港股异动 | 中广核矿业(01164)再涨超4% 铀价近期表现强势 美国补库预期走强催化铀价上涨

Core Viewpoint - China General Nuclear Power Corporation (CGN) Mining (01164) has seen its stock price increase by over 4%, currently trading at 3.97 HKD with a transaction volume of 173 million HKD, driven by rising uranium prices [1] Group 1: Uranium Market Dynamics - Recent prices for natural uranium have reached a 25-year high, with spot prices rising to 85 USD per pound as of January 16, surpassing the previous peak of 83.5 USD per pound expected in 2025 [1] - The long-term contract price for uranium has also increased, reaching 86.5 USD per pound in December, reflecting a month-on-month growth of 1% and a year-on-year increase of 7% [1] Group 2: Regulatory and Strategic Developments - On January 14, U.S. President Trump signed an executive order under "Section 232" to investigate and recognize natural uranium as a "critical mineral and derivative product," indicating a commitment to ensure sufficient uranium supply and address supply chain vulnerabilities [1] - The U.S. Secretary of Energy previously stated the need to increase strategic uranium reserves, suggesting that the U.S. uranium replenishment cycle may be accelerated, further strengthening the demand-side logic for the uranium mining sector [1]