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 ...

Core Viewpoint - China Uranium Industry has successfully listed on the Shenzhen Stock Exchange, marking a significant milestone for the country's nuclear industry and establishing itself as the first publicly traded natural uranium company in China [2]. Group 1: Company Overview - China Uranium Industry primarily engages in the mining, sales, and trade of natural uranium, as well as the comprehensive utilization of radioactive co-associated mineral resources, holding 19 mining rights and 6 exploration rights in uranium-rich regions such as Xinjiang and Inner Mongolia [1]. - The company aims to enhance domestic natural uranium industry investments through its listing, facilitating rapid growth in production capacity and economic scale [1]. Group 2: Production and Technology - The "Guoyu No. 1" demonstration project is the largest natural uranium production capacity project in China, utilizing new uranium extraction technologies to activate tens of thousands of tons of domestic uranium resources, significantly increasing the country's natural uranium production capacity [3]. - China Uranium Industry ranks among the top ten globally in natural uranium production capacity and plays a crucial role in the international natural uranium industry, with its controlling stake in the Rossing uranium mine in Namibia, the sixth-largest uranium mine globally [3]. - The company has developed advanced extraction technologies, including CO₂+O₂ third-generation in-situ leaching techniques, and has achieved mechanization, automation, and intelligence in underground mining and ore transportation [3]. Group 3: Business Performance - The company is experiencing strong business performance driven by accelerated nuclear power construction and a long-term supply-demand gap, with projected revenues of 10.535 billion yuan, 14.801 billion yuan, and 17.279 billion yuan for 2022 to 2024, reflecting a compound annual growth rate of 28.07% [4]. - In the first three quarters of 2025, revenue increased by 23.17% year-on-year, and net profit attributable to shareholders rose by 26.03%, showcasing the company's growth and profitability [4]. Group 4: Fundraising and Market Performance - China Uranium Industry plans to raise 4.11 billion yuan, focusing on four major natural uranium production capacity projects and three comprehensive utilization projects for radioactive co-associated mineral resources, aligning with national strategic needs and the company's development direction [4]. - As of the report, the company's stock price surged by 291.17% to 69.98 yuan, with a market capitalization exceeding 140 billion yuan, reaching a peak price of 80 yuan during trading [4].

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 ...

Group 1 - China Uranium Industry, a core enterprise in the natural uranium sector, was listed on the Shenzhen Stock Exchange on December 3 [1] - The company is a supplier of nuclear fuel in China, focusing on natural uranium mining, sales, trade, and the comprehensive utilization of radioactive co-associated minerals [3] - The IPO proceeds will be directed towards domestic natural uranium operations and the comprehensive utilization of radioactive co-associated mineral resources, as well as to supplement liquidity [3] Group 2 - The "Guo Yu No. 1" demonstration project has successfully produced uranium products, contributing to a rapid increase in China's natural uranium production capacity [5] - The focus of uranium resource exploration in China has shifted from southern hard rock to northern sandstone, with significant discoveries of large uranium deposits in regions like Inner Mongolia [5][10] - The advanced technology from the "Guo Yu No. 1" project is being promoted to various uranium resource development areas, aiming to significantly increase China's natural uranium production capacity [7] Group 3 - Global demand for uranium resources is strong, and China Uranium Industry is accelerating its international expansion [7][8] - The geographical distribution of global uranium resources is highly concentrated, with over 50% of proven reserves located in Australia, Kazakhstan, and Canada [8][10] - China's nuclear power capacity is the largest in the world, and domestic demand for natural uranium is expected to triple over the next 15 years [10]

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]

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% [3][4] - 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% [5] Diamond Industry - The cultivated diamond concept surged, 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 expected to gain traction due to high demand from AI developments [9] China Uranium Industry - China Uranium (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 per share, giving it 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 industry [11]

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]

Core Viewpoint - China Uranium Corporation Limited ("China Uranium" or "parent company") has officially listed on the Shenzhen Stock Exchange on December 3, 2025, holding approximately 66.72% of the issued shares of China Nuclear International (02302) [1] Group 1: Company Overview - China Uranium's main business includes the mining, sales, and trading of natural uranium resources, as well as the comprehensive utilization and product sales of radioactive co-associated mineral resources such as monazite and uranium-molybdenum [1] - Key products of China Uranium include natural uranium, rare earth chlorides, and ammonium molybdate [1] Group 2: Strategic Implications - The successful listing of China Uranium is expected to enhance the company's capital market position and strengthen the synergy between the company and its parent [1] - The company anticipates benefiting from the increased influence of the parent company in the capital market, which will positively support brand recognition, resource integration, and strategic expansion [1]

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]