核工业“国家队”登陆A股 中国铀业深交所主板申购今日开启

Core Viewpoint - China Uranium Corporation (stock code: 001280) has officially launched its IPO on the Shenzhen Stock Exchange, aiming to enhance its position in the natural uranium industry and contribute to national energy security [1][2] Company Summary - China Uranium Corporation is a major global supplier of natural uranium, with a comprehensive business system covering mining, sales, and trade. The company holds 17 mining rights domestically and has developed third-generation in-situ leaching technology to address challenges in extracting high-grade uranium ores [1] - The company controls the sixth-largest uranium mine globally, the Rossing Uranium Mine in Namibia, and is expanding projects in resource-rich regions in Africa and Central Asia, establishing stable partnerships with leading international firms [1] - From 2022 to 2024, the company's natural uranium production is expected to rank sixth globally, with an average annual revenue growth rate of 28.07%. By 2024, the revenue is projected to reach 17.279 billion yuan, with over 90% of revenue coming from its core natural uranium business [1] IPO and Fundraising - In its IPO, China Uranium Corporation plans to issue 248 million shares, raising funds for three main areas: 2.184 billion yuan for domestic uranium mining capacity projects, 693 million yuan for the comprehensive utilization of radioactive co-associated minerals, and 1.233 billion yuan to supplement working capital [2] - The company commits to distributing at least 30% of its distributable profits as cash dividends to shareholders annually after meeting certain conditions post-listing, ensuring stable returns for investors [2] Industry Outlook - The global nuclear power industry is experiencing a significant recovery, with the World Nuclear Association predicting that global natural uranium demand will reach 150,000 tons by 2040, nearly doubling from 2024 levels. Domestically, nuclear power development is accelerating, with 57 operational nuclear power units expected by the end of 2024, the largest construction scale globally [2] - Supported by national policies and favorable industry cycles, China Uranium Corporation aims to solidify its strategic position as a "strong nuclear cornerstone" and "nuclear power granary," progressing towards becoming an "internationally leading technology-driven mining company" [2]