中广核矿业重挫逾8% 哈萨克斯坦或发新政 机构称不影响资产权益但影响估值

Core Viewpoint - China General Nuclear Power Corporation (CGN) Mining (01164) experienced a significant decline of over 8%, currently trading at HKD 2.99 with a transaction volume of HKD 193 million [1] Group 1: Regulatory Changes - Kazakhstan's proposed draft to strengthen regulation of uranium mining joint ventures has passed the lower house and is awaiting Senate review [1] - The draft requires Kazatomprom to express its stance during contract renewals with joint venture partners, with some partners raising reservations about the proposal [1] Group 2: Market Analysis - CMB International released a research report indicating that the tight uranium supply over the next decade makes Kazakhstan's policy shift somewhat expected [1] - The new policy is expected to have a minor impact on CGN Mining's ownership of reserves, but it may introduce uncertainty regarding the company's target multiples [1] - The target valuation remains unchanged for now, but the company will continue to monitor the developments in policy changes [1]