CGN MINING(HK:01164) 智通财经网·2026-01-15 02:52Group 1 - China General Nuclear Power Corporation (CGN) Mining (01164) saw its stock rise over 4% in early trading, currently up 2.79% at HKD 3.68, with a trading volume of HKD 170 million [1] - The U.S. government announced a funding of USD 900 million to Centrus Energy and two other nuclear fuel manufacturers, totaling approximately USD 2.7 billion, aimed at restarting domestic nuclear fuel production and reducing reliance on Russian enriched uranium [1] - Uranium futures prices recently surpassed USD 82 per pound, reaching the highest level since mid-2024 [1] Group 2 - According to Guojin Securities, the primary supply of uranium is expected to recover in the short term due to the resumption of mining operations, but the long-term supply capacity is facing continuous decline; secondary supply is unlikely to generate effective increments in the short term [1] - On the demand side, nuclear power installations are steadily increasing due to energy security, the transition to clean energy, and the demand for AI-driven electricity, leading to a persistent global natural uranium supply-demand gap [1] - With expectations of tight supply, long-term uranium contract prices are expected to continue rising [1]