CGN MINING(HK:01164) 智通财经网·2026-01-05 06:40Group 1 - China General Nuclear Power Corporation (CGN) Mining (01164) saw a nearly 9% increase in stock price during trading, currently up 6.79% at HKD 3.46, with a trading volume of HKD 252 million [1] - Tokyo Electric Power Company announced plans to restart the Kashiwazaki-Kariwa Nuclear Power Plant Unit 6 on January 20, 2026, with an investment of JPY 11 trillion in nuclear and renewable energy over the next decade [1] - Recent reports indicate that two "Hualong One" nuclear reactors from CGN have begun fuel loading, signaling progress in nuclear energy projects [1] Group 2 - On the supply side, uranium primary supply is expected to recover in the short term due to mine restarts, but long-term supply capacity is facing continuous decline; secondary supply is unlikely to provide effective increments in the short to medium term [1] - On the demand side, nuclear power installations are steadily increasing due to energy security, clean energy transition, and AI power demand, leading to a persistent global natural uranium supply-demand gap [1] - Expectations of tight supply are driving up long-term uranium contract prices [1]