和 " 主 力 军 " 迈出深化资本市场发展、 强 化国家能源安全保障能力的重要一步。 中核集团 总经理、 党 组副 书记 张涛 表示 ， 在成功上市新起点上，中国铀业要坚持 规范运作，强化市场经营，完善公司治理，加强市值管理，做好信息披露，以卓越发展业 绩回馈投资者信任，发挥资本市场资源配置优势，推动 "科技 —产业—金融"深度融合， 打造具有核工业特点和中核集团特色的优质上市公司，不断增强核心功能、提升核心竞争 力。 到我国北方盆地铀资源开发，支撑建成一批新的铀矿大基地，全面保障核能发展对铀资源 的需求 。 面向全球投资者 ， 中国铀业党委书记、董事长袁旭表示 ， 中国铀业将遵守上市公司规 范要求，持续提升合规管理水平和公司治理能力，通过规范经营，创造良好业绩，促进股 东价值最大化。 "我们将 借助资本赋能，稳步推进全球资源布局，持续增强战略资源保 障能力与产业核心竞争力。 " 天然铀是国家重要的战略性矿产 ...

央视网消息：12月3日，我国核能原材料天然铀领域的核心企业中国铀业在深交所挂牌上市。 中国铀业是国内核电"燃料"的供应商，通过本次上市，将显著提升我国铀资源的保障能力。 记者了解到，中国铀业拥有铀矿开采的多项核心关键技术，"国铀一号"示范项目已经生产出铀产品，实现了我国天然铀产能的快速增长。 当前，我国铀资源勘查重心由南方硬岩转向北方砂岩，在北方盆地陆续发现和落实了一批超大型、特大型和大型铀矿床。在内蒙古鄂尔多斯，中国规模 最大的天然铀产能项目"国铀一号"示范工程近期生产出"第一桶铀"，通过新型采铀技术，盘活了国内数十万吨铀资源。 目前，"国铀一号"先进技术正加速推广至内蒙古二连盆地、东北松辽盆地、新疆伊犁盆地、甘肃镇原等铀矿资源开发，将支撑建成新一批天然铀生产大 基地，实现我国天然铀产能数倍增长。 全球铀资源需求旺盛 中国铀业加速出海 未来，"国铀一号"技术还将走出国门，推广到中亚、非洲等国家和地区。随着全球核能的快速发展，铀资源的需求将大幅增加。 全球铀资源的地理分布极不均衡，资源储量分布高度集中于少数国家，全球已探明的铀资源主要集中在澳大利亚、哈萨克斯坦和加拿大等国，前三大资 源国的储量合计已超过全球总 ...

Group 1 - China General Nuclear Power Corporation (CGN) maintains high stock price, up 4.85% to HKD 3.24 with a trading volume of HKD 319 million [1][1] - Morgan Stanley forecasts a 70% to 80% chance of CGN's stock price increasing within 15 days, with an upgrade rating and target price set at HKD 3.92 [1][1] Group 2 - China Uranium Industry (001280) listed on the Shenzhen Stock Exchange with an IPO market value of RMB 37 billion, expected net profit for the year is between RMB 1.6 billion to 1.65 billion [2][2] - As the first uranium mining company listed in mainland China, it is anticipated to attract broader investor interest in the uranium sector, boosting market confidence [2][2] - CGN, being the only uranium mining company listed in Hong Kong and participating in the Stock Connect, is expected to benefit from the increased attention on the uranium sector [2][2]

12月3日早盘，沪指窄幅震荡整理，创业板指冲高回落；港股走势疲弱，恒生指数、恒生科技指数盘中 均跌超1%。 具体来看，沪指盘中围绕3900点窄幅震荡，深证成指、创业板指震荡回落，北证50指数相对强势。截至 午间收盘，沪指微跌0.09%报3894.22点，深证成指跌0.19%，创业板指跌0.5%，北证50指数涨0.59%， 沪深北三市合计成交10756亿元。 银河证券认为，2025年美国加征关税、中国反制措施及其他资源国矿产资源管制等政策下的供应链扰 动、美联储降息周期中的流动性宽松，使有色金属价格与行业业绩增速持续提升，确立了有色金属行业 进入新一轮上行周期。2026年上述逻辑有望继续推动有色金属商品价格上涨与提升有色金属企业的盈利 能力，延续有色金属行业的景气上行行情。 培育钻石概念爆发 培育钻石概念盘中大幅走高，截至午间收盘，四方达涨近15%，惠丰钻石涨超10%；黄河旋风涨超9%， 盘中一度涨停；力量钻石涨超5%，国机精工涨超2%。 场内超3500股飘绿，地产、半导体、酿酒等板块疲弱；有色板块逆市拉升，华阳新材、鑫科材料涨停； 煤炭板块上扬，大有能源、安泰集团、新大洲A涨停；培育钻石概念活跃，四方达、惠丰 ...

Core Viewpoint - China Uranium Corporation officially listed on the Shenzhen Stock Exchange, marking a significant step in strengthening China's uranium resource security and nuclear fuel supply capabilities [2][10] Group 1: Company Overview - China Uranium Corporation, established in 1989, is a key player in China's natural uranium resource development and has a core position in the domestic uranium industry [3] - The company holds 19 mining rights, with 17 located in key domestic uranium mining areas and 2 in Namibia, enhancing its resource control capabilities [3][5] Group 2: Market Position and Strategic Importance - The listing fills a long-standing gap in the A-share market for the upstream uranium sector, reinforcing China's nuclear fuel supply system [2][3] - As a subsidiary of China National Nuclear Corporation, the company plays a pivotal role in domestic uranium development, international trade, and the comprehensive utilization of radioactive co-associated mineral resources [3][4] Group 3: Financial Performance - The company has shown strong financial growth, with projected revenues of 10.535 billion yuan, 14.801 billion yuan, and 17.279 billion yuan for 2022, 2023, and 2024 respectively, reflecting a compound annual growth rate of 28.07% [7] - In the first three quarters of 2025, revenue increased by 23.17% year-on-year, with net profit rising by 26.03% [7] Group 4: Fundraising and Investment Projects - The company plans to raise 4.11 billion yuan, focusing on four major uranium production projects and three radioactive co-associated mineral resource utilization projects [8][9] - Key domestic uranium projects will receive 2.184 billion yuan, significantly enhancing domestic uranium production and supply capabilities [8] Group 5: Technological Advancements - The company has developed advanced uranium extraction technologies, including CO+O third-generation in-situ leaching techniques, and has achieved automation and digitization in mining operations [6] - It leads in the comprehensive utilization of radioactive co-associated mineral resources, with projects aimed at efficient recovery of valuable metals from unique stones [6][9] Group 6: Future Outlook - With the successful listing and ongoing investment projects, the company is positioned to enhance China's nuclear fuel supply security and contribute to the high-quality development of the nuclear power industry [10]

中国铀业的主营业务为天然铀资源的采冶、销售及贸易，同时从事独居石、铀钼等放射性共伴生矿产资 源的综合利用及产品销售;主要产品包括天然铀、氯化稀土和四钼酸铵等。其上市事项属其独立经营及 资本运作安排。董事局认为，中国铀业成功上市不仅彰显其资本市场地位的提升，亦有望进一步增强公 司与母公司之间的协同效应，并为公司未来发展提供更广阔的战略支持。 公司的业务运作将维持正常，同时预计将受益于母公司在资本市场影响力的提升，从而在品牌认知度、 资源整合及战略拓展方面获得积极支持。 中核国际(02302)发布公告，公司获悉，间接持有公司已发行股份约66.72%的控股母公司中国铀业股份 有限公司("中国铀业"或"母公司")已于2025年12月3日在深圳证券交易所正式挂牌上市。 ...

Market Overview - The Shanghai Composite Index experienced narrow fluctuations around 3900 points, closing down 0.09% at 3894.22 points, while the Shenzhen Component Index and ChiNext Index fell by 0.19% and 0.5% respectively, with the Northbound 50 Index rising by 0.59% [1] - The total trading volume across the Shanghai, Shenzhen, and North exchanges reached 10,756 billion [1] Sector Performance - The real estate, semiconductor, and liquor sectors showed weakness, with over 3500 stocks declining [1] - The coal sector saw significant gains, with companies like Dayou Energy, Antai Group, and New Dazhou A hitting the daily limit [3][4] - The non-ferrous metals sector also performed well, with Huayang New Materials and Xinke Materials reaching the daily limit, and Tianshan Aluminum and Yun Aluminum rising over 5% [5] Coal Sector Insights - Current prices for thermal coal and coking coal remain at historical lows, providing room for a rebound [4] - Supply-side policies aimed at reducing overproduction and the seasonal increase in demand for heating are expected to improve the coal supply-demand fundamentals [4] Cultivated Diamond Sector - The cultivated diamond concept saw a significant surge, with Sifangda rising nearly 15% and Huifeng Diamond increasing over 10% [7][8] - The diamond industry is focusing on functional applications, such as heat dissipation and optical window materials, which are gaining attention due to high thermal demands from AI development [9] Company Spotlight: China Uranium Industry - China Uranium Industry (001280) debuted with a remarkable increase of 347%, reaching a peak of 80 yuan per share, and closed up 281.5% at 68.25 yuan, with a market capitalization exceeding 140 billion [11] - The company specializes in the comprehensive utilization of natural uranium and radioactive co-associated mineral resources, playing a crucial role in China's nuclear supply chain [11]

本文源自：金融界AI电报 中核国际(02302.HK)发布公告，公司获悉，间接持有公司已发行股份约66.72%的控股母公司中国铀业股 份有限公司("中国铀业"或"母公司")已于2025年12月3日在深圳证券交易所正式挂牌上市。 ...

Market Overview - The Shanghai Composite Index experienced narrow fluctuations around 3900 points, closing down 0.09% at 3894.22 points, while the Shenzhen Component Index and ChiNext Index fell by 0.19% and 0.5% respectively, with the Northbound 50 Index rising by 0.59% [1] - The total trading volume across the Shanghai, Shenzhen, and North exchanges reached 10,756 billion [1] Sector Performance - The real estate, semiconductor, and liquor sectors showed weakness, with over 3500 stocks declining [1] - The coal sector saw significant gains, with companies like Dayou Energy, Antai Group, and New Dazhou A hitting the daily limit, while Yunmei Energy rose approximately 6% [2][3] - The non-ferrous metals sector also performed well, with Huayang New Materials and Xinke Materials hitting the daily limit, and Tianshan Aluminum and Yun Aluminum rising over 5% [4] Emerging Concepts - The cultivated diamond concept surged, with Sifangda rising nearly 15% and Huifeng Diamond increasing over 10% [5][6] - The diamond industry is focusing on functional applications, such as heat sinks and optical window pieces, with potential growth driven by high heat demand from AI development [7] New Listings - China Uranium Industry (001280) debuted with a remarkable increase of 347%, reaching a peak of 80 yuan per share, and closing up 281.5% at 68.25 yuan per share, giving it a market capitalization exceeding 140 billion [8] - The company specializes in the comprehensive utilization of natural uranium and radioactive co-associated mineral resources, playing a crucial role in China's nuclear supply chain [8]