CGN MINING(HK:01164) 智通财经网·2026-01-16 02:06Group 1 - The core viewpoint of the article highlights the significant increase in the stock price of China General Nuclear Power Corporation Mining (CGN Mining), which rose by 4.12% to HKD 3.79, with a trading volume of HKD 87.39 million [1] - CGN Mining announced that its 49% owned Xie Company produced 862.2 tons of natural uranium in 2025, while its other 49% owned Ao Company produced 1,836.8 tons, achieving completion rates of 100.1% and 102.0% respectively [1] - In the fourth quarter of 2025, the total production of natural uranium from the group's invested mines was 702.5 tons, with a completion rate of 94.6% for the quarter [1] Group 2 - According to Guojin Securities, the supply side 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 [1] - On the demand side, the growth of nuclear power installations is driven by energy security, the transition to clean energy, and the demand for AI-powered electricity, leading to a persistent global supply-demand gap for natural uranium [1] - The expectation of tight supply is likely to push up the long-term contract prices of uranium [1]