（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]

Market Overview - On December 11, all three major indices declined, with total market turnover reaching 1.89 trillion yuan, an increase of 93.6 billion yuan compared to the previous trading day, and over 4,300 stocks fell [1] - Market hotspots focused on controllable nuclear fusion and wind power equipment sectors, while real estate and duty-free concepts weakened [1] High-Performing Stocks - Fujian local stockholder Baigroup achieved a five-day consecutive rise, while Annie Co. recorded five rises in six days, and commercial aerospace concept stock Zai Sheng Technology saw four consecutive rises [3] - Notable stocks with significant gains included: - Annie Co. (+10.03%, 13.60 yuan, six days five boards) [4] - Dongbai Group (+10.03%, 14.92 yuan, five consecutive boards) [4] - Zai Sheng Technology (+10.06%, 7.66 yuan, four consecutive boards) [4] - Goldwind Technology (+9.97%, 16.98 yuan, first board) [4] Trading Dynamics - The top three net buying stocks on the Dragon and Tiger list were Snowman Group, Goldwind Technology, and Tongguang Cable, with net purchases of 325 million yuan, 234 million yuan, and 173 million yuan respectively [5] - The top three net selling stocks were ZTE Corporation, Teifa Information, and Shunhao Shares, with net sales of 264 million yuan, 191 million yuan, and 174 million yuan respectively [7] Sector Highlights - Snowman Group, involved in commercial aerospace and controllable nuclear fusion, saw a trading increase of 9.99% with a turnover of 2.457 billion yuan and a trading range of 9.70% [9] - Zhengbang Technology, focusing on pig farming, experienced a trading increase of 9.87% with a turnover of 2.16 billion yuan and a trading range of 10.58% [14] Institutional Activity - Institutional net buying was significant for ZTE Corporation, with a net purchase of 632 million yuan, while net selling was observed for Teifa Information at 175 million yuan [8][9] - The net buying activity for Goldwind Technology reached 686 million yuan, indicating strong institutional interest [21]

Core Insights - China Uranium Industry shares rose by 5.95% with a turnover rate of 52.17% and a trading volume of 5.486 billion yuan, indicating strong market interest [2] - Institutional investors net bought 181 million yuan while brokerage seats collectively net sold 241 million yuan, reflecting mixed sentiment among different market participants [2] - The stock was listed on the Shenzhen Stock Exchange due to its high turnover rate, with significant institutional buying activity observed [2] Trading Activity - The top five brokerage seats accounted for a total trading volume of 1.211 billion yuan, with buying transactions amounting to 576 million yuan and selling transactions totaling 635 million yuan, resulting in a net selling of approximately 59.6 million yuan [2] - Three institutional specialized seats were involved in the trading, with total buying amounting to 406 million yuan and selling amounting to 224 million yuan, leading to a net purchase of 181 million yuan [2] Fund Flow - The stock experienced a net inflow of 116 million yuan from major funds, with large orders contributing a net inflow of 169 million yuan, while large orders saw a net outflow of approximately 53.2 million yuan [2] - Over the past five days, the net inflow of major funds into the stock reached 373 million yuan, indicating a positive trend in institutional interest [2]