港股异动丨中广核矿业续涨6% 4日连涨超15% 高盛预计铀价仍有20%上涨空间

Core Viewpoint - China General Nuclear Power Corporation (CGN Mining) continues to rise, with a 6% increase and over 15% gain over four days, currently priced at HKD 3.38, with a total market capitalization of HKD 25.7 billion [1] Group 1: Market Dynamics - Goldman Sachs predicts that uranium prices will soar in the coming years, potentially becoming "the next gold," driven by a growing structural supply shortage [1] - By the end of 2026, Goldman Sachs forecasts that spot uranium prices will rise to approximately USD 91 per pound, representing at least a 20% increase from the current price of around USD 76 per pound [1] Group 2: Investment Implications - Positive reports from major international banks like Goldman Sachs will strengthen the consensus in global capital markets regarding a long-term structural gap in the uranium industry [1] - This consensus is expected to attract more long-term capital to the uranium mining sector, benefiting leading companies like CGN Mining with valuation premiums [1]