港股异动 中广核矿业(01164)涨超7% 铀价中枢有望整体上行 大摩看好公司股价15日内将升

Group 1 - China Uranium Industry held its listing ceremony on December 3, becoming the first natural uranium stock in the A-share market with an IPO market value of 37 billion RMB and an expected net profit of 1.6 to 1.65 billion RMB for the year [1] - Morgan Stanley believes that the listing will attract broader investor attention to the uranium mining sector, boosting market confidence, and that CGN Mining, as the only uranium mining company listed in Hong Kong, will benefit from this trend [1] - CGN Mining's stock price is expected to have a 70% to 80% chance of rising within 15 days according to Morgan Stanley [1] Group 2 - According to招商证券, the continuous upgrade of nuclear power technology is a clean and efficient energy solution, with increasing electricity demand driven by electrification and AI, reinforcing the strategic position of nuclear power [1] - The report notes that after the Fukushima incident, capital expenditure in uranium mining has contracted, leading to a short-term natural uranium supply gap primarily relying on inventory and the resumption of uranium mines [1] - The long-term release of new production capacity remains uncertain, and potential production cuts at some mines may further increase supply-side pressure, leading to an overall upward trend in uranium prices and improved profitability for uranium mining companies [1]