CGN MINING(HK:01164) Zhi Tong Cai Jing·2025-12-22 07:36Group 1 - The stock of China General Nuclear Power Corporation (CGN) has increased by over 6%, currently at 3.13 HKD with a trading volume of 122 million HKD [1] - Boss Energy Ltd has issued a warning that its Honeymoon project in South Australia will have significantly lower than expected sales product output, which may impact uranium supply [1] - Huaxi Securities reports that the tight supply expectations for uranium continue to support uranium prices, maintaining an optimistic outlook on the supply-demand dynamics in the context of current sulfuric acid shortages [1] Group 2 - Guotou Securities International has released a report indicating that a new trading framework will drive significant increases in the company's future revenue and profits [1] - The new pricing framework for transactions with CGN Group for 2026-2028 has shifted from a previous structure of 40% base price and 60% spot price to 30% base price and 70% spot price, with substantial increases in base prices from 61.78 USD/lb, 63.94 USD/lb, and 66.17 USD/lb to 94.22 USD/lb, 98.08 USD/lb, and 102.10 USD/lb respectively [1] - The company is expected to achieve a significant rise in sales revenue and profits due to these changes in pricing structure [1]