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) has seen a significant stock increase, rising 6% on December 24, totaling over 15% in four days, with a current share price of HKD 3.38 and a market capitalization of HKD 25.7 billion. This surge is attributed to bullish reports from major investment banks regarding the uranium market, predicting a structural supply shortage that will drive prices higher [1][3]. Group 1 - CGN Mining's stock performance reflects a growing investor confidence in the uranium sector, driven by recent positive forecasts from Goldman Sachs [1]. - Goldman Sachs predicts that uranium prices will rise significantly, estimating a price of approximately USD 91 per pound by the end of 2026, which represents an increase of at least 20% from the current price of around USD 76 per pound [1]. - The consensus among major investment banks regarding a long-term structural gap in the uranium market is expected to attract more long-term capital into the uranium mining sector, benefiting leading companies like CGN Mining [1].