证券日报网讯 12月8日，中国铀业在互动平台回答投资者提问时表示，公司始终肩负着"强核基石、核 电粮仓"的使命职责，承担着国家天然铀战略资源的保障任务，为我国核工业的发展提供坚实的基础和 保障。 （编辑 丛可心 王雪儿） ...

证券日报网讯 12月8日，中国铀业在互动平台回答投资者提问时表示，公司的产品天然铀是保障核能事 业发展的重要物质基础，应用于核电及国防等领域。 （文章来源：证券日报） ...

（文章来源：证券日报） 证券日报网讯 12月8日，中国铀业在互动平台回答投资者提问时表示，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，不涉及浓缩铀业务。 ...

2只新股今日发行，纳百川发行2791.74万股，发行价22.63元，募资金额6.32亿元；优迅股份发行2000.00 万股，发行价51.66元，募资金额10.33亿元。 今年以来已发行新股 | 代码 | 简称 | 发行日期 | 发行总量（万股） | 发行价（元） | 募集资金（亿元） | | --- | --- | --- | --- | --- | --- | | 600930 | 华电新能 | 2025.07.07 | 571428.57 | 3.18 | 181.71 | | 688795 | C摩尔 | 2025.11.24 | 7000.00 | 114.28 | 80.00 | | 688783 | 西安奕材 | 2025.10.16 | 53780.00 | 8.62 | 46.36 | | 001280 | C中国铀 | 2025.11.21 | 24818.18 | 17.89 | 44.40 | | 688802 | 沐曦股份 | 2025.12.05 | 4010.00 | 104.66 | 41.97 | | 603049 | 中策橡胶 | 2025.05.23 | 8744.86 | ...

Core Viewpoint - China Uranium Industry emphasizes the importance of natural uranium in supporting the development of nuclear energy, which is crucial for both nuclear power and national defense applications [1] Summary by Categories Business Operations - The company's natural uranium business encompasses domestic and international mining, sales, and trading activities [1] - Natural uranium products include uranyl sulfate and uranium trioxide [1] Industry Significance - Natural uranium serves as a vital material foundation for the development of the nuclear energy sector [1] - The applications of natural uranium extend to nuclear power generation and national defense [1]

格隆汇12月8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，不涉及浓缩铀业务。 ...

格隆汇12月8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，不涉及浓缩铀业务。 ...

Investment Rating - The report maintains a rating of "Overweight" for the electricity industry [3] Core Views - The introduction of the 2026 electricity trading scheme in Jiangsu and Zhejiang provinces aims to deepen market reforms, enhance price predictability, and encourage the consumption of renewable energy [14][6] - The "computing power and electricity synergy" strategy is being promoted at the national level to meet the growing electricity demand from the AI industry, with a focus on using clean energy [6][15] - The report recommends focusing on flexible thermal power resources, energy storage, and virtual power plants as investment opportunities [7] Summary by Sections Industry Overview - The Shanghai Composite Index rose by 0.37% to 3902.81 points, while the CSI 300 Index increased by 1.28% to 4584.54 points during the week [62] - The CITIC Power and Utilities Index reported a slight increase of 0.01% to 3114.45 points, underperforming the CSI 300 Index by 1.26 percentage points [62] Key Developments - The 2026 electricity trading scheme in Zhejiang introduces a requirement that at least 70% of annual trading volume must be secured through long-term contracts, enhancing market stability [14] - In Jiangsu, the trading scheme allows for all renewable energy projects to enter the market, with a focus on signing long-term purchase agreements [14] - The report highlights a significant increase in computing power demand, with a 30% annual growth rate in total computing power scale in China [6] Investment Recommendations - The report suggests investing in thermal power companies such as Huaneng International, Guodian Power, and Datang Power, as well as in leading companies in flexible thermal power transformation [7] - It also recommends focusing on undervalued green energy companies, particularly in wind and solar power sectors, such as Xintian Green Energy and Longyuan Power [7] - For hydropower and nuclear power, companies like Yangtze Power and China Nuclear Power are highlighted as potential investments [7] Market Trends - The report notes that coal prices have decreased to 800 RMB per ton, which may positively impact thermal power generation costs [17] - The carbon market saw a price increase of 0.69% this week, with a closing price of 60.06 RMB per ton [57]

Group 1 - The new stock and newly listed sector has returned to a volatile tug-of-war, suggesting a need for patience and flexibility during the adjustment phase [1][11] - The average increase of newly listed stocks in the Shanghai and Shenzhen markets since 2024 is approximately -0.6%, with about 44.2% of new stocks showing positive returns [1][25] - The recent surge in the market capitalization of newly listed stocks, reaching over 100 billion, has attracted new funds but may also divert attention from other new stocks [2][11] Group 2 - The current secondary cycle indicators for the new stock sector are still slowly converging, with local active directions frequently switching and lacking a consensus on main lines [2][11] - The technology sector, particularly in areas like AI and robotics, remains a focal point for long-term capital, with an emphasis on identifying new hotspots within these themes [3][11] - The upcoming new stocks include Baiao Saitu and others, with a focus on companies that are either unprofitable or just becoming profitable [4][31] Group 3 - Last week, two new stocks were listed, both from the Sci-Tech Innovation Board, which are unprofitable at the time of listing [4][20] - The average first-day increase for newly listed stocks last week was approximately 350%, indicating a significant recovery in trading sentiment compared to previous weeks [4][23] - The average first-day closing price-to-earnings ratio for newly listed stocks in December has risen to 102.8, up from 63.1 in the previous month [14][15] Group 4 - The report suggests monitoring specific stocks that have shown resilience and potential for growth, including Han Shuo Technology and Hongjing Optoelectronics, among others [39] - For mid-term investments, stocks like Na Rui Radar and Jun Ding Da are recommended for potential investment opportunities [39]

个股方面，本周C中国铀（001280）、天孚通信（300394）、京东方A获主力净流入居前，分别为36.54 亿元、26.74亿元、18.05亿元；净流出方面，香农芯创（300475）、蓝色光标（300058）、中兴通讯遭 主力净流出居前，分别为32.11亿元、26.93亿元、24.21亿元。 每经AI快讯，按申万一级行业来看，本周有色金属、建筑材料、煤炭三大行业获得主力资金青睐，其 中，有色金属行业获主力净流入5.94亿元；在净流出方面，电子设备、计算机、电子行业均遭抛售超百 亿元。 ...